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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-333- 9.85% |
$153K - $169K
|
3.05K
$1.55M
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
3.19K+ 22.56% |
$1.47M - $1.62M
|
17.4K
$8.83M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-854- 8.05% |
$392K - $433K
|
9.75K
$4.96M
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-128- 1.62% |
$58.8K - $64.9K
|
7.78K
$3.96M
|
|
|
Oct 23, 2025
Q3 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.3K- 0.59% |
$596K - $658K
|
218K
$111M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
15.4K+ 55.49% |
$7.06M - $7.8M
|
43.1K
$21.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
381+ 5.35% |
$175K - $193K
|
7.5K
$3.82M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.15K+ 22.74% |
$530K - $585K
|
6.23K
$3.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
53+ 0.33% |
$24.3K - $26.9K
|
16.2K
$8.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
28+ 1.07% |
$12.9K - $14.2K
|
2.65K
$1.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
289+ 59.83% |
$133K - $146K
|
772
$393K
|
|
|
Oct 23, 2025
Q3 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
2.58K+ 13.8% |
$1.18M - $1.31M
|
21.3K
$10.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
2.58K+ 12.48% |
$1.19M - $1.31M
|
23.3K
$11.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
22+ 0.47% |
$10.1K - $11.2K
|
4.7K
$2.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
278+ 1.68% |
$128K - $141K
|
16.9K
$8.58M
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
20+ 1.02% |
$9.18K - $10.1K
|
1.98K
$1.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-18- 3.67% |
$8.26K - $9.12K
|
473
$241K
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
10+ 0.42% |
$4.59K - $5.07K
|
2.37K
$1.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Prodigy Asset Management LLC
Omaha, NE |
SELL
|
- |
-200- 2.84% |
$91.8K - $101K
|
6.84K
$3.48M
|
|
|
Oct 23, 2025
Q3 2025
|
First Bancorp, Inc
|
SELL
|
- |
-85- 3.41% |
$39K - $43.1K
|
2.41K
$1.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-69- 10.42% |
$31.7K - $35K
|
593
$302K
|
|
|
Oct 23, 2025
Q3 2025
|
Atwater Malick LLC
|
SELL
|
- |
-19- 0.62% |
$8.72K - $9.63K
|
3.05K
$1.55M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.28K+ 20.35% |
$1.51M - $1.66M
|
19.4K
$9.88M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-14.2K- 88.81% |
$6.5M - $7.18M
|
1.78K
$908K
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-117- 0.2% |
$53.7K - $59.3K
|
58.4K
$29.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
44+ 4.4% |
$20.2K - $22.3K
|
1.04K
$531K
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-5- 0.28% |
$2.3K - $2.53K
|
1.81K
$922K
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
213+ 15.88% |
$97.8K - $108K
|
1.55K
$791K
|
|
|
Oct 23, 2025
Q3 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-105- 1.02% |
$48.2K - $53.2K
|
10.2K
$5.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-32- 1.73% |
$14.7K - $16.2K
|
1.82K
$927K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-668- 1.14% |
$307K - $339K
|
58K
$29.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
205+ 5.28% |
$94.1K - $104K
|
4.09K
$2.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
73+ 5.89% |
$33.5K - $37K
|
1.31K
$668K
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
182+ 5.12% |
$83.6K - $92.3K
|
3.74K
$1.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
12+ 0.56% |
$5.51K - $6.08K
|
2.15K
$1.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
473New |
$217K - $240K
|
473
$241K
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-1.61K- 17.82% |
$740K - $817K
|
7.44K
$3.78M
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
15+ 0.49% |
$6.89K - $7.6K
|
3.08K
$1.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.37K+ 1.98% |
$630K - $695K
|
70.8K
$36M
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.83K+ 15.2% |
$839K - $927K
|
13.9K
$7.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
55+ 9.45% |
$25.3K - $27.9K
|
637
$324K
|
|
|
Oct 23, 2025
Q3 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-136- 1.59% |
$62.4K - $68.9K
|
8.44K
$4.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-243- 16.98% |
$112K - $123K
|
1.19K
$605K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-375- 3.32% |
$172K - $190K
|
10.9K
$5.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Cortland Associates Inc
|
BUY
|
- |
112+ 1.5% |
$51.4K - $56.8K
|
7.56K
$3.85M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-39- 3.87% |
$17.9K - $19.8K
|
968
$493K
|
|
|
Oct 23, 2025
Q3 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-50- 3.08% |
$23K - $25.3K
|
1.57K
$800K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-115- 1.0% |
$52.8K - $58.3K
|
11.4K
$5.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-90- 3.33% |
$41.3K - $45.6K
|
2.61K
$1.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
163+ 2.31% |
$74.8K - $82.6K
|
7.21K
$3.67M
|
|