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 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
222+ 2.42% |
$107K - $120K
|
9.39K
$4.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
155+ 1.51% |
$74.9K - $83.7K
|
10.4K
$5.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-1.88K- 5.46% |
$907K - $1.01M
|
32.5K
$15.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-216- 3.31% |
$104K - $117K
|
6.32K
$3.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
33+ 2.48% |
$16K - $17.8K
|
1.37K
$663K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
2.89K+ 22.39% |
$1.4M - $1.56M
|
15.8K
$7.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-274- 10.43% |
$132K - $148K
|
2.35K
$1.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
115+ 19.86% |
$55.6K - $62.1K
|
694
$337K
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-558- 31.26% |
$270K - $301K
|
1.23K
$595K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
3+ 0.37% |
$1.45K - $1.62K
|
812
$394K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
552+ 6.41% |
$267K - $298K
|
9.17K
$4.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
85+ 10.88% |
$41.1K - $45.9K
|
866
$420K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
110+ 1.51% |
$53.2K - $59.4K
|
7.38K
$3.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-30- 0.79% |
$14.5K - $16.2K
|
3.77K
$1.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
7.91K+ 6.77% |
$3.82M - $4.27M
|
125K
$60.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
287+ 4.19% |
$139K - $155K
|
7.14K
$3.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
583+ 9.78% |
$282K - $315K
|
6.54K
$3.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Yarbrough Capital, LLC
|
BUY
|
- |
1.98KNew |
$956K - $1.07M
|
1.98K
$959K
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
404+ 1.27% |
$195K - $218K
|
32.3K
$15.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
10.3K+ 1.97% |
$4.99M - $5.57M
|
535K
$260M
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
50+ 1.06% |
$24.2K - $27K
|
4.75K
$2.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-81- 4.95% |
$39.2K - $43.7K
|
1.56K
$755K
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-93- 1.73% |
$45K - $50.2K
|
5.3K
$2.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Drum Hill Capital, LLC
Westport, CT |
SELL
|
- |
-70- 0.91% |
$33.8K - $37.8K
|
7.59K
$3.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.32KNew |
$637K - $711K
|
1.32K
$639K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
27+ 2.69% |
$13.1K - $14.6K
|
1.03K
$500K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-91- 4.13% |
$44K - $49.1K
|
2.11K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
66+ 0.99% |
$31.9K - $35.6K
|
6.75K
$3.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
18+ 2.89% |
$8.7K - $9.72K
|
640
$310K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
637+ 6.15% |
$308K - $344K
|
11K
$5.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
302+ 0.7% |
$146K - $163K
|
43.3K
$21M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
254+ 2.0% |
$123K - $137K
|
13K
$6.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
3.17KNew |
$1.53M - $1.71M
|
3.17K
$1.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-3.42K- 1.48% |
$1.65M - $1.85M
|
228K
$110M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.03K+ 40.03% |
$498K - $556K
|
3.6K
$1.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-166- 15.1% |
$80.3K - $89.6K
|
933
$453K
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-196- 8.48% |
$94.8K - $106K
|
2.12K
$1.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
1.34KNew |
$647K - $723K
|
1.34K
$649K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-156- 6.06% |
$75.4K - $84.2K
|
2.42K
$1.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
202+ 0.91% |
$97.7K - $109K
|
22.5K
$10.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
14+ 0.4% |
$6.77K - $7.56K
|
3.56K
$1.73M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
39+ 0.83% |
$18.9K - $21.1K
|
4.72K
$2.29M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
423+ 6.94% |
$205K - $228K
|
6.52K
$3.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
680+ 10.58% |
$329K - $367K
|
7.11K
$3.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Sara Bay Financial
|
BUY
|
- |
887New |
$429K - $479K
|
887
$430K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.8K+ 14.28% |
$2.8M - $3.13M
|
46.4K
$22.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-267- 1.52% |
$129K - $144K
|
17.3K
$8.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
16+ 3.72% |
$7.74K - $8.64K
|
446
$216K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
967+ 23.7% |
$468K - $522K
|
5.05K
$2.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-204- 0.9% |
$98.6K - $110K
|
22.4K
$10.9M
|