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 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
BUY
|
- |
38+ 8.68% |
$18.4K - $20.5K
|
476
$231K
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
188+ 46.19% |
$90.9K - $101K
|
595
$289K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.82K+ 7.6% |
$2.33M - $2.6M
|
68.2K
$33.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Clio Asset Management LLC
Charlottesville, VA |
SELL
|
- |
-209- 0.81% |
$101K - $113K
|
25.5K
$12.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
541+ 7.35% |
$262K - $292K
|
7.9K
$3.83M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
313+ 2.28% |
$151K - $169K
|
14.1K
$6.82M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
7+ 0.33% |
$3.38K - $3.78K
|
2.16K
$1.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-60- 2.94% |
$29K - $32.4K
|
1.98K
$961K
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
560+ 3.64% |
$271K - $302K
|
15.9K
$7.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Foundation Resource Management Inc
|
SELL
|
- |
-1.2K- 1.22% |
$578K - $646K
|
96.6K
$46.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-30- 3.09% |
$14.5K - $16.2K
|
941
$456K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
11+ 0.09% |
$5.32K - $5.94K
|
11.8K
$5.72M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-111- 7.98% |
$53.7K - $59.9K
|
1.28K
$621K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
31+ 2.8% |
$15K - $16.7K
|
1.14K
$552K
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-580- 1.41% |
$280K - $313K
|
40.7K
$19.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
140+ 0.14% |
$67.7K - $75.6K
|
100K
$48.5M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.04K- 4.57% |
$987K - $1.1M
|
42.6K
$20.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-24- 2.12% |
$11.6K - $13K
|
1.11K
$536K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
113+ 3.19% |
$54.6K - $61K
|
3.65K
$1.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-53- 0.26% |
$25.6K - $28.6K
|
20K
$9.72M
|
|
|
Jul 14, 2025
Q2 2025
|
Chico Wealth Ria
|
SELL
|
- |
-100- 9.05% |
$48.3K - $54K
|
1.01K
$487K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
316+ 10.22% |
$153K - $171K
|
3.41K
$1.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
121+ 0.16% |
$58.5K - $65.3K
|
76.5K
$37.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-29- 3.7% |
$14K - $15.7K
|
754
$366K
|
|
|
Jul 11, 2025
Q2 2025
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
43+ 3.7% |
$20.8K - $23.2K
|
1.2K
$584K
|
|
|
Jul 11, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-191K- 79.96% |
$92.5M - $103M
|
48K
$23.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
1.09K+ 12.46% |
$525K - $586K
|
9.81K
$4.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
943+ 19.09% |
$456K - $509K
|
5.88K
$2.85M
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
8+ 0.66% |
$3.87K - $4.32K
|
1.22K
$593K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.44K+ 131.09% |
$697K - $778K
|
2.54K
$1.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
106+ 0.97% |
$51.2K - $57.2K
|
11K
$5.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.46K- 5.1% |
$704K - $786K
|
27.1K
$13.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1+ 0.16% |
$483 - $540
|
641
$311K
|
|
|
Jul 11, 2025
Q2 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-14- 2.21% |
$6.77K - $7.56K
|
619
$300K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-4.75K- 7.32% |
$2.3M - $2.57M
|
60.1K
$29.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-97- 2.1% |
$46.9K - $52.4K
|
4.51K
$2.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-515K- 34.45% |
$249M - $278M
|
980K
$475M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-4.04K- 3.28% |
$1.95M - $2.18M
|
119K
$57.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
SELL
|
- |
-4- 0.85% |
$1.93K - $2.16K
|
467
$226K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-604- 8.53% |
$292K - $326K
|
6.48K
$3.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
424+ 40.57% |
$205K - $229K
|
1.47K
$712K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
338+ 5.99% |
$163K - $182K
|
5.98K
$2.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-5- 0.39% |
$2.42K - $2.7K
|
1.27K
$615K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-9- 0.09% |
$4.35K - $4.86K
|
9.72K
$4.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-70- 1.05% |
$33.8K - $37.8K
|
6.62K
$3.21M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-7- 0.35% |
$3.38K - $3.78K
|
1.99K
$963K
|
|
|
Jul 11, 2025
Q2 2025
|
Weybosset Research & Management LLC
|
SELL
|
- |
-497- 1.71% |
$240K - $268K
|
28.5K
$13.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-35- 0.23% |
$16.9K - $18.9K
|
15.2K
$7.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Professional Advisory Services Inc
|
BUY
|
- |
1.34K+ 2.46% |
$645K - $721K
|
55.6K
$27M
|
|
|
Jul 11, 2025
Q2 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-504- 15.64% |
$244K - $272K
|
2.72K
$1.32M
|