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
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-5- 0.29% |
$2.42K - $2.7K
|
1.7K
$825K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
2.31K+ 21.15% |
$1.12M - $1.25M
|
13.2K
$6.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
52+ 0.84% |
$25.1K - $28.1K
|
6.28K
$3.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
500+ 4.79% |
$242K - $270K
|
10.9K
$5.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-19.8K- 4.65% |
$9.58M - $10.7M
|
406K
$197M
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
25+ 0.32% |
$12.1K - $13.5K
|
7.87K
$3.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-7.25K- 33.16% |
$3.51M - $3.92M
|
14.6K
$7.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
123+ 12.42% |
$59.5K - $66.4K
|
1.11K
$540K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-127- 5.93% |
$61.4K - $68.6K
|
2.02K
$977K
|
|
|
Jul 09, 2025
Q2 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-1.68K- 15.74% |
$814K - $909K
|
9.02K
$4.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-110- 16.49% |
$53.2K - $59.4K
|
557
$270K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-800- 7.82% |
$387K - $432K
|
9.44K
$4.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
2.97K+ 310.9% |
$1.43M - $1.6M
|
3.92K
$1.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
84+ 1.32% |
$40.6K - $45.3K
|
6.43K
$3.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-123- 2.31% |
$59.5K - $66.4K
|
5.21K
$2.52M
|
|
|
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
|