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
|
Cx Institutional
|
BUY
|
- |
20.3KNew |
$9.81M - $11M
|
20.3K
$9.84M
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-14- 1.23% |
$6.77K - $7.56K
|
1.13K
$546K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-67- 0.8% |
$32.4K - $36.2K
|
8.36K
$4.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
218+ 3.07% |
$105K - $118K
|
7.32K
$3.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-2.22K- 5.71% |
$1.07M - $1.2M
|
36.6K
$17.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-1.94K- 1.58% |
$939K - $1.05M
|
121K
$58.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.17K+ 20.45% |
$1.05M - $1.17M
|
12.8K
$6.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
284+ 3.15% |
$137K - $153K
|
9.31K
$4.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-1.7K- 6.72% |
$823K - $919K
|
23.6K
$11.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
12+ 0.68% |
$5.8K - $6.48K
|
1.79K
$866K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.4K+ 20.38% |
$5.53M - $6.17M
|
67.6K
$32.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-194- 27.02% |
$93.8K - $105K
|
524
$254K
|
|
|
Jul 11, 2025
Q2 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
32+ 0.36% |
$15.5K - $17.3K
|
9.01K
$4.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
152+ 24.64% |
$73.5K - $82K
|
769
$373K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-521- 3.27% |
$252K - $281K
|
15.4K
$7.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-548- 9.62% |
$265K - $296K
|
5.15K
$2.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
938New |
$454K - $506K
|
938
$455K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.56K+ 88.01% |
$756K - $844K
|
3.34K
$1.62M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-1.83K- 71.66% |
$884K - $987K
|
723
$351K
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-440- 14.41% |
$213K - $238K
|
2.61K
$1.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
81+ 2.7% |
$39.2K - $43.7K
|
3.08K
$1.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-2- 0.12% |
$967 - $1.08K
|
1.64K
$794K
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.58K- 2.17% |
$763K - $852K
|
71.1K
$34.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
120+ 22.64% |
$58K - $64.8K
|
650
$315K
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
225+ 0.24% |
$109K - $121K
|
95.8K
$46.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-382- 2.38% |
$185K - $206K
|
15.7K
$7.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
720+ 8.17% |
$348K - $389K
|
9.53K
$4.62M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
10+ 0.32% |
$4.83K - $5.4K
|
3.13K
$1.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
18+ 0.16% |
$8.7K - $9.72K
|
11.3K
$5.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3+ 0.58% |
$1.45K - $1.62K
|
522
$253K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-338- 12.92% |
$163K - $182K
|
2.28K
$1.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
589New |
$285K - $318K
|
589
$286K
|
|
|
Jul 11, 2025
Q2 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
12+ 2.58% |
$5.8K - $6.48K
|
478
$232K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
70+ 0.76% |
$33.8K - $37.8K
|
9.24K
$4.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
2.93KNew |
$1.42M - $1.58M
|
2.93K
$1.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
186+ 3.9% |
$89.9K - $100K
|
4.95K
$2.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
268+ 62.33% |
$130K - $145K
|
698
$339K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
674+ 1.21% |
$326K - $364K
|
56.3K
$27.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
SELL
|
- |
-21- 4.23% |
$10.2K - $11.3K
|
476
$231K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-555- 2.47% |
$268K - $300K
|
21.9K
$10.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-21- 0.44% |
$10.2K - $11.3K
|
4.78K
$2.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
10.9K+ 6.01% |
$5.25M - $5.86M
|
191K
$92.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.31K+ 22.23% |
$632K - $706K
|
7.19K
$3.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-18.8K- 64.92% |
$9.1M - $10.2M
|
10.2K
$4.93M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-992- 2.53% |
$480K - $535K
|
38.2K
$18.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
68+ 7.75% |
$32.9K - $36.7K
|
945
$458K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.72K- 1.98% |
$830K - $926K
|
84.9K
$41.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-47.3K- 3.22% |
$22.9M - $25.5M
|
1.42M
$689M
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
BUY
|
- |
44+ 0.1% |
$21.3K - $23.8K
|
42.5K
$20.6M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.39K- 22.16% |
$674K - $752K
|
4.9K
$2.37M
|