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 |
|---|---|---|---|---|---|---|---|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
12+ 0.38% |
$5.31K - $6.41K
|
3.17K
$1.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
11+ 0.71% |
$4.87K - $5.88K
|
1.56K
$757K
|
|
|
Apr 22, 2025
Q1 2025
|
Chico Wealth Ria
|
BUY
|
- |
11+ 1.01% |
$4.87K - $5.88K
|
1.11K
$536K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
11+ 0.12% |
$4.87K - $5.88K
|
9.08K
$4.4M
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
11+ 0.56% |
$4.87K - $5.88K
|
1.98K
$958K
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
11+ 0.48% |
$4.87K - $5.88K
|
2.3K
$1.12M
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
11+ 0.11% |
$4.87K - $5.88K
|
9.67K
$4.69M
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
11+ 1.62% |
$4.87K - $5.88K
|
692
$336K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
11New |
$4.87K - $5.88K
|
11
$5.34K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
11+ 275.0% |
$4.87K - $5.88K
|
15
$7.28K
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
10+ 0.21% |
$4.43K - $5.35K
|
4.81K
$2.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
10+ 0.06% |
$4.43K - $5.35K
|
17.8K
$8.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
10+ 0.26% |
$4.43K - $5.35K
|
3.86K
$1.87M
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
10+ 0.59% |
$4.43K - $5.35K
|
1.71K
$828K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
10+ 0.34% |
$4.43K - $5.35K
|
2.91K
$1.41M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
10+ 1.15% |
$4.43K - $5.35K
|
878
$426K
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
10+ 0.83% |
$4.43K - $5.35K
|
1.22K
$591K
|
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
BUY
|
- |
10+ 1.37% |
$4.43K - $5.35K
|
739
$358K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
10+ 0.76% |
$4.43K - $5.35K
|
1.32K
$642K
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
10+ 1.01% |
$4.43K - $5.35K
|
1K
$485K
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
BUY
|
- |
10+ 0.03% |
$4.43K - $5.35K
|
33.8K
$16.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
10+ 1.24% |
$4.43K - $5.35K
|
814
$395K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
10+ 0.28% |
$4.43K - $5.35K
|
3.54K
$1.72M
|
|
|
May 05, 2025
Q1 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
10+ 0.74% |
$4.43K - $5.35K
|
1.37K
$664K
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
10+ 0.27% |
$4.43K - $5.35K
|
3.69K
$1.79M
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
10+ 2.16% |
$4.43K - $5.35K
|
472
$229K
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
10+ 1.71% |
$4.43K - $5.35K
|
595
$289K
|
|
|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
10+ 0.78% |
$4.43K - $5.35K
|
1.3K
$629K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
10+ 0.17% |
$4.43K - $5.35K
|
6.01K
$2.91M
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10+ 1.49% |
$4.43K - $5.35K
|
681
$330K
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
10+ 1.14% |
$4.43K - $5.35K
|
891
$432K
|
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
10+ 0.9% |
$4.43K - $5.35K
|
1.12K
$543K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
10+ 1.18% |
$4.43K - $5.35K
|
859
$417K
|
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
10+ 1.45% |
$4.43K - $5.35K
|
702
$340K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
9+ 1.06% |
$3.98K - $4.81K
|
856
$415K
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
9+ 0.08% |
$3.98K - $4.81K
|
11.6K
$5.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
9+ 0.03% |
$3.98K - $4.81K
|
32.6K
$15.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
9+ 0.49% |
$3.98K - $4.81K
|
1.83K
$888K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
9+ 7.2% |
$3.98K - $4.81K
|
134
$65K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
9+ 1.34% |
$3.98K - $4.81K
|
679
$329K
|
|
|
May 06, 2025
Q1 2025
|
Bcm Advisors, LLC
|
BUY
|
- |
9+ 0.8% |
$3.98K - $4.81K
|
1.13K
$548K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
9+ 1.71% |
$3.98K - $4.81K
|
535
$259K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
9+ 0.9% |
$3.98K - $4.81K
|
1.01K
$490K
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
9+ 0.98% |
$3.98K - $4.81K
|
930
$451K
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
9+ 0.63% |
$3.98K - $4.81K
|
1.44K
$698K
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
8+ 1.55% |
$3.54K - $4.28K
|
524
$254K
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
8+ 0.91% |
$3.54K - $4.28K
|
891
$432K
|
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
8+ 0.44% |
$3.54K - $4.28K
|
1.85K
$895K
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
8+ 0.12% |
$3.54K - $4.28K
|
6.43K
$3.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
8+ 0.84% |
$3.54K - $4.28K
|
965
$468K
|