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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-4- 50.0% |
$2.65M - $3.21M
|
4
$3.02M
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2- 9.52% |
$1.33M - $1.6M
|
19
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Alamar Capital Management, LLC
|
BUY
|
- |
1New |
$663K - $802K
|
1
$755K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1+ 100.0% |
$663K - $802K
|
2
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3+ 300.0% |
$1.99M - $2.41M
|
4
$3.02M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1- 10.0% |
$663K - $802K
|
9
$6.8M
|
|
|
May 15, 2025
Q1 2025
|
Norbert Lou
Punch Card Management L.P. | Winter Park, Fl
|
SELL
|
- |
-204- 58.45% |
$135M - $164M
|
145
$110M
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1- 16.67% |
$663K - $802K
|
5
$3.78M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5- 62.5% |
$3.32M - $4.01M
|
3
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
SELL
|
- |
-4- 3.33% |
$2.65M - $3.21M
|
116
$87.6M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-1- 50.0% |
$663K - $802K
|
1
$755K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1- 50.0% |
$663K - $802K
|
1
$755K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1New |
$663K - $802K
|
1
$755K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-100- 99.01% |
$66.3M - $80.2M
|
1
$755K
|
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
1+ 100.0% |
$663K - $802K
|
2
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-198- 99.0% |
$131M - $159M
|
2
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1+ 100.0% |
$663K - $802K
|
2
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
1New |
$663K - $802K
|
1
$755K
|
|
|
May 14, 2025
Q1 2025
|
Venator Management LLC
Pittsburgh, PA |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-1- 25.0% |
$663K - $802K
|
3
$2.27M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
10New |
$6.63M - $8.02M
|
10
$7.55M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1- 50.0% |
$663K - $802K
|
1
$755K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
42New |
$27.8M - $33.7M
|
42
$31.7M
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
6New |
$3.98M - $4.81M
|
6
$4.53M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
5New |
$3.32M - $4.01M
|
5
$3.78M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-18.7K- 99.99% |
$12.4B - $15B
|
2
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1+ 12.5% |
$663K - $802K
|
9
$6.8M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$3.02M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.27M
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-2- 8.7% |
$1.33M - $1.6M
|
21
$15.9M
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
1New |
$663K - $802K
|
1
$755K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1New |
$663K - $802K
|
1
$755K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1New |
$663K - $802K
|
1
$755K
|
|