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 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-2- 0.05% |
$885 - $1.07K
|
3.74K
$1.81M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-2- 0.18% |
$885 - $1.07K
|
1.09K
$528K
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-2- 0.4% |
$885 - $1.07K
|
493
$239K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-2- 0.03% |
$885 - $1.07K
|
7.59K
$3.68M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-2- 0.39% |
$885 - $1.07K
|
516
$250K
|
|
|
May 22, 2025
Q1 2025
|
Kilter Group LLC
Rhinebeck, NY |
SELL
|
- |
-2- 0.17% |
$885 - $1.07K
|
1.15K
$558K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-3- 0.04% |
$1.33K - $1.6K
|
7.49K
$3.63M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-3- 0.39% |
$1.33K - $1.6K
|
772
$374K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3- 0.15% |
$1.33K - $1.6K
|
2.01K
$976K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-3- 0.01% |
$1.33K - $1.6K
|
47.4K
$23M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-3- 0.12% |
$1.33K - $1.6K
|
2.54K
$1.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-3- 0.41% |
$1.33K - $1.6K
|
733
$356K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-3- 0.77% |
$1.33K - $1.6K
|
389
$189K
|
|
|
Apr 21, 2025
Q1 2025
|
Clark & Stuart, Inc
Portland, ME |
SELL
|
- |
-3- 0.49% |
$1.33K - $1.6K
|
607
$294K
|
|
|
Apr 30, 2025
Q1 2025
|
Ascent Capital Management, LLC
Bend, OR |
SELL
|
- |
-3- 0.25% |
$1.33K - $1.6K
|
1.2K
$581K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-3- 0.28% |
$1.33K - $1.6K
|
1.05K
$510K
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-3- 0.01% |
$1.33K - $1.6K
|
26.4K
$12.8M
|
|
|
May 15, 2025
Q1 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-3- 0.34% |
$1.33K - $1.6K
|
870
$422K
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-3- 0.37% |
$1.33K - $1.6K
|
811
$393K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-4- 0.24% |
$1.77K - $2.14K
|
1.65K
$800K
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-4- 0.28% |
$1.77K - $2.14K
|
1.42K
$687K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-4- 0.72% |
$1.77K - $2.14K
|
549
$266K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-4- 0.06% |
$1.77K - $2.14K
|
7.13K
$3.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-4- 0.54% |
$1.77K - $2.14K
|
742
$360K
|
|
|
Apr 17, 2025
Q1 2025
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-4- 0.8% |
$1.77K - $2.14K
|
495
$240K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-4- 0.08% |
$1.77K - $2.14K
|
5K
$2.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-4- 0.02% |
$1.77K - $2.14K
|
16.2K
$7.86M
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-4- 0.22% |
$1.77K - $2.14K
|
1.78K
$863K
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-4- 0.5% |
$1.77K - $2.14K
|
791
$384K
|
|
|
May 14, 2025
Q1 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-4- 0.85% |
$1.77K - $2.14K
|
468
$227K
|
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-4- 0.4% |
$1.77K - $2.14K
|
1.01K
$489K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-5- 0.05% |
$2.21K - $2.67K
|
11.1K
$5.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-5- 0.44% |
$2.21K - $2.67K
|
1.12K
$545K
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-5- 0.13% |
$2.21K - $2.67K
|
3.9K
$1.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-5- 0.32% |
$2.21K - $2.67K
|
1.56K
$755K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-5- 0.14% |
$2.21K - $2.67K
|
3.52K
$1.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Citrine Capital LLC
San Francisco, CA |
SELL
|
- |
-5- 0.61% |
$2.21K - $2.67K
|
813
$394K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-5- 0.09% |
$2.21K - $2.67K
|
5.64K
$2.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-5- 2.07% |
$2.21K - $2.67K
|
237
$115K
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-5- 0.06% |
$2.21K - $2.67K
|
7.79K
$3.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Sippican Capital Advisors
|
SELL
|
- |
-5- 0.1% |
$2.21K - $2.67K
|
5.08K
$2.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-5- 0.75% |
$2.21K - $2.67K
|
663
$322K
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-5- 0.43% |
$2.21K - $2.67K
|
1.16K
$562K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-5- 0.18% |
$2.21K - $2.67K
|
2.82K
$1.37M
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-5- 0.05% |
$2.21K - $2.67K
|
10.3K
$4.99M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-5- 0.22% |
$2.21K - $2.67K
|
2.28K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-5- 0.17% |
$2.21K - $2.67K
|
3K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Terril Brothers, Inc.
|
SELL
|
- |
-5- 0.24% |
$2.21K - $2.67K
|
2.12K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Klcm Advisors, Inc.
|
SELL
|
- |
-5- 0.07% |
$2.21K - $2.67K
|
7.17K
$3.48M
|
|
|
May 14, 2025
Q1 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-5- 0.27% |
$2.21K - $2.67K
|
1.88K
$909K
|