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 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
SELL
|
- |
-4- 0.85% |
$1.93K - $2.16K
|
467
$238K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
338+ 5.99% |
$163K - $182K
|
5.98K
$3.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-7- 0.35% |
$3.38K - $3.78K
|
1.99K
$1.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-5- 0.97% |
$2.42K - $2.7K
|
510
$260K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
5+ 0.42% |
$2.42K - $2.7K
|
1.21K
$614K
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
938New |
$454K - $506K
|
938
$477K
|
|
|
Jul 11, 2025
Q2 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
589New |
$285K - $318K
|
589
$300K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
268+ 62.33% |
$130K - $145K
|
698
$355K
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-94- 10.63% |
$45.4K - $50.7K
|
790
$402K
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
105+ 15.44% |
$50.8K - $56.7K
|
785
$400K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
20+ 3.26% |
$9.67K - $10.8K
|
634
$323K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.31K- 29.91% |
$634K - $708K
|
3.08K
$1.56M
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
427New |
$206K - $230K
|
427
$217K
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
50+ 2.56% |
$24.2K - $27K
|
2K
$1.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
48+ 25.0% |
$23.2K - $25.9K
|
240
$122K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
536+ 20.82% |
$259K - $289K
|
3.11K
$1.58M
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
25+ 0.32% |
$12.1K - $13.5K
|
7.87K
$4.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-110- 16.49% |
$53.2K - $59.4K
|
557
$283K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
28+ 24.14% |
$13.5K - $15.1K
|
144
$73.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
195+ 6.45% |
$94.3K - $105K
|
3.22K
$1.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2- 0.16% |
$967 - $1.08K
|
1.24K
$632K
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
4+ 0.54% |
$1.93K - $2.16K
|
751
$382K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
412New |
$199K - $222K
|
412
$210K
|
|
|
Jul 09, 2025
Q2 2025
|
Systrade Ag
Vaduz, N2 |
BUY
|
- |
1New |
$483 - $540
|
1
$509
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
5+ 0.19% |
$2.42K - $2.7K
|
2.58K
$1.31M
|
|
|
Jul 08, 2025
Q2 2025
|
Mad River Investors
|
SELL
|
- |
-725- 38.16% |
$351K - $391K
|
1.18K
$598K
|
|
|
Jul 08, 2025
Q2 2025
|
Red Spruce Capital, LLC
|
BUY
|
- |
12+ 0.76% |
$5.8K - $6.48K
|
1.59K
$809K
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
1.25KNew |
$604K - $675K
|
1.25K
$636K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
6+ 0.19% |
$2.9K - $3.24K
|
3.16K
$1.61M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
77+ 102.67% |
$37.2K - $41.6K
|
152
$77.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
643New |
$311K - $347K
|
643
$327K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
38+ 7.25% |
$18.4K - $20.5K
|
562
$286K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-15- 2.55% |
$7.25K - $8.1K
|
574
$292K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-110- 4.22% |
$53.2K - $59.4K
|
2.5K
$1.27M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-10- 0.09% |
$4.83K - $5.4K
|
11.4K
$5.81M
|
|
| Q1 2025 | |||||||
|
Dec 15, 2025
Q1 2025
|
Saranac Partners LTD
London, |
BUY
|
- |
874New |
$387K - $467K
|
874
$445K
|
|
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
729+ 17.27% |
$323K - $390K
|
4.95K
$2.52M
|
|
|
Oct 27, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-28- 5.58% |
$12.4K - $15K
|
474
$241K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
18.8KNew |
$8.33M - $10.1M
|
18.8K
$9.57M
|
|
|
Aug 01, 2025
Q1 2025
|
Swf LLC
Omaha, NE |
BUY
|
- |
8.11K+ 1.41% |
$3.59M - $4.33M
|
584K
$297M
|
|
|
Jul 15, 2025
Q1 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
SELL
|
- |
-7- 1.1% |
$3.1K - $3.74K
|
628
$320K
|
|
|
Jul 14, 2025
Q1 2025
|
Strategic Planning, Inc.
Columbus, OH |
BUY
|
- |
502New |
$222K - $268K
|
502
$255K
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
314New |
$139K - $168K
|
314
$160K
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
PUT |
58+ 96.67% |
$25.7K - $31K
|
118
$60.1K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-407- 42.53% |
$180K - $218K
|
550
$280K
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
SELL
|
- |
-4.43K- 77.34% |
$1.96M - $2.37M
|
1.3K
$660K
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
51+ 33.12% |
$22.6K - $27.3K
|
205
$104K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
9.39KNew |
$4.16M - $5.02M
|
9.39K
$4.78M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
285New |
$126K - $152K
|
285
$145K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
80+ 11.58% |
$35.4K - $42.8K
|
771
$392K
|
|