Purchases and Sales Made in Q1 2025 in Berkshire Hathaway Inc Class B (BRK-B)
This table provides information about the institutional ownership of Berkshire Hathaway Inc Class B (BRK-B) during Q1 2025. The information is specifically focused on institutions that hold shares of BERKSHIRE HATHAWAY INC - Class B.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
18+ 3.61% |
$7.97K - $9.62K
|
517
$251K
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
18+ 0.67% |
$7.97K - $9.62K
|
2.7K
$1.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
18+ 1.07% |
$7.97K - $9.62K
|
1.71K
$828K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
18+ 1.62% |
$7.97K - $9.62K
|
1.13K
$546K
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
18+ 0.49% |
$7.97K - $9.62K
|
3.72K
$1.8M
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
18+ 0.6% |
$7.97K - $9.62K
|
3.03K
$1.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
17+ 1.74% |
$7.53K - $9.09K
|
992
$481K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
17+ 0.67% |
$7.53K - $9.09K
|
2.57K
$1.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
17+ 0.4% |
$7.53K - $9.09K
|
4.28K
$2.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
17+ 0.67% |
$7.53K - $9.09K
|
2.54K
$1.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
17+ 0.34% |
$7.53K - $9.09K
|
5.09K
$2.47M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
17+ 1.83% |
$7.53K - $9.09K
|
947
$459K
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
17+ 2.97% |
$7.53K - $9.09K
|
589
$286K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
17+ 0.19% |
$7.53K - $9.09K
|
8.78K
$4.26M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
17+ 0.33% |
$7.53K - $9.09K
|
5.12K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
17+ 2.27% |
$7.53K - $9.09K
|
765
$371K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
16+ 0.74% |
$7.08K - $8.55K
|
2.19K
$1.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
16+ 0.93% |
$7.08K - $8.55K
|
1.74K
$846K
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
16+ 1.92% |
$7.08K - $8.55K
|
848
$411K
|
|
|
May 09, 2025
Q1 2025
|
Campbell Capital Management Inc
|
BUY
|
- |
16+ 0.51% |
$7.08K - $8.55K
|
3.15K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
16+ 0.5% |
$7.08K - $8.55K
|
3.19K
$1.54M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
15+ 0.28% |
$6.64K - $8.02K
|
5.35K
$2.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
15+ 2.42% |
$6.64K - $8.02K
|
635
$308K
|
|
|
Apr 17, 2025
Q1 2025
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
15+ 1.29% |
$6.64K - $8.02K
|
1.18K
$572K
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
15+ 0.86% |
$6.64K - $8.02K
|
1.75K
$849K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
15+ 0.63% |
$6.64K - $8.02K
|
2.41K
$1.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
15+ 2.71% |
$6.64K - $8.02K
|
569
$276K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
15+ 0.96% |
$6.64K - $8.02K
|
1.57K
$762K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
15+ 1.67% |
$6.64K - $8.02K
|
915
$444K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
15+ 0.48% |
$6.64K - $8.02K
|
3.13K
$1.52M
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
15+ 2.93% |
$6.64K - $8.02K
|
527
$256K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
15+ 1.3% |
$6.64K - $8.02K
|
1.17K
$565K
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
15+ 0.22% |
$6.64K - $8.02K
|
6.74K
$3.27M
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
BUY
|
- |
15+ 0.56% |
$6.64K - $8.02K
|
2.68K
$1.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
14+ 0.99% |
$6.2K - $7.48K
|
1.43K
$692K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
14+ 0.08% |
$6.2K - $7.48K
|
17.4K
$8.44M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
14+ 0.47% |
$6.2K - $7.48K
|
3K
$1.46M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
14+ 0.11% |
$6.2K - $7.48K
|
12.7K
$6.17M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
13+ 0.13% |
$5.75K - $6.95K
|
9.73K
$4.72M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
13+ 2.45% |
$5.75K - $6.95K
|
543
$263K
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
13+ 0.31% |
$5.75K - $6.95K
|
4.25K
$2.06M
|
|
|
May 09, 2025
Q1 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
13+ 0.7% |
$5.75K - $6.95K
|
1.87K
$906K
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
13+ 2.26% |
$5.75K - $6.95K
|
587
$285K
|
|
|
May 14, 2025
Q1 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
13+ 2.39% |
$5.75K - $6.95K
|
556
$270K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
12+ 2.13% |
$5.31K - $6.41K
|
576
$279K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
12+ 1.42% |
$5.31K - $6.41K
|
856
$415K
|
|
|
Apr 22, 2025
Q1 2025
|
Channing Global Advisors, LLC
|
BUY
|
- |
12+ 0.16% |
$5.31K - $6.41K
|
7.51K
$3.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
12+ 0.43% |
$5.31K - $6.41K
|
2.77K
$1.34M
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
12+ 0.25% |
$5.31K - $6.41K
|
4.8K
$2.33M
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
12+ 0.11% |
$5.31K - $6.41K
|
10.6K
$5.16M
|