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 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.32K- 40.88% |
$2.36M - $2.84M
|
7.7K
$3.73M
|
|
Apr 15, 2025
Q1 2025
|
Bradyco, Inc.
Cambridge, MA |
SELL
|
- |
-5.34K- 9.4% |
$2.36M - $2.86M
|
51.5K
$25M
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-5.39K- 15.59% |
$2.39M - $2.88M
|
29.2K
$14.1M
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-5.6K- 62.05% |
$2.48M - $3M
|
3.43K
$1.66M
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
SELL
|
- |
-5.68K- 18.66% |
$2.52M - $3.04M
|
24.8K
$12M
|
|
Apr 22, 2025
Q1 2025
|
Absher Wealth Management, LLC
|
SELL
|
- |
-5.72K- 11.35% |
$2.53M - $3.06M
|
44.7K
$21.7M
|
|
May 15, 2025
Q1 2025
|
Georgetown University
Washington, DC |
SELL
|
- |
-5.74K- 10.03% |
$2.54M - $3.07M
|
51.5K
$25M
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-5.78K- 8.69% |
$2.56M - $3.09M
|
60.7K
$29.4M
|
|
Apr 23, 2025
Q1 2025
|
Unison Asset Management LLC
|
SELL
|
- |
-5.81K- 12.18% |
$2.57M - $3.11M
|
41.9K
$20.3M
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-5.95K- 7.57% |
$2.63M - $3.18M
|
72.7K
$35.2M
|
|
Apr 24, 2025
Q1 2025
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-6K- 21.74% |
$2.66M - $3.21M
|
21.6K
$10.5M
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-6.09K- 0.84% |
$2.69M - $3.25M
|
714K
$346M
|
|
May 08, 2025
Q1 2025
|
Torray LLC
|
SELL
|
- |
-6.15K- 12.81% |
$2.72M - $3.29M
|
41.8K
$20.3M
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-6.16K- 41.25% |
$2.73M - $3.29M
|
8.78K
$4.26M
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-6.21K- 2.81% |
$2.75M - $3.32M
|
215K
$104M
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-6.21K- 28.69% |
$2.75M - $3.32M
|
15.4K
$7.48M
|
|
May 14, 2025
Q1 2025
|
Bristol John W & CO Inc
|
SELL
|
- |
-6.26K- 1.82% |
$2.77M - $3.35M
|
338K
$164M
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-6.27K- 25.57% |
$2.78M - $3.35M
|
18.2K
$8.85M
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-6.36KClosed |
$2.82M - $3.4M
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6.38K- 31.45% |
$2.82M - $3.41M
|
13.9K
$6.74M
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-6.38K- 21.04% |
$2.82M - $3.41M
|
23.9K
$11.6M
|
|
May 14, 2025
Q1 2025
|
Venator Management LLC
Pittsburgh, PA |
SELL
|
- |
-6.5K- 25.5% |
$2.88M - $3.48M
|
19K
$9.21M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-6.52K- 53.41% |
$2.88M - $3.48M
|
5.68K
$2.76M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.68K- 17.44% |
$2.96M - $3.57M
|
31.6K
$15.3M
|
|
Apr 28, 2025
Q1 2025
|
Defender Capital, Llc.
|
SELL
|
- |
-6.69K- 6.44% |
$2.96M - $3.57M
|
97.1K
$47.1M
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-6.69K- 18.47% |
$2.96M - $3.58M
|
29.5K
$14.3M
|
|
Jun 17, 2025
Q1 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
SELL
|
- |
-6.74K- 30.63% |
$2.98M - $3.6M
|
15.3K
$7.41M
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.78K- 3.08% |
$3M - $3.62M
|
213K
$103M
|
|
May 14, 2025
Q1 2025
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-6.83K- 2.09% |
$3.02M - $3.65M
|
321K
$156M
|
|
May 13, 2025
Q1 2025
|
Amica Mutual Insurance CO
|
SELL
|
- |
-6.88K- 16.7% |
$3.05M - $3.68M
|
34.3K
$16.7M
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-6.93K- 0.93% |
$3.07M - $3.7M
|
741K
$359M
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-6.98K- 3.67% |
$3.09M - $3.73M
|
183K
$88.8M
|
|
May 13, 2025
Q1 2025
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-7.07K- 6.68% |
$3.13M - $3.78M
|
98.8K
$47.9M
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-7.09K- 4.48% |
$3.14M - $3.79M
|
151K
$73.3M
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-7.12K- 3.07% |
$3.15M - $3.8M
|
225K
$109M
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-7.15K- 3.06% |
$3.16M - $3.82M
|
227K
$110M
|
|
May 06, 2025
Q1 2025
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-7.19K- 75.05% |
$3.18M - $3.84M
|
2.39K
$1.16M
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-7.23K- 85.34% |
$3.2M - $3.86M
|
1.24K
$602K
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-7.33K- 43.25% |
$3.24M - $3.92M
|
9.61K
$4.66M
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-7.48K- 22.16% |
$3.31M - $4M
|
26.3K
$12.7M
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-7.51K- 3.97% |
$3.32M - $4.01M
|
181K
$88M
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.51K- 35.57% |
$3.33M - $4.02M
|
13.6K
$6.6M
|
|
May 12, 2025
Q1 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-7.86K- 9.69% |
$3.48M - $4.2M
|
73.3K
$35.5M
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-8.02K- 26.06% |
$3.55M - $4.29M
|
22.8K
$11M
|
|
May 14, 2025
Q1 2025
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-8.05K- 62.37% |
$3.56M - $4.3M
|
4.86K
$2.36M
|
|
May 06, 2025
Q1 2025
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-8.27K- 0.59% |
$3.66M - $4.42M
|
1.4M
$677M
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-8.3K- 5.31% |
$3.67M - $4.44M
|
148K
$71.8M
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-8.48K- 29.99% |
$3.75M - $4.53M
|
19.8K
$9.6M
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-8.51K- 2.07% |
$3.77M - $4.55M
|
402K
$195M
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-8.53K- 41.93% |
$3.78M - $4.56M
|
11.8K
$5.73M
|