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
|
Founders Capital Management, LLC
|
SELL
|
- |
-474- 0.33% |
$229K - $256K
|
141K
$68.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-55- 1.91% |
$26.6K - $29.7K
|
2.83K
$1.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-271- 1.76% |
$131K - $146K
|
15.1K
$7.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
SELL
|
- |
-1.89K- 56.8% |
$912K - $1.02M
|
1.44K
$696K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
118+ 1.08% |
$57.1K - $63.7K
|
11.1K
$5.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
18+ 0.31% |
$8.7K - $9.72K
|
5.92K
$2.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-88- 1.26% |
$42.5K - $47.5K
|
6.9K
$3.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-39- 2.15% |
$18.9K - $21.1K
|
1.77K
$859K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-162- 5.04% |
$78.3K - $87.4K
|
3.05K
$1.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-430- 3.03% |
$208K - $232K
|
13.8K
$6.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
85+ 3.74% |
$41.1K - $45.9K
|
2.36K
$1.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
409+ 4.71% |
$198K - $221K
|
9.08K
$4.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-11- 0.51% |
$5.32K - $5.94K
|
2.13K
$1.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
20+ 0.52% |
$9.67K - $10.8K
|
3.88K
$1.88M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
BUY
|
- |
100+ 4.27% |
$48.3K - $54K
|
2.44K
$1.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
6.11K+ 125.16% |
$2.96M - $3.3M
|
11K
$5.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Argent Capital Management LLC
|
SELL
|
- |
-12- 0.72% |
$5.8K - $6.48K
|
1.66K
$804K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-59- 1.46% |
$28.5K - $31.8K
|
3.99K
$1.93M
|
|
|
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
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
440+ 14.22% |
$213K - $238K
|
3.54K
$1.71M
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.16K+ 56.29% |
$563K - $628K
|
3.23K
$1.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
927+ 10.25% |
$448K - $500K
|
9.98K
$4.84M
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-5- 0.97% |
$2.42K - $2.7K
|
510
$247K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
5+ 0.42% |
$2.42K - $2.7K
|
1.21K
$585K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-10.8K- 7.23% |
$5.24M - $5.85M
|
139K
$67.5M
|