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
|
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
|
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
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-1- 0.17% |
$459 - $507
|
594
$302K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-396- 8.41% |
$182K - $201K
|
4.31K
$2.19M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-54- 8.33% |
$24.8K - $27.4K
|
594
$302K
|
|
|
Oct 14, 2025
Q3 2025
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
15+ 0.2% |
$6.89K - $7.6K
|
7.6K
$3.87M
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
33+ 6.19% |
$15.2K - $16.7K
|
566
$288K
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
SELL
|
- |
-50- 4.28% |
$23K - $25.3K
|
1.12K
$569K
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-150- 28.3% |
$68.9K - $76K
|
380
$193K
|
|
|
Oct 10, 2025
Q3 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-1- 0.01% |
$459 - $507
|
7.28K
$3.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.77K+ 52.99% |
$814K - $898K
|
5.12K
$2.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-65- 6.59% |
$29.8K - $32.9K
|
921
$469K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
35+ 1.11% |
$16.1K - $17.7K
|
3.19K
$1.63M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
BUY
|
- |
7.48K+ 11.01% |
$3.43M - $3.79M
|
75.4K
$38.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
224+ 2.14% |
$103K - $114K
|
10.7K
$5.43M
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
405+ 43.22% |
$186K - $205K
|
1.34K
$683K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-105- 0.88% |
$48.2K - $53.2K
|
11.8K
$5.99M
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
58+ 2.84% |
$26.6K - $29.4K
|
2.1K
$1.07M
|
|
|
Oct 10, 2025
Q3 2025
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
92+ 0.54% |
$42.2K - $46.6K
|
17K
$8.65M
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
SELL
|
- |
-147- 9.72% |
$67.5K - $74.5K
|
1.37K
$695K
|
|
|
Oct 10, 2025
Q3 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-900- 0.64% |
$413K - $456K
|
140K
$71.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-57- 0.22% |
$26.2K - $28.9K
|
25.5K
$13M
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.29K- 2.57% |
$594K - $655K
|
49K
$24.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
SELL
|
- |
-100- 46.08% |
$45.9K - $50.7K
|
117
$59.5K
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-35- 0.34% |
$16.1K - $17.7K
|
10.3K
$5.25M
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
5+ 0.61% |
$2.3K - $2.53K
|
820
$417K
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.06K+ 1.29% |
$486K - $537K
|
83.1K
$42.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Sara Bay Financial
|
SELL
|
- |
-112- 12.63% |
$51.4K - $56.8K
|
775
$394K
|
|
|
Oct 10, 2025
Q3 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-718- 4.56% |
$330K - $364K
|
15K
$7.65M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.91K- 33.99% |
$1.33M - $1.47M
|
5.64K
$2.87M
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
2.07K+ 1.74% |
$951K - $1.05M
|
121K
$61.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.69K+ 9.3% |
$1.24M - $1.37M
|
31.6K
$16.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-6.24K- 87.34% |
$2.86M - $3.16M
|
904
$460K
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-54- 0.44% |
$24.8K - $27.4K
|
12.3K
$6.27M
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
BUY
|
- |
150+ 13.48% |
$68.9K - $76K
|
1.26K
$643K
|
|
|
Oct 10, 2025
Q3 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-113- 0.7% |
$51.9K - $57.3K
|
16.1K
$8.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
466+ 6.11% |
$214K - $236K
|
8.1K
$4.12M
|
|
|
Oct 10, 2025
Q3 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
40+ 1.47% |
$18.4K - $20.3K
|
2.75K
$1.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-148- 11.1% |
$67.9K - $75K
|
1.19K
$603K
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
239+ 75.87% |
$110K - $121K
|
554
$282K
|
|
|
Oct 10, 2025
Q3 2025
|
Hixon Zuercher, LLC
|
SELL
|
- |
-136- 1.37% |
$62.4K - $68.9K
|
9.81K
$4.99M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-27- 0.13% |
$12.4K - $13.7K
|
21.4K
$10.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-258- 1.76% |
$118K - $131K
|
14.4K
$7.31M
|
|
|
Oct 10, 2025
Q3 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
5+ 10.42% |
$2.3K - $2.53K
|
53
$27K
|
|