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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-133- 1.95% |
$61.1K - $67.4K
|
6.69K
$3.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-189- 0.61% |
$86.8K - $95.8K
|
30.6K
$15.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-796- 1.62% |
$365K - $404K
|
48.4K
$24.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-5.46K- 18.81% |
$2.51M - $2.77M
|
23.6K
$12M
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
170+ 37.12% |
$78K - $86.2K
|
628
$320K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-5.66K- 30.44% |
$2.6M - $2.87M
|
12.9K
$6.58M
|
|
|
Oct 30, 2025
Q3 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
111+ 6.56% |
$51K - $56.3K
|
1.8K
$918K
|
|
|
Oct 30, 2025
Q3 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-200- 8.9% |
$91.8K - $101K
|
2.05K
$1.04M
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
39+ 1.01% |
$17.9K - $19.8K
|
3.91K
$1.99M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
35+ 1.19% |
$16.1K - $17.7K
|
2.97K
$1.51M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.64K+ 65.99% |
$1.21M - $1.34M
|
6.63K
$3.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-125- 3.71% |
$57.4K - $63.4K
|
3.24K
$1.65M
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
679+ 23.84% |
$312K - $344K
|
3.53K
$1.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
106+ 11.41% |
$48.7K - $53.7K
|
1.04K
$527K
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
1.01K+ 2.43% |
$465K - $513K
|
42.7K
$21.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
1+ 0.17% |
$459 - $507
|
601
$306K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.88K+ 23.91% |
$861K - $951K
|
9.72K
$4.95M
|
|
|
Oct 30, 2025
Q3 2025
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-2.1K- 21.94% |
$963K - $1.06M
|
7.46K
$3.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
SELL
|
- |
-20- 1.41% |
$9.18K - $10.1K
|
1.4K
$710K
|
|
|
Oct 30, 2025
Q3 2025
|
Planning Center, Inc.
|
SELL
|
- |
-10- 0.15% |
$4.59K - $5.07K
|
6.79K
$3.45M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-1.8K- 3.49% |
$824K - $910K
|
49.7K
$25.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-259- 17.27% |
$119K - $131K
|
1.24K
$632K
|
|
|
Oct 30, 2025
Q3 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
14+ 0.08% |
$6.43K - $7.1K
|
16.8K
$8.55M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 0.42% |
$3.21K - $3.55K
|
1.67K
$849K
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
41+ 8.61% |
$18.8K - $20.8K
|
517
$263K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-20.8K- 3.62% |
$9.56M - $10.6M
|
554K
$282M
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
123+ 2.23% |
$56.5K - $62.3K
|
5.64K
$2.87M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
498+ 15.5% |
$229K - $252K
|
3.71K
$1.89M
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
288+ 0.59% |
$132K - $146K
|
49.1K
$25M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
128+ 2.18% |
$58.8K - $64.9K
|
5.99K
$3.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.07K+ 13.82% |
$952K - $1.05M
|
17.1K
$8.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
748+ 28.14% |
$343K - $379K
|
3.41K
$1.73M
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-172- 9.2% |
$79K - $87.2K
|
1.7K
$864K
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
7+ 1.51% |
$3.21K - $3.55K
|
471
$240K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
133+ 1.25% |
$61.1K - $67.4K
|
10.8K
$5.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-1.86K- 74.94% |
$854K - $943K
|
622
$317K
|
|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-146- 0.82% |
$67K - $74K
|
17.6K
$8.97M
|
|
|
Oct 30, 2025
Q3 2025
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
37+ 8.03% |
$17K - $18.8K
|
498
$253K
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
4+ 0.21% |
$1.84K - $2.03K
|
1.87K
$953K
|
|
|
Oct 30, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-53- 8.65% |
$24.3K - $26.9K
|
560
$285K
|
|
|
Oct 30, 2025
Q3 2025
|
Wendell David Associates Inc
|
BUY
|
- |
75+ 0.53% |
$34.4K - $38K
|
14.4K
$7.31M
|
|
|
Oct 30, 2025
Q3 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
108+ 2.07% |
$49.6K - $54.7K
|
5.34K
$2.72M
|
|
|
Oct 30, 2025
Q3 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
1.58K+ 3.1% |
$723K - $798K
|
52.4K
$26.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-132- 2.67% |
$60.6K - $66.9K
|
4.82K
$2.45M
|
|
|
Oct 30, 2025
Q3 2025
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
50+ 1.22% |
$23K - $25.3K
|
4.14K
$2.11M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-3.45K- 42.67% |
$1.58M - $1.75M
|
4.64K
$2.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
239+ 17.38% |
$110K - $121K
|
1.61K
$821K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-173- 0.93% |
$79.4K - $87.7K
|
18.5K
$9.39M
|
|
|
Oct 30, 2025
Q3 2025
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-272- 0.12% |
$125K - $138K
|
226K
$115M
|
|
|
Oct 30, 2025
Q3 2025
|
Hudson Value Partners, LLC
|
SELL
|
- |
-245- 0.57% |
$112K - $124K
|
43K
$21.9M
|
|