The Motley Fool

OCTOBER 30, 2024

Thanks to Form 13F filings with the Securities and Exchange Commission (SEC), this can be done with relative ease. Based on select SEC filings and Berkshire's operating cash flow statements, we know that Buffett and his team have been net sellers of stocks for the last two years. Image source: The Motley Fool.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Banks Stakes Initial Public Offering 246

The Motley Fool

JANUARY 30, 2024

A lot has been made of the slew of new spot Bitcoin (CRYPTO: BTC) exchange-traded funds (ETFs) that came to the market earlier this month. They present an opportunity for more investors to gain access to the crypto asset class. billion in assets within two weeks of launching the fund. Image source: Getty Images.

Securities and Exchange Commission (SEC) 233

Securities and Exchange Commission (SEC) Exchange-Traded Funds Banks Assets 233

The Motley Fool

JUNE 15, 2023

But as the company highlighted in a recent filing with the Securities and Exchange Commission (SEC), it has a lot more to offer shareholders in the years to come. Axsome's robust pipeline of central nervous system disorder drug candidates could be a game changer for shareholders, however.

Securities and Exchange Commission (SEC) 244

Securities and Exchange Commission (SEC) Shareholders Prospects Assets 244

The Motley Fool

JULY 24, 2024

Securities and Exchange Commission ( SEC ) revealed that Buffett sold $1.5 There's no doubt Bank of America has been a very successful investment for Buffett and Berkshire Hathaway shareholders. As a result, the bank missed out on opportunities to buy securities with higher coupons as interest rates climbed.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Banks Taxes Liabilities 246

The Motley Fool

SEPTEMBER 15, 2023

Filings with the Securities and Exchange Commission (SEC) showed that he sold 59,376 shares across daily trading sessions on Sept. Nvidia's last comprehensive stock ownership document was filed with the SEC on May 8 and reflected holdings on April 3. of the company's shares, respectively.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Shareholders Stakes Assets 246

The Motley Fool

JANUARY 30, 2024

The Securities and Exchange Commission (SEC) approved 11 new spot Bitcoin (CRYPTO: BTC) ETFs earlier this month; two stand out as clear winners among the group. That title belongs to the Bitwise Bitcoin ETF (NYSEMKT: BITB) , which charges just 0.20% of assets under management. Should you follow the crowd?

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Investors Mutual Funds Bidding 246

The Motley Fool

NOVEMBER 7, 2024

.; chairman, president, and chief executive officer of the company; Steven Hamner, executive vice president and chief financial officer; Kevin Hanna, senior vice president, controller, and chief accounting officer; Rosa Hooper, senior vice president of operations and secretary; and Jason Frey, managing director, asset management and underwriting.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Assets Debt Prospects 130

The Motley Fool

JULY 24, 2023

Image source: Getty Images The Securities and Exchange Commission (SEC) voted last week to change the regulations governing money market funds. The purpose of the new rules is to discourage these runs and protect the remaining shareholders. Why is the SEC making these changes? This led to the U.S.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Funds Mutual Funds Banks 130

The Motley Fool

SEPTEMBER 28, 2024

Every quarter, investors eagerly await the filing of Berkshire Hathaway's Form 13F with the Securities and Exchange Commission (SEC). Although Berkshire won't file its 13F with the SEC for the September-ended quarter until Nov. Image source: The Motley Fool. Over the previous seven quarters (Oct.

Securities and Exchange Commission (SEC) 245

Securities and Exchange Commission (SEC) Banks Shareholders Stakes 245

The Motley Fool

MAY 12, 2024

And that rate was 35% not that long ago, and it's been 52% in the past," he told the audience in Omaha at the Berkshire Hathaway shareholder meeting. "I He praised Occidental's assets and CEO Vicki Hollub at the shareholder meeting and said it's an investment he plans to maintain indefinitely in his 2023 letter to shareholders.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Taxes Stakes Shareholders 246

The Motley Fool

OCTOBER 23, 2024

Mirroring his trades is made simple thanks to required Form 13F filings with the Securities and Exchange Commission (SEC). No later than 45 calendar days following the end to a quarter, institutional investors with at least $100 million in assets under management are required to file Form 13F with the SEC.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Stakes Legal Taxes 246

The Motley Fool

NOVEMBER 29, 2023

CEO Warren Buffett has brought to the table for his company's long-term shareholders. Warren Buffett's "secret" portfolio has nearly $610 million of invested assets Roughly two weeks ago, on Nov. Today, New England Asset Management oversees nearly $610 million of invested assets. of nearly 20%.

