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 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-243- 2.79% |
$108K - $130K
|
8.46K
$4.1M
|
|
May 14, 2025
Q1 2025
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-244- 3.28% |
$108K - $130K
|
7.2K
$3.49M
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-244- 3.04% |
$108K - $130K
|
7.79K
$3.78M
|
|
Apr 11, 2025
Q1 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-245- 33.11% |
$108K - $131K
|
495
$240K
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-245- 5.13% |
$108K - $131K
|
4.54K
$2.2M
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-246- 3.36% |
$109K - $131K
|
7.08K
$3.43M
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-247- 3.7% |
$109K - $132K
|
6.43K
$3.12M
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-249- 20.68% |
$110K - $133K
|
955
$463K
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-250- 9.18% |
$111K - $134K
|
2.47K
$1.2M
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-250- 40.72% |
$111K - $134K
|
364
$177K
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-250- 6.36% |
$111K - $134K
|
3.68K
$1.78M
|
|
May 16, 2025
Q1 2025
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-250- 12.98% |
$111K - $134K
|
1.68K
$813K
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-253- 2.76% |
$112K - $135K
|
8.93K
$4.33M
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-253- 0.46% |
$112K - $135K
|
55.3K
$26.8M
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-254- 36.87% |
$112K - $136K
|
435
$211K
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-255- 2.8% |
$113K - $136K
|
8.84K
$4.29M
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-255- 3.18% |
$113K - $136K
|
7.77K
$3.77M
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-255- 1.01% |
$113K - $136K
|
25K
$12.1M
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-256- 26.26% |
$113K - $137K
|
719
$349K
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-258- 0.82% |
$114K - $138K
|
31.2K
$15.1M
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-258- 2.94% |
$114K - $138K
|
8.52K
$4.13M
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-258- 3.76% |
$114K - $138K
|
6.6K
$3.2M
|
|
May 09, 2025
Q1 2025
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-260- 9.93% |
$115K - $139K
|
2.36K
$1.14M
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-261- 2.03% |
$116K - $140K
|
12.6K
$6.11M
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-262- 15.18% |
$116K - $140K
|
1.46K
$710K
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-263- 0.19% |
$116K - $141K
|
140K
$67.7M
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-266- 1.28% |
$118K - $142K
|
20.5K
$9.94M
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-267- 0.5% |
$118K - $143K
|
53.2K
$25.8M
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-269- 1.58% |
$119K - $144K
|
16.7K
$8.1M
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-270- 3.07% |
$120K - $144K
|
8.53K
$4.14M
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-270- 22.59% |
$120K - $144K
|
925
$449K
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-270- 0.92% |
$120K - $144K
|
28.9K
$14M
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-270- 0.42% |
$120K - $144K
|
64.5K
$31.3M
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-271- 0.07% |
$120K - $145K
|
385K
$187M
|
|
May 07, 2025
Q1 2025
|
Meridian Management CO
|
SELL
|
- |
-273- 38.18% |
$121K - $146K
|
442
$214K
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-273- 3.7% |
$121K - $146K
|
7.12K
$3.45M
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-273- 1.58% |
$121K - $146K
|
17K
$8.24M
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-274- 1.41% |
$121K - $146K
|
19.1K
$9.27M
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-276- 9.06% |
$122K - $148K
|
2.77K
$1.34M
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-276- 0.48% |
$122K - $148K
|
57.4K
$27.8M
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-278- 12.94% |
$123K - $149K
|
1.87K
$907K
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-279- 7.66% |
$124K - $149K
|
3.36K
$1.63M
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-280- 11.18% |
$124K - $150K
|
2.23K
$1.08M
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-282- 4.5% |
$125K - $151K
|
5.99K
$2.9M
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-282- 8.42% |
$125K - $151K
|
3.07K
$1.49M
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-283- 7.52% |
$125K - $151K
|
3.48K
$1.69M
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
SELL
|
- |
-284- 2.35% |
$126K - $152K
|
11.8K
$5.72M
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-286- 5.41% |
$127K - $153K
|
5K
$2.42M
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-289- 2.23% |
$128K - $154K
|
12.6K
$6.13M
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-290- 0.43% |
$128K - $155K
|
67K
$32.5M
|