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 |
---|---|---|---|---|---|---|---|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-458- 39.48% |
$332M - $371M
|
702
$495M
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
103+ 48.58% |
$74.7M - $83.4M
|
315
$222M
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-1- 7.14% |
$725K - $809K
|
13
$9.16M
|
|
Aug 15, 2025
Q2 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
2New |
$1.45M - $1.62M
|
2
$1.41M
|
|
Aug 14, 2025
Q2 2025
|
Ws Management Lllp
Jacksonville, FL |
SELL
|
- |
-132- 51.36% |
$95.8M - $107M
|
125
$88.1M
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-3- 7.89% |
$2.18M - $2.43M
|
35
$24.7M
|
|
Aug 14, 2025
Q2 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-3- 0.76% |
$2.18M - $2.43M
|
392
$276M
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
1+ 0.28% |
$725K - $809K
|
362
$255M
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1+ 9.09% |
$725K - $809K
|
12
$8.46M
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
13+ 50.0% |
$9.43M - $10.5M
|
39
$27.5M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-21- 4.04% |
$15.2M - $17M
|
499
$352M
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3+ 300.0% |
$2.18M - $2.43M
|
4
$2.82M
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2+ 13.33% |
$1.45M - $1.62M
|
17
$12M
|
|
Aug 14, 2025
Q2 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-2- 1.85% |
$1.45M - $1.62M
|
106
$74.7M
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1New |
$725K - $809K
|
1
$705K
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.19K+ 7093.33% |
$2.32B - $2.58B
|
3.24K
$2.28B
|
|
Aug 14, 2025
Q2 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
141+ 45.78% |
$102M - $114M
|
449
$316M
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4+ 200.0% |
$2.9M - $3.24M
|
6
$4.23M
|
|
Aug 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
2+ 200.0% |
$1.45M - $1.62M
|
3
$2.11M
|
|
Aug 14, 2025
Q2 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
2New |
$1.45M - $1.62M
|
2
$1.41M
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
19New |
$13.8M - $15.4M
|
19
$13.4M
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6- 4.72% |
$4.35M - $4.86M
|
121
$85.3M
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
1+ 14.29% |
$725K - $809K
|
8
$5.64M
|
|
Aug 14, 2025
Q2 2025
|
Beddow Capital Management Inc
|
SELL
|
- |
-1- 12.5% |
$725K - $809K
|
7
$4.93M
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2+ 4.26% |
$1.45M - $1.62M
|
49
$34.5M
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
2New |
$1.45M - $1.62M
|
2
$1.41M
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1+ 50.0% |
$725K - $809K
|
3
$2.11M
|
|
Aug 14, 2025
Q2 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-7- 4.96% |
$5.08M - $5.67M
|
134
$94.4M
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
7New |
$5.08M - $5.67M
|
7
$4.93M
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3+ 4.76% |
$2.18M - $2.43M
|
66
$46.5M
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2- 3.77% |
$1.45M - $1.62M
|
51
$35.9M
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2- 1.37% |
$1.45M - $1.62M
|
144
$101M
|
|
Aug 14, 2025
Q2 2025
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-1- 16.67% |
$725K - $809K
|
5
$3.52M
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
5+ 22.73% |
$3.63M - $4.05M
|
27
$19M
|
|
Aug 14, 2025
Q2 2025
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
1New |
$725K - $809K
|
1
$705K
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2+ 200.0% |
$1.45M - $1.62M
|
3
$2.11M
|
|
Aug 14, 2025
Q2 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
4+ 133.33% |
$2.9M - $3.24M
|
7
$4.93M
|
|
Aug 14, 2025
Q2 2025
|
Limestone Investment Advisors LP
New York, NY |
BUY
|
- |
3New |
$2.18M - $2.43M
|
3
$2.11M
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3+ 1.5% |
$2.18M - $2.43M
|
203
$143M
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-68- 8.61% |
$49.3M - $55M
|
722
$509M
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
96K+ 960480.0% |
$69.7B - $77.7B
|
96.1K
$67.7B
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-3- 37.5% |
$2.18M - $2.43M
|
5
$3.52M
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-720- 11.66% |
$522M - $583M
|
5.45K
$3.84B
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
9New |
$6.53M - $7.28M
|
9
$6.34M
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1+ 50.0% |
$725K - $809K
|
3
$2.11M
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2+ 7.41% |
$1.45M - $1.62M
|
29
$20.4M
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
31+ 38.27% |
$22.5M - $25.1M
|
112
$78.9M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
7+ 3.76% |
$5.08M - $5.67M
|
193
$136M
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1- 25.0% |
$725K - $809K
|
3
$2.11M
|
|
Aug 14, 2025
Q2 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-3- 9.38% |
$2.18M - $2.43M
|
29
$20.4M
|