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 |
---|---|---|---|---|---|---|---|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.58K- 24.15% |
$701K - $847K
|
4.98K
$2.41M
|
|
Apr 23, 2025
Q1 2025
|
Saybrook Capital
|
SELL
|
- |
-1.59K- 1.53% |
$702K - $847K
|
102K
$49.6M
|
|
May 14, 2025
Q1 2025
|
Vega Investment Solutions
Paris, I0 |
SELL
|
- |
-1.59K- 40.36% |
$703K - $849K
|
2.35K
$1.14M
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.6K- 2.61% |
$706K - $853K
|
59.5K
$28.9M
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.6K- 17.41% |
$709K - $856K
|
7.59K
$3.68M
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.6K- 0.96% |
$710K - $857K
|
165K
$79.8M
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-1.6K- 57.91% |
$710K - $857K
|
1.17K
$566K
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.63K- 14.91% |
$723K - $873K
|
9.32K
$4.52M
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.65K- 2.04% |
$732K - $884K
|
79.5K
$38.5M
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-1.67K- 1.69% |
$740K - $894K
|
97.4K
$47.3M
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.67K- 10.4% |
$741K - $894K
|
14.4K
$6.99M
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.68K- 14.03% |
$744K - $899K
|
10.3K
$5M
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.7K- 1.95% |
$753K - $909K
|
85.7K
$41.5M
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.71K- 2.72% |
$755K - $912K
|
60.9K
$29.6M
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-1.71K- 1.42% |
$757K - $915K
|
119K
$57.6M
|
|
May 13, 2025
Q1 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-1.72K- 12.69% |
$762K - $920K
|
11.8K
$5.74M
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-1.72K- 1.79% |
$762K - $920K
|
94.3K
$45.7M
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.73K- 14.17% |
$765K - $924K
|
10.5K
$5.08M
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.73K- 22.63% |
$766K - $925K
|
5.92K
$2.87M
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-1.73K- 36.19% |
$768K - $927K
|
3.06K
$1.48M
|
|
May 13, 2025
Q1 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1.74K- 11.89% |
$770K - $930K
|
12.9K
$6.26M
|
|
Apr 22, 2025
Q1 2025
|
Harvey Investment CO LLC
|
SELL
|
- |
-1.75K- 1.62% |
$773K - $934K
|
106K
$51.3M
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-1.79K- 16.25% |
$794K - $959K
|
9.25K
$4.49M
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-1.79K- 58.59% |
$794K - $959K
|
1.27K
$615K
|
|
May 12, 2025
Q1 2025
|
Colrain Capital LLC
Boston, MA |
SELL
|
- |
-1.8K- 30.25% |
$797K - $962K
|
4.15K
$2.01M
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.8K- 6.24% |
$797K - $963K
|
27.1K
$13.1M
|
|
May 13, 2025
Q1 2025
|
Bronte Capital Management Pty Ltd.
|
SELL
|
- |
-1.81K- 0.82% |
$799K - $965K
|
218K
$106M
|
|
May 12, 2025
Q1 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-1.81K- 0.78% |
$800K - $966K
|
231K
$112M
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.83K- 10.4% |
$809K - $977K
|
15.7K
$7.63M
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.83K- 1.29% |
$812K - $980K
|
141K
$68.3M
|
|
May 14, 2025
Q1 2025
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-1.87K- 12.2% |
$829K - $1M
|
13.5K
$6.53M
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-1.88K- 6.63% |
$833K - $1.01M
|
26.5K
$12.8M
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.89K- 2.08% |
$834K - $1.01M
|
88.8K
$43.1M
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.89K- 2.14% |
$837K - $1.01M
|
86.7K
$42M
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-1.89K- 17.3% |
$838K - $1.01M
|
9.05K
$4.39M
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.91K- 8.79% |
$845K - $1.02M
|
19.8K
$9.6M
|
|
Apr 29, 2025
Q1 2025
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-1.91K- 8.92% |
$845K - $1.02M
|
19.5K
$9.45M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.91K- 7.07% |
$845K - $1.02M
|
25.1K
$12.2M
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-1.92K- 6.0% |
$850K - $1.03M
|
30.1K
$14.6M
|
|
Apr 21, 2025
Q1 2025
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-1.94K- 1.15% |
$860K - $1.04M
|
167K
$81M
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-1.97K- 19.34% |
$870K - $1.05M
|
8.2K
$3.98M
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.97K- 8.62% |
$871K - $1.05M
|
20.9K
$10.1M
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.98K- 5.79% |
$876K - $1.06M
|
32.2K
$15.6M
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.99K- 9.24% |
$882K - $1.06M
|
19.6K
$9.49M
|
|
Apr 30, 2025
Q1 2025
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2K- 8.38% |
$885K - $1.07M
|
21.9K
$10.6M
|
|
Apr 08, 2025
Q1 2025
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-2K- 0.53% |
$885K - $1.07M
|
377K
$183M
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2.02K- 20.15% |
$895K - $1.08M
|
8.01K
$3.88M
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-2.05K- 6.75% |
$907K - $1.1M
|
28.3K
$13.7M
|
|
Apr 23, 2025
Q1 2025
|
Generate Investment Management LTD
Auckland, Q2 |
SELL
|
- |
-2.06K- 2.47% |
$911K - $1.1M
|
81.1K
$39.4M
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-2.06K- 1.74% |
$913K - $1.1M
|
116K
$56.4M
|