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 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-236- 1.53% |
$108K - $120K
|
15.2K
$7.72M
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
8+ 1.0% |
$3.67K - $4.06K
|
809
$412K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-47- 9.65% |
$21.6K - $23.8K
|
440
$224K
|
|
|
Oct 01, 2025
Q3 2025
|
American National Bank Of Texas
Richardson, TX |
BUY
|
- |
917New |
$421K - $465K
|
917
$467K
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-877- 11.45% |
$424K - $473K
|
6.78K
$3.45M
|
|
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
41.6K+ 4.49% |
$20.1M - $22.4M
|
968K
$492M
|
|
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-532- 3.08% |
$257K - $287K
|
16.8K
$8.53M
|
|
|
Nov 24, 2025
Q2 2025
|
Greenfield Seitz Capital Management, LLC
Dallas, TX |
BUY
|
- |
498New |
$241K - $269K
|
498
$253K
|
|
|
Nov 24, 2025
Q2 2025
|
William Mack & Associates, Inc.
Troy, MI |
BUY
|
- |
251+ 35.45% |
$121K - $135K
|
959
$488K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-451K- 4.64% |
$218M - $243M
|
9.26M
$4.72B
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
CALL |
-235K- 74.43% |
$114M - $127M
|
80.7K
$41.1M
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
SELL
|
- |
-827- 8.07% |
$400K - $446K
|
9.42K
$4.79M
|
|
|
Nov 17, 2025
Q2 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-13- 0.63% |
$6.29K - $7.02K
|
2.05K
$1.04M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-6.24K- 11.22% |
$3.02M - $3.37M
|
49.4K
$25.1M
|
|
|
Nov 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
3.44K+ 255.27% |
$1.66M - $1.85M
|
4.78K
$2.43M
|
|
|
Nov 12, 2025
Q2 2025
|
Alpha Zero LLC
Boca Raton, FL |
BUY
|
- |
145+ 17.43% |
$70.1K - $78.3K
|
977
$497K
|
|
|
Nov 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
SELL
|
- |
-307- 10.46% |
$148K - $166K
|
2.63K
$1.34M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.03K- 8.8% |
$983K - $1.1M
|
21.1K
$10.7M
|
|
|
Oct 24, 2025
Q2 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
277New |
$134K - $150K
|
277
$141K
|
|
|
Oct 21, 2025
Q2 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-229- 11.43% |
$111K - $124K
|
1.77K
$903K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.45K+ 1.57% |
$1.67M - $1.86M
|
223K
$113M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-274- 5.51% |
$132K - $148K
|
4.7K
$2.39M
|
|
|
Oct 07, 2025
Q2 2025
|
Element Squared LLC
Minneapolis, MN |
BUY
|
- |
2.76KNew |
$1.34M - $1.49M
|
2.76K
$1.41M
|
|
|
Oct 01, 2025
Q2 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
795New |
$384K - $429K
|
795
$405K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
172+ 235.62% |
$83.2K - $92.8K
|
245
$125K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-64.7K- 31.73% |
$31.3M - $34.9M
|
139K
$70.8M
|
|
|
Sep 24, 2025
Q2 2025
|
Momentum Wealth Planning, LLC
Estero, FL |
BUY
|
- |
2.8KNew |
$1.35M - $1.51M
|
2.8K
$1.43M
|
|
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
365+ 10.87% |
$176K - $197K
|
3.72K
$1.89M
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-464- 17.22% |
$224K - $250K
|
2.23K
$1.13M
|
|
|
Aug 25, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
SELL
|
- |
-2- 0.08% |
$967 - $1.08K
|
2.41K
$1.22M
|
|
|
Aug 20, 2025
Q2 2025
|
North Dallas Bank & Trust CO
Dallas, TX |
BUY
|
- |
2.02KNew |
$974K - $1.09M
|
2.02K
$1.03M
|
|
|
Aug 20, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-4.66K- 90.82% |
$2.25M - $2.51M
|
471
$240K
|
|
|
Aug 18, 2025
Q2 2025
|
Spg Advisors LLC
Kirkland, WA |
BUY
|
- |
709New |
$343K - $383K
|
709
$361K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
404+ 2.22% |
$195K - $218K
|
18.6K
$9.46M
|
|
|
Aug 15, 2025
Q2 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
7.26K+ 70.75% |
$3.51M - $3.92M
|
17.5K
$8.91M
|
|
|
Aug 15, 2025
Q2 2025
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
463+ 48.74% |
$224K - $250K
|
1.41K
$719K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
60+ 3.93% |
$29K - $32.4K
|
1.59K
$807K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-931- 11.94% |
$450K - $503K
|
6.87K
$3.49M
|
|
|
Aug 15, 2025
Q2 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-130- 3.97% |
$62.9K - $70.2K
|
3.15K
$1.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
90+ 3.66% |
$43.5K - $48.6K
|
2.55K
$1.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
SELL
|
- |
-14- 93.33% |
$6.77K - $7.56K
|
1
$509
|
|
|
Aug 15, 2025
Q2 2025
|
Synergy Financial Group, LTD
|
SELL
|
- |
-16- 1.39% |
$7.74K - $8.64K
|
1.13K
$577K
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
5.77KNew |
$2.79M - $3.11M
|
5.77K
$2.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
170New |
$82.2K - $91.8K
|
170
$86.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
SELL
|
- |
-794- 15.73% |
$384K - $429K
|
4.25K
$2.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
9.05KNew |
$4.37M - $4.88M
|
9.05K
$4.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
7.56KNew |
$3.66M - $4.08M
|
7.56K
$3.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
26+ 2.24% |
$12.6K - $14K
|
1.19K
$605K
|
|
|
Aug 14, 2025
Q2 2025
|
George Kaiser Family Foundation
|
BUY
|
- |
252+ 42.21% |
$122K - $136K
|
849
$432K
|
|
|
Aug 14, 2025
Q2 2025
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-40- 1.28% |
$19.3K - $21.6K
|
3.1K
$1.58M
|
|