Latest Institutional Transactions on Berkshire Hathaway Inc Class B (BRK-B)
This table provides information on the latest institutional transactions involving Berkshire Hathaway Inc Class B (BRK-B) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
26+ 1.07% |
$11.9K - $13.2K
|
2.47K
$1.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
21+ 2.41% |
$9.64K - $10.6K
|
892
$454K
|
|
|
Nov 04, 2025
Q3 2025
|
Peterson Wealth Services
|
SELL
|
- |
-17.4K- 99.86% |
$7.99M - $8.82M
|
25
$12.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
60New |
$27.5K - $30.4K
|
60
$30.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.27K- 0.89% |
$583K - $643K
|
142K
$72.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-213- 7.21% |
$97.8K - $108K
|
2.74K
$1.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-644- 1.12% |
$296K - $326K
|
57K
$29M
|
|
|
Nov 04, 2025
Q3 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
454+ 0.24% |
$208K - $230K
|
190K
$96.6M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-381- 0.53% |
$175K - $193K
|
71K
$36.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Imc Chicago, LLC
|
BUY
|
- |
29.8K+ 178.63% |
$13.7M - $15.1M
|
46.5K
$23.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
37.4K+ 47.24% |
$17.1M - $18.9M
|
116K
$59.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
538+ 10.11% |
$247K - $273K
|
5.86K
$2.98M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.92K+ 32.06% |
$883K - $975K
|
7.92K
$4.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
13.8K+ 10.27% |
$6.34M - $7M
|
148K
$75.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
18+ 0.13% |
$8.26K - $9.12K
|
13.6K
$6.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
61+ 3.71% |
$28K - $30.9K
|
1.7K
$867K
|
|
|
Nov 04, 2025
Q3 2025
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-133- 2.06% |
$61.1K - $67.4K
|
6.31K
$3.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
140+ 17.22% |
$64.3K - $71K
|
953
$485K
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
138+ 21.33% |
$63.4K - $70K
|
785
$400K
|
|
|
Nov 04, 2025
Q3 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
2.16KNew |
$994K - $1.1M
|
2.16K
$1.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-46- 9.15% |
$21.1K - $23.3K
|
457
$233K
|
|
|
Nov 04, 2025
Q3 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-153- 2.74% |
$70.2K - $77.6K
|
5.42K
$2.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
SELL
|
- |
-42- 0.19% |
$19.3K - $21.3K
|
22K
$11.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
578+ 0.86% |
$265K - $293K
|
67.7K
$34.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
212+ 7.2% |
$97.3K - $107K
|
3.16K
$1.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-268- 2.56% |
$123K - $136K
|
10.2K
$5.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-53.6K- 8.12% |
$24.6M - $27.1M
|
606K
$308M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
PUT |
-25K- 14.5% |
$11.5M - $12.7M
|
147K
$75M
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-2.38K- 4.77% |
$1.09M - $1.2M
|
47.4K
$24.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
16+ 0.49% |
$7.35K - $8.11K
|
3.26K
$1.66M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.99KNew |
$912K - $1.01M
|
1.99K
$1.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
100+ 1.99% |
$45.9K - $50.7K
|
5.12K
$2.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
34+ 0.18% |
$15.6K - $17.2K
|
18.7K
$9.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
475New |
$218K - $241K
|
475
$242K
|
|
|
Nov 04, 2025
Q3 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-63- 3.87% |
$28.9K - $31.9K
|
1.56K
$795K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.38K+ 27.8% |
$632K - $698K
|
6.33K
$3.22M
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-30- 3.27% |
$13.8K - $15.2K
|
887
$451K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
62+ 7.4% |
$28.5K - $31.4K
|
900
$458K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
250+ 21.42% |
$115K - $127K
|
1.42K
$721K
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
571+ 46.12% |
$262K - $289K
|
1.81K
$921K
|
|
|
Nov 04, 2025
Q3 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-3.18K- 2.87% |
$1.46M - $1.61M
|
107K
$54.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
568New |
$261K - $288K
|
568
$289K
|
|
|
Nov 04, 2025
Q3 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-440- 30.03% |
$202K - $223K
|
1.03K
$522K
|
|
|
Nov 04, 2025
Q3 2025
|
Unison Asset Management LLC
|
BUY
|
- |
52+ 0.12% |
$23.9K - $26.4K
|
42K
$21.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
2+ 0.07% |
$918 - $1.01K
|
2.85K
$1.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
51+ 47.22% |
$23.4K - $25.9K
|
159
$80.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
104+ 0.89% |
$47.7K - $52.7K
|
11.8K
$6.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-2- 0.09% |
$918 - $1.01K
|
2.21K
$1.13M
|
|
|
Nov 04, 2025
Q3 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
50+ 0.86% |
$23K - $25.3K
|
5.86K
$2.98M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
315+ 7.25% |
$145K - $160K
|
4.66K
$2.37M
|
|