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
|
My Legacy Advisors, LLC
|
BUY
|
- |
338+ 5.99% |
$163K - $182K
|
5.98K
$2.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-5- 0.39% |
$2.42K - $2.7K
|
1.27K
$615K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-9- 0.09% |
$4.35K - $4.86K
|
9.72K
$4.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-70- 1.05% |
$33.8K - $37.8K
|
6.62K
$3.21M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-7- 0.35% |
$3.38K - $3.78K
|
1.99K
$963K
|
|
|
Jul 11, 2025
Q2 2025
|
Weybosset Research & Management LLC
|
SELL
|
- |
-497- 1.71% |
$240K - $268K
|
28.5K
$13.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-35- 0.23% |
$16.9K - $18.9K
|
15.2K
$7.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Professional Advisory Services Inc
|
BUY
|
- |
1.34K+ 2.46% |
$645K - $721K
|
55.6K
$27M
|
|
|
Jul 11, 2025
Q2 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-504- 15.64% |
$244K - $272K
|
2.72K
$1.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
440+ 14.22% |
$213K - $238K
|
3.54K
$1.71M
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.16K+ 56.29% |
$563K - $628K
|
3.23K
$1.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
927+ 10.25% |
$448K - $500K
|
9.98K
$4.84M
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-5- 0.97% |
$2.42K - $2.7K
|
510
$247K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
5+ 0.42% |
$2.42K - $2.7K
|
1.21K
$585K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-10.8K- 7.23% |
$5.24M - $5.85M
|
139K
$67.5M
|
|
|
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
|