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 15, 2025
Q3 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-147- 2.66% |
$67.5K - $74.5K
|
5.38K
$2.74M
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-284- 1.54% |
$130K - $144K
|
18.2K
$9.26M
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-150- 3.57% |
$68.9K - $76K
|
4.05K
$2.06M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
711+ 1.49% |
$326K - $360K
|
48.5K
$24.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.45K+ 9.16% |
$666K - $736K
|
17.3K
$8.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-19- 0.3% |
$8.72K - $9.63K
|
6.38K
$3.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
43+ 3.22% |
$19.7K - $21.8K
|
1.38K
$701K
|
|
|
Oct 15, 2025
Q3 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-4- 0.17% |
$1.84K - $2.03K
|
2.34K
$1.19M
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-15- 3.28% |
$6.89K - $7.6K
|
442
$225K
|
|
|
Oct 15, 2025
Q3 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
796New |
$365K - $404K
|
796
$405K
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
65+ 7.93% |
$29.8K - $32.9K
|
885
$450K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-501- 1.48% |
$230K - $254K
|
33.4K
$17M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.75K+ 136.95% |
$805K - $889K
|
3.03K
$1.54M
|
|
|
Oct 15, 2025
Q3 2025
|
Strid Group, LLC
|
SELL
|
- |
-3- 0.1% |
$1.38K - $1.52K
|
2.87K
$1.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
541New |
$248K - $274K
|
541
$275K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
BUY
|
- |
209+ 1.36% |
$96K - $106K
|
15.6K
$7.95M
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.42K+ 18.34% |
$654K - $722K
|
9.19K
$4.68M
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
200+ 2.49% |
$91.8K - $101K
|
8.23K
$4.19M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1- 0.04% |
$459 - $507
|
2.62K
$1.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
23+ 2.96% |
$10.6K - $11.7K
|
801
$408K
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.8K+ 12.0% |
$827K - $913K
|
16.8K
$8.56M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
69+ 0.96% |
$31.7K - $35K
|
7.27K
$3.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
350+ 7.22% |
$161K - $177K
|
5.2K
$2.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
14+ 1.11% |
$6.43K - $7.1K
|
1.28K
$650K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
961+ 8.15% |
$441K - $487K
|
12.8K
$6.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-150- 8.04% |
$68.9K - $76K
|
1.72K
$873K
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-134- 7.06% |
$61.5K - $67.9K
|
1.76K
$897K
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
19+ 1.34% |
$8.72K - $9.63K
|
1.44K
$732K
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.5K+ 9.72% |
$688K - $760K
|
16.9K
$8.61M
|
|
|
Oct 15, 2025
Q3 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-180- 26.91% |
$82.6K - $91.2K
|
489
$249K
|
|
|
Oct 15, 2025
Q3 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
447+ 9.86% |
$205K - $227K
|
4.98K
$2.54M
|
|
|
Oct 15, 2025
Q3 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
118+ 2.12% |
$54.2K - $59.8K
|
5.69K
$2.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
10.8K+ 7.13% |
$4.97M - $5.48M
|
163K
$82.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
73+ 1.45% |
$33.5K - $37K
|
5.11K
$2.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
505New |
$232K - $256K
|
505
$257K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
56+ 2.32% |
$25.7K - $28.4K
|
2.47K
$1.26M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
53.6K+ 16.77% |
$24.6M - $27.2M
|
373K
$190M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
501+ 0.41% |
$230K - $254K
|
121K
$61.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
5+ 0.31% |
$2.3K - $2.53K
|
1.61K
$819K
|
|
|
Oct 15, 2025
Q3 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-77- 2.12% |
$35.4K - $39K
|
3.55K
$1.81M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-17- 0.48% |
$7.8K - $8.62K
|
3.51K
$1.79M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.26K+ 7.93% |
$579K - $640K
|
17.2K
$8.74M
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-350- 24.81% |
$161K - $177K
|
1.06K
$540K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.87KNew |
$858K - $947K
|
1.87K
$951K
|
|
|
Oct 15, 2025
Q3 2025
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
350+ 0.76% |
$161K - $177K
|
46.7K
$23.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
6.51KNew |
$2.99M - $3.3M
|
6.51K
$3.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-21- 0.31% |
$9.64K - $10.6K
|
6.7K
$3.41M
|
|
|
Oct 15, 2025
Q3 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
22+ 0.49% |
$10.1K - $11.2K
|
4.56K
$2.32M
|
|
|
Oct 15, 2025
Q3 2025
|
V. M. Manning & Co., Inc.
Greenville, SC |
BUY
|
- |
722New |
$331K - $366K
|
722
$367K
|
|
|
Oct 14, 2025
Q3 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1.33KNew |
$610K - $674K
|
1.33K
$676K
|
|