Latest Institutional Transactions on Berkshire Hathaway Inc (BRK-A)
This table provides information on the latest institutional transactions involving Berkshire Hathaway Inc (BRK-A) 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 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-1- 0.88% |
$725K - $809K
|
112
$84.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-1- 50.0% |
$725K - $809K
|
1
$755K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1- 33.33% |
$725K - $809K
|
2
$1.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
2New |
$1.45M - $1.62M
|
2
$1.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
2New |
$1.45M - $1.62M
|
2
$1.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
2New |
$1.45M - $1.62M
|
2
$1.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-5- 25.0% |
$3.63M - $4.05M
|
15
$11.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
1New |
$725K - $809K
|
1
$755K
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
2New |
$1.45M - $1.62M
|
2
$1.51M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
2New |
$1.45M - $1.62M
|
2
$1.51M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-56- 98.25% |
$40.6M - $45.3M
|
1
$755K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
7+ 233.33% |
$5.08M - $5.67M
|
10
$7.55M
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
2+ 66.67% |
$1.45M - $1.62M
|
5
$3.78M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
1New |
$725K - $809K
|
1
$755K
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
1New |
$725K - $809K
|
1
$755K
|
|
| Q1 2025 | |||||||
|
Nov 14, 2025
Q1 2025
|
Hamilton Wealth, LLC
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
Oct 30, 2025
Q1 2025
|
Birch Financial Group, LLC
Keene, NH |
SELL
|
- |
-1- 4.76% |
$663K - $802K
|
20
$15.1M
|
|
|
Sep 19, 2025
Q1 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
BUY
|
- |
1New |
$663K - $802K
|
1
$755K
|
|
|
Sep 19, 2025
Q1 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$3.02M
|
|
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.27M
|
|
|
Aug 15, 2025
Q1 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
Aug 12, 2025
Q1 2025
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
3+ 37.5% |
$1.99M - $2.41M
|
11
$8.31M
|
|
|
Jul 15, 2025
Q1 2025
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
3+ 27.27% |
$1.99M - $2.41M
|
14
$10.6M
|
|
|
Jul 14, 2025
Q1 2025
|
Argent Capital Management LLC
|
BUY
|
- |
1New |
$663K - $802K
|
1
$755K
|
|
|
Jul 08, 2025
Q1 2025
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1New |
$663K - $802K
|
1
$755K
|
|
|
Jun 17, 2025
Q1 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
1New |
$663K - $802K
|
1
$755K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.27M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
1New |
$663K - $802K
|
1
$755K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
1New |
$663K - $802K
|
1
$755K
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1New |
$663K - $802K
|
1
$755K
|
|
|
May 21, 2025
Q1 2025
|
Chelsea Counsel CO
|
SELL
|
- |
-1- 33.33% |
$663K - $802K
|
2
$1.51M
|
|
|
May 20, 2025
Q1 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
11New |
$7.29M - $8.82M
|
11
$8.31M
|
|
|
May 20, 2025
Q1 2025
|
Tenret CO LLC
|
BUY
|
- |
1New |
$663K - $802K
|
1
$755K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-198- 99.0% |
$131M - $159M
|
2
$1.51M
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
1New |
$663K - $802K
|
1
$755K
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
1+ 50.0% |
$663K - $802K
|
3
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
BUY
|
- |
1New |
$663K - $802K
|
1
$755K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1New |
$663K - $802K
|
1
$755K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
20New |
$13.3M - $16M
|
20
$15.1M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9+ 900.0% |
$5.97M - $7.22M
|
10
$7.55M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7+ 700.0% |
$4.64M - $5.61M
|
8
$6.04M
|
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-99- 99.0% |
$65.6M - $79.4M
|
1
$755K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
22+ 366.67% |
$14.6M - $17.6M
|
28
$21.2M
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
6+ 200.0% |
$3.98M - $4.81M
|
9
$6.8M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$3.02M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
1New |
$663K - $802K
|
1
$755K
|
|