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 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-203- 1.19% |
$93.2K - $103K
|
16.9K
$8.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
SELL
|
- |
-46- 1.64% |
$21.1K - $23.3K
|
2.75K
$1.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
BUY
|
- |
1.22K+ 20.92% |
$559K - $617K
|
7.04K
$3.58M
|
|
|
Oct 14, 2025
Q3 2025
|
Somerset Trust CO
|
SELL
|
- |
-25- 3.34% |
$11.5K - $12.7K
|
724
$368K
|
|
|
Oct 14, 2025
Q3 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
100+ 15.82% |
$45.9K - $50.7K
|
732
$373K
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
214+ 3.27% |
$98.2K - $108K
|
6.76K
$3.44M
|
|
|
Oct 14, 2025
Q3 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-773- 10.26% |
$355K - $392K
|
6.76K
$3.44M
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-574- 7.51% |
$264K - $291K
|
7.07K
$3.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
225+ 8.81% |
$103K - $114K
|
2.78K
$1.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-99- 7.07% |
$45.5K - $50.2K
|
1.3K
$662K
|
|
|
Oct 14, 2025
Q3 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
10+ 0.09% |
$4.59K - $5.07K
|
11.6K
$5.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-1.61K- 10.99% |
$737K - $814K
|
13K
$6.61M
|
|
|
Oct 14, 2025
Q3 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-10- 0.18% |
$4.59K - $5.07K
|
5.46K
$2.78M
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
6+ 1.55% |
$2.75K - $3.04K
|
392
$200K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-26- 1.26% |
$11.9K - $13.2K
|
2.04K
$1.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
28.4KNew |
$13M - $14.4M
|
28.4K
$14.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
53+ 2.67% |
$24.3K - $26.9K
|
2.04K
$1.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Foundation Resource Management Inc
|
BUY
|
- |
17+ 0.02% |
$7.8K - $8.62K
|
96.6K
$49.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-43- 4.94% |
$19.7K - $21.8K
|
828
$421K
|
|
|
Oct 14, 2025
Q3 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.99K+ 11.76% |
$1.37M - $1.52M
|
28.4K
$14.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Tl Private Wealth
|
SELL
|
- |
-138- 25.18% |
$63.4K - $70K
|
410
$209K
|
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
SELL
|
- |
-1.74K- 1.26% |
$798K - $882K
|
136K
$69.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
73+ 7.09% |
$33.5K - $37K
|
1.1K
$561K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.2K+ 21.15% |
$550K - $607K
|
6.86K
$3.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
924+ 6.12% |
$424K - $468K
|
16K
$8.15M
|
|
|
Oct 14, 2025
Q3 2025
|
21 West Wealth Management LLC
Tustin, CA |
SELL
|
- |
-5- 0.69% |
$2.3K - $2.53K
|
723
$368K
|
|
|
Oct 14, 2025
Q3 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-68- 0.73% |
$31.2K - $34.5K
|
9.24K
$4.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.01K+ 8.9% |
$2.76M - $3.05M
|
73.6K
$37.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
BUY
|
- |
359+ 9.71% |
$165K - $182K
|
4.06K
$2.06M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.27K+ 1.05% |
$585K - $646K
|
123K
$62.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
96+ 16.7% |
$44.1K - $48.7K
|
671
$341K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-12.6K- 5.21% |
$5.77M - $6.37M
|
229K
$116M
|
|
|
Oct 14, 2025
Q3 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
64+ 0.51% |
$29.4K - $32.4K
|
12.5K
$6.37M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 0.08% |
$459 - $507
|
1.28K
$653K
|
|
|
Oct 14, 2025
Q3 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-52- 2.46% |
$23.9K - $26.4K
|
2.06K
$1.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-30- 0.19% |
$13.8K - $15.2K
|
16.1K
$8.19M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
1.56K+ 9.16% |
$714K - $789K
|
18.5K
$9.44M
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-1.62K- 45.37% |
$744K - $821K
|
1.95K
$993K
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
31+ 0.94% |
$14.2K - $15.7K
|
3.31K
$1.69M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
SELL
|
- |
-383- 0.48% |
$176K - $194K
|
80.1K
$40.8M
|
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
SELL
|
- |
-804- 1.12% |
$369K - $408K
|
71K
$36.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-18- 1.01% |
$8.26K - $9.12K
|
1.77K
$900K
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.74K+ 16.98% |
$800K - $884K
|
12K
$6.11M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
49+ 0.75% |
$22.5K - $24.8K
|
6.59K
$3.35M
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-4- 0.1% |
$1.84K - $2.03K
|
4.13K
$2.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
436New |
$200K - $221K
|
436
$222K
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-526- 5.33% |
$241K - $267K
|
9.33K
$4.75M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-146- 1.4% |
$67K - $74K
|
10.3K
$5.22M
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.68K+ 0.67% |
$769K - $850K
|
252K
$128M
|
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
SELL
|
- |
-7- 1.37% |
$3.21K - $3.55K
|
505
$257K
|
|