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 01, 2025
Q2 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
49+ 1.07% |
$23.7K - $26.5K
|
4.61K
$2.35M
|
|
|
Aug 01, 2025
Q2 2025
|
Private Wealth Partners, LLC
|
BUY
|
PUT |
1.1KNew |
$532K - $594K
|
1.1K
$560K
|
|
|
Aug 01, 2025
Q2 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
380+ 26.99% |
$184K - $205K
|
1.79K
$910K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
SELL
|
- |
-930- 13.48% |
$450K - $502K
|
5.97K
$3.04M
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
90+ 81.82% |
$43.5K - $48.6K
|
200
$102K
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
SELL
|
- |
-89- 14.52% |
$43K - $48K
|
524
$267K
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-20- 1.75% |
$9.67K - $10.8K
|
1.13K
$573K
|
|
|
Jul 31, 2025
Q2 2025
|
Mcdaniel Terry & CO
|
SELL
|
- |
-174- 0.69% |
$84.1K - $93.9K
|
25.1K
$12.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-4.75K- 47.97% |
$2.29M - $2.56M
|
5.15K
$2.62M
|
|
|
Jul 31, 2025
Q2 2025
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-14K- 48.63% |
$6.77M - $7.56M
|
14.8K
$7.53M
|
|
|
Jul 31, 2025
Q2 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
4.51KNew |
$2.18M - $2.44M
|
4.51K
$2.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
1.18KNew |
$568K - $634K
|
1.18K
$598K
|
|
|
Jul 31, 2025
Q2 2025
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
97+ 2.82% |
$46.9K - $52.4K
|
3.54K
$1.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
781+ 1.59% |
$378K - $422K
|
49.8K
$25.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Arga Investment Management, LP
|
SELL
|
- |
-923- 18.86% |
$446K - $498K
|
3.97K
$2.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-50- 1.83% |
$24.2K - $27K
|
2.68K
$1.36M
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
437New |
$211K - $236K
|
437
$222K
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-8- 0.59% |
$3.87K - $4.32K
|
1.36K
$691K
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-394- 16.47% |
$190K - $213K
|
2K
$1.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
1K+ 22.27% |
$483K - $540K
|
5.49K
$2.79M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
1.01K+ 120.57% |
$487K - $544K
|
1.84K
$938K
|
|
|
Jul 31, 2025
Q2 2025
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
4+ 0.28% |
$1.93K - $2.16K
|
1.46K
$742K
|
|
|
Jul 31, 2025
Q2 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-295- 7.85% |
$143K - $159K
|
3.47K
$1.76M
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-30- 0.51% |
$14.5K - $16.2K
|
5.8K
$2.95M
|
|
|
Jul 31, 2025
Q2 2025
|
Qv Investors Inc.
|
BUY
|
- |
70+ 0.62% |
$33.8K - $37.8K
|
11.3K
$5.76M
|
|
|
Jul 31, 2025
Q2 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
1.5K+ 56.86% |
$725K - $810K
|
4.14K
$2.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
271+ 903.33% |
$131K - $146K
|
301
$153K
|
|
|
Jul 31, 2025
Q2 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-29- 0.38% |
$14K - $15.7K
|
7.65K
$3.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-1.64K- 62.96% |
$791K - $884K
|
963
$490K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-1.65K- 0.27% |
$799K - $892K
|
607K
$309M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
5+ 1.49% |
$2.42K - $2.7K
|
340
$173K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-75- 2.15% |
$36.3K - $40.5K
|
3.42K
$1.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-133- 27.88% |
$64.3K - $71.8K
|
344
$175K
|
|
|
Jul 30, 2025
Q2 2025
|
Divergent Planning, LLC
|
SELL
|
- |
-2.97K- 75.66% |
$1.43M - $1.6M
|
954
$486K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
686+ 38.6% |
$332K - $370K
|
2.46K
$1.25M
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
236+ 1.1% |
$114K - $127K
|
21.7K
$11.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-153- 1.34% |
$74K - $82.6K
|
11.3K
$5.75M
|
|
|
Jul 30, 2025
Q2 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
351+ 23.72% |
$170K - $189K
|
1.83K
$932K
|
|
|
Jul 30, 2025
Q2 2025
|
Bcm Advisors, LLC
|
SELL
|
- |
-9- 0.8% |
$4.35K - $4.86K
|
1.12K
$570K
|
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
56+ 0.51% |
$27.1K - $30.2K
|
11K
$5.62M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-483- 13.59% |
$234K - $261K
|
3.07K
$1.56M
|
|
|
Jul 30, 2025
Q2 2025
|
Alamar Capital Management, LLC
|
BUY
|
- |
1.5K+ 151.67% |
$725K - $810K
|
2.49K
$1.27M
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
430+ 2.29% |
$208K - $232K
|
19.2K
$9.76M
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
40+ 2.72% |
$19.3K - $21.6K
|
1.51K
$768K
|
|
|
Jul 30, 2025
Q2 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
55+ 10.83% |
$26.6K - $29.7K
|
563
$287K
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-12- 0.17% |
$5.8K - $6.48K
|
7K
$3.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-105- 3.46% |
$50.8K - $56.7K
|
2.93K
$1.49M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
737New |
$356K - $398K
|
737
$375K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
788New |
$381K - $425K
|
788
$401K
|
|
|
Jul 29, 2025
Q2 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
33+ 4.55% |
$16K - $17.8K
|
758
$386K
|
|