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 07, 2025
Q2 2025
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
32.8KNew |
$15.9M - $17.7M
|
32.8K
$16.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-100- 1.89% |
$48.3K - $54K
|
5.18K
$2.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
220+ 11.9% |
$106K - $119K
|
2.07K
$1.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
3.75K+ 110.3% |
$1.81M - $2.02M
|
7.14K
$3.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
27+ 1.72% |
$13.1K - $14.6K
|
1.6K
$813K
|
|
|
Aug 07, 2025
Q2 2025
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
19KNew |
$9.17M - $10.2M
|
19K
$9.65M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
32.1K+ 78.72% |
$15.5M - $17.3M
|
72.8K
$37.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Climber Capital Sa
Nyon, V8 |
SELL
|
- |
-95- 9.76% |
$45.9K - $51.3K
|
878
$447K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-3- 0.18% |
$1.45K - $1.62K
|
1.67K
$847K
|
|
|
Aug 06, 2025
Q2 2025
|
Bruni J V & CO
|
SELL
|
- |
-32- 1.69% |
$15.5K - $17.3K
|
1.86K
$945K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
9+ 0.55% |
$4.35K - $4.86K
|
1.66K
$845K
|
|
|
Aug 06, 2025
Q2 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
10New |
$4.83K - $5.4K
|
10
$5.09K
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
24+ 1.02% |
$11.6K - $13K
|
2.38K
$1.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
16+ 1.44% |
$7.74K - $8.64K
|
1.13K
$575K
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
2.07KNew |
$1M - $1.12M
|
2.07K
$1.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-116- 4.37% |
$56.1K - $62.6K
|
2.54K
$1.29M
|
|
|
Aug 06, 2025
Q2 2025
|
Menlo Advisors LLC
|
SELL
|
- |
-810- 1.51% |
$392K - $437K
|
52.7K
$26.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-172- 7.73% |
$83.2K - $92.8K
|
2.05K
$1.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1K- 27.29% |
$483K - $540K
|
2.66K
$1.36M
|
|
|
Aug 06, 2025
Q2 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
59+ 1.94% |
$28.5K - $31.8K
|
3.1K
$1.58M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-7- 1.65% |
$3.38K - $3.78K
|
416
$212K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
730+ 103.11% |
$353K - $394K
|
1.44K
$732K
|
|
|
Aug 05, 2025
Q2 2025
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-7- 0.49% |
$3.38K - $3.78K
|
1.42K
$725K
|
|
|
Aug 05, 2025
Q2 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
50+ 3.4% |
$24.2K - $27K
|
1.52K
$774K
|
|
|
Aug 05, 2025
Q2 2025
|
Supplemental Annuity Collective Trust Of Nj
|
SELL
|
- |
-500- 4.44% |
$242K - $270K
|
10.8K
$5.47M
|
|
|
Aug 05, 2025
Q2 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
9+ 0.78% |
$4.35K - $4.86K
|
1.17K
$595K
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
180+ 4.94% |
$87K - $97.2K
|
3.82K
$1.94M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2.98K+ 103.48% |
$1.44M - $1.61M
|
5.85K
$2.98M
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
1.06K+ 14.39% |
$514K - $574K
|
8.45K
$4.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
50+ 8.7% |
$24.2K - $27K
|
625
$318K
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
SELL
|
- |
-1.39K- 48.58% |
$672K - $750K
|
1.47K
$749K
|
|
|
Aug 05, 2025
Q2 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-1.96K- 32.15% |
$947K - $1.06M
|
4.14K
$2.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
SELL
|
- |
-50- 8.67% |
$24.2K - $27K
|
527
$268K
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1.56K+ 14.5% |
$752K - $840K
|
12.3K
$6.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
SELL
|
- |
-40- 2.92% |
$19.3K - $21.6K
|
1.33K
$677K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-535- 46.52% |
$259K - $289K
|
615
$313K
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
20+ 2.98% |
$9.67K - $10.8K
|
691
$352K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.09K- 6.11% |
$528K - $589K
|
16.8K
$8.55M
|
|
|
Aug 05, 2025
Q2 2025
|
Highlander Partners, L.P.
|
SELL
|
- |
-525- 25.61% |
$254K - $283K
|
1.53K
$776K
|
|
|
Aug 05, 2025
Q2 2025
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
392+ 25.5% |
$190K - $212K
|
1.93K
$982K
|
|
|
Aug 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
41+ 7.44% |
$19.8K - $22.1K
|
592
$301K
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
174+ 6.64% |
$84.1K - $93.9K
|
2.79K
$1.42M
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
20+ 1.2% |
$9.67K - $10.8K
|
1.68K
$857K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.5KNew |
$1.21M - $1.35M
|
2.5K
$1.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Shorepath Capital Management LLC
Evanston, IL |
SELL
|
- |
-684- 4.17% |
$331K - $369K
|
15.7K
$8.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-75- 9.03% |
$36.3K - $40.5K
|
756
$385K
|
|
|
Aug 04, 2025
Q2 2025
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.28K- 10.41% |
$1.1M - $1.23M
|
19.6K
$9.96M
|
|
|
Aug 04, 2025
Q2 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-50- 7.73% |
$24.2K - $27K
|
597
$304K
|
|
|
Aug 04, 2025
Q2 2025
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
100+ 19.61% |
$48.3K - $54K
|
610
$310K
|
|
|
Aug 04, 2025
Q2 2025
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-41- 6.83% |
$19.8K - $22.1K
|
559
$284K
|
|