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14 deadline for institutional money managers with at least $100 million in assets under management to file Form 13F with the Securities and ExchangeCommission (SEC). Thanks to Form 4 filings with the SEC, we know Buffett has been gobbling up shares of satellite-radio operator Sirius XM Holdings (NASDAQ: SIRI).
During this call, we anticipate making projections and forward-looking statements based on our current expectations and pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. As a part of our treasury strategy, we have nearly $520 million invested in short-term marketable securities.
The Indian company emphasized that he was appointed by the Caisse, its controlling shareholder. The American authorities are interested in the matter because Azure's shares were traded on the New York Stock Exchange, before being delisted in July 2023. Fund,” the SEC wrote. A third of them were to go to Azure.
Securities and ExchangeCommission. As you likely have seen, our combination patent is upheld and we currently believe we will be able to secure pediatric exclusivity, though we'll continue to monitor the situation closely, and that enables us to guide to a mid-2025 LOE. Outside of the U.S., 1 -- the No.
million for the quarter ended June 30, 2025, according to SEC data. What happened According to a July 1, 2025 SEC filing , Confluence Investment Management LLC reduced its stake in Berkshire Hathaway by 42,203 shares during the quarter ended June 30, 2025. SEC filing: Documents submitted to the U.S. million (3.4%
Email pr@fool.com TAKEAWAYS Commission Revenue : $516 million for the second quarter, up 27% year-over-year; would have been $15 million higher absent the SEC fee cut, representing an additional 3% increase for the quarter. Our commission revenue increased by 27% compared to last year.
Berkshire Hathaway's quarterly Form 13F filing with the Securities and ExchangeCommission (SEC), along with select Form 4s, provides investors with a concise snapshot of which stocks Warren Buffett has been purchasing and selling. Our analyst team just revealed what they believe are the 10 best stocks to buy right now.
Nvidia revealed a stake in SoundHound in early 2024, which sent its stock soaring. Continue » But Nvidia stunned investors when it released its 13-F filing with the Securities and ExchangeCommission (SEC) on Feb. But Nvidia recently sold its entire position, and SoundHound stock is now trending lower.
of the insider's post-sale equity stake. What is the current value of the insider's remaining shareholding? Foolish take Cannon-Brookes has an automated stock-sale plan under Securities and ExchangeCommission Rule 10b5-1, like many other insiders in public companies.
As part of the deal, Uber has also purchased a $300 million stake in Lucid. In conjunction with the news, the EV specialist submitted a filing with the Securities and ExchangeCommission (SEC) stating that it plans to move forward with a 1-for-10 reverse stock split. Where to invest $1,000 right now?
Thanks to Form 13F filings with the Securities and ExchangeCommission (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.
began selling significant portions of its monster Apple stake. According to its latest 13-F filing with the Securities and ExchangeCommission (SEC), Berkshire Hathaway reduced its Apple investment by approximately half in the second quarter. It currently trades at a low P/E ratio of 14.4
Mirroring his trades is made simple thanks to required Form 13F filings with the Securities and ExchangeCommission (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.
The firm's latest shedding of Bank of America stock brings the total sold to nearly $10 billion in just a few months -- almost a quarter of its original stake. Although this could make it easier for Berkshire to further reduce its stake without spooking the market, it doesn't necessarily mean that is what's happening here.
14 deadline for institutional money managers to file Form 13F with the Securities and ExchangeCommission (SEC). Although Tepper runs a relatively concentrated portfolio that typically holds around three-dozen securities, he and his team are regularly adding to and reducing these existing positions.
Buffett's phenomenal investment returns are what lure in the neighborhood of 40,000 people annually to Berkshire's annual shareholder meeting in Omaha, Nebraska. Rather, it's the buying activity for Warren Buffett's favorite stock, which won't be found in a 13F filed with the SEC. billion more in securities sold than purchased.
Filings with the Securities and ExchangeCommission (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.
Thanks to a couple of required filings with the Securities and ExchangeCommission (SEC), including Form 13Fs , Form 4s, and Berkshire Hathaway's quarterly operating results, it's fairly easy for everyday investors to ride Buffett's coattails. Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.
Since taking the reins as CEO in 1965, the aptly dubbed "Oracle of Omaha" has overseen a nearly 5,200,000% cumulative return for Berkshire's Class A shareholders (BRK.A). There are a number of legitimate reasons for Buffett and his investment crew to have reduced Berkshire's stake in Bank of America by about 9% in two weeks.
Buying stakes in time-tested businesses with strong management teams has historically worked in the favor of Berkshire Hathaway's shareholders. But if you were to take a closer look at Berkshire Hathaway's recent Form 4 filings with the Securities and ExchangeCommission (SEC), you'd be left scratching your head.
