Purchases and Sales Made in Q3 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 Q3 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
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
6.79M
+ 2402.12%
$184M - $196M
7.07M $191M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
712K
+ 216.96%
$19.3M - $20.6M
1.04M $28.1M
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
359K
+ 84.4%
$9.72M - $10.4M
784K $21.2M
Oct 25, 2023 Q3 2023
Miracle Mile Advisors, LLC

BUY
 -
200K
+ 8.98%
$5.41M - $5.78M
2.43M $65.6M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
168K
+ 127.36%
$4.55M - $4.86M
300K $8.11M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
162K
+ 50.45%
$4.38M - $4.68M
483K $13M
Nov 14, 2023 Q3 2023
Naviter Wealth, LLC

BUY
 -
120K
+ 12.75%
$3.25M - $3.48M
1.06M $28.7M
Nov 06, 2023 Q3 2023
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
113K
+ 555.22%
$3.06M - $3.27M
133K $3.61M
Oct 25, 2023 Q3 2023
Professional Financial Advisors, LLC

BUY
 -
102K
New
$2.76M - $2.95M
102K $2.75M
Jan 12, 2024 Q3 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
75.8K
+ 75.46%
$2.05M - $2.19M
176K $4.77M
Oct 23, 2023 Q3 2023
Innova Wealth Partners

BUY
 -
71.6K
+ 31.8%
$1.94M - $2.07M
297K $8.02M
Dec 04, 2023 Q3 2023
Austin Wealth Management, LLC

Austin, TX
BUY
 -
69.9K
New
$1.89M - $2.02M
69.9K $1.89M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
57.4K
+ 4.55%
$1.55M - $1.66M
1.32M $35.6M
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
56.1K
+ 8.64%
$1.52M - $1.62M
705K $19.1M
Oct 18, 2023 Q3 2023
Goldstein Advisors, LLC

Madison, WI
BUY
 -
53.9K
+ 7.12%
$1.46M - $1.56M
810K $21.9M
Oct 11, 2023 Q3 2023
Worth Asset Management, LLC

BUY
 -
48.8K
+ 81348.33%
$1.32M - $1.41M
48.9K $1.32M
Nov 13, 2023 Q3 2023
Lws Wealth Advisors, Inc.

BUY
 -
39.4K
New
$1.07M - $1.14M
39.4K $1.07M
Oct 25, 2023 Q3 2023
Summit Wealth & Retirement Planning, Inc.

BUY
 -
36K
+ 7.53%
$973K - $1.04M
513K $13.9M
Nov 14, 2023 Q3 2023
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
35.7K
+ 248.27%
$965K - $1.03M
50K $1.35M
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
25.5K
+ 114.35%
$689K - $737K
47.7K $1.29M
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

BUY
 -
21.6K
+ 2.94%
$585K - $625K
757K $20.5M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
20.2K
New
$546K - $583K
20.2K $545K
Nov 03, 2023 Q3 2023
Org Partners LLC

Roanoke, IN
BUY
 -
18.3K
+ 491.0%
$496K - $530K
22.1K $596K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
17.7K
+ 188.85%
$479K - $512K
27.1K $731K
Oct 23, 2023 Q3 2023
Litman Gregory Wealth Management LLC

BUY
 -
16.9K
+ 2.15%
$456K - $488K
800K $21.6M
Oct 20, 2023 Q3 2023
Retirement Financial Solutions, LLC

Knoxville, TN
BUY
 -
16.7K
New
$451K - $482K
16.7K $450K
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
14.3K
New
$388K - $415K
14.3K $388K
Nov 08, 2023 Q3 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
14.1K
+ 14.66%
$383K - $409K
111K $2.99M
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
13.1K
+ 162.55%
$356K - $380K
21.2K $574K
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
11.2K
+ 8.69%
$304K - $325K
140K $3.8M
Oct 11, 2023 Q3 2023
Burt Wealth Advisors

BUY
 -
11.1K
New
$300K - $321K
11.1K $300K
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
10.7K
New
$290K - $310K
10.7K $289K
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
10.5K
+ 4.08%
$284K - $303K
268K $7.24M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
8.7K
+ 24.48%
$236K - $252K
44.3K $1.2M
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
8.54K
New
$231K - $247K
8.54K $231K
Nov 07, 2023 Q3 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
7.45K
New
$202K - $216K
7.45K $201K
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
7.29K
New
$197K - $211K
7.29K $197K
Nov 13, 2023 Q3 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
7.09K
+ 46.85%
$192K - $205K
22.2K $600K
Nov 13, 2023 Q3 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
6.29K
+ 34.21%
$170K - $182K
24.7K $666K
Nov 03, 2023 Q3 2023
Column Capital Advisors, LLC

BUY
 -
5.41K
+ 107.44%
$147K - $157K
10.4K $282K
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
5.3K
+ 24.93%
$143K - $153K
26.5K $717K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
4.93K
New
$134K - $143K
4.93K $133K
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
4.47K
+ 2.13%
$121K - $129K
214K $5.78M
Oct 10, 2023 Q3 2023
National Bank Of Canada

BUY
 -
3.84K
+ 23.68%
$104K - $111K
20K $542K
Oct 12, 2023 Q3 2023
Fortress Wealth Group, LLC

Orlando, FL
BUY
 -
3.58K
+ 1.77%
$96.9K - $104K
206K $5.56M
Nov 14, 2023 Q3 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
3.24K
+ 18.1%
$87.7K - $93.7K
21.1K $571K
Nov 06, 2023 Q3 2023
Retirement Group, LLC

BUY
 -
2.7K
+ 16.17%
$73.1K - $78.1K
19.4K $524K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
2.68K
+ 4.08%
$72.5K - $77.4K
68.3K $1.85M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
2.04K
+ 1.02%
$55.2K - $59K
202K $5.47M

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