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 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-68- 5.87% |
$30.1K - $36.3K
|
1.09K
$529K
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-68- 4.79% |
$30.1K - $36.3K
|
1.35K
$656K
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-69- 3.21% |
$30.5K - $36.9K
|
2.08K
$1.01M
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
SELL
|
- |
-70- 8.94% |
$31K - $37.4K
|
713
$346K
|
|
Apr 22, 2025
Q1 2025
|
Cross Staff Investments Inc
|
SELL
|
- |
-70- 0.45% |
$31K - $37.4K
|
15.5K
$7.5M
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-70- 0.16% |
$31K - $37.4K
|
44.2K
$21.5M
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-70- 1.13% |
$31K - $37.4K
|
6.12K
$2.97M
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-71- 0.78% |
$31.4K - $38K
|
9.05K
$4.39M
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-71- 3.9% |
$31.4K - $38K
|
1.75K
$849K
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-71- 3.82% |
$31.4K - $38K
|
1.79K
$868K
|
|
May 12, 2025
Q1 2025
|
Saratoga Research & Investment Management
|
SELL
|
- |
-71- 0.03% |
$31.4K - $38K
|
279K
$135M
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-72- 0.78% |
$31.9K - $38.5K
|
9.15K
$4.44M
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-72- 4.99% |
$31.9K - $38.5K
|
1.37K
$665K
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-73- 0.46% |
$32.3K - $39K
|
15.9K
$7.73M
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-73- 1.89% |
$32.3K - $39K
|
3.79K
$1.84M
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-73- 1.33% |
$32.3K - $39K
|
5.42K
$2.63M
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-73- 2.72% |
$32.3K - $39K
|
2.61K
$1.27M
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-74- 16.41% |
$32.8K - $39.6K
|
377
$183K
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-74- 0.95% |
$32.8K - $39.6K
|
7.72K
$3.74M
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-74- 0.01% |
$32.8K - $39.6K
|
543K
$263M
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-75- 0.85% |
$33.2K - $40.1K
|
8.73K
$4.24M
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-75- 3.83% |
$33.2K - $40.1K
|
1.89K
$914K
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
SELL
|
- |
-75- 10.9% |
$33.2K - $40.1K
|
613
$297K
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-75- 2.52% |
$33.2K - $40.1K
|
2.9K
$1.4M
|
|
May 15, 2025
Q1 2025
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-75- 1.04% |
$33.2K - $40.1K
|
7.17K
$3.48M
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-75- 8.31% |
$33.2K - $40.1K
|
828
$402K
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-76- 2.28% |
$33.6K - $40.6K
|
3.26K
$1.58M
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-76- 2.05% |
$33.6K - $40.6K
|
3.64K
$1.76M
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-76- 2.29% |
$33.6K - $40.6K
|
3.25K
$1.57M
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-77- 1.88% |
$34.1K - $41.2K
|
4.01K
$1.94M
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-77- 3.87% |
$34.1K - $41.2K
|
1.91K
$927K
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-77- 0.63% |
$34.1K - $41.2K
|
12.1K
$5.89M
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-77- 1.75% |
$34.1K - $41.2K
|
4.32K
$2.09M
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-77- 4.23% |
$34.1K - $41.2K
|
1.74K
$845K
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-77- 1.26% |
$34.1K - $41.2K
|
6.05K
$2.93M
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-78- 0.76% |
$34.5K - $41.7K
|
10.2K
$4.95M
|
|
Apr 29, 2025
Q1 2025
|
Sl Advisors, LLC
|
SELL
|
- |
-78- 1.6% |
$34.5K - $41.7K
|
4.81K
$2.33M
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
SELL
|
- |
-78- 8.35% |
$34.5K - $41.7K
|
856
$415K
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-78- 1.55% |
$34.5K - $41.7K
|
4.95K
$2.4M
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-78- 3.17% |
$34.5K - $41.7K
|
2.39K
$1.16M
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-78- 0.7% |
$34.5K - $41.7K
|
11.1K
$5.38M
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-79- 2.61% |
$35K - $42.2K
|
2.95K
$1.43M
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-79- 0.32% |
$35K - $42.2K
|
24.9K
$12.1M
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-79- 0.32% |
$35K - $42.2K
|
24.7K
$12M
|
|
May 07, 2025
Q1 2025
|
Renaissance Investment Group LLC
|
SELL
|
- |
-79- 5.73% |
$35K - $42.2K
|
1.3K
$631K
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-80- 1.0% |
$35.4K - $42.8K
|
7.91K
$3.84M
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-80- 2.4% |
$35.4K - $42.8K
|
3.26K
$1.58M
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-80- 1.22% |
$35.4K - $42.8K
|
6.46K
$3.13M
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-81- 0.24% |
$35.9K - $43.3K
|
33K
$16M
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-83- 11.74% |
$36.7K - $44.4K
|
624
$303K
|