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 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-291- 13.9% |
$129K - $156K
|
1.8K
$874K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-292- 0.92% |
$129K - $156K
|
31.3K
$15.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-294- 1.19% |
$130K - $157K
|
24.4K
$11.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-295- 0.56% |
$131K - $158K
|
52.8K
$25.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-295- 4.61% |
$131K - $158K
|
6.1K
$2.96M
|
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-296- 2.36% |
$131K - $158K
|
12.3K
$5.95M
|
|
|
Apr 02, 2025
Q1 2025
|
Jacobs & CO
|
SELL
|
- |
-297- 2.38% |
$131K - $159K
|
12.2K
$5.91M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
SELL
|
- |
-299- 22.6% |
$132K - $160K
|
1.02K
$497K
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-300- 1.61% |
$133K - $160K
|
18.3K
$8.87M
|
|
|
Apr 24, 2025
Q1 2025
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-300- 7.58% |
$133K - $160K
|
3.66K
$1.78M
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-300- 9.89% |
$133K - $160K
|
2.73K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-300- 0.7% |
$133K - $160K
|
42.9K
$20.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-304- 4.1% |
$135K - $162K
|
7.12K
$3.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-305- 2.21% |
$135K - $163K
|
13.5K
$6.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-307- 2.11% |
$136K - $164K
|
14.2K
$6.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-308- 2.16% |
$136K - $165K
|
14K
$6.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-308- 0.88% |
$136K - $165K
|
34.8K
$16.9M
|
|
|
May 13, 2025
Q1 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-309- 5.94% |
$137K - $165K
|
4.9K
$2.37M
|
|
|
May 01, 2025
Q1 2025
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-310- 4.55% |
$137K - $166K
|
6.51K
$3.16M
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
SELL
|
- |
-311- 74.22% |
$138K - $166K
|
108
$52.4K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-311- 3.85% |
$138K - $166K
|
7.77K
$3.77M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-313- 1.8% |
$139K - $167K
|
17.1K
$8.28M
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-313- 6.95% |
$139K - $167K
|
4.19K
$2.03M
|
|
|
May 01, 2025
Q1 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-316- 4.26% |
$140K - $169K
|
7.1K
$3.44M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-316- 4.07% |
$140K - $169K
|
7.45K
$3.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-317- 1.0% |
$140K - $169K
|
31.5K
$15.3M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-317- 2.95% |
$140K - $169K
|
10.4K
$5.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-321- 1.54% |
$142K - $172K
|
20.6K
$9.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-325- 1.75% |
$144K - $174K
|
18.3K
$8.86M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-325- 7.28% |
$144K - $174K
|
4.14K
$2.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-325- 20.63% |
$144K - $174K
|
1.25K
$606K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-329- 1.97% |
$146K - $176K
|
16.4K
$7.95M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-330- 1.73% |
$146K - $176K
|
18.8K
$9.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-331- 5.05% |
$147K - $177K
|
6.22K
$3.02M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-333- 2.93% |
$147K - $178K
|
11K
$5.34M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-333- 1.68% |
$147K - $178K
|
19.4K
$9.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-335- 2.45% |
$148K - $179K
|
13.3K
$6.46M
|
|
|
May 08, 2025
Q1 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-335- 1.17% |
$148K - $179K
|
28.3K
$13.7M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-335- 9.78% |
$148K - $179K
|
3.09K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-336- 17.79% |
$149K - $180K
|
1.55K
$753K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-339- 0.21% |
$150K - $181K
|
159K
$76.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-339- 3.07% |
$150K - $181K
|
10.7K
$5.19M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-339- 2.67% |
$150K - $181K
|
12.4K
$6M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-340- 4.24% |
$151K - $182K
|
7.69K
$3.73M
|
|
|
May 05, 2025
Q1 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-343- 2.31% |
$152K - $183K
|
14.5K
$7.03M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-343- 3.1% |
$152K - $183K
|
10.7K
$5.2M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-344- 11.6% |
$152K - $184K
|
2.62K
$1.27M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-344- 5.69% |
$152K - $184K
|
5.7K
$2.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-346- 1.92% |
$153K - $185K
|
17.7K
$8.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-348- 17.6% |
$154K - $186K
|
1.63K
$790K
|