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 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1+ 25.0% |
$725K - $809K
|
5
$3.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
9+ 56.25% |
$6.53M - $7.28M
|
25
$17.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
9.75K+ 54166.67% |
$7.07B - $7.89B
|
9.77K
$6.98B
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1- 0.85% |
$725K - $809K
|
117
$83.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
10New |
$7.25M - $8.09M
|
10
$7.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1New |
$725K - $809K
|
1
$715K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1- 11.11% |
$725K - $809K
|
8
$5.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-5- 41.67% |
$3.63M - $4.05M
|
7
$5M
|
|
|
Jul 22, 2025
Q2 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-5- 71.43% |
$3.63M - $4.05M
|
2
$1.43M
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
23New |
$16.7M - $18.6M
|
23
$16.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
1+ 3.13% |
$725K - $809K
|
33
$23.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-27- 38.03% |
$19.6M - $21.9M
|
44
$31.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-2- 3.57% |
$1.45M - $1.62M
|
54
$38.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-1- 33.33% |
$725K - $809K
|
2
$1.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-1- 14.29% |
$725K - $809K
|
6
$4.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1- 16.67% |
$725K - $809K
|
5
$3.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
5+ 83.33% |
$3.63M - $4.05M
|
11
$7.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3New |
$2.18M - $2.43M
|
3
$2.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
SELL
|
- |
-1- 16.67% |
$725K - $809K
|
5
$3.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
1New |
$725K - $809K
|
1
$715K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1- 7.69% |
$725K - $809K
|
12
$8.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2- 18.18% |
$1.45M - $1.62M
|
9
$6.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5- 14.71% |
$3.63M - $4.05M
|
29
$20.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2- 5.71% |
$1.45M - $1.62M
|
33
$23.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1New |
$725K - $809K
|
1
$715K
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
2New |
$1.45M - $1.62M
|
2
$1.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1- 50.0% |
$725K - $809K
|
1
$715K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-1- 20.0% |
$725K - $809K
|
4
$2.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
26+ 40.63% |
$18.9M - $21M
|
90
$64.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
3+ 75.0% |
$2.18M - $2.43M
|
7
$5M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
3New |
$2.18M - $2.43M
|
3
$2.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 100.0% |
$725K - $809K
|
2
$1.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
1New |
$725K - $809K
|
1
$715K
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1+ 100.0% |
$725K - $809K
|
2
$1.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1New |
$725K - $809K
|
1
$715K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1New |
$725K - $809K
|
1
$715K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1New |
$725K - $809K
|
1
$715K
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
SELL
|
- |
-2- 40.0% |
$1.45M - $1.62M
|
3
$2.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Yarbrough Capital, LLC
|
BUY
|
- |
1New |
$725K - $809K
|
1
$715K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1- 4.76% |
$725K - $809K
|
20
$14.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3- 37.5% |
$2.18M - $2.43M
|
5
$3.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
1+ 16.67% |
$725K - $809K
|
7
$5M
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-5- 11.63% |
$3.63M - $4.05M
|
38
$27.2M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 50.0% |
$1.45M - $1.62M
|
6
$4.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-1- 0.88% |
$725K - $809K
|
112
$80M
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-1- 50.0% |
$725K - $809K
|
1
$715K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
1+ 50.0% |
$725K - $809K
|
3
$2.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1- 33.33% |
$725K - $809K
|
2
$1.43M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
2New |
$1.45M - $1.62M
|
2
$1.43M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-1- 50.0% |
$725K - $809K
|
1
$715K
|