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 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-57- 1.89% |
$25.2K - $30.5K
|
2.97K
$1.44M
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-57- 0.45% |
$25.2K - $30.5K
|
12.7K
$6.14M
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-58- 2.41% |
$25.7K - $31K
|
2.35K
$1.14M
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
SELL
|
- |
-58- 1.75% |
$25.7K - $31K
|
3.25K
$1.58M
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-58- 2.63% |
$25.7K - $31K
|
2.14K
$1.04M
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-59- 0.72% |
$26.1K - $31.5K
|
8.12K
$3.94M
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-59- 12.24% |
$26.1K - $31.5K
|
423
$205K
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-59- 1.67% |
$26.1K - $31.5K
|
3.47K
$1.68M
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-59- 2.09% |
$26.1K - $31.5K
|
2.76K
$1.34M
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-60- 1.98% |
$26.6K - $32.1K
|
2.97K
$1.44M
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
SELL
|
- |
-60- 13.19% |
$26.6K - $32.1K
|
395
$192K
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-60- 6.7% |
$26.6K - $32.1K
|
836
$405K
|
|
May 06, 2025
Q1 2025
|
Montgomery Investment Management Inc
|
SELL
|
- |
-60- 8.65% |
$26.6K - $32.1K
|
634
$307K
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-60- 2.37% |
$26.6K - $32.1K
|
2.47K
$1.2M
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-60- 7.59% |
$26.6K - $32.1K
|
730
$354K
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-61- 6.46% |
$27K - $32.6K
|
884
$429K
|
|
May 13, 2025
Q1 2025
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-61- 0.24% |
$27K - $32.6K
|
25K
$12.1M
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-62- 0.91% |
$27.4K - $33.1K
|
6.74K
$3.27M
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-62- 2.02% |
$27.4K - $33.1K
|
3.01K
$1.46M
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-62- 0.9% |
$27.4K - $33.1K
|
6.82K
$3.31M
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-62- 0.48% |
$27.4K - $33.1K
|
12.8K
$6.22M
|
|
Apr 30, 2025
Q1 2025
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-62- 4.97% |
$27.4K - $33.1K
|
1.19K
$575K
|
|
May 07, 2025
Q1 2025
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-62- 0.6% |
$27.4K - $33.1K
|
10.2K
$4.97M
|
|
Apr 08, 2025
Q1 2025
|
Red Spruce Capital, LLC
|
SELL
|
- |
-63- 3.84% |
$27.9K - $33.7K
|
1.58K
$765K
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-63- 1.82% |
$27.9K - $33.7K
|
3.4K
$1.65M
|
|
May 09, 2025
Q1 2025
|
Cumberland Advisors Inc
|
SELL
|
- |
-64- 0.23% |
$28.3K - $34.2K
|
27.4K
$13.3M
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-64- 0.94% |
$28.3K - $34.2K
|
6.72K
$3.26M
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
SELL
|
- |
-64- 0.04% |
$28.3K - $34.2K
|
166K
$80.3M
|
|
Apr 11, 2025
Q1 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-65- 3.57% |
$28.8K - $34.7K
|
1.75K
$851K
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-65- 3.53% |
$28.8K - $34.7K
|
1.77K
$860K
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-65- 11.17% |
$28.8K - $34.7K
|
517
$251K
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-65- 1.6% |
$28.8K - $34.7K
|
4K
$1.94M
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-65- 4.05% |
$28.8K - $34.7K
|
1.54K
$746K
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
SELL
|
- |
-65- 0.87% |
$28.8K - $34.7K
|
7.39K
$3.59M
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-65- 2.03% |
$28.8K - $34.7K
|
3.14K
$1.52M
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-65- 0.59% |
$28.8K - $34.7K
|
11K
$5.33M
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
SELL
|
- |
-65- 1.36% |
$28.8K - $34.7K
|
4.7K
$2.28M
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-65- 6.63% |
$28.8K - $34.7K
|
915
$444K
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-66- 1.03% |
$29.2K - $35.3K
|
6.34K
$3.08M
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-66- 0.38% |
$29.2K - $35.3K
|
17.3K
$8.4M
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-66- 0.89% |
$29.2K - $35.3K
|
7.38K
$3.58M
|
|
May 13, 2025
Q1 2025
|
Fidato Wealth LLC
|
SELL
|
- |
-66- 6.03% |
$29.2K - $35.3K
|
1.03K
$499K
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-67- 0.16% |
$29.7K - $35.8K
|
42.1K
$20.4M
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-67- 2.36% |
$29.7K - $35.8K
|
2.78K
$1.35M
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-67- 0.95% |
$29.7K - $35.8K
|
7.02K
$3.4M
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-67- 4.29% |
$29.7K - $35.8K
|
1.49K
$725K
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-67- 1.66% |
$29.7K - $35.8K
|
3.96K
$1.92M
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-67- 2.44% |
$29.7K - $35.8K
|
2.68K
$1.3M
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-67- 0.38% |
$29.7K - $35.8K
|
17.4K
$8.46M
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-68- 6.71% |
$30.1K - $36.3K
|
946
$459K
|