Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
658KNew |
$19M - $21.9M
|
658K
$17.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
384KNew |
$11.1M - $12.8M
|
384K
$10.4M
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
308KNew |
$8.89M - $10.3M
|
308K
$8.33M
|
|
|
Jul 27, 2022
Q2 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
237K+ 1333.47% |
$6.83M - $7.89M
|
255K
$6.88M
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
183K+ 2527.53% |
$5.27M - $6.09M
|
190K
$5.13M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
174KNew |
$5.03M - $5.81M
|
174K
$4.71M
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
136KNew |
$3.92M - $4.53M
|
136K
$3.68M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
133K+ 45.02% |
$3.83M - $4.43M
|
428K
$11.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
125KNew |
$3.59M - $4.15M
|
125K
$3.37M
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
113K+ 47422.27% |
$3.26M - $3.76M
|
113K
$3.06M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
93.7KNew |
$2.7M - $3.12M
|
93.7K
$2.53M
|
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
79.1KNew |
$2.28M - $2.64M
|
79.1K
$2.14M
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
54.2KNew |
$1.57M - $1.81M
|
54.2K
$1.47M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
53.1KNew |
$1.53M - $1.77M
|
53.1K
$1.44M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
47.8K+ 1808.43% |
$1.38M - $1.59M
|
50.5K
$1.36M
|
|
|
Jul 11, 2022
Q2 2022
|
Innova Wealth Partners
|
BUY
|
- |
44.8KNew |
$1.29M - $1.49M
|
44.8K
$1.21M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
44.3KNew |
$1.28M - $1.48M
|
44.3K
$1.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
39.8KNew |
$1.15M - $1.33M
|
39.8K
$1.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.6KNew |
$970K - $1.12M
|
33.6K
$909K
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
33.4K+ 5.0% |
$963K - $1.11M
|
701K
$18.9M
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
21.8KNew |
$628K - $726K
|
21.8K
$588K
|
|
|
Aug 15, 2022
Q2 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
21KNew |
$605K - $699K
|
21K
$567K
|
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
19.5KNew |
$562K - $649K
|
19.5K
$526K
|
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
18K+ 4.93% |
$520K - $601K
|
384K
$10.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17KNew |
$489K - $565K
|
17K
$458K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
15.7KNew |
$453K - $523K
|
15.7K
$424K
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
14.9KNew |
$429K - $495K
|
14.9K
$401K
|
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
12.7KNew |
$365K - $422K
|
12.7K
$342K
|
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
10.5KNew |
$303K - $350K
|
10.5K
$284K
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.37KNew |
$270K - $312K
|
9.37K
$253K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.92KNew |
$257K - $297K
|
8.92K
$241K
|
|
|
Jul 25, 2022
Q2 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
8.84KNew |
$255K - $295K
|
8.84K
$239K
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.1KNew |
$234K - $270K
|
8.1K
$219K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8KNew |
$231K - $267K
|
8K
$216K
|
|
|
Aug 09, 2022
Q2 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
7KNew |
$202K - $233K
|
7K
$189K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.13KNew |
$90.2K - $104K
|
3.13K
$84.5K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.58K+ 1.09% |
$45.6K - $52.6K
|
147K
$3.96M
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.3KNew |
$37.4K - $43.2K
|
1.3K
$35K
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
650New |
$18.8K - $21.7K
|
650
$17.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
175New |
$5.05K - $5.83K
|
175
$4.73K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
32+ 19.63% |
$923 - $1.07K
|
195
$5.27K
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
26New |
$750 - $867
|
26
$703
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3New |
$86.6 - $100
|
3
$81.1
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-75- 0.76% |
$2.16K - $2.5K
|
9.82K
$265K
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-160- 15.46% |
$4.62K - $5.33K
|
875
$23.7K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-754- 6.07% |
$21.8K - $25.1K
|
11.7K
$315K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.94K- 99.16% |
$84.7K - $97.8K
|
25
$676
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.08K- 9.99% |
$118K - $136K
|
36.7K
$993K
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-25.7KClosed |
$742K - $857K
|
0
$0
|