Purchases and Sales Made in Q1 2023 in Litman Gregory Fds Tr Imgp Dbi (DBMF)

DBMF Quotes by TradingView

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 11, 2023 Q1 2023
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
7.58K
+ 45.83%
$195K - $220K
24.1K $653K
Apr 26, 2023 Q1 2023
Rhs Financial, LLC

BUY
 -
6.61K
+ 19.36%
$170K - $192K
40.7K $1.1M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
6.45K
New
$166K - $187K
6.45K $175K
May 05, 2023 Q1 2023
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
6.38K
+ 92.79%
$164K - $185K
13.3K $359K
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
6.25K
+ 12.57%
$161K - $182K
56K $1.52M
May 12, 2023 Q1 2023
Retirement Group, LLC

BUY
 -
5.6K
+ 56000.0%
$144K - $163K
5.61K $152K
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
5.51K
+ 18.08%
$142K - $160K
36K $973K
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

BUY
 -
5.09K
+ 7.58%
$131K - $148K
72.2K $1.95M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
3.94K
+ 3.14%
$101K - $114K
130K $3.51M
Apr 21, 2023 Q1 2023
Janiczek Wealth Management, LLC

BUY
 -
3.8K
+ 26.36%
$97.8K - $110K
18.2K $493K
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
3.01K
+ 0.83%
$77.4K - $87.4K
366K $9.9M
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
2.49K
+ 26.88%
$63.9K - $72.2K
11.7K $318K
May 12, 2023 Q1 2023
Quantitative Advantage, LLC

Minnetonka, MN
BUY
 -
2.08K
+ 3.18%
$53.4K - $60.3K
67.4K $1.82M
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
1.5K
+ 290.7%
$38.6K - $43.6K
2.02K $54.6K
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
1.4K
+ 17.5%
$36K - $40.7K
9.4K $254K
Apr 18, 2023 Q1 2023
J2 Capital Management Inc

BUY
 -
1.05K
+ 3.72%
$27.1K - $30.6K
29.4K $795K
May 09, 2023 Q1 2023
Column Capital Advisors, LLC

BUY
 -
949
New
$24.4K - $27.6K
949 $25.7K
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
780
+ 9.02%
$20K - $22.7K
9.43K $255K
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
519
New
$13.3K - $15.1K
519 $14K
Apr 13, 2023 Q1 2023
Verum Partners LLC

Charlotte, NC
BUY
 -
413
+ 1.98%
$10.6K - $12K
21.3K $576K
Apr 18, 2023 Q1 2023
Johnson Midwest Financial, LLC

BUY
 -
401
+ 22.07%
$10.3K - $11.6K
2.22K $60K
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
291
+ 2.45%
$7.48K - $8.45K
12.2K $329K
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
239
+ 2.53%
$6.14K - $6.94K
9.67K $262K
May 15, 2023 Q1 2023
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
148
+ 6.39%
$3.8K - $4.3K
2.46K $66.6K
Apr 18, 2023 Q1 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
89
+ 0.08%
$2.29K - $2.58K
109K $2.95M
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
15
New
$386 - $436
15 $406
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
6
+ 0.04%
$154 - $174
17K $460K
Apr 24, 2023 Q1 2023
Toth Financial Advisory Corp

BUY
 -
5
+ 8.33%
$129 - $145
65 $1.76K
Apr 18, 2023 Q1 2023
Wolff Wiese Magana LLC

SELL
 -
-76
- 5.56%
$1.95K - $2.21K
1.29K $34.9K
Apr 17, 2023 Q1 2023
One Ascent Wealth Management LLC

Birmingham, AL
SELL
 -
-229
- 1.15%
$5.89K - $6.65K
19.7K $534K
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-239
- 2.47%
$6.14K - $6.94K
9.43K $255K
Aug 14, 2024 Q1 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-255
- 20.4%
$6.55K - $7.41K
995 $26.9K
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-389
- 0.72%
$10K - $11.3K
53.4K $1.45M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

SELL
 -
-674
- 0.78%
$17.3K - $19.6K
85.9K $2.33M
May 04, 2023 Q1 2023
Moors & Cabot, Inc.

Boston, MA
SELL
 -
-700
- 8.05%
$18K - $20.3K
8K $216K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-713
- 13.29%
$18.3K - $20.7K
4.65K $126K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

SELL
 -
-887
- 57.08%
$22.8K - $25.8K
667 $18K
Apr 12, 2023 Q1 2023
Worth Asset Management, LLC

SELL
 -
-900
- 80.72%
$23.1K - $26.1K
215 $5.82K
Nov 13, 2023 Q1 2023
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-1.09K
- 21.28%
$27.9K - $31.5K
4.02K $109K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-1.11K
- 8.29%
$28.4K - $32.1K
12.2K $331K
May 12, 2023 Q1 2023
Ubs Group Ag

SELL
 -
-1.45K
- 39.71%
$37.2K - $42.1K
2.2K $59.5K
May 01, 2023 Q1 2023
Measured Wealth Private Client Group, LLC

SELL
 -
-1.97K
- 18.89%
$50.6K - $57.2K
8.46K $229K
May 05, 2023 Q1 2023
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-2.04K
- 13.42%
$52.3K - $59.1K
13.1K $355K
Apr 27, 2023 Q1 2023
Latitude Advisors, LLC

SELL
 -
-3.04K
- 5.86%
$78K - $88.1K
48.8K $1.32M
Apr 17, 2023 Q1 2023
E&G Advisors, LP

SELL
 -
-3.7K
- 2.29%
$95.1K - $107K
158K $4.27M
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
SELL
 -
-4.31K
- 22.36%
$111K - $125K
15K $405K
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-4.84K
- 7.12%
$124K - $141K
63.1K $1.71M
May 15, 2023 Q1 2023
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-5.26K
- 30.91%
$135K - $153K
11.8K $318K
Aug 30, 2023 Q1 2023
Orion Portfolio Solutions, LLC

SELL
 -
-6.59K
- 15.48%
$169K - $191K
36K $973K

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