Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Berkshire Hathaway Inc. inkluderar Trigran Investments, Inc., Capital Research Global Investors, Monterey Private Wealth, Inc., B&D White Capital Company, LLC, Glenmede Investment Management, LP, Midwest Trust Co, Phoenix Holdings Ltd., Flow Traders U.s. Llc, Trifecta Capital Advisors, LLC, Elm Partners Management LLC, Brooklyn FI, LLC, MASTERINVEST Kapitalanlage GmbH, Transform Wealth, LLC, Vista Wealth Management Group, LLC, Steginsky Capital Llc, Limestone Investment Advisors LP, Crown Wealth Group, LLC, BCS Private Wealth Management, Inc., Rexford Capital Inc, och O'Brien Wealth Partners LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 1 | 729 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1 | 729 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1 | 729 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 43 | 2,38 | 31 | −6,06 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 1 417 | 0,85 | 1 032 710 | −7,94 | ||||
| 2025-08-13 | 13F | Trigran Investments, Inc. | 2 500 | 1 214 | ||||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 2 | 1 | ||||||
| 2025-07-24 | 13F | Standard Life Aberdeen plc | 43 | 43,33 | 31 338 | 30,83 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 0 | 5 830 | 4,31 | |||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 1 | 729 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 10 | 11,11 | 7 045 | 1,81 | ||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 16 | 100,00 | 11 661 | 82,56 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 1 | 798 | ||||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 5 | 25,00 | 3 644 | 14,12 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 1 | 798 | ||||||
| 2025-08-18 | 13F | Rexford Capital Inc | 2 | 1 458 | ||||||
| 2025-07-08 | 13F | First International Bank & Trust | 5 | 66,67 | 3 644 | 52,15 | ||||
| 2025-07-09 | 13F | O'Brien Wealth Partners LLC | 2 | 1 458 | ||||||
| 2025-07-17 | 13F | Presper Financial Architects, LLC | 1 | 1 | ||||||
| 2025-08-14 | 13F | Schonfeld Strategic Advisors LLC | 8 | 700,00 | 5 830 | 630,58 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 74 | 1,37 | 53 931 | −7,47 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST Kapitalanlage GmbH | 4 | 2 915 | ||||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 14 | 16,67 | 10 203 | 6,49 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 60 | 25,00 | 26 966 | 29,90 | ||||
| 2025-07-30 | 13F | DekaBank Deutsche Girozentrale | 4 | 100,00 | 3 | 100,00 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 21 864 000 | 72 879 900,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 24 | 9,09 | 17 491 | −0,42 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 | 1 | ||||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 5 | 3 644 | ||||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 3 | 200,00 | 2 109 | 165,28 | ||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 3 | 50,00 | 2 186 | 36,97 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 13 | 550,00 | 9 474 | 493,61 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 1 | 720 | ||||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 2 | 1 458 | ||||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 1 | 1 | ||||||
| 2025-07-11 | 13F | BTC Capital Management, Inc. | 4 | 33,33 | 2 915 | 21,71 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 5 | 25,00 | 3 644 | 14,12 | ||||
| 2025-08-19 | 13F | Element Pointe Advisors, Llc | 2 | 100,00 | 1 458 | 82,58 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 4 | 2 915 | ||||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 4 | 3 194 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 4 | 300,00 | 2 915 | 265,29 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 29 | 314,29 | 21 135 | 278,15 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 6 | 50,00 | 4 373 | 36,92 | ||||
| 2025-07-23 | 13F | WoodTrust Financial Corp | 9 768 | 54 166,67 | 17 | 21,43 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1 | 729 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 203 | 1,50 | 147 946 | −7,35 | ||||
| 2025-08-14 | 13F | State Of Wisconsin Investment Board | 449 | 45,78 | 327 231 | 33,06 | ||||
| 2025-07-09 | 13F | Act Wealth Management, Llc | 1 | 729 | ||||||
| 2025-07-15 | 13F | Northside Capital Management, LLC | 7 | 16,67 | 5 102 | 6,49 | ||||
| 2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 2 | 1 458 | ||||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 1 | 729 | ||||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 17 | 112,50 | 12 390 | 93,97 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 2 | 100,00 | 1 458 | 82,58 | ||||
| 2025-08-14 | 13F | Stansberry Asset Management, Llc | 1 | 729 | ||||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 4 | 3 194 | ||||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 13 | 10 380 | ||||||
| 2025-07-15 | 13F | Yarbrough Capital, LLC | 1 | 729 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 315 | 48,58 | 229 572 | 35,63 | ||||
