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 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-83- 3.52% |
$36.7K - $44.4K
|
2.28K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-83- 2.84% |
$36.7K - $44.4K
|
2.84K
$1.38M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-83- 4.11% |
$36.7K - $44.4K
|
1.94K
$939K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-84- 12.86% |
$37.2K - $44.9K
|
569
$276K
|
|
|
Apr 23, 2025
Q1 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-84- 4.2% |
$37.2K - $44.9K
|
1.92K
$929K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-84- 1.03% |
$37.2K - $44.9K
|
8.08K
$3.92M
|
|
|
May 14, 2025
Q1 2025
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-84- 0.77% |
$37.2K - $44.9K
|
10.8K
$5.23M
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-84- 1.51% |
$37.2K - $44.9K
|
5.5K
$2.67M
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-85- 3.41% |
$37.6K - $45.4K
|
2.41K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-85- 0.08% |
$37.6K - $45.4K
|
109K
$53M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-85- 1.66% |
$37.6K - $45.4K
|
5.04K
$2.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-86- 0.22% |
$38.1K - $46K
|
38.6K
$18.7M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-86- 1.65% |
$38.1K - $46K
|
5.13K
$2.49M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-87- 0.92% |
$38.5K - $46.5K
|
9.42K
$4.57M
|
|
|
May 14, 2025
Q1 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-87- 2.93% |
$38.5K - $46.5K
|
2.88K
$1.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-88- 1.74% |
$39K - $47K
|
4.98K
$2.42M
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-88- 0.6% |
$39K - $47K
|
14.5K
$7.03M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-88- 5.06% |
$39K - $47K
|
1.65K
$801K
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-88- 9.42% |
$39K - $47K
|
846
$410K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-89- 5.11% |
$39.4K - $47.6K
|
1.65K
$801K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-90- 1.03% |
$39.8K - $48.1K
|
8.61K
$4.18M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-90- 2.41% |
$39.8K - $48.1K
|
3.65K
$1.77M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-90- 16.61% |
$39.8K - $48.1K
|
452
$219K
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-91- 1.04% |
$40.3K - $48.6K
|
8.68K
$4.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-91- 4.37% |
$40.3K - $48.6K
|
1.99K
$966K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-91- 4.19% |
$40.3K - $48.6K
|
2.08K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-92- 19.57% |
$40.7K - $49.2K
|
378
$183K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-92- 1.11% |
$40.7K - $49.2K
|
8.22K
$3.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-92- 0.86% |
$40.7K - $49.2K
|
10.6K
$5.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-92- 1.46% |
$40.7K - $49.2K
|
6.22K
$3.02M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-92- 0.23% |
$40.7K - $49.2K
|
40.6K
$19.7M
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-94- 0.92% |
$41.6K - $50.2K
|
10.1K
$4.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-94- 5.0% |
$41.6K - $50.2K
|
1.79K
$866K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-95- 1.75% |
$42.1K - $50.8K
|
5.34K
$2.59M
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-95- 7.14% |
$42.1K - $50.8K
|
1.24K
$599K
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-96- 2.24% |
$42.5K - $51.3K
|
4.19K
$2.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
SELL
|
- |
-96- 4.94% |
$42.5K - $51.3K
|
1.85K
$896K
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
SELL
|
- |
-96- 8.5% |
$42.5K - $51.3K
|
1.03K
$501K
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-96- 2.88% |
$42.5K - $51.3K
|
3.24K
$1.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Ht Partners LLC
|
SELL
|
- |
-97- 3.43% |
$42.9K - $51.8K
|
2.74K
$1.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-97- 1.56% |
$42.9K - $51.8K
|
6.11K
$2.96M
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
SELL
|
- |
-97- 5.07% |
$42.9K - $51.8K
|
1.82K
$882K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-97- 15.9% |
$42.9K - $51.8K
|
513
$249K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-97- 0.84% |
$42.9K - $51.8K
|
11.4K
$5.55M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-97- 1.94% |
$42.9K - $51.8K
|
4.91K
$2.38M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-97- 5.11% |
$42.9K - $51.8K
|
1.8K
$873K
|
|
|
May 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
SELL
|
- |
-97- 5.5% |
$42.9K - $51.8K
|
1.67K
$809K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-98- 0.98% |
$43.4K - $52.4K
|
9.85K
$4.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-99- 6.34% |
$43.8K - $52.9K
|
1.46K
$709K
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-99- 0.72% |
$43.8K - $52.9K
|
13.7K
$6.67M
|