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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-29- 13.68% |
$20.1M - $22M
|
183
$138M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5- 38.46% |
$3.46M - $3.8M
|
8
$6.04M
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-14- 3.66% |
$9.7M - $10.6M
|
368
$278M
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1- 16.67% |
$693K - $760K
|
5
$3.78M
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1- 10.0% |
$693K - $760K
|
9
$6.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-100- 12.33% |
$69.3M - $76M
|
711
$537M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2+ 33.33% |
$1.39M - $1.52M
|
8
$6.04M
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
1+ 20.0% |
$693K - $760K
|
6
$4.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1New |
$693K - $760K
|
1
$755K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
2+ 20.0% |
$1.39M - $1.52M
|
12
$9.07M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1- 6.25% |
$693K - $760K
|
15
$11.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8- 72.73% |
$5.54M - $6.08M
|
3
$2.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
2New |
$1.39M - $1.52M
|
2
$1.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
1New |
$693K - $760K
|
1
$755K
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
13+ 100.0% |
$9M - $9.88M
|
26
$19.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-5- 9.26% |
$3.46M - $3.8M
|
49
$37M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1+ 7.14% |
$693K - $760K
|
15
$11.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2New |
$1.39M - $1.52M
|
2
$1.51M
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
1+ 12.5% |
$693K - $760K
|
9
$6.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1+ 33.33% |
$693K - $760K
|
4
$3.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
8+ 30.77% |
$5.54M - $6.08M
|
34
$25.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Everett Harris & CO
|
SELL
|
- |
-1- 0.07% |
$693K - $760K
|
1.42K
$1.07B
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-10- 15.63% |
$6.93M - $7.6M
|
54
$40.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-21- 91.3% |
$14.5M - $16M
|
2
$1.51M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
2+ 10.0% |
$1.39M - $1.52M
|
22
$16.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2- 66.67% |
$1.39M - $1.52M
|
1
$755K
|
|
|
Oct 31, 2025
Q3 2025
|
Parthenon LLC
|
SELL
|
- |
-1- 14.29% |
$693K - $760K
|
6
$4.53M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
6+ 600.0% |
$4.16M - $4.56M
|
7
$5.29M
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1- 50.0% |
$693K - $760K
|
1
$755K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-15- 11.11% |
$10.4M - $11.4M
|
120
$90.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
1+ 50.0% |
$693K - $760K
|
3
$2.27M
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1New |
$693K - $760K
|
1
$755K
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-51- 42.5% |
$35.3M - $38.7M
|
69
$52.1M
|
|
|
Oct 29, 2025
Q3 2025
|
American Alpha Advisors, LLC
New York, NY |
SELL
|
- |
-1- 33.33% |
$693K - $760K
|
2
$1.51M
|
|
|
Oct 29, 2025
Q3 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-209- 99.52% |
$145M - $159M
|
1
$755K
|
|
|
Oct 29, 2025
Q3 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-1- 0.83% |
$693K - $760K
|
119
$89.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1- 16.67% |
$693K - $760K
|
5
$3.78M
|
|
|
Oct 28, 2025
Q3 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-9.75K- 99.81% |
$6.75B - $7.41B
|
19
$14.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1- 1.92% |
$693K - $760K
|
51
$38.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4+ 100.0% |
$2.77M - $3.04M
|
8
$6.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1- 4.0% |
$693K - $760K
|
24
$18.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-6- 4.76% |
$4.16M - $4.56M
|
120
$90.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1+ 1.06% |
$693K - $760K
|
95
$71.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1+ 4.35% |
$693K - $760K
|
24
$18.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
24New |
$16.6M - $18.2M
|
24
$18.1M
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
3+ 300.0% |
$2.08M - $2.28M
|
4
$3.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Pacific Capital Partners LTD
London, |
BUY
|
- |
7New |
$4.85M - $5.32M
|
7
$5.29M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2+ 16.67% |
$1.39M - $1.52M
|
14
$10.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-4- 11.11% |
$2.77M - $3.04M
|
32
$24.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3+ 300.0% |
$2.08M - $2.28M
|
4
$3.02M
|
|