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
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-10- 0.39% |
$4.43K - $5.35K
|
2.53K
$1.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-10- 0.82% |
$4.43K - $5.35K
|
1.21K
$589K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-10- 0.93% |
$4.43K - $5.35K
|
1.06K
$514K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-10- 23.26% |
$4.43K - $5.35K
|
33
$16K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-10- 0.1% |
$4.43K - $5.35K
|
10.5K
$5.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-10- 1.33% |
$4.43K - $5.35K
|
744
$361K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-10- 0.3% |
$4.43K - $5.35K
|
3.38K
$1.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-10- 0.21% |
$4.43K - $5.35K
|
4.85K
$2.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-10- 1.27% |
$4.43K - $5.35K
|
775
$376K
|
|
|
Apr 28, 2025
Q1 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
SELL
|
- |
-10- 0.09% |
$4.43K - $5.35K
|
11.3K
$5.48M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-10- 1.05% |
$4.43K - $5.35K
|
938
$455K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-10- 2.82% |
$4.43K - $5.35K
|
345
$167K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-10- 0.36% |
$4.43K - $5.35K
|
2.78K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-10- 0.36% |
$4.43K - $5.35K
|
2.75K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-10- 1.23% |
$4.43K - $5.35K
|
801
$388K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-11- 0.58% |
$4.87K - $5.88K
|
1.9K
$919K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
SELL
|
- |
-11- 0.37% |
$4.87K - $5.88K
|
2.96K
$1.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-11- 1.09% |
$4.87K - $5.88K
|
996
$483K
|
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-11- 2.3% |
$4.87K - $5.88K
|
468
$227K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-12- 0.73% |
$5.31K - $6.41K
|
1.64K
$795K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-12- 9.38% |
$5.31K - $6.41K
|
116
$56.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-12- 1.08% |
$5.31K - $6.41K
|
1.1K
$532K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-12- 0.47% |
$5.31K - $6.41K
|
2.53K
$1.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-12- 0.85% |
$5.31K - $6.41K
|
1.4K
$677K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-12- 0.12% |
$5.31K - $6.41K
|
10.3K
$4.99M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12- 0.37% |
$5.31K - $6.41K
|
3.2K
$1.55M
|
|
|
May 08, 2025
Q1 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
SELL
|
- |
-12- 0.39% |
$5.31K - $6.41K
|
3.06K
$1.48M
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-12- 0.79% |
$5.31K - $6.41K
|
1.51K
$733K
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-13- 0.19% |
$5.75K - $6.95K
|
6.99K
$3.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-13- 1.01% |
$5.75K - $6.95K
|
1.27K
$618K
|
|
|
Apr 11, 2025
Q1 2025
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-13- 0.53% |
$5.75K - $6.95K
|
2.45K
$1.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Waverton Investment Management LTD
|
SELL
|
- |
-13- 0.02% |
$5.75K - $6.95K
|
70.2K
$34M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-13- 2.04% |
$5.75K - $6.95K
|
623
$302K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-13- 0.37% |
$5.75K - $6.95K
|
3.5K
$1.7M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-13- 0.31% |
$5.75K - $6.95K
|
4.22K
$2.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-14- 0.7% |
$6.2K - $7.48K
|
1.98K
$960K
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-14- 1.42% |
$6.2K - $7.48K
|
971
$471K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-14- 1.25% |
$6.2K - $7.48K
|
1.11K
$536K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-14- 0.62% |
$6.2K - $7.48K
|
2.23K
$1.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-14- 1.81% |
$6.2K - $7.48K
|
759
$368K
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-14- 0.05% |
$6.2K - $7.48K
|
28.8K
$14M
|
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-14- 0.07% |
$6.2K - $7.48K
|
19K
$9.21M
|
|
|
May 09, 2025
Q1 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
SELL
|
- |
-14- 2.92% |
$6.2K - $7.48K
|
466
$226K
|
|
|
May 13, 2025
Q1 2025
|
America First Investment Advisors, LLC
|
SELL
|
- |
-14- 0.16% |
$6.2K - $7.48K
|
8.99K
$4.36M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-14- 0.09% |
$6.2K - $7.48K
|
15.4K
$7.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-15- 0.1% |
$6.64K - $8.02K
|
14.5K
$7.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-15- 1.54% |
$6.64K - $8.02K
|
958
$465K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-15- 0.01% |
$6.64K - $8.02K
|
111K
$54M
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-15- 7.18% |
$6.64K - $8.02K
|
194
$94.1K
|
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
SELL
|
- |
-15- 16.3% |
$6.64K - $8.02K
|
77
$37.3K
|