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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-349- 1.83% |
$154K - $187K
|
18.7K
$9.09M
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
SELL
|
- |
-350- 2.99% |
$155K - $187K
|
11.4K
$5.51M
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-350- 33.56% |
$155K - $187K
|
693
$336K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-351- 5.1% |
$155K - $188K
|
6.53K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-351- 1.96% |
$155K - $188K
|
17.6K
$8.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-352- 35.31% |
$156K - $188K
|
645
$313K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-352- 3.84% |
$156K - $188K
|
8.8K
$4.27M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-353- 6.89% |
$156K - $189K
|
4.77K
$2.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-354- 3.94% |
$157K - $189K
|
8.63K
$4.18M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-354- 4.57% |
$157K - $189K
|
7.39K
$3.58M
|
|
|
May 13, 2025
Q1 2025
|
Nfc Investments, LLC
Memphis, TN |
SELL
|
- |
-356- 30.02% |
$158K - $190K
|
830
$403K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-358- 0.36% |
$158K - $191K
|
99.5K
$48.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-361- 1.76% |
$160K - $193K
|
20.1K
$9.75M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-362- 2.62% |
$160K - $193K
|
13.4K
$6.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Hamilton Capital Partners, LLC
Atlanta, GA |
SELL
|
- |
-365- 10.9% |
$162K - $195K
|
2.98K
$1.45M
|
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
SELL
|
- |
-366- 3.07% |
$162K - $196K
|
11.6K
$5.6M
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-366- 2.42% |
$162K - $196K
|
14.8K
$7.16M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-367- 1.92% |
$162K - $196K
|
18.8K
$9.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-368- 7.48% |
$163K - $197K
|
4.55K
$2.21M
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-369- 4.39% |
$163K - $197K
|
8.03K
$3.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-372- 10.86% |
$165K - $199K
|
3.05K
$1.48M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-372- 3.79% |
$165K - $199K
|
9.44K
$4.58M
|
|
|
May 13, 2025
Q1 2025
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-372- 0.69% |
$165K - $199K
|
53.2K
$25.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-374- 9.53% |
$166K - $200K
|
3.55K
$1.72M
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-374- 14.4% |
$166K - $200K
|
2.22K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-375- 1.67% |
$166K - $200K
|
22.1K
$10.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-376- 0.17% |
$166K - $201K
|
225K
$109M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-379- 2.31% |
$168K - $203K
|
16K
$7.76M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-380- 2.04% |
$168K - $203K
|
18.2K
$8.85M
|
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
SELL
|
- |
-380- 12.39% |
$168K - $203K
|
2.69K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-380- 3.2% |
$168K - $203K
|
11.5K
$5.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-381- 5.4% |
$169K - $204K
|
6.68K
$3.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-382- 14.37% |
$169K - $204K
|
2.28K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-382- 4.3% |
$169K - $204K
|
8.51K
$4.13M
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-384- 16.21% |
$170K - $205K
|
1.99K
$963K
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-385- 32.99% |
$170K - $206K
|
782
$379K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-388- 1.4% |
$172K - $207K
|
27.3K
$13.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-394- 1.07% |
$174K - $211K
|
36.5K
$17.7M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-394- 3.69% |
$174K - $211K
|
10.3K
$4.99M
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-396- 8.07% |
$175K - $212K
|
4.51K
$2.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-397- 2.21% |
$176K - $212K
|
17.6K
$8.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-397- 3.76% |
$176K - $212K
|
10.2K
$4.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-398- 8.35% |
$176K - $213K
|
4.37K
$2.12M
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-398- 1.52% |
$176K - $213K
|
25.8K
$12.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-400- 11.49% |
$177K - $214K
|
3.08K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
SELL
|
- |
-400- 31.18% |
$177K - $214K
|
883
$428K
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
SELL
|
- |
-400- 8.7% |
$177K - $214K
|
4.2K
$2.04M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
SELL
|
- |
-401- 15.48% |
$178K - $214K
|
2.19K
$1.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-404- 1.47% |
$179K - $216K
|
27.2K
$13.2M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-404- 0.54% |
$179K - $216K
|
74.8K
$36.3M
|