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 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-5- 0.05% |
$2.21K - $2.67K
|
10.2K
$4.96M
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-5- 0.03% |
$2.21K - $2.67K
|
14.3K
$6.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-6- 0.34% |
$2.66K - $3.21K
|
1.75K
$847K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-6- 0.11% |
$2.66K - $3.21K
|
5.37K
$2.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-6- 0.59% |
$2.66K - $3.21K
|
1.02K
$493K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-6- 0.11% |
$2.66K - $3.21K
|
5.68K
$2.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.47% |
$2.66K - $3.21K
|
1.28K
$618K
|
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-6- 0.96% |
$2.66K - $3.21K
|
620
$301K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-6- 0.03% |
$2.66K - $3.21K
|
22.3K
$10.8M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-6- -0.0% |
$2.66K - $3.21K
|
244K
$118M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-6- 1.34% |
$2.66K - $3.21K
|
441
$214K
|
|
|
May 13, 2025
Q1 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-6- 0.16% |
$2.66K - $3.21K
|
3.76K
$1.82M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-6- 0.18% |
$2.66K - $3.21K
|
3.36K
$1.63M
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-6- 0.2% |
$2.66K - $3.21K
|
2.99K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-6- 0.9% |
$2.66K - $3.21K
|
661
$321K
|
|
|
May 14, 2025
Q1 2025
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-6- 0.45% |
$2.66K - $3.21K
|
1.33K
$645K
|
|
|
Jul 15, 2025
Q1 2025
|
Ims Capital Management
|
SELL
|
- |
-6- 0.06% |
$2.66K - $3.21K
|
9.54K
$4.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-7- 1.14% |
$3.1K - $3.74K
|
608
$295K
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
SELL
|
- |
-7- 0.74% |
$3.1K - $3.74K
|
938
$455K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-7- 0.72% |
$3.1K - $3.74K
|
967
$469K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-7- 0.06% |
$3.1K - $3.74K
|
10.9K
$5.28M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-7- 0.06% |
$3.1K - $3.74K
|
11.7K
$5.69M
|
|
|
May 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-7- 0.1% |
$3.1K - $3.74K
|
6.86K
$3.33M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-7- 0.77% |
$3.1K - $3.74K
|
905
$439K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-7- 0.82% |
$3.1K - $3.74K
|
845
$410K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-7- 11.86% |
$3.1K - $3.74K
|
52
$25.2K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-7- 0.07% |
$3.1K - $3.74K
|
9.71K
$4.71M
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-7- 0.08% |
$3.1K - $3.74K
|
8.49K
$4.12M
|
|
|
Jul 15, 2025
Q1 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
SELL
|
- |
-7- 1.1% |
$3.1K - $3.74K
|
628
$305K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
SELL
|
- |
-8- 0.69% |
$3.54K - $4.28K
|
1.15K
$560K
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-8- 0.14% |
$3.54K - $4.28K
|
5.75K
$2.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-8- 0.15% |
$3.54K - $4.28K
|
5.42K
$2.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-8- 0.56% |
$3.54K - $4.28K
|
1.42K
$687K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-8- 0.7% |
$3.54K - $4.28K
|
1.13K
$550K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-8- 0.37% |
$3.54K - $4.28K
|
2.15K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-8- 0.22% |
$3.54K - $4.28K
|
3.68K
$1.78M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-8- 0.2% |
$3.54K - $4.28K
|
4.09K
$1.98M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-9- 0.22% |
$3.98K - $4.81K
|
4.14K
$2.01M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-9- 0.05% |
$3.98K - $4.81K
|
17.1K
$8.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-9- 0.02% |
$3.98K - $4.81K
|
40.3K
$19.6M
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
SELL
|
- |
-9- 0.35% |
$3.98K - $4.81K
|
2.59K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-9- 1.39% |
$3.98K - $4.81K
|
640
$310K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-9- 0.25% |
$3.98K - $4.81K
|
3.53K
$1.71M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-9- 0.13% |
$3.98K - $4.81K
|
6.98K
$3.38M
|
|
|
May 13, 2025
Q1 2025
|
Miramar Capital, LLC
|
SELL
|
- |
-9- 0.61% |
$3.98K - $4.81K
|
1.47K
$714K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-9- 0.78% |
$3.98K - $4.81K
|
1.14K
$553K
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-9- 1.58% |
$3.98K - $4.81K
|
559
$271K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-9- 0.09% |
$3.98K - $4.81K
|
9.61K
$4.66M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-9- 0.02% |
$3.98K - $4.81K
|
40.9K
$19.9M
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-10- 0.26% |
$4.43K - $5.35K
|
3.9K
$1.89M
|