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 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-181- 17.27% |
$80.1K - $96.7K
|
867
$420K
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-181- 4.12% |
$80.1K - $96.7K
|
4.21K
$2.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-182- 3.54% |
$80.6K - $97.3K
|
4.96K
$2.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-182- 0.96% |
$80.6K - $97.3K
|
18.8K
$9.13M
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-184- 1.16% |
$81.4K - $98.4K
|
15.6K
$7.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
SELL
|
- |
-185- 18.63% |
$81.9K - $98.9K
|
808
$392K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-185- 0.24% |
$81.9K - $98.9K
|
76.4K
$37.1M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-186- 8.04% |
$82.3K - $99.4K
|
2.13K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-187- 4.42% |
$82.8K - $100K
|
4.04K
$1.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-188- 1.14% |
$83.2K - $100K
|
16.3K
$7.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-188- 3.89% |
$83.2K - $100K
|
4.65K
$2.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-188- 1.08% |
$83.2K - $100K
|
17.3K
$8.39M
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-190- 0.74% |
$84.1K - $102K
|
25.4K
$12.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-191- 0.86% |
$84.5K - $102K
|
22.1K
$10.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-192- 4.73% |
$85K - $103K
|
3.87K
$1.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-194- 4.61% |
$85.9K - $104K
|
4.01K
$1.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-194- 11.04% |
$85.9K - $104K
|
1.56K
$758K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-194- 7.82% |
$85.9K - $104K
|
2.29K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-194- 23.46% |
$85.9K - $104K
|
633
$307K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-194- 1.17% |
$85.9K - $104K
|
16.3K
$7.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-195- 0.51% |
$86.3K - $104K
|
37.9K
$18.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Searcy Financial Services Inc
|
SELL
|
- |
-197- 0.81% |
$87.2K - $105K
|
24.2K
$11.8M
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
SELL
|
- |
-198- 18.07% |
$87.6K - $106K
|
898
$436K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-199- 5.11% |
$88.1K - $106K
|
3.69K
$1.79M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-199- 7.53% |
$88.1K - $106K
|
2.44K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-199- 49.87% |
$88.1K - $106K
|
200
$97K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-200- 1.06% |
$88.5K - $107K
|
18.7K
$9.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Skylands Capital, LLC
|
SELL
|
- |
-200- 13.79% |
$88.5K - $107K
|
1.25K
$606K
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-200- 23.04% |
$88.5K - $107K
|
668
$324K
|
|
|
May 15, 2025
Q1 2025
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-200- 25.0% |
$88.5K - $107K
|
600
$291K
|
|
|
May 14, 2025
Q1 2025
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-201- 0.65% |
$89K - $107K
|
30.9K
$15M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-201- 2.21% |
$89K - $107K
|
8.9K
$4.32M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-202- 3.39% |
$89.4K - $108K
|
5.75K
$2.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-203- 0.37% |
$89.9K - $109K
|
54.8K
$26.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-203- 2.55% |
$89.9K - $109K
|
7.76K
$3.76M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-204- 5.18% |
$90.3K - $109K
|
3.73K
$1.81M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-204- 4.08% |
$90.3K - $109K
|
4.8K
$2.33M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-204- 6.58% |
$90.3K - $109K
|
2.9K
$1.4M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-204- 0.64% |
$90.3K - $109K
|
31.5K
$15.3M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-204- 33.22% |
$90.3K - $109K
|
410
$199K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-204- 0.56% |
$90.3K - $109K
|
36.5K
$17.7M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-205- 14.66% |
$90.7K - $110K
|
1.19K
$579K
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-205- 0.87% |
$90.7K - $110K
|
23.2K
$11.3M
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-205- 15.47% |
$90.7K - $110K
|
1.12K
$543K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
SELL
|
- |
-206- 2.77% |
$91.2K - $110K
|
7.23K
$3.51M
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-206- 9.06% |
$91.2K - $110K
|
2.07K
$1M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-206- 1.04% |
$91.2K - $110K
|
19.5K
$9.47M
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-208- 16.87% |
$92.1K - $111K
|
1.03K
$497K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-209- 1.43% |
$92.5K - $112K
|
14.4K
$7M
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-210- 6.57% |
$93K - $112K
|
2.99K
$1.45M
|