BDVG IM GLOBAL PARTNER FUNDS
FollowIMGP BERKSHIRE (fund)
9 managers (9 13F filers) reported a position in BDVG shares at 2024-09-30, 568,220 shares in all. 0 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 0
- Added
- 3
- Reduced
- 4
- Sold out
- 0
- Shares held by filers
- 568,220
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2024
Filers in the available 13F reports with a share position at 2024-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors,… | 253,492 | $2.96M | 0.01% | +199 | 13F-HRTimeline |
| RE Dickinson Investment Advisors, LLC | 171,019 | $2M | 1.13% | +14,092 | 13F-HRTimeline |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 40,415 | $445K | 0.02% | 0 | 13F-HRTimeline |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 35,392 | $413K | <0.01% | +2,169 | 13F-HRTimelineGroup |
| Orion Porfolio Solutions, LLC | 23,414 | $273K | <0.01% | -2,688 | 13F-HRTimeline |
| Orion Portfolio Solutions, LLC | 23,414 | $273K | <0.01% | -2,688 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 17,762 | $207K | <0.01% | -804 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 3,312 | $38.7K | <0.01% | -192 | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0% | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |