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 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-406- 7.4% |
$180K - $217K
|
5.08K
$2.46M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-407- 2.52% |
$180K - $218K
|
15.8K
$7.65M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-407- 42.53% |
$180K - $218K
|
550
$267K
|
|
|
Apr 24, 2025
Q1 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
SELL
|
- |
-411- 19.6% |
$182K - $220K
|
1.69K
$818K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-415- 0.87% |
$184K - $222K
|
47.2K
$22.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-418- 83.6% |
$185K - $223K
|
82
$39.8K
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-420- 7.02% |
$186K - $224K
|
5.56K
$2.7M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-421- 9.4% |
$186K - $225K
|
4.06K
$1.97M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-422- 7.87% |
$187K - $226K
|
4.94K
$2.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-424- 5.12% |
$188K - $227K
|
7.85K
$3.81M
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-425- 4.1% |
$188K - $227K
|
9.94K
$4.82M
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-425- 2.16% |
$188K - $227K
|
19.2K
$9.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-426- 1.6% |
$189K - $228K
|
26.2K
$12.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-427- 2.53% |
$189K - $228K
|
16.5K
$7.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-430- 2.56% |
$190K - $230K
|
16.4K
$7.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-430- 3.91% |
$190K - $230K
|
10.6K
$5.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-430- 1.27% |
$190K - $230K
|
33.3K
$16.2M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-434- 19.54% |
$192K - $232K
|
1.79K
$867K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-439- 97.12% |
$194K - $235K
|
13
$6.31K
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-440- 1.98% |
$195K - $235K
|
21.8K
$10.6M
|
|
|
May 12, 2025
Q1 2025
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-440- 2.24% |
$195K - $235K
|
19.2K
$9.32M
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-441- 0.93% |
$195K - $236K
|
47K
$22.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-447- 1.39% |
$198K - $239K
|
31.7K
$15.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-447- 24.96% |
$198K - $239K
|
1.34K
$652K
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-449- 29.48% |
$199K - $240K
|
1.07K
$521K
|
|
|
Apr 14, 2025
Q1 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-450- 10.86% |
$199K - $241K
|
3.69K
$1.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-450- 12.25% |
$199K - $241K
|
3.22K
$1.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-450- 9.88% |
$199K - $241K
|
4.1K
$1.99M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-450- 3.36% |
$199K - $241K
|
12.9K
$6.27M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-450- 90.0% |
$199K - $241K
|
50
$24.3K
|
|
|
May 14, 2025
Q1 2025
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-450- 0.42% |
$199K - $241K
|
106K
$51.6M
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
SELL
|
- |
-450- 3.44% |
$199K - $241K
|
12.6K
$6.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-454- 19.06% |
$201K - $243K
|
1.93K
$935K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-454- 2.45% |
$201K - $243K
|
18.1K
$8.76M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-455- 3.28% |
$201K - $243K
|
13.4K
$6.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-458- 4.23% |
$203K - $245K
|
10.4K
$5.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-461- 2.29% |
$204K - $246K
|
19.6K
$9.53M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-464- 2.14% |
$205K - $248K
|
21.2K
$10.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-468- 3.19% |
$207K - $250K
|
14.2K
$6.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-469- 9.66% |
$208K - $251K
|
4.38K
$2.13M
|
|
|
Apr 02, 2025
Q1 2025
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-471- 3.4% |
$208K - $252K
|
13.4K
$6.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-472- 7.43% |
$209K - $252K
|
5.88K
$2.85M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-474- 1.0% |
$210K - $253K
|
46.9K
$22.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-479- 30.35% |
$212K - $256K
|
1.1K
$533K
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-479- 1.1% |
$212K - $256K
|
43.1K
$20.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-481- 0.5% |
$213K - $257K
|
95.2K
$46.2M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-481- 6.24% |
$213K - $257K
|
7.23K
$3.5M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-482- 12.45% |
$213K - $258K
|
3.39K
$1.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
SELL
|
- |
-486- 15.5% |
$215K - $260K
|
2.65K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-486- 1.61% |
$215K - $260K
|
29.6K
$14.4M
|