| 2025-08-14 | 13F | State Street Corp | 362 | 0,28 | 263 826 | −8,47 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 42 | 5,00 | 30 610 | −4,16 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 208 | 5,05 | 151 590 | −4,11 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 1 | 729 | ||||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 27 | 22,73 | 19 678 | 12,02 | ||||
| 2025-08-14 | 13F | Point72 Asset Management, L.P. | 9 | 6 559 | ||||||
| 2025-06-24 | NP | SFLNX - Schwab Fundamental US Large Company Index Fund Institutional Shares | 77 | 26,23 | 61 642 | 43,82 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 27 | 3,85 | 19 678 | −5,21 | ||||
| 2025-08-12 | 13F | Steginsky Capital Llc | 3 | 2 | ||||||
| 2025-08-14 | 13F | Waterford Advisors, LLC | 529 664 | 26 483 100,00 | 2 186 | 36,97 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9 | 12,50 | 6 559 | 2,69 | ||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 1 | 729 | ||||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 3 | 200,00 | 2 186 | 173,93 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 1 | 729 | ||||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 23 | 16 762 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 16 | 6,67 | 11 661 | −2,64 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 1 | 798 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 10 | 233,33 | 7 164 | 206,81 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 166 | 3 220,00 | 120 981 | 2 930,56 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 4 | 2 915 | ||||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 13 | 9 808 | ||||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 23 | 360,00 | 16 762 | 319,89 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 8 | 14,29 | 5 830 | 4,31 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 12 | 9,09 | 8 746 | −8,69 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 1 | 729 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 314 | 12,54 | 228 843 | 2,73 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 311 | 13,50 | 226 657 | 3,60 | ||||
| 2025-04-23 | 13F | Sunesis Advisors, LLC | 22 | 17 566 | ||||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 2 | 100,00 | 1 458 | 82,58 | ||||
| 2025-07-23 | 13F | Hemenway Trust Co LLC | 25 | 56,25 | 18 220 | 42,62 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 3 | 50,00 | 2 186 | 36,97 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 4 | 33,33 | 2 915 | 21,71 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 12 | 9 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 49 | 4,26 | 35 711 | −4,84 | ||||
| 2025-08-13 | 13F | Amundi | 18 | 5,88 | 12 969 | −3,98 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 17 | 13,33 | 12 390 | 3,45 | ||||
| 2025-08-11 | 13F | Universal- Beteiligungs- und Servicegesellschaft mbH | 135 | 1,50 | 98 388 | −7,35 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 61 | 56,41 | 44 457 | 42,77 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 13 | 1 200,00 | 9 474 | 1 087,22 | ||||
| 2025-07-10 | 13F | Baader Bank INC | 20 | 42,86 | 14 576 | 30,40 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 66 | 4,76 | 48 101 | −4,38 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 10 | 7 288 | ||||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 25 | 18 220 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 29 | 7,41 | 21 135 | −1,96 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 1 | 729 | ||||||
| 2025-08-13 | 13F | Capital Research Global Investors | 82 | 59 762 | ||||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 2 | 1 458 | ||||||
| 2025-08-08 | 13F | Smithfield Trust Co | 22 | 4,76 | 15 | −6,25 | ||||
| 2025-08-07 | 13F | Acadian Asset Management Llc | 56 | 2 700,00 | 41 | 3 900,00 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 9 | 80,00 | 6 559 | 64,30 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 112 | 38,27 | 81 626 | 26,21 | ||||
| 2025-08-14 | 13F | Limestone Investment Advisors LP | 3 | 2 186 | ||||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 2 | 100,00 | 1 458 | 82,58 | ||||
| 2025-08-14 | 13F | Ubs Asset Management Americas Inc | 193 | 3,76 | 140 658 | −5,29 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 6 | 20,00 | 4 373 | 9,52 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 13 | 8,33 | 9 474 | −1,12 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 3 | 2 186 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 13 | 8,33 | 9 441 | −1,14 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 60 | 1,69 | 44 | −8,51 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 16 | 11 661 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Erste Asset Management GmbH | 7 | 133,33 | 5 106 | 113,15 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 144 | 8,27 | 104 947 | −1,17 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 13 | 8,33 | 9 474 | −1,12 | ||||
