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 15, 2025
Q1 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-211- 0.15% |
$93.4K - $113K
|
142K
$68.8M
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-211- 0.86% |
$93.4K - $113K
|
24.4K
$11.8M
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-212- 8.39% |
$93.8K - $113K
|
2.32K
$1.12M
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-213- 4.94% |
$94.3K - $114K
|
4.1K
$1.99M
|
|
Apr 29, 2025
Q1 2025
|
Hendley & CO Inc
|
SELL
|
- |
-213- 0.36% |
$94.3K - $114K
|
59.6K
$28.9M
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-214- 2.31% |
$94.7K - $114K
|
9.07K
$4.4M
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-214- 10.27% |
$94.7K - $114K
|
1.87K
$906K
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-216- 16.14% |
$95.6K - $115K
|
1.12K
$544K
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-216- 1.29% |
$95.6K - $115K
|
16.5K
$8M
|
|
May 08, 2025
Q1 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-216- 0.67% |
$95.6K - $115K
|
32.1K
$15.5M
|
|
May 14, 2025
Q1 2025
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-216- 0.11% |
$95.6K - $115K
|
191K
$92.8M
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-217- 8.56% |
$96.1K - $116K
|
2.32K
$1.12M
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-218- 14.65% |
$96.5K - $117K
|
1.27K
$616K
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-220- 35.66% |
$97.4K - $118K
|
397
$193K
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-223- 5.09% |
$98.7K - $119K
|
4.16K
$2.02M
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-223- 1.31% |
$98.7K - $119K
|
16.8K
$8.15M
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-225- 0.44% |
$99.6K - $120K
|
50.5K
$24.5M
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-227- 2.77% |
$100K - $121K
|
7.98K
$3.87M
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-227- 7.06% |
$100K - $121K
|
2.99K
$1.45M
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-227- 0.91% |
$100K - $121K
|
24.8K
$12M
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-227- 0.45% |
$100K - $121K
|
49.9K
$24.2M
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-227- 1.81% |
$100K - $121K
|
12.3K
$5.96M
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-227- 11.13% |
$100K - $121K
|
1.81K
$879K
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-228- 1.24% |
$101K - $122K
|
18.1K
$8.78M
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-229- 0.9% |
$101K - $122K
|
25.3K
$12.3M
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-229- 0.79% |
$101K - $122K
|
28.9K
$14M
|
|
Apr 28, 2025
Q1 2025
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-230- 0.95% |
$102K - $123K
|
24K
$11.7M
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-230- 8.25% |
$102K - $123K
|
2.56K
$1.24M
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
SELL
|
- |
-230- 5.9% |
$102K - $123K
|
3.67K
$1.78M
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-231- 4.58% |
$102K - $123K
|
4.82K
$2.34M
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-231- 4.29% |
$102K - $123K
|
5.16K
$2.5M
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-231- 0.79% |
$102K - $123K
|
29K
$14.1M
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-232- 11.69% |
$103K - $124K
|
1.75K
$850K
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-232- 2.0% |
$103K - $124K
|
11.3K
$5.5M
|
|
May 07, 2025
Q1 2025
|
Financially Speaking Inc
Greenwood Village, CO |
SELL
|
- |
-233- 2.28% |
$103K - $125K
|
9.99K
$4.84M
|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-234- 5.35% |
$104K - $125K
|
4.14K
$2.01M
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-234- 10.31% |
$104K - $125K
|
2.04K
$987K
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-235- 14.67% |
$104K - $126K
|
1.37K
$663K
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-235- 0.91% |
$104K - $126K
|
25.6K
$12.4M
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-236- 2.23% |
$104K - $126K
|
10.4K
$5.02M
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-236- 16.64% |
$104K - $126K
|
1.18K
$573K
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-236- 13.21% |
$104K - $126K
|
1.55K
$752K
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-236- 0.65% |
$104K - $126K
|
36.3K
$17.6M
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-237- 23.82% |
$105K - $127K
|
758
$368K
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-238- 9.52% |
$105K - $127K
|
2.26K
$1.1M
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-240- 3.91% |
$106K - $128K
|
5.9K
$2.86M
|
|
Apr 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-240- 11.57% |
$106K - $128K
|
1.84K
$890K
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-240- 1.95% |
$106K - $128K
|
12K
$5.84M
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-240- 11.96% |
$106K - $128K
|
1.77K
$857K
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-243- 10.54% |
$108K - $130K
|
2.06K
$1M
|