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 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
SELL
|
- |
-50- 3.29% |
$22.1K - $26.7K
|
1.47K
$713K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-50- 0.12% |
$22.1K - $26.7K
|
40K
$19.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-50- 1.79% |
$22.1K - $26.7K
|
2.74K
$1.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-50- 15.02% |
$22.1K - $26.7K
|
283
$137K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-50- 9.38% |
$22.1K - $26.7K
|
483
$234K
|
|
|
Apr 24, 2025
Q1 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-50- 4.99% |
$22.1K - $26.7K
|
952
$462K
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-50- 1.68% |
$22.1K - $26.7K
|
2.94K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-50- 0.85% |
$22.1K - $26.7K
|
5.83K
$2.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Chapman Investment Management, LLC
|
SELL
|
- |
-50- 2.09% |
$22.1K - $26.7K
|
2.34K
$1.14M
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-50- 0.42% |
$22.1K - $26.7K
|
11.8K
$5.72M
|
|
|
May 06, 2025
Q1 2025
|
Kidder Stephen W
|
SELL
|
- |
-50- 1.19% |
$22.1K - $26.7K
|
4.14K
$2.01M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-50- 0.27% |
$22.1K - $26.7K
|
18.2K
$8.84M
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-50- 4.76% |
$22.1K - $26.7K
|
1K
$485K
|
|
|
May 15, 2025
Q1 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-50- 0.62% |
$22.1K - $26.7K
|
8.02K
$3.89M
|
|
|
May 21, 2025
Q1 2025
|
Chelsea Counsel CO
|
SELL
|
- |
-50- 5.32% |
$22.1K - $26.7K
|
889
$431K
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-50- 1.15% |
$22.1K - $26.7K
|
4.32K
$2.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-51- 0.71% |
$22.6K - $27.3K
|
7.09K
$3.44M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-51- 0.56% |
$22.6K - $27.3K
|
8.99K
$4.36M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-51- 4.78% |
$22.6K - $27.3K
|
1.02K
$493K
|
|
|
May 15, 2025
Q1 2025
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-51- 6.86% |
$22.6K - $27.3K
|
692
$336K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-52- 1.05% |
$23K - $27.8K
|
4.89K
$2.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-52- 0.46% |
$23K - $27.8K
|
11.3K
$5.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
SELL
|
- |
-52- 3.6% |
$23K - $27.8K
|
1.39K
$676K
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-53- 4.32% |
$23.5K - $28.3K
|
1.17K
$569K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-53- 1.65% |
$23.5K - $28.3K
|
3.16K
$1.53M
|
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
SELL
|
- |
-53- 4.58% |
$23.5K - $28.3K
|
1.11K
$536K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-53- 8.65% |
$23.5K - $28.3K
|
560
$272K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-54- 0.48% |
$23.9K - $28.9K
|
11.1K
$5.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-54- 1.26% |
$23.9K - $28.9K
|
4.23K
$2.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-54- 6.84% |
$23.9K - $28.9K
|
736
$357K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-54- 2.35% |
$23.9K - $28.9K
|
2.25K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-54- 1.44% |
$23.9K - $28.9K
|
3.69K
$1.79M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-55- 0.93% |
$24.3K - $29.4K
|
5.89K
$2.86M
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-55- 1.22% |
$24.3K - $29.4K
|
4.45K
$2.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-55- 3.63% |
$24.3K - $29.4K
|
1.46K
$709K
|
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-55- 0.48% |
$24.3K - $29.4K
|
11.3K
$5.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-55- 3.16% |
$24.3K - $29.4K
|
1.69K
$817K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-55- 1.93% |
$24.3K - $29.4K
|
2.8K
$1.36M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-55- 7.89% |
$24.3K - $29.4K
|
642
$311K
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-55- 8.73% |
$24.3K - $29.4K
|
575
$279K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-55- 1.76% |
$24.3K - $29.4K
|
3.08K
$1.49M
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-55- 6.78% |
$24.3K - $29.4K
|
756
$367K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-55- 9.79% |
$24.3K - $29.4K
|
507
$246K
|
|
|
May 15, 2025
Q1 2025
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-55- 0.16% |
$24.3K - $29.4K
|
34.3K
$16.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-56- 1.75% |
$24.8K - $29.9K
|
3.15K
$1.53M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-56- 4.14% |
$24.8K - $29.9K
|
1.3K
$629K
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
SELL
|
- |
-56- 4.11% |
$24.8K - $29.9K
|
1.31K
$634K
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-56- 0.34% |
$24.8K - $29.9K
|
16.6K
$8.05M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-57- 3.63% |
$25.2K - $30.5K
|
1.51K
$734K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-57- 0.98% |
$25.2K - $30.5K
|
5.75K
$2.79M
|