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 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-32- 6.75% |
$14.2K - $17.1K
|
442
$214K
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-32- 0.47% |
$14.2K - $17.1K
|
6.71K
$3.26M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-32- 3.3% |
$14.2K - $17.1K
|
938
$455K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-32- 2.94% |
$14.2K - $17.1K
|
1.06K
$512K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-32- 0.24% |
$14.2K - $17.1K
|
13.4K
$6.52M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-32- 2.92% |
$14.2K - $17.1K
|
1.07K
$517K
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-32- 1.05% |
$14.2K - $17.1K
|
3.02K
$1.46M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-33- 2.27% |
$14.6K - $17.6K
|
1.42K
$688K
|
|
|
Apr 16, 2025
Q1 2025
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-33- 0.76% |
$14.6K - $17.6K
|
4.31K
$2.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-33- 0.09% |
$14.6K - $17.6K
|
36.1K
$17.5M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-33- 1.07% |
$14.6K - $17.6K
|
3.04K
$1.47M
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-33- 6.72% |
$14.6K - $17.6K
|
458
$222K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-33- 1.33% |
$14.6K - $17.6K
|
2.44K
$1.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-34- 0.14% |
$15.1K - $18.2K
|
25.1K
$12.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-34- 0.13% |
$15.1K - $18.2K
|
25.9K
$12.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-34- 0.95% |
$15.1K - $18.2K
|
3.54K
$1.71M
|
|
|
May 13, 2025
Q1 2025
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-34- 0.09% |
$15.1K - $18.2K
|
38.1K
$18.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-35- 1.53% |
$15.5K - $18.7K
|
2.25K
$1.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-35- 0.43% |
$15.5K - $18.7K
|
8.15K
$3.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-35- 0.98% |
$15.5K - $18.7K
|
3.54K
$1.71M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-35- 0.55% |
$15.5K - $18.7K
|
6.32K
$3.07M
|
|
|
May 07, 2025
Q1 2025
|
Councilmark Asset Management, LLC
Knoxville, TN |
SELL
|
- |
-35- 0.19% |
$15.5K - $18.7K
|
18.3K
$8.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-36- 2.09% |
$15.9K - $19.2K
|
1.68K
$816K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-36- 4.52% |
$15.9K - $19.2K
|
761
$369K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-36- 0.73% |
$15.9K - $19.2K
|
4.87K
$2.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-36- 1.04% |
$15.9K - $19.2K
|
3.41K
$1.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-36- 4.25% |
$15.9K - $19.2K
|
811
$393K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-36- 0.62% |
$15.9K - $19.2K
|
5.79K
$2.81M
|
|
|
May 15, 2025
Q1 2025
|
1922 Investment CO LLC
Houston, TX |
SELL
|
- |
-36- 0.6% |
$15.9K - $19.2K
|
5.97K
$2.89M
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-36- 5.37% |
$15.9K - $19.2K
|
634
$307K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-37- 2.59% |
$16.4K - $19.8K
|
1.39K
$674K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-37- 1.49% |
$16.4K - $19.8K
|
2.45K
$1.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-37- 1.19% |
$16.4K - $19.8K
|
3.09K
$1.5M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-37- 2.01% |
$16.4K - $19.8K
|
1.8K
$873K
|
|
|
May 12, 2025
Q1 2025
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-37- 0.95% |
$16.4K - $19.8K
|
3.84K
$1.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-38- 5.65% |
$16.8K - $20.3K
|
635
$308K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-38- 1.96% |
$16.8K - $20.3K
|
1.9K
$923K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-38- 1.83% |
$16.8K - $20.3K
|
2.04K
$990K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-38- 0.84% |
$16.8K - $20.3K
|
4.48K
$2.17M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-38- 7.63% |
$16.8K - $20.3K
|
460
$223K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-38- 1.24% |
$16.8K - $20.3K
|
3.02K
$1.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-39- 2.96% |
$17.3K - $20.8K
|
1.28K
$620K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-39- 1.63% |
$17.3K - $20.8K
|
2.35K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-39- 0.03% |
$17.3K - $20.8K
|
136K
$66M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-40- 0.87% |
$17.7K - $21.4K
|
4.57K
$2.22M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-40- 1.46% |
$17.7K - $21.4K
|
2.7K
$1.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-40- 3.12% |
$17.7K - $21.4K
|
1.24K
$603K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-40- 7.29% |
$17.7K - $21.4K
|
509
$247K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-40- 1.89% |
$17.7K - $21.4K
|
2.08K
$1.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Trevian Wealth Management LLC
|
SELL
|
- |
-40- 3.13% |
$17.7K - $21.4K
|
1.24K
$601K
|