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 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
172+ 4.59% |
$83.2K - $92.8K
|
3.92K
$1.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
500+ 2.61% |
$242K - $270K
|
19.7K
$9.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
28+ 24.14% |
$13.5K - $15.1K
|
144
$69.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
628+ 1.57% |
$304K - $339K
|
40.6K
$19.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-50- 1.63% |
$24.2K - $27K
|
3.01K
$1.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
129+ 4.76% |
$62.4K - $69.6K
|
2.84K
$1.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
248+ 2.13% |
$120K - $134K
|
11.9K
$5.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-24- 0.37% |
$11.6K - $13K
|
6.53K
$3.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
404+ 4.99% |
$195K - $218K
|
8.5K
$4.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
62+ 1.01% |
$30K - $33.5K
|
6.17K
$2.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
45+ 5.26% |
$21.8K - $24.3K
|
901
$437K
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
213+ 7.87% |
$103K - $115K
|
2.92K
$1.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
195+ 6.45% |
$94.3K - $105K
|
3.22K
$1.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
394+ 4.73% |
$190K - $213K
|
8.73K
$4.23M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-15- 2.22% |
$7.25K - $8.1K
|
661
$321K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
5+ 0.22% |
$2.42K - $2.7K
|
2.24K
$1.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-115- 0.8% |
$55.6K - $62.1K
|
14.3K
$6.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2- 0.16% |
$967 - $1.08K
|
1.24K
$602K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
52+ 1.3% |
$25.1K - $28.1K
|
4.06K
$1.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-6.75K- 25.48% |
$3.26M - $3.64M
|
19.8K
$9.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
60+ 3.11% |
$29K - $32.4K
|
1.99K
$964K
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
SELL
|
- |
-245- 10.72% |
$118K - $132K
|
2.04K
$990K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 9.45% |
$696K - $777K
|
16.7K
$8.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
4+ 0.54% |
$1.93K - $2.16K
|
751
$364K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
621+ 1.24% |
$300K - $335K
|
50.7K
$24.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
412New |
$199K - $222K
|
412
$200K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-809- 1.59% |
$391K - $437K
|
50K
$24.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-5.05K- 6.36% |
$2.44M - $2.73M
|
74.4K
$36.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-1- 0.18% |
$483 - $540
|
555
$269K
|
|
|
Jul 09, 2025
Q2 2025
|
Systrade Ag
Vaduz, N2 |
BUY
|
- |
1New |
$483 - $540
|
1
$485
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-67- 4.77% |
$32.4K - $36.2K
|
1.34K
$649K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
69+ 0.76% |
$33.4K - $37.2K
|
9.19K
$4.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
SELL
|
- |
-1.49K- 5.02% |
$720K - $804K
|
28.2K
$13.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-121- 0.18% |
$58.5K - $65.3K
|
66K
$32M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
836+ 37.61% |
$404K - $451K
|
3.06K
$1.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
5+ 0.19% |
$2.42K - $2.7K
|
2.58K
$1.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-354- 2.23% |
$171K - $191K
|
15.5K
$7.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.79K+ 5.48% |
$867K - $968K
|
34.5K
$16.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
263+ 21.88% |
$127K - $142K
|
1.47K
$711K
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-75- 0.37% |
$36.3K - $40.5K
|
20.3K
$9.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
35+ 0.34% |
$16.9K - $18.9K
|
10.2K
$4.95M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.76KNew |
$1.34M - $1.49M
|
2.76K
$1.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
34+ 1.53% |
$16.4K - $18.4K
|
2.25K
$1.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
50+ 7.7% |
$24.2K - $27K
|
699
$339K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.59K+ 87.42% |
$1.73M - $1.94M
|
7.69K
$3.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-700- 1.12% |
$338K - $378K
|
61.7K
$29.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.4K+ 52.1% |
$1.16M - $1.29M
|
7K
$3.39M
|
|
|
Jul 08, 2025
Q2 2025
|
Mad River Investors
|
SELL
|
- |
-725- 38.16% |
$351K - $391K
|
1.18K
$570K
|
|
|
Jul 08, 2025
Q2 2025
|
Red Spruce Capital, LLC
|
BUY
|
- |
12+ 0.76% |
$5.8K - $6.48K
|
1.59K
$771K
|
|
|
Jul 08, 2025
Q2 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
4.83K+ 892.79% |
$2.34M - $2.61M
|
5.37K
$2.6M
|