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 21, 2025
Q3 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-1.33K- 1.68% |
$609K - $673K
|
77.6K
$39.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-82- 6.02% |
$37.6K - $41.6K
|
1.28K
$651K
|
|
|
Oct 21, 2025
Q3 2025
|
Clio Asset Management LLC
Charlottesville, VA |
SELL
|
- |
-170- 0.67% |
$78K - $86.2K
|
25.3K
$12.9M
|
|
|
Oct 21, 2025
Q3 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-176- 29.14% |
$80.8K - $89.2K
|
428
$218K
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.5K+ 17.72% |
$687K - $759K
|
9.94K
$5.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
85+ 3.75% |
$39K - $43.1K
|
2.35K
$1.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-7- 0.74% |
$3.21K - $3.55K
|
937
$477K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
89+ 6.6% |
$40.9K - $45.1K
|
1.44K
$732K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
32+ 2.03% |
$14.7K - $16.2K
|
1.61K
$820K
|
|
|
Oct 21, 2025
Q3 2025
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
785New |
$360K - $398K
|
785
$400K
|
|
|
Oct 21, 2025
Q3 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-3- 0.37% |
$1.38K - $1.52K
|
809
$412K
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
28+ 5.16% |
$12.9K - $14.2K
|
571
$291K
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.5K- 13.43% |
$687K - $758K
|
9.65K
$4.91M
|
|
|
Oct 21, 2025
Q3 2025
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
820+ 0.99% |
$376K - $416K
|
83.8K
$42.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-353- 5.98% |
$162K - $179K
|
5.55K
$2.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.32K- 6.96% |
$606K - $669K
|
17.6K
$8.97M
|
|
|
Oct 21, 2025
Q3 2025
|
Suncoast Equity Management
|
BUY
|
- |
178+ 0.37% |
$81.7K - $90.2K
|
48.3K
$24.6M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
43+ 2.24% |
$19.7K - $21.8K
|
1.96K
$999K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-23- 1.5% |
$10.6K - $11.7K
|
1.51K
$768K
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-9- 0.27% |
$4.13K - $4.56K
|
3.3K
$1.68M
|
|
|
Oct 21, 2025
Q3 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
469+ 0.93% |
$215K - $238K
|
50.9K
$25.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-15- 0.09% |
$6.89K - $7.6K
|
16.8K
$8.54M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-41- 8.65% |
$18.8K - $20.8K
|
433
$220K
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
68+ 1.12% |
$31.2K - $34.5K
|
6.14K
$3.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
53+ 0.47% |
$24.3K - $26.9K
|
11.4K
$5.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
SELL
|
- |
-1.35K- 10.6% |
$620K - $684K
|
11.4K
$5.79M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
8+ 0.65% |
$3.67K - $4.06K
|
1.24K
$632K
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-1.87K- 5.77% |
$860K - $949K
|
30.6K
$15.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-20- 0.41% |
$9.18K - $10.1K
|
4.87K
$2.48M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.26K+ 61.47% |
$1.04M - $1.15M
|
5.94K
$3.02M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
871+ 13.92% |
$400K - $442K
|
7.13K
$3.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-842- 14.82% |
$387K - $427K
|
4.84K
$2.46M
|
|
|
Oct 21, 2025
Q3 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
15.8K+ 3402.15% |
$7.26M - $8.02M
|
16.3K
$8.29M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
101+ 1.68% |
$46.4K - $51.2K
|
6.12K
$3.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
126+ 1.4% |
$57.8K - $63.9K
|
9.1K
$4.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-10- 2.37% |
$4.59K - $5.07K
|
412
$210K
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
34+ 5.91% |
$15.6K - $17.2K
|
609
$310K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
880+ 3.24% |
$404K - $446K
|
28K
$14.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
13+ 0.23% |
$5.97K - $6.59K
|
5.67K
$2.89M
|
|
|
Oct 21, 2025
Q3 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
2.42K+ 4.17% |
$1.11M - $1.22M
|
60.3K
$30.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
99+ 0.92% |
$45.5K - $50.2K
|
10.8K
$5.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-404- 4.66% |
$185K - $205K
|
8.27K
$4.21M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.17K+ 1.65% |
$537K - $593K
|
72K
$36.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1.09K- 17.96% |
$502K - $554K
|
4.99K
$2.54M
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
12+ 2.18% |
$5.51K - $6.08K
|
563
$287K
|
|
|
Oct 21, 2025
Q3 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.62K+ 7.51% |
$741K - $819K
|
23.1K
$11.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
1.24K+ 6.58% |
$570K - $630K
|
20.1K
$10.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
274+ 2.86% |
$126K - $139K
|
9.85K
$5.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-56.3K- 30.42% |
$25.9M - $28.5M
|
129K
$65.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-500- 11.66% |
$230K - $253K
|
3.79K
$1.93M
|
|