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
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-120- 0.5% |
$53.1K - $64.1K
|
23.7K
$11.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-120- 2.24% |
$53.1K - $64.1K
|
5.25K
$2.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-120- 0.39% |
$53.1K - $64.1K
|
30.8K
$14.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-121- 0.49% |
$53.6K - $64.7K
|
24.7K
$12M
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-123- 1.83% |
$54.4K - $65.7K
|
6.62K
$3.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-123- 4.75% |
$54.4K - $65.7K
|
2.47K
$1.2M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-123- 0.95% |
$54.4K - $65.7K
|
12.8K
$6.2M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-123- 15.99% |
$54.4K - $65.7K
|
646
$313K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-124- 0.19% |
$54.9K - $66.3K
|
65.4K
$31.7M
|
|
|
May 14, 2025
Q1 2025
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-124- 0.9% |
$54.9K - $66.3K
|
13.6K
$6.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-125- 0.42% |
$55.3K - $66.8K
|
29.8K
$14.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-125- 0.74% |
$55.3K - $66.8K
|
16.7K
$8.09M
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-125- 18.17% |
$55.3K - $66.8K
|
563
$273K
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-125- 1.6% |
$55.3K - $66.8K
|
7.68K
$3.73M
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-126- 2.42% |
$55.8K - $67.3K
|
5.09K
$2.47M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-127- 3.22% |
$56.2K - $67.9K
|
3.81K
$1.85M
|
|
|
May 06, 2025
Q1 2025
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
SELL
|
- |
-127- 0.13% |
$56.2K - $67.9K
|
96K
$46.6M
|
|
|
May 13, 2025
Q1 2025
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-127- 5.84% |
$56.2K - $67.9K
|
2.05K
$994K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-129- 0.45% |
$57.1K - $69K
|
28.6K
$13.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-130- 6.19% |
$57.5K - $69.5K
|
1.97K
$955K
|
|
|
Apr 17, 2025
Q1 2025
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-130- 2.31% |
$57.5K - $69.5K
|
5.51K
$2.67M
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-130- 13.9% |
$57.5K - $69.5K
|
805
$390K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-130- 1.34% |
$57.5K - $69.5K
|
9.6K
$4.66M
|
|
|
May 01, 2025
Q1 2025
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-130- 5.04% |
$57.5K - $69.5K
|
2.45K
$1.19M
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-130- 1.27% |
$57.5K - $69.5K
|
10.1K
$4.9M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-130- 3.55% |
$57.5K - $69.5K
|
3.53K
$1.71M
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-132- 55.46% |
$58.4K - $70.6K
|
106
$51.4K
|
|
|
May 13, 2025
Q1 2025
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-132- 0.73% |
$58.4K - $70.6K
|
18K
$8.71M
|
|
|
May 14, 2025
Q1 2025
|
Sellwood Investment Partners LLC
Portland, OR |
SELL
|
- |
-132- 20.99% |
$58.4K - $70.6K
|
497
$241K
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-133- 5.03% |
$58.9K - $71.1K
|
2.51K
$1.22M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-136- 0.25% |
$60.2K - $72.7K
|
55.3K
$26.8M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-137- 1.01% |
$60.6K - $73.2K
|
13.4K
$6.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
SELL
|
- |
-138- 2.9% |
$61.1K - $73.8K
|
4.62K
$2.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-139- 10.51% |
$61.5K - $74.3K
|
1.18K
$574K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-139- 3.71% |
$61.5K - $74.3K
|
3.61K
$1.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-140- 0.77% |
$62K - $74.8K
|
18.1K
$8.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-140- 18.37% |
$62K - $74.8K
|
622
$302K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-140- 6.16% |
$62K - $74.8K
|
2.13K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-140- 27.72% |
$62K - $74.8K
|
365
$177K
|
|
|
May 15, 2025
Q1 2025
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-140- 4.27% |
$62K - $74.8K
|
3.14K
$1.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-141- 1.89% |
$62.4K - $75.4K
|
7.32K
$3.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-141- 22.63% |
$62.4K - $75.4K
|
482
$234K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-142- 2.81% |
$62.9K - $75.9K
|
4.92K
$2.38M
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Management Advisors, LLC
|
SELL
|
- |
-143- 0.13% |
$63.3K - $76.4K
|
113K
$54.6M
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-143- 3.2% |
$63.3K - $76.4K
|
4.32K
$2.1M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-143- 0.8% |
$63.3K - $76.4K
|
17.6K
$8.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-144- 3.06% |
$63.7K - $77K
|
4.57K
$2.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-144- 14.29% |
$63.7K - $77K
|
864
$419K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-144- 0.69% |
$63.7K - $77K
|
20.8K
$10.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-145- 1.83% |
$64.2K - $77.5K
|
7.8K
$3.78M
|