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 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
295+ 4.67% |
$135K - $150K
|
6.61K
$3.37M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-6- 1.44% |
$2.75K - $3.04K
|
412
$210K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-122- 7.02% |
$56K - $61.8K
|
1.62K
$823K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
54+ 0.08% |
$24.8K - $27.4K
|
66.3K
$33.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
2.28KNew |
$1.05M - $1.16M
|
2.28K
$1.16M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-122- 3.96% |
$56K - $61.8K
|
2.96K
$1.51M
|
|
|
Oct 17, 2025
Q3 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-100- 1.03% |
$45.9K - $50.7K
|
9.57K
$4.87M
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
SELL
|
- |
-307- 4.19% |
$141K - $156K
|
7.01K
$3.57M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-5- 0.68% |
$2.3K - $2.53K
|
730
$372K
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
422+ 0.45% |
$194K - $214K
|
93.4K
$47.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
5.09K+ 12.38% |
$2.34M - $2.58M
|
46.2K
$23.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
1+ 0.09% |
$459 - $507
|
1.14K
$579K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-8- 0.32% |
$3.67K - $4.06K
|
2.53K
$1.29M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-86- 12.8% |
$39.5K - $43.6K
|
586
$298K
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
203+ 2.57% |
$93.2K - $103K
|
8.1K
$4.12M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-863- 9.06% |
$396K - $437K
|
8.67K
$4.41M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
10+ 0.19% |
$4.59K - $5.07K
|
5.17K
$2.63M
|
|
|
Oct 17, 2025
Q3 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
110+ 0.43% |
$50.5K - $55.8K
|
25.4K
$12.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
625+ 19.74% |
$287K - $317K
|
3.79K
$1.93M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
157+ 3.62% |
$72.1K - $79.6K
|
4.5K
$2.29M
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-404- 3.54% |
$185K - $205K
|
11K
$5.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
474+ 7.55% |
$218K - $240K
|
6.76K
$3.44M
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-1.36K- 1.72% |
$624K - $689K
|
77.7K
$39.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
20+ 0.65% |
$9.18K - $10.1K
|
3.11K
$1.58M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.31K+ 2.3% |
$1.06M - $1.17M
|
102K
$52.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-53- 1.47% |
$24.3K - $26.9K
|
3.56K
$1.81M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.02K+ 10.48% |
$1.39M - $1.53M
|
31.9K
$16.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
SELL
|
- |
-211- 9.08% |
$96.9K - $107K
|
2.11K
$1.07M
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-495- 8.79% |
$227K - $251K
|
5.14K
$2.61M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
22+ 0.97% |
$10.1K - $11.2K
|
2.3K
$1.17M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.5K+ 27.32% |
$2.98M - $3.29M
|
30.3K
$15.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-115- 4.42% |
$52.8K - $58.3K
|
2.48K
$1.26M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
82+ 3.26% |
$37.6K - $41.6K
|
2.6K
$1.32M
|
|
|
Oct 16, 2025
Q3 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-250- 4.65% |
$115K - $127K
|
5.12K
$2.61M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-10.8K- 29.04% |
$4.94M - $5.46M
|
26.3K
$13.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
9+ 0.59% |
$4.13K - $4.56K
|
1.54K
$783K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
515+ 13.12% |
$236K - $261K
|
4.44K
$2.26M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.6K+ 24.11% |
$1.19M - $1.32M
|
13.4K
$6.81M
|
|
|
Oct 16, 2025
Q3 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
68+ 13.05% |
$31.2K - $34.5K
|
589
$300K
|
|
|
Oct 16, 2025
Q3 2025
|
Hamilton Capital Partners, LLC
Atlanta, GA |
SELL
|
- |
-35- 1.18% |
$16.1K - $17.7K
|
2.93K
$1.49M
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-270- 0.93% |
$124K - $137K
|
28.6K
$14.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
2+ 0.07% |
$918 - $1.01K
|
2.88K
$1.46M
|
|
|
Oct 16, 2025
Q3 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
99+ 12.72% |
$45.5K - $50.2K
|
877
$446K
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
178+ 3.5% |
$81.7K - $90.2K
|
5.26K
$2.68M
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-140- 4.35% |
$64.3K - $71K
|
3.08K
$1.57M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3.7K+ 301.06% |
$1.7M - $1.88M
|
4.93K
$2.51M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-50- 0.36% |
$23K - $25.3K
|
13.8K
$7.01M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
238+ 2.15% |
$109K - $121K
|
11.3K
$5.75M
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
SELL
|
- |
-2.25K- 48.87% |
$1.03M - $1.14M
|
2.35K
$1.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
156+ 1.51% |
$71.6K - $79.1K
|
10.5K
$5.33M
|
|