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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
CALL |
1.5KNew |
$725K - $810K
|
1.5K
$763K
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
31+ 1.77% |
$15K - $16.7K
|
1.78K
$908K
|
|
|
Jul 29, 2025
Q2 2025
|
Progressive Investment Management Corp
|
SELL
|
- |
-1.49K- 47.27% |
$719K - $803K
|
1.66K
$845K
|
|
|
Jul 29, 2025
Q2 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
103+ 17.11% |
$49.8K - $55.6K
|
705
$359K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.97K- 20.11% |
$1.92M - $2.14M
|
15.8K
$8.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-1- 0.12% |
$483 - $540
|
824
$419K
|
|
|
Jul 29, 2025
Q2 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
7+ 0.96% |
$3.38K - $3.78K
|
738
$376K
|
|
|
Jul 29, 2025
Q2 2025
|
John G Ullman & Associates Inc
|
BUY
|
- |
80+ 4.45% |
$38.7K - $43.2K
|
1.88K
$956K
|
|
|
Jul 29, 2025
Q2 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
2+ 0.26% |
$967 - $1.08K
|
765
$389K
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
32+ 0.58% |
$15.5K - $17.3K
|
5.58K
$2.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
985+ 12.08% |
$476K - $532K
|
9.14K
$4.65M
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
18+ 9.0% |
$8.7K - $9.72K
|
218
$111K
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-122- 5.07% |
$59K - $65.9K
|
2.28K
$1.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Brown Financial Advisory
|
BUY
|
- |
169+ 4.05% |
$81.7K - $91.2K
|
4.35K
$2.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
57.5KNew |
$27.8M - $31M
|
57.5K
$29.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
128+ 2.87% |
$61.9K - $69.1K
|
4.58K
$2.33M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
BUY
|
- |
100+ 22.03% |
$48.3K - $54K
|
554
$282K
|
|
|
Jul 28, 2025
Q2 2025
|
Verisail Partners, LLC
Chamblee, GA |
SELL
|
- |
-4- 0.26% |
$1.93K - $2.16K
|
1.55K
$789K
|
|
|
Jul 28, 2025
Q2 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
50+ 3.27% |
$24.2K - $27K
|
1.58K
$803K
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
596+ 13.82% |
$288K - $322K
|
4.91K
$2.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
100New |
$48.3K - $54K
|
100
$50.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Bsn Capital Partners LTD
|
SELL
|
- |
-455K- 45.5% |
$220M - $246M
|
545K
$277M
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
50+ 2.18% |
$24.2K - $27K
|
2.35K
$1.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
24+ 1.01% |
$11.6K - $13K
|
2.39K
$1.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
112+ 0.77% |
$54.1K - $60.5K
|
14.7K
$7.46M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-80- 2.37% |
$38.7K - $43.2K
|
3.29K
$1.68M
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
216+ 29.79% |
$104K - $117K
|
941
$479K
|
|
|
Jul 25, 2025
Q2 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
21+ 1.15% |
$10.2K - $11.3K
|
1.85K
$943K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-53K- 43.72% |
$25.6M - $28.6M
|
68.2K
$34.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-250- 2.21% |
$121K - $135K
|
11K
$5.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-25- 3.05% |
$12.1K - $13.5K
|
795
$405K
|
|
|
Jul 24, 2025
Q2 2025
|
Coerente Capital Management
|
SELL
|
- |
-48- 3.34% |
$23.2K - $25.9K
|
1.39K
$706K
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-550- 13.15% |
$266K - $297K
|
3.63K
$1.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-925- 11.61% |
$447K - $499K
|
7.04K
$3.58M
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
BUY
|
- |
58+ 6.01% |
$28K - $31.3K
|
1.02K
$521K
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-3- 0.16% |
$1.45K - $1.62K
|
1.84K
$937K
|
|
|
Jul 24, 2025
Q2 2025
|
Davis Rea Ltd.
|
SELL
|
- |
-100- 8.57% |
$48.3K - $54K
|
1.07K
$543K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-396- 3.36% |
$191K - $214K
|
11.4K
$5.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
179+ 37.92% |
$86.5K - $96.6K
|
651
$331K
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
18+ 0.76% |
$8.7K - $9.72K
|
2.39K
$1.22M
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
400+ 88.11% |
$193K - $216K
|
854
$435K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
85New |
$41.1K - $45.9K
|
85
$43.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
35+ 1.81% |
$16.9K - $18.9K
|
1.97K
$1M
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-50- 5.19% |
$24.2K - $27K
|
914
$465K
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-25- 0.46% |
$12.1K - $13.5K
|
5.43K
$2.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
800+ 75.26% |
$387K - $432K
|
1.86K
$948K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
232+ 9.51% |
$112K - $125K
|
2.67K
$1.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-14- 1.95% |
$6.77K - $7.56K
|
705
$359K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-41- 0.86% |
$19.8K - $22.1K
|
4.73K
$2.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-4- 0.59% |
$1.93K - $2.16K
|
675
$344K
|
|