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 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-274- 3.08% |
$132K - $148K
|
8.62K
$4.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
BUY
|
- |
368+ 3.34% |
$178K - $199K
|
11.4K
$5.44M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-29- 1.22% |
$14K - $15.7K
|
2.34K
$1.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-38- 1.62% |
$18.4K - $20.5K
|
2.31K
$1.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
44+ 8.66% |
$21.3K - $23.8K
|
552
$264K
|
|
|
Jul 24, 2025
Q2 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-137- 1.26% |
$66.2K - $74K
|
10.7K
$5.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
21+ 0.5% |
$10.2K - $11.3K
|
4.21K
$2.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
138+ 5.78% |
$66.7K - $74.5K
|
2.53K
$1.21M
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
136+ 0.91% |
$65.8K - $73.4K
|
15.1K
$7.21M
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
878+ 3.31% |
$424K - $474K
|
27.4K
$13.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
140+ 4.48% |
$67.7K - $75.6K
|
3.27K
$1.56M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-12.4K- 55.4% |
$5.98M - $6.67M
|
9.95K
$4.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-25- 0.32% |
$12.1K - $13.5K
|
7.88K
$3.77M
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-17.8K- 25.11% |
$8.6M - $9.6M
|
53K
$25.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
517+ 4.67% |
$250K - $279K
|
11.6K
$5.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-118- 2.21% |
$57.1K - $63.7K
|
5.22K
$2.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
84+ 3.4% |
$40.6K - $45.3K
|
2.55K
$1.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
16.6K+ 3.46% |
$8.03M - $8.96M
|
496K
$237M
|
|
|
Jul 23, 2025
Q2 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
313+ 8.36% |
$151K - $169K
|
4.06K
$1.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-98- 5.24% |
$47.4K - $52.9K
|
1.77K
$847K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
85New |
$41.1K - $45.9K
|
85
$40.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
371+ 0.12% |
$179K - $200K
|
297K
$142M
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
155+ 28.34% |
$74.9K - $83.7K
|
702
$336K
|
|
|
Jul 23, 2025
Q2 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
35+ 1.81% |
$16.9K - $18.9K
|
1.97K
$942K
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
150+ 12.68% |
$72.5K - $81K
|
1.33K
$637K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-50- 5.19% |
$24.2K - $27K
|
914
$437K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-7.64K- 32.14% |
$3.69M - $4.12M
|
16.1K
$7.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Solitude Financial Services
|
BUY
|
- |
4.82K+ 5.02% |
$2.33M - $2.6M
|
101K
$48.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-25- 0.46% |
$12.1K - $13.5K
|
5.43K
$2.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Asset Planning Corporation
|
BUY
|
- |
2.37K+ 6.13% |
$1.15M - $1.28M
|
41.1K
$19.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
12+ 0.24% |
$5.8K - $6.48K
|
4.99K
$2.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
5.4K+ 8.17% |
$2.61M - $2.92M
|
71.5K
$34.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-59- 0.94% |
$28.5K - $31.8K
|
6.19K
$2.96M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
129+ 3.31% |
$62.4K - $69.6K
|
4.03K
$1.93M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-87- 3.25% |
$42.1K - $47K
|
2.59K
$1.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-289- 2.35% |
$140K - $156K
|
12K
$5.73M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.87K- 1.88% |
$1.39M - $1.55M
|
150K
$71.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-20- 0.32% |
$9.67K - $10.8K
|
6.28K
$3M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2+ 0.07% |
$967 - $1.08K
|
2.9K
$1.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
11+ 0.65% |
$5.32K - $5.94K
|
1.72K
$820K
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
800+ 75.26% |
$387K - $432K
|
1.86K
$891K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
25+ 0.79% |
$12.1K - $13.5K
|
3.19K
$1.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.68K+ 13.31% |
$1.78M - $1.99M
|
31.3K
$15M
|
|
|
Jul 23, 2025
Q2 2025
|
Harvey Investment CO LLC
|
SELL
|
- |
-2.75K- 2.6% |
$1.33M - $1.49M
|
103K
$49.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
755+ 20.87% |
$365K - $408K
|
4.37K
$2.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.8K- 1.83% |
$870K - $972K
|
96.8K
$46.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Cortland Associates Inc
|
SELL
|
- |
-6- 0.08% |
$2.9K - $3.24K
|
7.45K
$3.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
232+ 9.51% |
$112K - $125K
|
2.67K
$1.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Absher Wealth Management, LLC
|
SELL
|
- |
-585- 1.31% |
$283K - $316K
|
44.1K
$21.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
166+ 1.36% |
$80.3K - $89.6K
|
12.4K
$5.93M
|