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 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 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-293- 15.07% |
$130K - $157K
|
1.65K
$801K
|
|
|
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-189K- 53.54% |
$83.4M - $101M
|
164K
$79.3M
|
|
|
Jul 15, 2025
Q1 2025
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-22- 0.53% |
$9.74K - $11.8K
|
4.1K
$1.99M
|
|
|
Jul 15, 2025
Q1 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
SELL
|
- |
-7- 1.1% |
$3.1K - $3.74K
|
628
$305K
|
|
|
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 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
|
Maple Capital Management, Inc.
|
SELL
|
- |
-344- 5.69% |
$152K - $184K
|
5.7K
$2.77M
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
36+ 4.27% |
$15.9K - $19.2K
|
880
$427K
|
|
|
Jun 11, 2025
Q1 2025
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
113+ 4.22% |
$50K - $60.4K
|
2.79K
$1.35M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
81+ 2.35% |
$35.9K - $43.3K
|
3.53K
$1.71M
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
51+ 33.12% |
$22.6K - $27.3K
|
205
$99.4K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
9.39KNew |
$4.16M - $5.02M
|
9.39K
$4.55M
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
SELL
|
- |
-1.2K- 2.54% |
$530K - $640K
|
46K
$22.3M
|
|
|
Jun 04, 2025
Q1 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
BUY
|
- |
73+ 3.88% |
$32.3K - $39K
|
1.96K
$949K
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
2.51K+ 66.53% |
$1.11M - $1.34M
|
6.27K
$3.04M
|
|