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 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
3+ 0.58% |
$1.33K - $1.6K
|
521
$253K
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.05% |
$1.33K - $1.6K
|
5.97K
$2.89M
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
3+ 0.38% |
$1.33K - $1.6K
|
798
$387K
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2+ 0.1% |
$885 - $1.07K
|
1.93K
$938K
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2+ 0.04% |
$885 - $1.07K
|
4.68K
$2.27M
|
|
Apr 09, 2025
Q1 2025
|
Gunderson Capital Management Inc.
|
BUY
|
- |
2+ 0.22% |
$885 - $1.07K
|
905
$439K
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
2+ 0.1% |
$885 - $1.07K
|
2.01K
$975K
|
|
Apr 21, 2025
Q1 2025
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
2+ 0.25% |
$885 - $1.07K
|
801
$388K
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
BUY
|
- |
2+ 0.42% |
$885 - $1.07K
|
477
$231K
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2+ 0.14% |
$885 - $1.07K
|
1.4K
$680K
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
2+ 0.04% |
$885 - $1.07K
|
4.94K
$2.4M
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
2+ 0.32% |
$885 - $1.07K
|
620
$301K
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2+ 1.05% |
$885 - $1.07K
|
193
$93.6K
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
2+ 0.2% |
$885 - $1.07K
|
1.02K
$493K
|
|
May 07, 2025
Q1 2025
|
American Asset Management Inc.
|
BUY
|
- |
2+ 0.2% |
$885 - $1.07K
|
1.03K
$498K
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
2+ 0.06% |
$885 - $1.07K
|
3.54K
$1.72M
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
2+ 0.28% |
$885 - $1.07K
|
717
$348K
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
2+ 0.05% |
$885 - $1.07K
|
3.94K
$1.91M
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
2+ 0.13% |
$885 - $1.07K
|
1.5K
$725K
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1+ 0.01% |
$443 - $535
|
15.4K
$7.45M
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$443 - $535
|
2.84K
$1.38M
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 0.08% |
$443 - $535
|
1.29K
$623K
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
1+ 0.12% |
$443 - $535
|
814
$395K
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1+ 0.02% |
$443 - $535
|
5.48K
$2.66M
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$443 - $535
|
1.6K
$776K
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
1+ 0.04% |
$443 - $535
|
2.76K
$1.34M
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
1+ 0.14% |
$443 - $535
|
695
$337K
|
|
May 12, 2025
Q1 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1+ 0.07% |
$443 - $535
|
1.5K
$729K
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
1+ 0.08% |
$443 - $535
|
1.23K
$596K
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.01% |
$443 - $535
|
8.8K
$4.27M
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
1+ 0.04% |
$443 - $535
|
2.38K
$1.16M
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-1- 0.02% |
$443 - $535
|
4.94K
$2.4M
|
|
Apr 11, 2025
Q1 2025
|
Persium Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1- 0.09% |
$443 - $535
|
1.17K
$569K
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-1- 0.12% |
$443 - $535
|
827
$401K
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1- 0.15% |
$443 - $535
|
648
$314K
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-1- 0.02% |
$443 - $535
|
6.25K
$3.03M
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-1- 0.02% |
$443 - $535
|
6K
$2.91M
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-1- 0.03% |
$443 - $535
|
3.18K
$1.54M
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1- 0.01% |
$443 - $535
|
10.6K
$5.15M
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-1- 0.27% |
$443 - $535
|
365
$177K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-1- 1.35% |
$443 - $535
|
73
$35.4K
|
|
May 02, 2025
Q1 2025
|
Bip Alliance, LLC
Atlanta, GA |
SELL
|
- |
-1- 0.12% |
$443 - $535
|
836
$405K
|
|
May 08, 2025
Q1 2025
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.06% |
$443 - $535
|
1.79K
$868K
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-1- 0.02% |
$443 - $535
|
5.38K
$2.61M
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-1- 0.01% |
$443 - $535
|
8.37K
$4.06M
|
|
May 13, 2025
Q1 2025
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
SELL
|
- |
-1- 0.01% |
$443 - $535
|
7.34K
$3.56M
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.04% |
$443 - $535
|
2.7K
$1.31M
|
|
May 14, 2025
Q1 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-1- 0.03% |
$443 - $535
|
2.95K
$1.43M
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-1- 0.13% |
$443 - $535
|
798
$387K
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.07% |
$885 - $1.07K
|
3.06K
$1.49M
|