Securities and Exchange Commission (SEC) 242

Securities and Exchange Commission (SEC) Portfolios Asset Management Exchange-Traded Funds 242

The Motley Fool

DECEMBER 20, 2024

And with ROIC ending 2024 at 11%, comfortably above our cost of capital, we are already delivering long-term value for our shareholders as we lay the foundation we'll build upon in 2025 and beyond. These destinations are among our highest-rated guest experiences today, and we have plans to lean into these assets even further.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Leveraging Debt Assets 246

The Motley Fool

AUGUST 21, 2023

So after Berkshire's latest Securities and Exchange Commission (SEC) filing listed a closing of a position in small-cap oil and gas company Vitesse Energy (NYSE: VTS) , it's probably a good idea to take notice. It's not an owner/operator of oil assets in the traditional mold. dividend yield?

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Shareholders Stakes Investment Banks 246

The Motley Fool

JULY 9, 2024

An outperformance of this magnitude is what draws some 40,000 investors to Berkshire's annual shareholder meeting each year to listen to Buffett speak about the economy, stocks, and his investment philosophy. On July 17, 2018, things changed in a meaningful way for Berkshire Hathaway, Warren Buffett, and the company's shareholders.

Securities and Exchange Commission (SEC) 244

Securities and Exchange Commission (SEC) Stakes Shareholders Portfolios 244

The Motley Fool

MAY 20, 2024

May 15 marked the deadline for institutional investors and money managers with at least $100 million in asset under management to file Form 13F with the Securities and Exchange Commission (SEC). Buffett also noted during his company's annual shareholder meeting that Berkshire's cash pile, which includes U.S.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Stakes Asset Management Assets 246

The Motley Fool

SEPTEMBER 8, 2024

According to its latest 13-F filing with the Securities and Exchange Commission (SEC), Berkshire Hathaway reduced its Apple investment by approximately half in the second quarter. The new assets will help boost free-cash-flow generation and should help Occidental Petroleum consolidate its position in the United States.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Stakes Conglomerates Shareholders 246

The Motley Fool

DECEMBER 15, 2023

Recent filings with the Securities and Exchange Commission (SEC) reveal that Berkshire Hathaway trimmed its position in the PC and printer maker by nearly half between Oct. That said, management plans to return 100% of its free cash flow to shareholders in 2024 after a paltry amount of share repurchases in 2023.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Conglomerates Stakes Banks 246

The Motley Fool

JULY 7, 2023

Securities and Exchange Commission (SEC) calls a 13F form. Just about any person or entity that manages more than $100 million in assets needs to disclose their trades each quarter. Image source: Getty Images. It's not hard to understand why billionaires were after dividend-paying stocks. average annual return.

Securities and Exchange Commission (SEC) 264

Securities and Exchange Commission (SEC) Shareholders Assets Funds 264

The Motley Fool

DECEMBER 1, 2023

Since he took over as chief executive officer of the textile company in 1965, Berkshire Hathaway shareholders have seen the value of their stock increase at an annualized rate of 19.8%, double that of the S&P 500. Berkshire saw the cost basis of its holdings in equity securities in the bank, insurance, and financial sector increase $1.2

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Portfolios Stakes Banks 246

The Motley Fool

SEPTEMBER 23, 2023

Buffett has a little secret Through its ownership of specialty investment company New England Asset Management, Buffett has a secret portfolio of stocks that don't appear in Berkshire Hathaway's quarterly regulatory filings with the Securities and Exchange Commission (SEC). Adjusted earnings per share (EPS) of $9.81

Securities and Exchange Commission (SEC) 237

Securities and Exchange Commission (SEC) Exchange-Traded Funds Asset Management Stakes 237

The Motley Fool

MAY 22, 2024

May 15 marked the deadline for institutional money managers and wealthy investors with at least $100 million in assets under management to file Form 13F with the Securities and Exchange Commission (SEC). These snapshots can be up to 45 days old when filed with the SEC. billion of invested assets.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Portfolios Stakes Banks 246

The Motley Fool

MARCH 14, 2024

Even as Securities and Exchange Commission Chairman Gary Gensler continues to argue that Bitcoin is a "highly speculative, volatile underlying asset," Riot Platforms presses on as a relentless Bitcoin producer. Granted, Bitcoin is volatile, and so is Riot Platforms stock.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Investing Bidding Stakes 246

The Motley Fool

SEPTEMBER 30, 2024

Although we don't have final Q3 numbers yet, Securities and Exchange Commission filings indicate Buffett sold a large portion of Berkshire's investment in Bank of America (NYSE: BAC). If he thought they were undervalued, he'd be willing to pay higher taxes later to own an undervalued asset today. billion in new purchases.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Investors Taxes Banks 246

The Motley Fool

OCTOBER 25, 2024

This can be done by closely monitoring Berkshire's Form 13F and Form 4 filings with the Securities and Exchange Commission (SEC). They're a required filing for institutional investors with at least $100 million in assets under management -- and Buffett is overseeing a 43-stock, $317 billion portfolio.

