Purchases and Sales Made in Q1 2023 in Litman Gregory Fds Tr Imgp Dbi (DBMF)
This table provides information about the institutional ownership of Litman Gregory Fds Tr Imgp Dbi (DBMF) during Q1 2023. The information is specifically focused on institutions that hold shares of LITMAN GREGORY FDS TR IMGP DBI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
328KNew |
$8.43M - $9.53M
|
328K
$8.88M
|
|
|
Nov 16, 2023
Q1 2023
|
R.P. Boggs & Co.
|
BUY
|
- |
257KNew |
$6.61M - $7.47M
|
257K
$6.96M
|
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
204KNew |
$5.25M - $5.94M
|
204K
$5.53M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
155K+ 41.44% |
$3.98M - $4.5M
|
529K
$14.3M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
128KNew |
$3.29M - $3.72M
|
128K
$3.47M
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
113KNew |
$2.92M - $3.3M
|
113K
$3.07M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
105K+ 109.0% |
$2.69M - $3.04M
|
201K
$5.43M
|
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
83.5K+ 66.66% |
$2.15M - $2.43M
|
209K
$5.65M
|
|
|
May 15, 2023
Q1 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
80.5K+ 77.61% |
$2.07M - $2.34M
|
184K
$4.98M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
77.2K+ 47.14% |
$1.98M - $2.24M
|
241K
$6.52M
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
68.4K+ 11.71% |
$1.76M - $1.99M
|
653K
$17.7M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
57K+ 33.11% |
$1.46M - $1.65M
|
229K
$6.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
56.5KNew |
$1.45M - $1.64M
|
56.5K
$1.53M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
55.6K+ 24.98% |
$1.43M - $1.61M
|
278K
$7.52M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
53.4K+ 120.75% |
$1.37M - $1.55M
|
97.6K
$2.64M
|
|
|
Apr 19, 2023
Q1 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
45.3KNew |
$1.16M - $1.31M
|
45.3K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
44.4KNew |
$1.14M - $1.29M
|
44.4K
$1.2M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
44.2K+ 5.84% |
$1.14M - $1.28M
|
801K
$21.7M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
42.6K+ 172.59% |
$1.09M - $1.24M
|
67.2K
$1.82M
|
|
|
May 04, 2023
Q1 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
42.4KNew |
$1.09M - $1.23M
|
42.4K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
38.6K+ 19.18% |
$991K - $1.12M
|
240K
$6.48M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37.7K+ 19.12% |
$968K - $1.09M
|
235K
$6.35M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
37.1K+ 12.55% |
$954K - $1.08M
|
333K
$9.01M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
37KNew |
$952K - $1.08M
|
37K
$1M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
36.5KNew |
$937K - $1.06M
|
36.5K
$987K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
36.4K+ 10.77% |
$936K - $1.06M
|
375K
$10.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
32.9KNew |
$846K - $956K
|
32.9K
$891K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
27.3K+ 14.75% |
$700K - $791K
|
212K
$5.74M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
26.4KNew |
$678K - $766K
|
26.4K
$714K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
25.7KNew |
$660K - $746K
|
25.7K
$695K
|
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
25.1KNew |
$644K - $728K
|
25.1K
$679K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22K+ 12.13% |
$567K - $640K
|
204K
$5.52M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.7KNew |
$532K - $601K
|
20.7K
$560K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.5KNew |
$501K - $566K
|
19.5K
$528K
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
17.9KNew |
$460K - $520K
|
17.9K
$485K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
17.5K+ 9.79% |
$451K - $509K
|
197K
$5.32M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16KNew |
$412K - $466K
|
16K
$434K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.8K+ 547.05% |
$405K - $458K
|
18.6K
$505K
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
15.5KNew |
$400K - $452K
|
15.5K
$421K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
15.3KNew |
$394K - $445K
|
15.3K
$415K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
14.8KNew |
$380K - $429K
|
14.8K
$400K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.5K+ 66.32% |
$374K - $422K
|
36.5K
$987K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
14.4KNew |
$369K - $417K
|
14.4K
$388K
|
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
14KNew |
$360K - $407K
|
14K
$379K
|
|
|
May 04, 2023
Q1 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
13.1K+ 5.53% |
$338K - $382K
|
251K
$6.79M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.3K+ 49.78% |
$316K - $357K
|
37K
$1M
|
|
|
Apr 21, 2023
Q1 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
11.8KNew |
$304K - $344K
|
11.8K
$320K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.37KNew |
$241K - $272K
|
9.37K
$253K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.33K+ 49.72% |
$214K - $242K
|
25.1K
$679K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
7.82K+ 15.97% |
$201K - $227K
|
56.8K
$1.54M
|