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
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
2.04K
+ 1.02%
$55.2K - $59K
202K $5.13M
Nov 08, 2023 Q3 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
1.93K
+ 9.27%
$52.3K - $55.9K
22.8K $577K
Oct 30, 2023 Q3 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
1.9K
+ 4.5%
$51.5K - $55.1K
44.2K $1.12M
Oct 17, 2023 Q3 2023
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
1.85K
+ 3.1%
$50K - $53.4K
61.5K $1.56M
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
1.6K
New
$43.4K - $46.4K
1.6K $40.6K
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

BUY
 -
1.56K
+ 3.67%
$42.3K - $45.2K
44.1K $1.12M
Nov 14, 2023 Q3 2023
Stapp Wealth Management, Pllc

Olympia, WA
BUY
 -
1.48K
+ 12.23%
$40.2K - $42.9K
13.6K $345K
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
1.45K
+ 5.34%
$39.2K - $41.9K
28.6K $724K
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
1.4K
+ 6.98%
$37.9K - $40.5K
21.5K $543K
Oct 23, 2023 Q3 2023
Rhs Financial, LLC

BUY
 -
1.23K
+ 2.76%
$33.2K - $35.5K
45.7K $1.16M
Oct 13, 2023 Q3 2023
Janiczek Wealth Management, LLC

BUY
 -
1.18K
+ 6.37%
$32K - $34.2K
19.7K $500K
Oct 10, 2023 Q3 2023
Verum Partners LLC

Charlotte, NC
BUY
 -
1.03K
+ 4.85%
$28K - $29.9K
22.3K $566K
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
711
+ 8.26%
$19.2K - $20.6K
9.32K $236K
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
706
+ 1.01%
$19.1K - $20.4K
70.3K $1.78M
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
614
+ 2.4%
$16.6K - $17.8K
26.2K $664K
Nov 01, 2023 Q3 2023
Simplex Trading, LLC

BUY
 -
520
New
$14.1K - $15K
520 $13.2K
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
330
+ 2750.0%
$8.93K - $9.55K
342 $8.66K
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
323
New
$8.74K - $9.34K
323 $8.18K
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
226
+ 11.21%
$6.12K - $6.54K
2.24K $56.8K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
100
New
$2.71K - $2.89K
100 $2.53K
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
80
+ 3.6%
$2.17K - $2.31K
2.3K $58.3K
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
46
+ 0.05%
$1.25K - $1.33K
91.1K $2.31M
Oct 10, 2023 Q3 2023
Tsfg, LLC

BUY
 -
23
New
$623 - $665
23 $583
Nov 13, 2023 Q3 2023
Legend Financial Advisors, Inc.

Pittsburgh, PA
BUY
 -
13
+ 27.66%
$352 - $376
60 $1.52K
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
13
+ 0.15%
$352 - $376
8.66K $219K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 07, 2023 Q3 2023
Johnson Midwest Financial, LLC

SELL
 -
-2
- 0.09%
$54.1 - $57.9
2.22K $56.1K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

SELL
 -
-47
- 0.5%
$1.27K - $1.36K
9.28K $235K
Nov 03, 2023 Q3 2023
Lincoln National Corp

SELL
 -
-120
- 1.11%
$3.25K - $3.47K
10.7K $271K
Nov 02, 2023 Q3 2023
Wfa Of San Diego, LLC

SELL
 -
-150
- 20.05%
$4.06K - $4.34K
598 $15.1K
Oct 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-155
- 2.05%
$4.2K - $4.48K
7.39K $187K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

SELL
 -
-180
- 28.94%
$4.87K - $5.21K
442 $11.2K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-424
- 38.44%
$11.5K - $12.3K
679 $17.2K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

SELL
 -
-591
- 5.29%
$16K - $17.1K
10.6K $268K
Nov 13, 2023 Q3 2023
Sterneck Capital Management, LLC

Kansas City, MO
SELL
 -
-645
- 1.4%
$17.5K - $18.7K
45.5K $1.15M
Oct 10, 2023 Q3 2023
Ewg Elevate Inc.

SELL
 -
-971
- 9.01%
$26.3K - $28.1K
9.81K $248K
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-1.21K
- 2.2%
$32.8K - $35K
53.7K $1.36M
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
SELL
 -
-1.22K
- 7.51%
$32.9K - $35.2K
15K $379K
Oct 11, 2023 Q3 2023
J2 Capital Management Inc

SELL
 -
-1.54K
- 6.59%
$41.8K - $44.7K
21.9K $554K
Oct 25, 2023 Q3 2023
E&G Advisors, LP

SELL
 -
-1.81K
- 1.17%
$49K - $52.4K
153K $3.87M
Nov 13, 2023 Q3 2023
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-2.19K
- 15.27%
$59.3K - $63.4K
12.2K $308K
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
SELL
 -
-2.34K
- 47.71%
$63.4K - $67.8K
2.57K $65K
Oct 17, 2023 Q3 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
SELL
 -
-3.09K
- 24.81%
$83.8K - $89.5K
9.38K $237K
Nov 13, 2023 Q3 2023
Empire Financial Management Company, LLC

New York, NY
SELL
 -
-3.53K
- 1.67%
$95.6K - $102K
208K $5.26M
Oct 27, 2023 Q3 2023
Alpha Q Advisors LLC

Orlando, FL
SELL
 -
-3.65K
- 13.96%
$98.7K - $105K
22.5K $569K
Oct 10, 2023 Q3 2023
Householder Group Estate & Retirement Specialist, LLC

SELL
 -
-4.14K
- 64.14%
$112K - $120K
2.31K $58.6K
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
SELL
 -
-5.68K
- 32.63%
$154K - $164K
11.7K $297K
Oct 25, 2023 Q3 2023
Canal Capital Management, LLC

SELL
 -
-5.87K
- 18.52%
$159K - $170K
25.8K $654K

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