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
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
26+ 1.16% |
$11.9K - $13.2K
|
2.26K
$1.15M
|
|
|
Oct 21, 2025
Q3 2025
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-53- 0.24% |
$24.3K - $26.9K
|
22.3K
$11.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
64+ 3.36% |
$29.4K - $32.4K
|
1.97K
$1M
|
|
|
Oct 21, 2025
Q3 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
3.4K+ 44.74% |
$1.56M - $1.72M
|
11K
$5.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.09K+ 38.01% |
$3.26M - $3.6M
|
25.8K
$13.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
113+ 4.12% |
$51.9K - $57.3K
|
2.86K
$1.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
75+ 23.29% |
$34.4K - $38K
|
397
$202K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-1.53K- 2.28% |
$704K - $778K
|
65.8K
$33.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
12+ 0.04% |
$5.51K - $6.08K
|
30.1K
$15.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
25+ 0.67% |
$11.5K - $12.7K
|
3.78K
$1.92M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-7- 0.25% |
$3.21K - $3.55K
|
2.77K
$1.41M
|
|
|
Oct 21, 2025
Q3 2025
|
Rexford Capital Inc
Bellaire, TX |
SELL
|
- |
-181- 2.71% |
$83.1K - $91.8K
|
6.51K
$3.31M
|
|
|
Oct 21, 2025
Q3 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-6.14K- 2.7% |
$2.82M - $3.11M
|
222K
$113M
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
10+ 1.76% |
$4.59K - $5.07K
|
579
$295K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.51K- 5.02% |
$1.15M - $1.27M
|
47.4K
$24.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-4- 0.1% |
$1.84K - $2.03K
|
3.87K
$1.97M
|
|
|
Oct 21, 2025
Q3 2025
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
602+ 0.57% |
$276K - $305K
|
106K
$54M
|
|
|
Oct 21, 2025
Q3 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-621- 26.08% |
$285K - $315K
|
1.76K
$896K
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
7.95K+ 1.96% |
$3.65M - $4.03M
|
414K
$211M
|
|
|
Oct 21, 2025
Q3 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-14- 0.13% |
$6.43K - $7.1K
|
10.8K
$5.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
SELL
|
- |
-113- 1.21% |
$51.9K - $57.3K
|
9.19K
$4.68M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
139+ 6.6% |
$63.8K - $70.5K
|
2.25K
$1.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
204+ 4.2% |
$93.7K - $103K
|
5.06K
$2.58M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.01K+ 6.3% |
$465K - $513K
|
17.1K
$8.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
167+ 5.58% |
$76.7K - $84.7K
|
3.16K
$1.61M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-75- 2.79% |
$34.4K - $38K
|
2.62K
$1.33M
|
|
|
Oct 21, 2025
Q3 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
73+ 8.74% |
$33.5K - $37K
|
908
$462K
|
|
|
Oct 21, 2025
Q3 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
SELL
|
- |
-234- 11.29% |
$107K - $119K
|
1.84K
$935K
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
327+ 6.41% |
$150K - $166K
|
5.43K
$2.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-49- 0.51% |
$22.5K - $24.8K
|
9.55K
$4.86M
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
7+ 0.62% |
$3.21K - $3.55K
|
1.14K
$580K
|
|
|
Oct 21, 2025
Q3 2025
|
Citrine Capital LLC
San Francisco, CA |
SELL
|
- |
-21- 2.58% |
$9.64K - $10.6K
|
792
$403K
|
|
|
Oct 20, 2025
Q3 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-8.05K- 38.57% |
$3.69M - $4.08M
|
12.8K
$6.52M
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-43- 1.41% |
$19.7K - $21.8K
|
3.01K
$1.53M
|
|
|
Oct 20, 2025
Q3 2025
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
2.06KNew |
$948K - $1.05M
|
2.06K
$1.05M
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-123- 18.41% |
$56.5K - $62.3K
|
545
$277K
|
|
|
Oct 20, 2025
Q3 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-499- 14.22% |
$229K - $253K
|
3.01K
$1.53M
|
|
|
Oct 20, 2025
Q3 2025
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
1.78K+ 2.41% |
$817K - $902K
|
75.5K
$38.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-360- 13.04% |
$165K - $182K
|
2.4K
$1.22M
|
|
|
Oct 20, 2025
Q3 2025
|
Metropolis Capital LTD
|
SELL
|
- |
-2.16K- 6.42% |
$989K - $1.09M
|
31.4K
$16M
|
|
|
Oct 20, 2025
Q3 2025
|
Wallington Asset Management, LLC
|
SELL
|
- |
-6- 0.31% |
$2.75K - $3.04K
|
1.9K
$969K
|
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
10+ 0.29% |
$4.59K - $5.07K
|
3.42K
$1.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.99K+ 1.89% |
$1.37M - $1.52M
|
161K
$81.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-3- 0.1% |
$1.38K - $1.52K
|
3.04K
$1.54M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-20- 1.67% |
$9.18K - $10.1K
|
1.18K
$601K
|
|
|
Oct 20, 2025
Q3 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-10- 1.42% |
$4.59K - $5.07K
|
693
$353K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
1.17K+ 3.02% |
$539K - $595K
|
40.1K
$20.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-2- 0.19% |
$918 - $1.01K
|
1.04K
$528K
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
BUY
|
- |
145+ 22.17% |
$66.6K - $73.5K
|
799
$407K
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
430+ 9.93% |
$197K - $218K
|
4.76K
$2.42M
|
|