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 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-486- 1.61% |
$215K - $260K
|
29.6K
$14.4M
|
|
|
May 09, 2025
Q1 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-488- 2.37% |
$216K - $261K
|
20.1K
$9.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-489- 2.22% |
$216K - $261K
|
21.5K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-489- 1.17% |
$216K - $261K
|
41.5K
$20.1M
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-490- 99.8% |
$217K - $262K
|
1
$485
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-490- 1.54% |
$217K - $262K
|
31.3K
$15.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-492- 3.13% |
$218K - $263K
|
15.2K
$7.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-493- 5.48% |
$218K - $264K
|
8.5K
$4.12M
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-494- 0.23% |
$219K - $264K
|
219K
$106M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-494- 2.71% |
$219K - $264K
|
17.7K
$8.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Xxec, Inc.
|
SELL
|
- |
-496- 5.15% |
$220K - $265K
|
9.13K
$4.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-498- 0.89% |
$220K - $266K
|
55.7K
$27M
|
|
|
May 12, 2025
Q1 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-498- 1.27% |
$220K - $266K
|
38.8K
$18.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-500- 18.83% |
$221K - $267K
|
2.16K
$1.05M
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-500- 14.55% |
$221K - $267K
|
2.94K
$1.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-505- 0.34% |
$224K - $270K
|
150K
$72.8M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-506- 1.85% |
$224K - $270K
|
26.8K
$13M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-507- 11.26% |
$224K - $271K
|
4K
$1.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-508- 31.28% |
$225K - $272K
|
1.12K
$541K
|
|
|
Apr 10, 2025
Q1 2025
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-509- 2.2% |
$225K - $272K
|
22.6K
$11M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-509- 2.27% |
$225K - $272K
|
21.9K
$10.6M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-509- 4.0% |
$225K - $272K
|
12.2K
$5.92M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-510- 0.64% |
$226K - $273K
|
79.2K
$38.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-512- 14.33% |
$227K - $274K
|
3.06K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-512- 3.67% |
$227K - $274K
|
13.4K
$6.51M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-513- 15.38% |
$227K - $274K
|
2.82K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-513- 1.15% |
$227K - $274K
|
44.2K
$21.4M
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-515- 28.66% |
$228K - $275K
|
1.28K
$622K
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-515- 5.07% |
$228K - $275K
|
9.64K
$4.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-518- 8.33% |
$229K - $277K
|
5.7K
$2.76M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-518- 1.67% |
$229K - $277K
|
30.4K
$14.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-520- 9.01% |
$230K - $278K
|
5.25K
$2.55M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-520- 5.52% |
$230K - $278K
|
8.89K
$4.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-522- 8.51% |
$231K - $279K
|
5.61K
$2.72M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-524- 1.01% |
$232K - $280K
|
51.5K
$25M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-524- 11.99% |
$232K - $280K
|
3.85K
$1.87M
|
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-528- 1.54% |
$234K - $282K
|
33.8K
$16.4M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-528- 36.74% |
$234K - $282K
|
909
$441K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-530- 1.71% |
$235K - $283K
|
30.5K
$14.8M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-534- 2.8% |
$236K - $285K
|
18.6K
$9M
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-535- 2.4% |
$237K - $286K
|
21.8K
$10.6M
|
|
|
May 08, 2025
Q1 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-538- 0.92% |
$238K - $288K
|
57.7K
$28M
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-539- 4.74% |
$239K - $288K
|
10.8K
$5.25M
|
|
|
May 15, 2025
Q1 2025
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-539- 53.9% |
$239K - $288K
|
461
$224K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-541- 0.64% |
$239K - $289K
|
84K
$40.7M
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-543- 19.13% |
$240K - $290K
|
2.3K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-548- 8.57% |
$243K - $293K
|
5.85K
$2.84M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-550- 0.7% |
$243K - $294K
|
78.5K
$38.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-550- 11.0% |
$243K - $294K
|
4.45K
$2.16M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-550- 10.0% |
$243K - $294K
|
4.95K
$2.4M
|