Purchases and Sales Made in Q1 2024 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 2024. 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 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.41M+ 1130.79% |
$87.9M - $97.8M
|
3.71M
$100M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.29M+ 258.95% |
$33.2M - $36.9M
|
1.79M
$48.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
1.25M+ 477.75% |
$32.3M - $35.9M
|
1.51M
$41M
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
504K+ 5481.4% |
$13M - $14.4M
|
513K
$13.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
446K+ 91.14% |
$11.5M - $12.8M
|
936K
$25.3M
|
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
295K+ 90.8% |
$7.59M - $8.45M
|
619K
$16.7M
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
278K+ 184.89% |
$7.16M - $7.98M
|
429K
$11.6M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
170K+ 16.39% |
$4.39M - $4.88M
|
1.21M
$32.7M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
168KNew |
$4.33M - $4.82M
|
168K
$4.55M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
167KNew |
$4.29M - $4.78M
|
167K
$4.51M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
158K+ 19.48% |
$4.06M - $4.52M
|
968K
$26.2M
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
130KNew |
$3.35M - $3.73M
|
130K
$3.52M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
111K+ 266.67% |
$2.86M - $3.18M
|
153K
$4.13M
|
|
|
May 15, 2024
Q1 2024
|
Innova Wealth Partners
|
BUY
|
- |
93.7K+ 220.07% |
$2.41M - $2.69M
|
136K
$3.69M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
72.9K+ 93.32% |
$1.88M - $2.09M
|
151K
$4.09M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
62.5K+ 26.49% |
$1.61M - $1.79M
|
299K
$8.08M
|
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
61.3KNew |
$1.58M - $1.76M
|
61.3K
$1.66M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
57K+ 23.83% |
$1.47M - $1.63M
|
296K
$8.02M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
45.1KNew |
$1.16M - $1.29M
|
45.1K
$1.22M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
36.5KNew |
$940K - $1.05M
|
36.5K
$988K
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
33.4K+ 30.38% |
$860K - $957K
|
143K
$3.88M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
33.1K+ 1171.36% |
$852K - $949K
|
35.9K
$972K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
32.7K+ 4.21% |
$842K - $938K
|
810K
$21.9M
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
32.1K+ 16.64% |
$828K - $922K
|
225K
$6.09M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
30.8KNew |
$794K - $883K
|
30.8K
$834K
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
25.7KNew |
$661K - $736K
|
25.7K
$694K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
25.4KNew |
$655K - $729K
|
25.4K
$688K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
25.4K+ 177.73% |
$653K - $727K
|
39.6K
$1.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
25KNew |
$643K - $716K
|
25K
$675K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
24.5K+ 47.87% |
$630K - $701K
|
75.5K
$2.04M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
24KNew |
$619K - $690K
|
24K
$651K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
23.7K+ 38.85% |
$610K - $679K
|
84.6K
$2.29M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
20.7KNew |
$532K - $592K
|
20.7K
$559K
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
17.1KNew |
$440K - $489K
|
17.1K
$462K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
16K+ 202.92% |
$413K - $460K
|
24K
$648K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.3K+ 7.66% |
$394K - $439K
|
215K
$5.82M
|
|
|
Apr 22, 2024
Q1 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
14.6KNew |
$377K - $420K
|
14.6K
$396K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
13.3KNew |
$342K - $380K
|
13.3K
$359K
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
BUY
|
- |
12.1KNew |
$310K - $346K
|
12.1K
$326K
|
|
|
Aug 14, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
11.5K+ 10.44% |
$296K - $329K
|
121K
$3.28M
|
|
|
Oct 18, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
11.5K+ 10.44% |
$296K - $329K
|
121K
$3.28M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
11.4KNew |
$293K - $326K
|
11.4K
$308K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.2KNew |
$287K - $320K
|
11.2K
$302K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11K+ 117.93% |
$284K - $316K
|
20.4K
$551K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.3K+ 10.55% |
$265K - $295K
|
108K
$2.92M
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
10.3K+ 4.95% |
$265K - $295K
|
218K
$5.91M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.2K+ 102.09% |
$263K - $293K
|
20.2K
$547K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.96KNew |
$205K - $228K
|
7.96K
$215K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.73K+ 46.08% |
$199K - $222K
|
24.5K
$663K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.71KNew |
$199K - $221K
|
7.71K
$209K
|