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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-187- 5.53% |
$90.4K - $101K
|
3.19K
$1.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-45- 4.28% |
$21.8K - $24.3K
|
1.01K
$513K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
2.44KNew |
$1.18M - $1.31M
|
2.44K
$1.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.32K- 10.36% |
$640K - $715K
|
11.5K
$5.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Employees Retirement System Of Texas
|
BUY
|
- |
416+ 69.33% |
$201K - $225K
|
1.02K
$517K
|
|
|
Aug 12, 2025
Q2 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-60- 0.41% |
$29K - $32.4K
|
14.5K
$7.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-7- 0.93% |
$3.38K - $3.78K
|
748
$381K
|
|
|
Aug 11, 2025
Q2 2025
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-97- 8.66% |
$46.9K - $52.4K
|
1.02K
$521K
|
|
|
Aug 11, 2025
Q2 2025
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-350- 39.55% |
$169K - $189K
|
535
$272K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
20K+ 143.63% |
$9.68M - $10.8M
|
33.9K
$17.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
606+ 82.0% |
$293K - $327K
|
1.35K
$685K
|
|
|
Aug 11, 2025
Q2 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
610+ 39.28% |
$295K - $329K
|
2.16K
$1.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-330- 25.76% |
$160K - $178K
|
951
$484K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
PUT |
2New |
$967 - $1.08K
|
2
$1.02K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey Wright & Associates
|
BUY
|
- |
118+ 1.29% |
$57.1K - $63.7K
|
9.25K
$4.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-19- 0.62% |
$9.19K - $10.3K
|
3.06K
$1.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
BUY
|
- |
92.8K+ 57.6% |
$44.9M - $50.1M
|
254K
$129M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
50+ 9.51% |
$24.2K - $27K
|
576
$293K
|
|
|
Aug 08, 2025
Q2 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-10- 0.36% |
$4.83K - $5.4K
|
2.74K
$1.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
50+ 1.97% |
$24.2K - $27K
|
2.59K
$1.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Cherokee Insurance CO
Sterling Heights, MI |
BUY
|
- |
6.6KNew |
$3.19M - $3.56M
|
6.6K
$3.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
3+ 0.32% |
$1.45K - $1.62K
|
949
$483K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
290+ 2.31% |
$140K - $157K
|
12.8K
$6.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-19- 0.49% |
$9.19K - $10.3K
|
3.86K
$1.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1.08K+ 76.2% |
$523K - $584K
|
2.5K
$1.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
BUY
|
- |
606New |
$293K - $327K
|
606
$308K
|
|
|
Aug 08, 2025
Q2 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
55+ 4.85% |
$26.6K - $29.7K
|
1.19K
$606K
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
BUY
|
- |
39.2K+ 1462.01% |
$18.9M - $21.2M
|
41.9K
$21.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
15+ 0.17% |
$7.25K - $8.1K
|
9.04K
$4.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-55- 3.17% |
$26.6K - $29.7K
|
1.68K
$856K
|
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-6- 0.14% |
$2.9K - $3.24K
|
4.38K
$2.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
363+ 36.74% |
$176K - $196K
|
1.35K
$688K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.1K+ 5.97% |
$5.85M - $6.53M
|
215K
$109M
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
29+ 2.45% |
$14K - $15.7K
|
1.21K
$617K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
6.3K+ 7.64% |
$3.05M - $3.4M
|
88.8K
$45.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
SELL
|
- |
-188- 17.0% |
$90.9K - $101K
|
918
$467K
|
|
|
Aug 08, 2025
Q2 2025
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-861- 38.61% |
$416K - $465K
|
1.37K
$697K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
2.1K+ 37.34% |
$1.02M - $1.13M
|
7.73K
$3.94M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
20+ 4.64% |
$9.67K - $10.8K
|
451
$230K
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
565New |
$273K - $305K
|
565
$288K
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
99+ 990.0% |
$47.9K - $53.4K
|
109
$55.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
2.19KNew |
$1.06M - $1.18M
|
2.19K
$1.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
1.65KNew |
$799K - $892K
|
1.65K
$841K
|
|
|
Aug 07, 2025
Q2 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
252+ 42.21% |
$122K - $136K
|
849
$432K
|
|
|
Aug 07, 2025
Q2 2025
|
Dje Kapital Ag
82049 Pullach, 2M |
SELL
|
- |
-93.8K- 68.93% |
$45.3M - $50.6M
|
42.3K
$21.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
5+ 1.11% |
$2.42K - $2.7K
|
457
$233K
|
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
99+ 9.86% |
$47.9K - $53.4K
|
1.1K
$561K
|
|
|
Aug 07, 2025
Q2 2025
|
Galibier Capital Management Ltd.
|
SELL
|
- |
-278- 8.1% |
$134K - $150K
|
3.16K
$1.61M
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
2.15K+ 1.52% |
$1.04M - $1.16M
|
144K
$73.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-150- 0.54% |
$72.5K - $81K
|
27.4K
$14M
|
|