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
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5- 62.5% |
$3.32M - $4.01M
|
3
$2.18M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
190+ 1727.27% |
$126M - $152M
|
201
$146M
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
13+ 48.15% |
$8.62M - $10.4M
|
40
$29M
|
|
May 15, 2025
Q1 2025
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
SELL
|
- |
-4- 3.33% |
$2.65M - $3.21M
|
116
$84.2M
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
1New |
$663K - $802K
|
1
$726K
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
4+ 13.33% |
$2.65M - $3.21M
|
34
$24.7M
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-1- 50.0% |
$663K - $802K
|
1
$726K
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1- 50.0% |
$663K - $802K
|
1
$726K
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1New |
$663K - $802K
|
1
$726K
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-100- 99.01% |
$66.3M - $80.2M
|
1
$726K
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
1+ 100.0% |
$663K - $802K
|
2
$1.45M
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-12- 5.83% |
$7.96M - $9.62M
|
194
$141M
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-198- 99.0% |
$131M - $159M
|
2
$1.45M
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-15- 25.86% |
$9.95M - $12M
|
43
$31.2M
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1+ 100.0% |
$663K - $802K
|
2
$1.45M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.54K+ 22675.0% |
$3.01B - $3.64B
|
4.56K
$3.31B
|
|
May 14, 2025
Q1 2025
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
1New |
$663K - $802K
|
1
$726K
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
5+ 500.0% |
$3.32M - $4.01M
|
6
$4.35M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1+ 10.0% |
$663K - $802K
|
11
$7.98M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1+ 1.61% |
$663K - $802K
|
63
$45.7M
|
|
May 14, 2025
Q1 2025
|
Venator Management LLC
Pittsburgh, PA |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-1- 25.0% |
$663K - $802K
|
3
$2.18M
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
10New |
$6.63M - $8.02M
|
10
$7.26M
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1- 50.0% |
$663K - $802K
|
1
$726K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.59K- 97.59% |
$5.69B - $6.88B
|
212
$154M
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
42New |
$27.8M - $33.7M
|
42
$30.5M
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
6New |
$3.98M - $4.81M
|
6
$4.35M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1+ 5.26% |
$663K - $802K
|
20
$14.5M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-181- 77.35% |
$120M - $145M
|
53
$38.5M
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
9New |
$5.97M - $7.22M
|
9
$6.53M
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1- 2.44% |
$663K - $802K
|
40
$29M
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
5New |
$3.32M - $4.01M
|
5
$3.63M
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-18.7K- 99.99% |
$12.4B - $15B
|
2
$1.45M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2- 8.0% |
$1.33M - $1.6M
|
23
$16.7M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
53+ 108.16% |
$35.1M - $42.5M
|
102
$74M
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1+ 12.5% |
$663K - $802K
|
9
$6.53M
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
13+ 13.68% |
$8.62M - $10.4M
|
108
$78.4M
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
46New |
$30.5M - $36.9M
|
46
$33.4M
|
|
May 14, 2025
Q1 2025
|
Timucuan Asset Management Inc
Jacksonville, FL |
SELL
|
- |
-16- 7.92% |
$10.6M - $12.8M
|
186
$135M
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1New |
$663K - $802K
|
1
$726K
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-8- 5.44% |
$5.3M - $6.42M
|
139
$101M
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$2.9M
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.18M
|
|
May 14, 2025
Q1 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
24+ 25.26% |
$15.9M - $19.2M
|
119
$86.4M
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-2- 8.7% |
$1.33M - $1.6M
|
21
$15.2M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13- 86.67% |
$8.62M - $10.4M
|
2
$1.45M
|