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 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.03K- 37.53% |
$454K - $548K
|
1.71K
$827K
|
|
|
May 13, 2025
Q1 2025
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-1.03K- 52.3% |
$454K - $548K
|
935
$453K
|
|
|
May 02, 2025
Q1 2025
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-1.03K- 11.83% |
$454K - $548K
|
7.65K
$3.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.03K- 1.02% |
$455K - $550K
|
99.9K
$48.4M
|
|
|
May 20, 2025
Q1 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-1.03K- 12.04% |
$456K - $551K
|
7.53K
$3.65M
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.03K- 10.77% |
$456K - $551K
|
8.54K
$4.14M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.05K- 1.73% |
$463K - $560K
|
59.4K
$28.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-1.05K- 42.0% |
$464K - $560K
|
1.45K
$702K
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.06K- 2.11% |
$468K - $565K
|
49K
$23.8M
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-1.06K- 25.44% |
$470K - $567K
|
3.11K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-1.06K- 24.64% |
$471K - $569K
|
3.25K
$1.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-1.07K- 1.57% |
$475K - $573K
|
67.2K
$32.6M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.09K- 7.46% |
$482K - $583K
|
13.5K
$6.56M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.09K- 49.93% |
$483K - $584K
|
1.1K
$531K
|
|
|
Apr 03, 2025
Q1 2025
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-1.1K- 1.01% |
$486K - $587K
|
108K
$52.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-1.1K- 3.91% |
$486K - $587K
|
27K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-1.1K- 7.58% |
$487K - $588K
|
13.4K
$6.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-1.11K- 2.47% |
$490K - $592K
|
43.7K
$21.2M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.11K- 0.64% |
$493K - $595K
|
174K
$84.5M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.11K- 3.61% |
$493K - $595K
|
29.7K
$14.4M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.12K- 3.29% |
$495K - $598K
|
32.9K
$15.9M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.14K- 15.07% |
$505K - $609K
|
6.43K
$3.12M
|
|
|
May 14, 2025
Q1 2025
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-1.17K- 1.7% |
$518K - $626K
|
67.9K
$32.9M
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-1.17K- 31.26% |
$519K - $626K
|
2.58K
$1.25M
|
|
|
May 01, 2025
Q1 2025
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-1.18K- 2.26% |
$520K - $628K
|
50.8K
$24.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-1.18K- 3.56% |
$521K - $629K
|
31.9K
$15.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1.18K- 1.8% |
$521K - $629K
|
64.3K
$31.2M
|
|
|
May 02, 2025
Q1 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-1.18K- 0.41% |
$521K - $630K
|
290K
$140M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-1.19K- 12.64% |
$527K - $637K
|
8.23K
$3.99M
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
SELL
|
- |
-1.2K- 2.54% |
$530K - $640K
|
46K
$22.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.2K- 25.48% |
$531K - $641K
|
3.51K
$1.7M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.2K- 12.83% |
$531K - $641K
|
8.15K
$3.95M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.22K- 16.69% |
$538K - $650K
|
6.07K
$2.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.22K- 14.91% |
$539K - $651K
|
6.95K
$3.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-1.22K- 8.37% |
$539K - $651K
|
13.3K
$6.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.22K- 7.92% |
$542K - $654K
|
14.2K
$6.9M
|
|
|
May 08, 2025
Q1 2025
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-1.25K- 15.17% |
$552K - $666K
|
6.97K
$3.38M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.25K- 56.64% |
$553K - $668K
|
957
$464K
|
|
|
May 14, 2025
Q1 2025
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-1.25K- 1.11% |
$554K - $669K
|
111K
$53.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-1.25K- 6.25% |
$554K - $669K
|
18.8K
$9.11M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.26K- 2.89% |
$556K - $671K
|
42.2K
$20.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-1.26K- 11.23% |
$556K - $672K
|
9.94K
$4.82M
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-1.26K- 5.69% |
$556K - $672K
|
20.8K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-1.27K- 45.81% |
$562K - $678K
|
1.5K
$728K
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.27K- 7.94% |
$564K - $680K
|
14.8K
$7.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Ervin Investment Management, LLC
|
SELL
|
- |
-1.28K- 1.46% |
$564K - $682K
|
86K
$41.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-1.28K- 7.46% |
$567K - $685K
|
15.9K
$7.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.28K- 2.2% |
$567K - $685K
|
57.1K
$27.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.29K- 0.53% |
$572K - $691K
|
240K
$117M
|
|
|
May 12, 2025
Q1 2025
|
Hosking Partners LLP
|
SELL
|
- |
-1.29K- 0.88% |
$572K - $691K
|
145K
$70.5M
|