Every quarter, investors eagerly await the filing of Berkshire Hathaway's Form 13F with the Securities and ExchangeCommission (SEC). Although Berkshire won't file its 13F with the SEC for the September-ended quarter until Nov. Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.
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. The only other new purchase disclosed was a small stake in Sirius XM (NASDAQ: SIRI). Mystery stock(s): $1.7
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 ExchangeCommission (SEC). stake in Chubb is right up Warren Buffett's alley. million shares of (worth $7.1 Image source: Getty Images.
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 The tracking stocks are designed to reflect Liberty Media's stake in Sirius XM (NASDAQ: SIRI) , of which it owns 83%. billion share repurchase of Berkshire Hathaway. It was U.S.
During Berkshire Hathaway's shareholder meetings and in his annual letter to shareholders, he's stated on multiple occasions that investors shouldn't bet against America. Beginning in October 2022, Berkshire Hathaway's brightest investment minds, led by Warren Buffett, began selling more securities than they were purchasing.
You can tag along with the most successful investors by following their disclosures with the Securities and ExchangeCommission (SEC). Every quarter, investors with over $100 million under management are required to report their holdings on SEC form 13F.
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. This nearly 29% stake has been built up by Buffett and his cohorts in just 30 months. Berkshire Hathaway CEO Warren Buffett.
Securities and ExchangeCommission ( SEC ) revealed that Buffett sold $1.5 reduction in Berkshire's stake in the bank but could be just the start. There's no doubt Bank of America has been a very successful investment for Buffett and Berkshire Hathaway shareholders. A recent filing with the U.S.
So after Berkshire's latest Securities and ExchangeCommission (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. Trades made by Warren Buffett's Berkshire Hathaway are always closely followed, for obvious reasons.
This can be done by closely monitoring Berkshire's Form 13F and Form 4 filings with the Securities and ExchangeCommission (SEC). Meanwhile, Berkshire Hathaway is also required to file Form 4 with the SEC when purchases or sales are executed in a security that it owns at least a 10% stake in.
Under New York Stock Exchange rules, stocks must maintain share prices of $1 or more, or risk getting delisted. It's a way to protect shareholder interests. That makes the risk of shareholder dilution near 100% as well. Hence the investors' knee-jerk reaction: selling Virgin Galactic stock on news of the reverse split.
Recent filings with the Securities and ExchangeCommission (SEC) reveal that Berkshire Hathaway trimmed its position in the PC and printer maker by nearly half between Oct. The conglomerate still holds a substantial stake in HP, but it wouldn't be a surprise if Buffett continued cutting its position. Treasuries.
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 ExchangeCommission (SEC). Adjusted earnings per share (EPS) of $9.81
Securities and ExchangeCommission (SEC) that it invested heavily in beleaguered Bud Light maker Anheuser-Busch InBev (NYSE: BUD). At the end of Q2, that stake was worth nearly $96.6 OTC: HKHHF) , which is the controlling shareholder of Heineken (OTC: HEINY). Here's why that big bet could pay off.
Even as Securities and ExchangeCommission 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.
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.
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 ExchangeCommission (SEC). These snapshots can be up to 45 days old when filed with the SEC. To be fair, 13Fs aren't perfect.
CEO Warren Buffett has brought to the table for his company's long-term shareholders. 14, money managers with at least $100 million in assets under management were required to file Form 13F with the Securities and ExchangeCommission (SEC). Despite still having stakes in more than 100 securities, as of Sept.
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 ExchangeCommission (SEC). On July 17, 2018, everything changed for Buffett, Berkshire, and the company's shareholders.
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?
The Oracle of Omaha made his biggest stock sale in history last quarter, when he cut Berkshire's position in Apple (NASDAQ: AAPL) by about half of its remaining stake, or about $73 billion. Buffett also has the challenge of producing above-market returns for shareholders. billion in new purchases. The stock sales keep coming.
million sale of Apple (NASDAQ:AAPL) shares in its latest quarterly SEC filing for Q2 2025. Central Pacific Bank - Trust Division reduced its stake in Apple by 14,540 shares during Q2 2025, executing a $3.11 million sale, according to a July 1, 2025 SEC filing. SEC filing: Official documents submitted to the U.S.
Securities and ExchangeCommission (SEC) on Feb. Buffett said in his 2023 letter to Berkshire Hathaway shareholders that these Japanese trading houses were among a select group of stocks that he plans to "maintain indefinitely." Sometimes, Buffett builds up stakes in companies over several quarters.
Securities and ExchangeCommission (SEC) filings, Jeff Bezos beneficially owns approximately 1.12 stake in the business. 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% of the company's stock.
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