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 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1New |
$663K - $802K
|
1
$726K
|
|
May 12, 2025
Q1 2025
|
Barnett & Company, Inc.
|
BUY
|
- |
1New |
$663K - $802K
|
1
$726K
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
57+ 17.48% |
$37.8M - $45.7M
|
383
$278M
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
18New |
$11.9M - $14.4M
|
18
$13.1M
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1+ 14.29% |
$663K - $802K
|
8
$5.81M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12+ 0.63% |
$7.96M - $9.62M
|
1.9K
$1.38B
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-32- 2.79% |
$21.2M - $25.7M
|
1.12K
$811M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9+ 5.81% |
$5.97M - $7.22M
|
164
$119M
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-1- 8.33% |
$663K - $802K
|
11
$7.98M
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1- 1.41% |
$663K - $802K
|
70
$50.8M
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
7+ 350.0% |
$4.64M - $5.61M
|
9
$6.53M
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
3+ 300.0% |
$1.99M - $2.41M
|
4
$2.9M
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-6- 42.86% |
$3.98M - $4.81M
|
8
$5.81M
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
May 09, 2025
Q1 2025
|
X Square Capital, LLC
|
SELL
|
- |
-99- 99.0% |
$65.6M - $79.4M
|
1
$726K
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6+ 600.0% |
$3.98M - $4.81M
|
7
$5.08M
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1New |
$663K - $802K
|
1
$726K
|
|
May 09, 2025
Q1 2025
|
Beddow Capital Management Inc
|
SELL
|
- |
-1- 11.11% |
$663K - $802K
|
8
$5.81M
|
|
May 09, 2025
Q1 2025
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
1New |
$663K - $802K
|
1
$726K
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
8New |
$5.3M - $6.42M
|
8
$5.81M
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1New |
$663K - $802K
|
1
$726K
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
May 09, 2025
Q1 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
1New |
$663K - $802K
|
1
$726K
|
|
May 09, 2025
Q1 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
1New |
$663K - $802K
|
1
$726K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1- 12.5% |
$663K - $802K
|
7
$5.08M
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-2- 28.57% |
$1.33M - $1.6M
|
5
$3.63M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3+ 300.0% |
$1.99M - $2.41M
|
4
$2.9M
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
13New |
$8.62M - $10.4M
|
13
$9.43M
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1New |
$663K - $802K
|
1
$726K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1- 0.5% |
$663K - $802K
|
200
$145M
|
|
May 09, 2025
Q1 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
6New |
$3.98M - $4.81M
|
6
$4.35M
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
27+ 0.71% |
$17.9M - $21.7M
|
3.85K
$2.79B
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
7New |
$4.64M - $5.61M
|
7
$5.08M
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
1New |
$663K - $802K
|
1
$726K
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1+ 9.09% |
$663K - $802K
|
12
$8.71M
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
1New |
$663K - $802K
|
1
$726K
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
1New |
$663K - $802K
|
1
$726K
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
16+ 25.81% |
$10.6M - $12.8M
|
78
$56.6M
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1New |
$663K - $802K
|
1
$726K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
1New |
$663K - $802K
|
1
$726K
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
13New |
$8.62M - $10.4M
|
13
$9.43M
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.45M
|