BDVG IM GLOBAL PARTNER FUNDS
FollowIMGP BERKSHIRE (fund)
11 managers (11 13F filers) reported a position in BDVG shares at 2024-12-31, 633,319 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 11
- 13F filers
- 11
- New
- 3
- Added
- 4
- Reduced
- 2
- Sold out
- 1
- Shares held by filers
- 633,319
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, Q4 2024
Filers in the available 13F reports with a share position at 2024-12-31, 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,… | 288,716 | $3.31M | 0.01% | +35,224 | 13F-HRTimeline |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 47,816 | $565K | 0.03% | +7,401 | 13F-HRTimeline |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 43,631 | $500K | <0.01% | +8,239 | 13F-HRTimelineGroup |
| Orion Porfolio Solutions, LLC | 23,066 | $264K | <0.01% | -348 | 13F-HRTimeline |
| Orion Portfolio Solutions, LLC | 23,066 | $264K | <0.01% | -348 | 13F-HRTimeline |
| TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP | 19,208 | $220K | <0.01% | new | 13F-HRTimelineGroup |
| Aptus Capital Advisors, LLC | 5,410 | $62K | <0.01% | new | 13F-HRTimeline |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 5,410 | $62K | <0.01% | new | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 3,312 | $38K | <0.01% | 0 | 13F-HR/ATimelineGroup |
| RE Dickinson Investment Advisors, LLC | 173,684 | $19.9K | 1.12% | +2,665 | 13F-HR/ATimeline |
| 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. |