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 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-15- 1.68% |
$6.64K - $8.02K
|
877
$425K
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-15- 0.28% |
$6.64K - $8.02K
|
5.26K
$2.55M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-15- 1.94% |
$6.64K - $8.02K
|
759
$368K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-16- 0.94% |
$7.08K - $8.55K
|
1.68K
$816K
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
SELL
|
- |
-16- 0.54% |
$7.08K - $8.55K
|
2.96K
$1.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-16- 1.94% |
$7.08K - $8.55K
|
809
$392K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-16- 1.72% |
$7.08K - $8.55K
|
915
$444K
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-16- 2.17% |
$7.08K - $8.55K
|
723
$351K
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
SELL
|
- |
-16- 1.79% |
$7.08K - $8.55K
|
877
$425K
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-17- 0.25% |
$7.53K - $9.09K
|
6.65K
$3.23M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-17- 2.79% |
$7.53K - $9.09K
|
592
$287K
|
|
|
May 15, 2025
Q1 2025
|
Tamar Securities, LLC
|
SELL
|
- |
-17- 2.43% |
$7.53K - $9.09K
|
683
$331K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-18- 0.68% |
$7.97K - $9.62K
|
2.64K
$1.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-18- 1.24% |
$7.97K - $9.62K
|
1.44K
$696K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-18- 0.24% |
$7.97K - $9.62K
|
7.64K
$3.7M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-18- 0.94% |
$7.97K - $9.62K
|
1.9K
$923K
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
SELL
|
- |
-18- 1.59% |
$7.97K - $9.62K
|
1.11K
$540K
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-18- 1.18% |
$7.97K - $9.62K
|
1.51K
$733K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-18- 1.57% |
$7.97K - $9.62K
|
1.13K
$549K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
SELL
|
- |
-18- 0.76% |
$7.97K - $9.62K
|
2.36K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-19- 3.2% |
$8.41K - $10.2K
|
574
$278K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-19- 0.28% |
$8.41K - $10.2K
|
6.87K
$3.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-19- 0.02% |
$8.41K - $10.2K
|
123K
$59.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-19- 0.13% |
$8.41K - $10.2K
|
14.5K
$7.04M
|
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-19- 0.55% |
$8.41K - $10.2K
|
3.41K
$1.65M
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-19- 0.26% |
$8.41K - $10.2K
|
7.3K
$3.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-20- 3.36% |
$8.85K - $10.7K
|
575
$279K
|
|
|
Apr 15, 2025
Q1 2025
|
Coerente Capital Management
|
SELL
|
- |
-20- 1.37% |
$8.85K - $10.7K
|
1.44K
$696K
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-20- 0.93% |
$8.85K - $10.7K
|
2.13K
$1.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-20- 0.17% |
$8.85K - $10.7K
|
11.7K
$5.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-20- 1.02% |
$8.85K - $10.7K
|
1.95K
$944K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-20- 1.24% |
$8.85K - $10.7K
|
1.59K
$773K
|
|
|
Apr 23, 2025
Q1 2025
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-20- 0.98% |
$8.85K - $10.7K
|
2.02K
$978K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-20- 1.45% |
$8.85K - $10.7K
|
1.36K
$661K
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-20- 3.53% |
$8.85K - $10.7K
|
547
$265K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-20- 0.23% |
$8.85K - $10.7K
|
8.85K
$4.29M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-20- 0.89% |
$8.85K - $10.7K
|
2.23K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-20- 0.24% |
$8.85K - $10.7K
|
8.34K
$4.05M
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-20- 0.13% |
$8.85K - $10.7K
|
15.8K
$7.69M
|
|
|
Jun 23, 2025
Q1 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-20- 2.02% |
$8.85K - $10.7K
|
969
$470K
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-21- 0.4% |
$9.3K - $11.2K
|
5.23K
$2.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-21- 0.43% |
$9.3K - $11.2K
|
4.83K
$2.34M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-21- 2.86% |
$9.3K - $11.2K
|
714
$346K
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-22- 0.81% |
$9.74K - $11.8K
|
2.71K
$1.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-22- 0.34% |
$9.74K - $11.8K
|
6.51K
$3.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-22- 0.36% |
$9.74K - $11.8K
|
6.02K
$2.92M
|
|
|
May 07, 2025
Q1 2025
|
Wernau Asset Management Inc.
Gloucester, MA |
SELL
|
- |
-22- 0.13% |
$9.74K - $11.8K
|
16.8K
$8.14M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-22- 0.24% |
$9.74K - $11.8K
|
9K
$4.36M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-22- 0.54% |
$9.74K - $11.8K
|
4.02K
$1.95M
|
|
|
May 13, 2025
Q1 2025
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-22- 0.53% |
$9.74K - $11.8K
|
4.1K
$1.99M
|