BDVG IM GLOBAL PARTNER FUNDS
FollowIMGP BERKSHIRE (fund)
10 managers (10 13F filers) reported a position in BDVG shares at 2025-03-31, 545,740 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.
- Managers
- 10
- 13F filers
- 10
- New
- 1
- Added
- 3
- Reduced
- 5
- Sold out
- 1
- Shares held by filers
- 545,740
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, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, 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,… | 247,750 | $2.91M | 0.01% | -40,966 | 13F-HRTimeline |
| Waverly Advisors, LLC | 171,670 | $2.01M | 0.02% | new | 13F-HRTimeline |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 47,916 | $549K | 0.03% | +100 | 13F-HRTimeline |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 22,038 | $259K | <0.01% | -21,593 | 13F-HRTimelineGroup |
| Orion Porfolio Solutions, LLC | 21,212 | $249K | <0.01% | -1,854 | 13F-HRTimeline |
| Orion Portfolio Solutions, LLC | 21,212 | $249K | <0.01% | -1,854 | 13F-HR/ATimeline |
| Aptus Capital Advisors, LLC | 6,712 | $78.7K | <0.01% | +1,302 | 13F-HRTimeline |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 6,712 | $78.7K | 0.01% | +1,302 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 518 | $6.08K | <0.01% | -2,794 | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |