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 15, 2025
Q1 2025
|
Caxton Corp
Princeton, NJ |
SELL
|
- |
-666- 58.78% |
$295K - $356K
|
467
$226K
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
SELL
|
- |
-670- 1.69% |
$297K - $358K
|
39.1K
$18.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-672- 8.5% |
$297K - $359K
|
7.23K
$3.51M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-672- 0.67% |
$297K - $359K
|
100K
$48.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-674- 20.49% |
$298K - $360K
|
2.62K
$1.27M
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-677- 20.6% |
$300K - $362K
|
2.61K
$1.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-677- 2.45% |
$300K - $362K
|
26.9K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-679- 23.7% |
$301K - $363K
|
2.19K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-680- 1.56% |
$301K - $363K
|
43K
$20.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-683- 19.26% |
$302K - $365K
|
2.86K
$1.39M
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-685- 5.52% |
$303K - $366K
|
11.7K
$5.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-689- 1.4% |
$305K - $368K
|
48.5K
$23.5M
|
|
|
May 15, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-691- 5.5% |
$306K - $369K
|
11.9K
$5.76M
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-692- 5.96% |
$306K - $370K
|
10.9K
$5.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-698- 6.72% |
$309K - $373K
|
9.69K
$4.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-698- 4.52% |
$309K - $373K
|
14.7K
$7.15M
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-700- 4.34% |
$310K - $374K
|
15.4K
$7.48M
|
|
|
May 12, 2025
Q1 2025
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-712- 5.87% |
$315K - $381K
|
11.4K
$5.54M
|
|
|
May 15, 2025
Q1 2025
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-712- 5.68% |
$315K - $381K
|
11.8K
$5.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-714- 35.26% |
$316K - $382K
|
1.31K
$636K
|
|
|
May 09, 2025
Q1 2025
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-720- 12.59% |
$319K - $385K
|
5K
$2.42M
|
|
|
May 15, 2025
Q1 2025
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-725- 1.82% |
$321K - $388K
|
39.1K
$19M
|
|
|
Apr 24, 2025
Q1 2025
|
Mcdaniel Terry & CO
|
SELL
|
- |
-726- 2.79% |
$321K - $388K
|
25.3K
$12.3M
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-728- 27.98% |
$322K - $389K
|
1.87K
$909K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
SELL
|
- |
-731- 1.11% |
$324K - $391K
|
65.1K
$31.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-732- 21.69% |
$324K - $391K
|
2.64K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-732- 1.01% |
$324K - $391K
|
72K
$34.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-743- 16.7% |
$329K - $397K
|
3.71K
$1.8M
|
|
|
May 15, 2025
Q1 2025
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-746- 9.54% |
$330K - $399K
|
7.07K
$3.43M
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-750- 16.16% |
$332K - $401K
|
3.89K
$1.89M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-751- 1.53% |
$332K - $401K
|
48.4K
$23.5M
|
|
|
May 13, 2025
Q1 2025
|
Lfl Advisers, LLC
Evanston, IL |
SELL
|
- |
-761- 2.55% |
$337K - $407K
|
29.1K
$14.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-762- 7.64% |
$337K - $407K
|
9.21K
$4.47M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-769- 8.29% |
$340K - $411K
|
8.5K
$4.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-786- 1.17% |
$348K - $420K
|
66.5K
$32.2M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-786- 9.63% |
$348K - $420K
|
7.38K
$3.58M
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
SELL
|
- |
-791- 13.55% |
$350K - $423K
|
5.05K
$2.45M
|
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
SELL
|
- |
-797- 95.33% |
$353K - $426K
|
39
$18.9K
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-800- 5.5% |
$354K - $428K
|
13.8K
$6.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-802- 4.49% |
$355K - $429K
|
17.1K
$8.28M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-804- 14.67% |
$356K - $430K
|
4.68K
$2.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-811- 9.49% |
$359K - $433K
|
7.74K
$3.75M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-822- 4.51% |
$364K - $439K
|
17.4K
$8.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-824- 4.85% |
$365K - $440K
|
16.2K
$7.84M
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-828- 24.97% |
$367K - $443K
|
2.49K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-831- 11.04% |
$368K - $444K
|
6.7K
$3.25M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-835- 0.52% |
$370K - $446K
|
160K
$77.7M
|
|
|
May 19, 2025
Q1 2025
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-839- 4.69% |
$371K - $448K
|
17.1K
$8.27M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-839- 6.17% |
$371K - $448K
|
12.8K
$6.19M
|
|
|
May 05, 2025
Q1 2025
|
Coleford Investment Management Ltd.
Toronto, Ontario, Z4 |
SELL
|
- |
-840- 1.97% |
$372K - $449K
|
41.7K
$20.2M
|