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 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.35KNew |
$189K - $211K
|
7.35K
$200K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.81K+ 48.88% |
$150K - $166K
|
17.7K
$482K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.33K+ 43.8% |
$137K - $153K
|
17.5K
$477K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
5.22K+ 20.13% |
$135K - $150K
|
31.2K
$850K
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
5.16K+ 2.2% |
$133K - $148K
|
239K
$6.52M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.91KNew |
$127K - $141K
|
4.91K
$134K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.78KNew |
$123K - $137K
|
4.78K
$130K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.61K+ 19.54% |
$119K - $132K
|
28.2K
$769K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
4.49K+ 9.87% |
$116K - $129K
|
50K
$1.36M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.49K+ 8.31% |
$116K - $129K
|
58.5K
$1.59M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4.23K+ 22.4% |
$109K - $121K
|
23.1K
$629K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.28K+ 3.88% |
$84.6K - $94.2K
|
88K
$2.4M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.25K+ 0.36% |
$83.7K - $93.2K
|
916K
$25M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
2.66K+ 74.73% |
$68.6K - $76.4K
|
6.23K
$170K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.3K+ 10.12% |
$59.2K - $66K
|
25K
$682K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.03K+ 52.2% |
$52.3K - $58.3K
|
5.93K
$161K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.98K+ 7.35% |
$51.1K - $56.8K
|
28.9K
$789K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.89KNew |
$48.7K - $54.3K
|
1.89K
$51.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.8K+ 2.95% |
$46.3K - $51.6K
|
62.8K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.65K+ 17.34% |
$42.6K - $47.4K
|
11.2K
$305K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.18KNew |
$30.4K - $33.9K
|
1.18K
$32.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
943+ 2.27% |
$24.3K - $27K
|
42.5K
$1.16M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
790+ 9.36% |
$20.4K - $22.7K
|
9.23K
$252K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
693+ 2.79% |
$17.9K - $19.9K
|
25.5K
$696K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
463+ 35.78% |
$11.9K - $13.3K
|
1.76K
$47.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
446New |
$11.5K - $12.8K
|
446
$12.2K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
303New |
$7.81K - $8.69K
|
303
$8.26K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
287+ 1.41% |
$7.39K - $8.23K
|
20.6K
$561K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
257+ 2.88% |
$6.62K - $7.37K
|
9.18K
$250K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
244+ 469.23% |
$6.29K - $7K
|
296
$8.07K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
119New |
$3.07K - $3.41K
|
119
$3.24K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$2.58K - $2.87K
|
100
$2.73K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
79+ 343.48% |
$2.04K - $2.27K
|
102
$2.78K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
52+ 3.46% |
$1.34K - $1.49K
|
1.55K
$42.3K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
50New |
$1.29K - $1.43K
|
50
$1.36K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
15+ 2.1% |
$386 - $430
|
729
$19.9K
|
|
|
May 13, 2024
Q1 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
11+ 0.01% |
$283 - $315
|
167K
$4.56M
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 4.0% |
$25.8 - $28.7
|
26
$709
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7- 0.01% |
$180 - $201
|
51.2K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-17- 0.33% |
$438 - $488
|
5.16K
$141K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-28- 2.54% |
$721 - $803
|
1.08K
$29.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-35- 58.33% |
$902 - $1K
|
25
$681
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-217- 11.84% |
$5.59K - $6.22K
|
1.62K
$44K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
SELL
|
- |
-275- 0.32% |
$7.08K - $7.89K
|
85.6K
$2.33M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-285- 0.6% |
$7.34K - $8.17K
|
47.4K
$1.29M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-388- 47.96% |
$9.99K - $11.1K
|
421
$11.5K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-562- 6.67% |
$14.5K - $16.1K
|
7.86K
$214K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.01K- 11.34% |
$26K - $28.9K
|
7.89K
$215K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.25K- 5.44% |
$32.1K - $35.7K
|
21.7K
$590K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.37K- 21.53% |
$35.3K - $39.3K
|
5K
$136K
|