Securities and Exchange Commission (SEC) 238

Securities and Exchange Commission (SEC) Stakes Legal Banks 238

The Motley Fool

FEBRUARY 12, 2025

He regularly shares what he's learned as an investor and what traits he looks for in current/future investments during Berkshire's annual meeting and in his yearly letter to shareholders. marks the deadline for 13Fs to be filed with the SEC for trading activity in the December-ended quarter. Where to invest $1,000 right now?

Securities and Exchange Commission (SEC) 214

Securities and Exchange Commission (SEC) Banks Asset Management Stakes 214

The Motley Fool

NOVEMBER 12, 2024

14 deadline for institutional money managers to file Form 13F with the Securities and Exchange Commission (SEC). As you can imagine, no asset manager is more-closely followed than Warren Buffett. History offers perhaps the most ominous warning for Nvidia and its shareholders. Image source: Getty Images.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Stakes Asset Management Debt 246

The Motley Fool

JULY 17, 2023

These institutions buy an ownership stake in the form of equity in the company in exchange for investment capital. Per the alliance, Salesforce and Snowflake have built integrations that allow users to share data seamlessly and securely between the two platforms. That's a wide gap.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) High Net Worth Individuals Due Diligence Initial Public Offering 246

The Motley Fool

MARCH 4, 2024

Warren Buffett's phenomenal track record is a big reason why there's a buzz surrounding Berkshire Hathaway every time the company files Form 13F with the Securities and Exchange Commission (SEC). On July 17, 2018, everything changed for Buffett, Berkshire, and the company's shareholders.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Investing Stakes Shareholders 246

The Motley Fool

SEPTEMBER 7, 2024

However, the stock has been under significant pressure since last year when it was the subject of one prominent short-seller and the target of a recent Securities and Exchange Commission (SEC) investigation. Icahn's recent SEC settlement On Aug. Here's why. According to CNBC, Icahn made about $1.3

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Collateral Shareholders Assets 130

The Motley Fool

AUGUST 26, 2024

NASDAQ: IEP) are down sharply on Monday following news that shareholder dilution is forthcoming, adding to a sell-off that's been underway since February. Although he's neither its president nor its CEO, the infamous activist investor (and majority shareholder) Carl Icahn largely steers the organization.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Collateral Shareholders Legal 130

The Motley Fool

NOVEMBER 8, 2024

Actual results may differ materially from the results expressed or implied in these statements as a result of risks, uncertainties, and other factors including but not limited to the factors set forth in the company's filings with the Securities and Exchange Commission, which can be found on the company's website or at sec.gov.

Capital 130

Capital Asset Management Due Diligence Securities and Exchange Commission (SEC) 130

The Motley Fool

AUGUST 12, 2024

On Monday morning, shareholders stampeded for the exits. The announcement follows a Bloomberg report that the Securities and Exchange Commission (SEC) is looking into whether B. Riley properly disclosed risks associated with some of its assets. The investment firm is also reportedly in the crosshairs of U.S.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Law Firms Asset Management Assets 130

The Motley Fool

JANUARY 7, 2024

Thirteen spot Bitcoin (CRYPTO: BTC) ETFs are currently awaiting approval from the Securities and Exchange Commission (SEC). Up to this point, the SEC has denied similar exchange-traded fund (ETF) applications, but an appellate court ruled the SEC's rejection was "arbitrary and capricious."

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Exchange-Traded Funds Accounting Assets 130

The Motley Fool

MAY 21, 2024

Securities and Exchange Commission (SEC) filings, Jeff Bezos beneficially owns approximately 1.12 As you might expect, this makes Bezos Amazon's largest shareholder, and by a wide margin. So, Vanguard is the largest Amazon shareholder, with 7.4% 2 non-Bezos shareholder, with 6.1%

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Stakes Financial Institutions Shareholders 130

The Motley Fool

OCTOBER 31, 2024

Shell companies -- companies that have no or nominal business operations or non-cash assets for an extended period of time -- can be used for legitimate purposes. Recently identified fraud in this space has attempted to take advantage of increased public interest in artificial intelligence and crypto assets, for example.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Companies Debt Assets 130

The Motley Fool

SEPTEMBER 3, 2024

Calpers adds Lucid shares In its latest Form 13F filed with the Securities and Exchange Commission (SEC), the California Public Employees' Retirement System reported that it added more than 250,000 Lucid shares. billion investment from its largest shareholder. It ended the second quarter with over 1.3

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Pension Funds Shareholders Assets 130