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 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
51+ 3.85% |
$24.7K - $27.5K
|
1.38K
$700K
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
7+ 1.01% |
$3.38K - $3.78K
|
700
$356K
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
BUY
|
- |
2.45KNew |
$1.18M - $1.32M
|
2.45K
$1.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
640+ 10.05% |
$309K - $345K
|
7.01K
$3.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
151+ 3.21% |
$73K - $81.5K
|
4.85K
$2.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-3.15K- 34.28% |
$1.52M - $1.7M
|
6.04K
$3.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-5- 0.28% |
$2.42K - $2.7K
|
1.77K
$899K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
16.6KNew |
$8.04M - $8.97M
|
16.6K
$8.46M
|
|
|
Jul 22, 2025
Q2 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
63+ 8.67% |
$30.5K - $34K
|
790
$402K
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
1.4K+ 4.89% |
$678K - $757K
|
30.1K
$15.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-72- 11.29% |
$34.8K - $38.9K
|
566
$288K
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
86+ 2.17% |
$41.6K - $46.4K
|
4.06K
$2.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
129+ 17.7% |
$62.4K - $69.6K
|
858
$437K
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-5.45K- 42.11% |
$2.63M - $2.94M
|
7.49K
$3.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
417New |
$202K - $225K
|
417
$212K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
10+ 0.57% |
$4.83K - $5.4K
|
1.78K
$903K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-700- 70.0% |
$338K - $378K
|
300
$153K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-52- 2.03% |
$25.1K - $28.1K
|
2.5K
$1.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-10- 4.22% |
$4.83K - $5.4K
|
227
$116K
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-44- 5.7% |
$21.3K - $23.8K
|
728
$371K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-23- 0.49% |
$11.1K - $12.4K
|
4.68K
$2.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
7+ 0.58% |
$3.38K - $3.78K
|
1.21K
$617K
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
44+ 6.73% |
$21.3K - $23.8K
|
698
$355K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-447- 18.64% |
$216K - $241K
|
1.95K
$993K
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
BUY
|
- |
140+ 6.05% |
$67.7K - $75.6K
|
2.46K
$1.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-625- 2.0% |
$302K - $337K
|
30.7K
$15.6M
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
1.2KNew |
$579K - $647K
|
1.2K
$610K
|
|
|
Jul 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-3- 0.23% |
$1.45K - $1.62K
|
1.28K
$649K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-502- 41.05% |
$243K - $271K
|
721
$367K
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-699- 7.85% |
$338K - $377K
|
8.21K
$4.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Schwab Charitable Fund
|
SELL
|
- |
-418- 31.76% |
$202K - $226K
|
898
$457K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-205- 1.13% |
$99.1K - $111K
|
17.9K
$9.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
122New |
$59K - $65.9K
|
122
$62.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-65- 4.83% |
$31.4K - $35.1K
|
1.28K
$652K
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-13- 0.24% |
$6.29K - $7.02K
|
5.47K
$2.78M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-55- 3.11% |
$26.6K - $29.7K
|
1.71K
$871K
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
957+ 201.05% |
$463K - $517K
|
1.43K
$729K
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-1.41K- 62.48% |
$680K - $759K
|
845
$430K
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-20- 1.95% |
$9.67K - $10.8K
|
1.01K
$511K
|
|
|
Jul 18, 2025
Q2 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-225- 11.95% |
$109K - $121K
|
1.66K
$844K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-139- 5.16% |
$67.2K - $75K
|
2.56K
$1.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
793+ 174.67% |
$383K - $428K
|
1.25K
$635K
|
|
|
Jul 18, 2025
Q2 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
563+ 5.14% |
$272K - $304K
|
11.5K
$5.86M
|
|
|
Jul 18, 2025
Q2 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-8- 0.21% |
$3.87K - $4.32K
|
3.78K
$1.92M
|
|
|
Jul 18, 2025
Q2 2025
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
8.89K+ 209.47% |
$4.3M - $4.8M
|
13.1K
$6.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
668+ 1.76% |
$323K - $361K
|
38.7K
$19.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-1.13K- 67.08% |
$546K - $609K
|
554
$282K
|
|
|
Jul 17, 2025
Q2 2025
|
James Hambro & Partners
|
SELL
|
- |
-80- 4.88% |
$38.7K - $43.2K
|
1.56K
$793K
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-325- 28.89% |
$157K - $175K
|
800
$407K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-320- 41.4% |
$155K - $173K
|
453
$231K
|
|