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 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.9K+ 5.47% |
$1.73M - $2.08M
|
75.2K
$37.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
3.89KNew |
$1.72M - $2.08M
|
3.89K
$1.96M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.86KNew |
$1.71M - $2.06M
|
3.86K
$1.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
3.84K+ 7.53% |
$1.7M - $2.05M
|
54.9K
$27.7M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3.83K+ 7.16% |
$1.69M - $2.04M
|
57.3K
$28.9M
|
|
|
May 15, 2025
Q1 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
3.81K+ 7.67% |
$1.68M - $2.03M
|
53.4K
$26.9M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
3.8K+ 8.88% |
$1.68M - $2.03M
|
46.5K
$23.5M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.77K+ 10.31% |
$1.67M - $2.01M
|
40.3K
$20.3M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.76K+ 6.66% |
$1.66M - $2.01M
|
60.2K
$30.3M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
3.73K+ 156.09% |
$1.65M - $1.99M
|
6.12K
$3.08M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.66K+ 6.33% |
$1.62M - $1.95M
|
61.4K
$31M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
3.65KNew |
$1.62M - $1.95M
|
3.65K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.64K+ 34.03% |
$1.61M - $1.94M
|
14.3K
$7.22M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.63K+ 13.69% |
$1.61M - $1.94M
|
30.1K
$15.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.58K+ 7.68% |
$1.58M - $1.91M
|
50.2K
$25.3M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
3.57K+ 1.29% |
$1.58M - $1.91M
|
279K
$141M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.56K+ 34.77% |
$1.57M - $1.9M
|
13.8K
$6.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
3.55KNew |
$1.57M - $1.9M
|
3.55K
$1.79M
|
|
|
May 09, 2025
Q1 2025
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
3.55KNew |
$1.57M - $1.89M
|
3.55K
$1.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
3.53K+ 46.85% |
$1.56M - $1.89M
|
11.1K
$5.57M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
3.52K+ 3.77% |
$1.56M - $1.88M
|
96.9K
$48.9M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
3.52K+ 2.88% |
$1.56M - $1.88M
|
126K
$63.3M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
3.52K+ 47.05% |
$1.56M - $1.88M
|
11K
$5.54M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.51K+ 6.09% |
$1.56M - $1.88M
|
61.2K
$30.9M
|
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
3.51K+ 2.07% |
$1.55M - $1.88M
|
173K
$87.3M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.45K+ 14.25% |
$1.53M - $1.84M
|
27.7K
$13.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.44K+ 16.07% |
$1.52M - $1.84M
|
24.8K
$12.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
3.43K+ 9.51% |
$1.52M - $1.83M
|
39.4K
$19.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
3.4K+ 56.15% |
$1.51M - $1.82M
|
9.46K
$4.76M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.39K+ 1.33% |
$1.5M - $1.81M
|
259K
$130M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
3.38KNew |
$1.49M - $1.81M
|
3.38K
$1.7M
|
|
|
May 13, 2025
Q1 2025
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
3.38K+ 9.76% |
$1.49M - $1.8M
|
38K
$19.1M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.35K+ 1.65% |
$1.48M - $1.79M
|
206K
$104M
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
3.34KNew |
$1.48M - $1.78M
|
3.34K
$1.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.32K+ 5.52% |
$1.47M - $1.77M
|
63.4K
$32M
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
BUY
|
- |
3.3K+ 2.71% |
$1.46M - $1.76M
|
125K
$62.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
3.27K+ 102.51% |
$1.45M - $1.75M
|
6.46K
$3.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
3.25K+ 1.5% |
$1.44M - $1.73M
|
220K
$111M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
3.2K+ 302.84% |
$1.42M - $1.71M
|
4.26K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.2K+ 217.92% |
$1.42M - $1.71M
|
4.67K
$2.35M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.18K+ 64.5% |
$1.41M - $1.7M
|
8.11K
$4.09M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
3.14K+ 5.24% |
$1.39M - $1.68M
|
63K
$31.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
3.13K+ 63.83% |
$1.39M - $1.67M
|
8.04K
$4.05M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.11KNew |
$1.38M - $1.66M
|
3.11K
$1.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.1K+ 17.54% |
$1.37M - $1.65M
|
20.7K
$10.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
BUY
|
- |
3.1KNew |
$1.37M - $1.65M
|
3.1K
$1.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.1K+ 14.92% |
$1.37M - $1.65M
|
23.8K
$12M
|
|
|
Apr 23, 2025
Q1 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
3.09K+ 39.34% |
$1.37M - $1.65M
|
10.9K
$5.52M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
3.06K+ 3.16% |
$1.35M - $1.64M
|
100K
$50.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.05K+ 1.56% |
$1.35M - $1.63M
|
198K
$100M
|