Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.2% |
$457 - $483
|
7.88K
$200K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
14+ 0.13% |
$400 - $423
|
11.2K
$284K
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
13+ 0.84% |
$371 - $393
|
1.57K
$39.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
10+ 40.0% |
$286 - $302
|
35
$887
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 0.69% |
$143 - $151
|
734
$18.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 0.19% |
$85.7 - $90.6
|
1.62K
$41K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1+ 0.08% |
$28.6 - $30.2
|
1.18K
$29.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-7- 0.08% |
$200 - $211
|
9.18K
$232K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-35- 0.14% |
$999 - $1.06K
|
25K
$633K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-45- 10.69% |
$1.28K - $1.36K
|
376
$9.52K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-50- 16.89% |
$1.43K - $1.51K
|
246
$6.23K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-62- 0.08% |
$1.77K - $1.87K
|
79.4K
$2.01M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-76- 0.04% |
$2.17K - $2.3K
|
212K
$5.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-94- 0.18% |
$2.68K - $2.84K
|
51.1K
$1.29M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-145- 1.23% |
$4.14K - $4.38K
|
11.6K
$295K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-275- 1.08% |
$7.85K - $8.31K
|
25.2K
$638K
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-755- 1.51% |
$21.6K - $22.8K
|
49.2K
$1.25M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-800Closed |
$22.8K - $24.2K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.02K- 3.3% |
$29.1K - $30.8K
|
29.8K
$755K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.08K- 11.14% |
$30.7K - $32.5K
|
8.58K
$217K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.18K- 5.84% |
$33.7K - $35.7K
|
19K
$482K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.19K- 6.31% |
$33.9K - $35.9K
|
17.7K
$447K
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.3K- 8.45% |
$37.1K - $39.3K
|
14.1K
$357K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.38K- 7.12% |
$39.3K - $41.6K
|
18K
$455K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.1K- 8.75% |
$59.9K - $63.4K
|
21.9K
$554K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.1K- 3.29% |
$59.9K - $63.4K
|
61.8K
$1.57M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.25K- 0.75% |
$64.2K - $67.9K
|
296K
$7.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.26K- 36.25% |
$64.5K - $68.2K
|
3.97K
$101K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.7K- 11.0% |
$76.9K - $81.4K
|
21.8K
$552K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3K- 7.06% |
$85.7K - $90.7K
|
39.5K
$1M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.87K- 0.88% |
$110K - $117K
|
433K
$11M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-4.26K- 9.44% |
$122K - $129K
|
40.9K
$1.03M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-4.31K- 83.6% |
$123K - $130K
|
846
$21.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.98K- 99.68% |
$142K - $151K
|
16
$405
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-5.31K- 24.5% |
$151K - $160K
|
16.4K
$414K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-6.04K- 7.18% |
$172K - $182K
|
78K
$1.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.17K- 8.43% |
$176K - $186K
|
67K
$1.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-7.54K- 4.5% |
$215K - $228K
|
160K
$4.05M
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-16.3K- 26.55% |
$465K - $492K
|
45K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-18.5K- 86.23% |
$528K - $559K
|
2.95K
$74.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-21.8K- 9.99% |
$622K - $658K
|
196K
$4.98M
|
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-32.3K- 7.53% |
$921K - $975K
|
396K
$10M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-33.5K- 30.0% |
$956K - $1.01M
|
78.2K
$1.98M
|
|
|
Feb 21, 2025
Q2 2024
|
Red Jay Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-130KClosed |
$3.71M - $3.93M
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-210K- 25.93% |
$6M - $6.35M
|
600K
$15.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-241K- 73.93% |
$6.87M - $7.27M
|
84.9K
$2.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-441K- 11.87% |
$12.6M - $13.3M
|
3.27M
$82.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.03M- 46.34% |
$29.4M - $31.2M
|
1.19M
$30.3M
|