| 2025-07-30 | NP | FCTDX - Strategic Advisers Fidelity U.S. Total Stock Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 67 | 6,35 | 50 746 | 3,93 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 6 | 20,00 | 4 373 | 9,52 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 2 | 1 458 | ||||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 7 | 5 102 | ||||||
| 2025-04-29 | 13F | Hm Payson & Co | 38 | 2,70 | 30 341 | 20,43 | ||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 2 | 100,00 | 1 458 | 82,58 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 64 | 3,23 | 46 643 | −5,78 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 22 | 10,00 | 16 034 | −0,83 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 9 | 6 559 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 6 | 4 791 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 39 | 50,00 | 28 423 | 36,92 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 1 | 1 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 41 | 2,50 | 29 881 | −6,44 | ||||
| 2025-08-07 | 13F | Mawer Investment Management Ltd. | 811 | 18,57 | 591 057 | 8,23 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 56 | 3,70 | 40 813 | −5,34 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 2 | 1 458 | ||||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 3 | 200,00 | 2 186 | 173,93 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 14 337 | 0,59 | 10 448 806 | −8,18 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4 | 33,33 | 2 919 | 22,29 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 5 | 25,00 | 3 644 | 14,12 | ||||
| 2025-08-12 | 13F | Rhumbline Advisers | 19 | 375,00 | 13 847 | 333,67 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 2 | 100,00 | 1 458 | 82,58 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 5 | 3 644 | ||||||
| 2025-08-12 | 13F | Private Management Group Inc | 33 | 32,00 | 24 050 | 20,48 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 1 | 729 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 6 | 200,00 | 4 373 | 173,93 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 8 | 14,29 | 5 830 | 4,31 | ||||
| 2025-08-27 | NP | VLACX - Vanguard Large-Cap Index Fund Investor Shares | 64 | 12,28 | 46 643 | 2,49 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 8 | 300,00 | 5 830 | 265,29 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 1 | 729 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 2 | 1 | ||||||
| 2025-08-28 | NP | TEBRX - The Teberg Fund | 9 | 12,50 | 6 559 | 2,69 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 31 | 72,22 | 22 593 | 57,46 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 10 | 25,00 | 7 288 | 14,11 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 12 | 9,09 | 8 746 | 0,61 | ||||
| 2025-08-14 | 13F | Fmr Llc | 33 251 | 0,01 | 24 233 329 | −8,71 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 11 | 83,33 | 8 017 | 67,35 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 1 | 729 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 13 | 18,18 | 9 474 | 7,88 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 1 | 729 | ||||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 7 | 75,00 | 5 102 | 59,76 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 51 | 4,08 | 37 169 | −5,00 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 17 | 6,25 | 12 390 | −3,02 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 1 | 729 | ||||||
| 2025-07-21 | 13F | Hennessy Advisors Inc | 33 | 3,12 | 24 050 | −5,87 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 42 | 33 535 | ||||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 9 | 12,50 | 6 559 | 2,69 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 76 | 24,59 | 55 389 | 13,72 | ||||
| 2025-08-13 | 13F | Norges Bank | 10 048 | 7 322 982 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 6 | 4 373 | ||||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 3 | 2 186 | ||||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 15 | 7,14 | 10 932 | −2,20 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 1 | 729 | ||||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 399 828 | 6 663 700,00 | 14 | 250,00 | ||||
| 2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 57 | 32,56 | 41 542 | 21,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 23 | 21,05 | 16 762 | 10,49 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 10 | 900,00 | 7 984 | 1 074,12 | ||||
| 2025-07-24 | 13F | Eastern Bank | 76 | 2,70 | 55 389 | −6,26 | ||||
| 2025-06-17 | 13F | Ridgepath Capital Management LLC | 1 | 798 | ||||||
| 2025-07-16 | 13F | Banque Pictet & Cie Sa | 90 | 40,62 | 65 592 | 28,36 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 19 | 13 847 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 3 | 50,00 | 2 186 | 36,97 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 1 | 729 | ||||||
| 2025-08-14 | 13F | Millennium Management Llc | 43 | 7,50 | 31 338 | −1,88 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 6 | 20,00 | 4 373 | 9,52 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 3 | 200,00 | 2 | |||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 1 | 729 |
