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 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-1- 9.09% |
$663K - $802K
|
10
$7.26M
|
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-1- 1.85% |
$663K - $802K
|
53
$38.5M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1+ 100.0% |
$663K - $802K
|
2
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
8New |
$5.3M - $6.42M
|
8
$5.81M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 14.29% |
$663K - $802K
|
8
$5.81M
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-14- 1.95% |
$9.28M - $11.2M
|
703
$510M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1+ 25.0% |
$663K - $802K
|
5
$3.63M
|
|
|
May 13, 2025
Q1 2025
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
3+ 37.5% |
$1.99M - $2.41M
|
11
$7.98M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
16+ 69.57% |
$10.6M - $12.8M
|
39
$28.3M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1New |
$663K - $802K
|
1
$726K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-2- 1.06% |
$1.33M - $1.6M
|
187
$136M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
1New |
$663K - $802K
|
1
$726K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1New |
$663K - $802K
|
1
$726K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
125+ 31.65% |
$82.9M - $100M
|
520
$377M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-2- 1.24% |
$1.33M - $1.6M
|
159
$115M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5+ 1.82% |
$3.32M - $4.01M
|
279
$202M
|
|
|
May 13, 2025
Q1 2025
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-297- 99.0% |
$197M - $238M
|
3
$2.18M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
19New |
$12.6M - $15.2M
|
19
$13.8M
|
|
|
May 13, 2025
Q1 2025
|
Matthew 25 Management Corp
|
SELL
|
- |
-4- 19.05% |
$2.65M - $3.21M
|
17
$12.3M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1New |
$663K - $802K
|
1
$726K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10+ 7.35% |
$6.63M - $8.02M
|
146
$106M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
1New |
$663K - $802K
|
1
$726K
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-11- 2.71% |
$7.29M - $8.82M
|
395
$287M
|
|
|
May 12, 2025
Q1 2025
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-24- 1.52% |
$15.9M - $19.2M
|
1.56K
$1.13B
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$2.9M
|
|
|
May 12, 2025
Q1 2025
|
Locust Wood Capital Advisers, LLC
|
SELL
|
- |
-2- 7.69% |
$1.33M - $1.6M
|
24
$17.4M
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
SELL
|
- |
-1- 0.07% |
$663K - $802K
|
1.41K
$1.02B
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1New |
$663K - $802K
|
1
$726K
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$2.9M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11- 8.09% |
$7.29M - $8.82M
|
125
$90.7M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1New |
$663K - $802K
|
1
$726K
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
1New |
$663K - $802K
|
1
$726K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
5New |
$3.32M - $4.01M
|
5
$3.63M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4+ 133.33% |
$2.65M - $3.21M
|
7
$5.08M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.18M
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
1New |
$663K - $802K
|
1
$726K
|
|
|
May 12, 2025
Q1 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
|
May 12, 2025
Q1 2025
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-4- 0.44% |
$2.65M - $3.21M
|
912
$662M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 20.0% |
$663K - $802K
|
6
$4.35M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1+ 50.0% |
$663K - $802K
|
3
$2.18M
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.18M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
12+ 19.67% |
$7.96M - $9.62M
|
73
$53M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1- 2.33% |
$663K - $802K
|
42
$30.5M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
6New |
$3.98M - $4.81M
|
6
$4.35M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$2.9M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1New |
$663K - $802K
|
1
$726K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1New |
$663K - $802K
|
1
$726K
|