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 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-842- 2.37% |
$373K - $450K
|
34.7K
$16.8M
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-849- 19.06% |
$376K - $454K
|
3.61K
$1.75M
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
SELL
|
- |
-849- 1.62% |
$376K - $454K
|
51.7K
$25.1M
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-850- 2.91% |
$376K - $454K
|
28.4K
$13.8M
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-852- 60.77% |
$377K - $455K
|
550
$267K
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-856- 0.68% |
$379K - $458K
|
125K
$60.6M
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-856- 72.18% |
$379K - $458K
|
330
$160K
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-858- 3.09% |
$380K - $459K
|
26.9K
$13.1M
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-864- 10.85% |
$382K - $462K
|
7.1K
$3.44M
|
|
May 14, 2025
Q1 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-864- 6.5% |
$382K - $462K
|
12.4K
$6.03M
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-866- 0.37% |
$383K - $463K
|
231K
$112M
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-866- 0.95% |
$383K - $463K
|
90.4K
$43.8M
|
|
Apr 30, 2025
Q1 2025
|
Harvey Capital Management Inc
|
SELL
|
- |
-876- 4.35% |
$388K - $468K
|
19.3K
$9.35M
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-878- 0.78% |
$389K - $469K
|
112K
$54.2M
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-886- 25.29% |
$392K - $474K
|
2.62K
$1.27M
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-886- 19.21% |
$392K - $474K
|
3.73K
$1.81M
|
|
Apr 14, 2025
Q1 2025
|
Fenimore Asset Management Inc
|
SELL
|
- |
-887- 5.33% |
$393K - $474K
|
15.8K
$7.64M
|
|
Apr 11, 2025
Q1 2025
|
Epiq Partners, LLC
|
SELL
|
- |
-894- 9.19% |
$396K - $478K
|
8.83K
$4.28M
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-895- 6.23% |
$396K - $478K
|
13.5K
$6.54M
|
|
May 15, 2025
Q1 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-895- 6.14% |
$396K - $478K
|
13.7K
$6.63M
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-896- 11.59% |
$397K - $479K
|
6.84K
$3.32M
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-899- 17.68% |
$398K - $481K
|
4.19K
$2.03M
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-903- 4.83% |
$400K - $483K
|
17.8K
$8.63M
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-904- 3.69% |
$400K - $483K
|
23.6K
$11.4M
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-909- 1.19% |
$402K - $486K
|
75.6K
$36.6M
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-920- 29.8% |
$407K - $492K
|
2.17K
$1.05M
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-922- 32.1% |
$408K - $493K
|
1.95K
$946K
|
|
Apr 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-925- 15.43% |
$409K - $494K
|
5.07K
$2.46M
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-926- 1.03% |
$410K - $495K
|
89.2K
$43.2M
|
|
May 14, 2025
Q1 2025
|
Avenir Corp
Washington, DC |
SELL
|
- |
-930- 0.81% |
$412K - $497K
|
114K
$55.2M
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-939- 12.52% |
$416K - $502K
|
6.56K
$3.18M
|
|
May 15, 2025
Q1 2025
|
Cove Street Capital, LLC
El Segundo, CA |
SELL
|
- |
-942- 23.94% |
$417K - $504K
|
2.99K
$1.45M
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-955- 16.64% |
$423K - $510K
|
4.79K
$2.32M
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-957- 6.09% |
$424K - $512K
|
14.8K
$7.16M
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-957- 10.93% |
$424K - $512K
|
7.8K
$3.78M
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-961- 4.14% |
$425K - $514K
|
22.2K
$10.8M
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-961- 1.76% |
$425K - $514K
|
53.5K
$26M
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-975- 18.17% |
$432K - $521K
|
4.39K
$2.13M
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-976- 7.77% |
$432K - $522K
|
11.6K
$5.62M
|
|
May 13, 2025
Q1 2025
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-978- 1.39% |
$433K - $523K
|
69.5K
$33.7M
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
SELL
|
- |
-985- 50.77% |
$436K - $527K
|
955
$463K
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
SELL
|
- |
-986- 12.19% |
$436K - $527K
|
7.11K
$3.45M
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-996- 0.72% |
$441K - $532K
|
138K
$66.9M
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-997- 2.17% |
$441K - $533K
|
44.9K
$21.8M
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
SELL
|
- |
-998- 4.42% |
$442K - $533K
|
21.6K
$10.5M
|
|
Apr 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-1K- 6.76% |
$443K - $535K
|
13.8K
$6.69M
|
|
May 08, 2025
Q1 2025
|
Jcp Investment Management, LLC
|
SELL
|
- |
-1K- 3.79% |
$443K - $535K
|
25.4K
$12.3M
|
|
May 13, 2025
Q1 2025
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
SELL
|
- |
-1K- 8.16% |
$443K - $535K
|
11.3K
$5.46M
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-1K- 1.35% |
$444K - $536K
|
73.4K
$35.6M
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-1K- 7.14% |
$444K - $537K
|
13.1K
$6.33M
|