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 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
39+ 2.45% |
$18.9K - $21.1K
|
1.63K
$791K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-9- 0.59% |
$4.35K - $4.86K
|
1.51K
$730K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
871+ 9.46% |
$421K - $470K
|
10.1K
$4.89M
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-3- 0.16% |
$1.45K - $1.62K
|
1.85K
$899K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.4KNew |
$677K - $756K
|
1.4K
$679K
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
39+ 0.09% |
$18.9K - $21.1K
|
41.9K
$20.3M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
2.55K+ 49.74% |
$1.23M - $1.38M
|
7.69K
$3.73M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
376+ 0.85% |
$182K - $203K
|
44.6K
$21.6M
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
13+ 1.18% |
$6.29K - $7.02K
|
1.12K
$542K
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
75+ 1.63% |
$36.3K - $40.5K
|
4.69K
$2.27M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
37+ 8.13% |
$17.9K - $20K
|
492
$239K
|
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
SELL
|
- |
-830- 6.81% |
$401K - $448K
|
11.4K
$5.51M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
79+ 1.91% |
$38.2K - $42.6K
|
4.22K
$2.05M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-10- 0.87% |
$4.83K - $5.4K
|
1.14K
$555K
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
165+ 5.3% |
$79.8K - $89.1K
|
3.28K
$1.59M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
365+ 3.95% |
$176K - $197K
|
9.61K
$4.66M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
153+ 1.1% |
$74K - $82.6K
|
14K
$6.79M
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-53- 9.5% |
$25.6K - $28.6K
|
505
$245K
|
|
|
Jul 02, 2025
Q2 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
13+ 0.11% |
$6.29K - $7.02K
|
11.3K
$5.49M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-110- 4.22% |
$53.2K - $59.4K
|
2.5K
$1.21M
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
SELL
|
- |
-125- 1.38% |
$60.4K - $67.5K
|
8.92K
$4.33M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-49- 0.8% |
$23.7K - $26.5K
|
6.06K
$2.94M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
446+ 105.69% |
$216K - $241K
|
868
$421K
|
|
|
Jul 02, 2025
Q2 2025
|
Jb Global.Com LLC
New York, NY |
SELL
|
- |
-24- 2.88% |
$11.6K - $13K
|
808
$392K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-65- 3.12% |
$31.4K - $35.1K
|
2.02K
$978K
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-33- 0.03% |
$16K - $17.8K
|
97.4K
$47.2M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
976+ 40.7% |
$472K - $527K
|
3.37K
$1.64M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-10- 0.09% |
$4.83K - $5.4K
|
11.4K
$5.53M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-64- 0.59% |
$30.9K - $34.5K
|
10.8K
$5.22M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
7.24K+ 673.74% |
$3.5M - $3.91M
|
8.31K
$4.03M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-655- 1.37% |
$317K - $354K
|
47.3K
$22.9M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-42.2K- 29.27% |
$20.4M - $22.8M
|
102K
$49.5M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
379+ 0.16% |
$183K - $205K
|
233K
$113M
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-514- 26.87% |
$249K - $277K
|
1.4K
$679K
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
685+ 1.46% |
$331K - $370K
|
47.7K
$23.1M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-2.04K- 18.69% |
$984K - $1.1M
|
8.86K
$4.3M
|
|
| Q1 2025 | |||||||
|
Jul 14, 2025
Q1 2025
|
Strategic Planning, Inc.
Columbus, OH |
BUY
|
- |
502New |
$222K - $268K
|
502
$243K
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
314New |
$139K - $168K
|
314
$152K
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
49+ 6.98% |
$21.7K - $26.2K
|
751
$364K
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-11.8K- 94.37% |
$5.21M - $6.29M
|
702
$340K
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-620K- 65.27% |
$274M - $331M
|
330K
$160M
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
PUT |
58+ 96.67% |
$25.7K - $31K
|
118
$57.2K
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
49KNew |
$21.7M - $26.2M
|
49K
$23.8M
|
|
|
Jun 23, 2025
Q1 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-20- 2.02% |
$8.85K - $10.7K
|
969
$470K
|
|
|
Jun 17, 2025
Q1 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
SELL
|
- |
-6.74K- 30.63% |
$2.98M - $3.6M
|
15.3K
$7.41M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-407- 42.53% |
$180K - $218K
|
550
$267K
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
SELL
|
- |
-4.43K- 77.34% |
$1.96M - $2.37M
|
1.3K
$629K
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-84- 1.51% |
$37.2K - $44.9K
|
5.5K
$2.67M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-344- 5.69% |
$152K - $184K
|
5.7K
$2.77M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
9+ 0.63% |
$3.98K - $4.81K
|
1.44K
$698K
|
|