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 18, 2025
Q2 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-8- 0.21% |
$3.87K - $4.32K
|
3.78K
$1.92M
|
|
|
Jul 18, 2025
Q2 2025
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
8.89K+ 209.47% |
$4.3M - $4.8M
|
13.1K
$6.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
668+ 1.76% |
$323K - $361K
|
38.7K
$19.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-1.13K- 67.08% |
$546K - $609K
|
554
$282K
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-325- 28.89% |
$157K - $175K
|
800
$407K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-320- 41.4% |
$155K - $173K
|
453
$231K
|
|
|
Jul 17, 2025
Q2 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
5+ 1.01% |
$2.42K - $2.7K
|
500
$254K
|
|
|
Jul 17, 2025
Q2 2025
|
Cairn Investment Group, Inc.
|
BUY
|
- |
909+ 31.58% |
$439K - $491K
|
3.79K
$1.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
27+ 29.35% |
$13.1K - $14.6K
|
119
$60.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
4.04KNew |
$1.95M - $2.18M
|
4.04K
$2.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-15- 0.75% |
$7.25K - $8.1K
|
1.98K
$1.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-40- 0.54% |
$19.3K - $21.6K
|
7.33K
$3.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-145- 15.71% |
$70.1K - $78.3K
|
778
$396K
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
99+ 13.94% |
$47.9K - $53.4K
|
809
$412K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
171+ 1.57% |
$82.7K - $92.3K
|
11.1K
$5.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
30New |
$14.5K - $16.2K
|
30
$15.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
6.38KNew |
$3.09M - $3.44M
|
6.38K
$3.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
779+ 48.66% |
$377K - $421K
|
2.38K
$1.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Ruffer LLP
|
SELL
|
- |
-10.5K- 53.8% |
$5.07M - $5.66M
|
9K
$4.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
SELL
|
- |
-10- 0.28% |
$4.83K - $5.4K
|
3.54K
$1.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
100+ 3.37% |
$48.3K - $54K
|
3.07K
$1.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-32- 5.04% |
$15.5K - $17.3K
|
603
$307K
|
|
|
Jul 16, 2025
Q2 2025
|
Flower City Capital
|
SELL
|
- |
-60- 8.61% |
$29K - $32.4K
|
637
$324K
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
61+ 6.3% |
$29.5K - $32.9K
|
1.03K
$524K
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-23- 5.03% |
$11.1K - $12.4K
|
434
$221K
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-42- 7.89% |
$20.3K - $22.7K
|
490
$249K
|
|
|
Jul 16, 2025
Q2 2025
|
Guardian Investment Management
|
SELL
|
- |
-2.05K- 41.16% |
$991K - $1.11M
|
2.93K
$1.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
10+ 0.56% |
$4.83K - $5.4K
|
1.79K
$908K
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-72- 1.22% |
$34.8K - $38.9K
|
5.82K
$2.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-504- 1.81% |
$244K - $272K
|
27.4K
$13.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-10.6K- 72.07% |
$5.14M - $5.74M
|
4.12K
$2.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.72KNew |
$832K - $928K
|
1.72K
$875K
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
33+ 2.48% |
$16K - $17.8K
|
1.37K
$695K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
552+ 6.41% |
$267K - $298K
|
9.17K
$4.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Yarbrough Capital, LLC
|
BUY
|
- |
1.98KNew |
$956K - $1.07M
|
1.98K
$1.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
50+ 1.06% |
$24.2K - $27K
|
4.75K
$2.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.32KNew |
$637K - $711K
|
1.32K
$671K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
202+ 0.91% |
$97.7K - $109K
|
22.5K
$11.5M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
39+ 0.83% |
$18.9K - $21.1K
|
4.72K
$2.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
680+ 10.58% |
$329K - $367K
|
7.11K
$3.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-2.36K- 26.64% |
$1.14M - $1.27M
|
6.49K
$3.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-20- 4.4% |
$9.67K - $10.8K
|
435
$221K
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
30+ 2.12% |
$14.5K - $16.2K
|
1.45K
$736K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-73- 4.42% |
$35.3K - $39.4K
|
1.58K
$803K
|
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
SELL
|
- |
-43- 2.11% |
$20.8K - $23.2K
|
2K
$1.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
7+ 0.33% |
$3.38K - $3.78K
|
2.16K
$1.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-60- 2.94% |
$29K - $32.4K
|
1.98K
$1.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-29- 3.7% |
$14K - $15.7K
|
754
$384K
|
|
|
Jul 14, 2025
Q2 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
35+ 7.48% |
$16.9K - $18.9K
|
503
$256K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-210- 5.8% |
$102K - $113K
|
3.41K
$1.73M
|
|