Purchases and Sales Made in Q3 2023 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 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 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.13K- 46.92% |
$166K - $177K
|
6.94K
$187K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.58K- 22.95% |
$178K - $190K
|
22.1K
$595K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.69K- 5.58% |
$208K - $222K
|
130K
$3.51M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-7.73K- 5.7% |
$209K - $223K
|
128K
$3.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-7.78K- 3.77% |
$211K - $225K
|
199K
$5.35M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8K- 31.88% |
$217K - $231K
|
17.1K
$461K
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-8.67K- 9.62% |
$235K - $251K
|
81.5K
$2.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.18K- 18.19% |
$249K - $266K
|
41.3K
$1.11M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-11.4K- 25.56% |
$309K - $331K
|
33.3K
$897K
|
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-14.4K- 6.33% |
$391K - $418K
|
213K
$5.76M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-14.9K- 45.97% |
$402K - $430K
|
17.5K
$471K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-15.6K- 53.06% |
$422K - $451K
|
13.8K
$372K
|
|
|
Nov 13, 2023
Q3 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-25.4K- 16.1% |
$687K - $734K
|
132K
$3.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-27.6K- 23.46% |
$748K - $800K
|
90.2K
$2.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-28K- 15.21% |
$758K - $810K
|
156K
$4.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-30.2K- 61.35% |
$817K - $873K
|
19K
$512K
|
|
|
Nov 03, 2023
Q3 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-31.5K- 23.39% |
$852K - $910K
|
103K
$2.78M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-33.6K- 37.79% |
$910K - $972K
|
55.3K
$1.49M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-37K- 48.1% |
$1M - $1.07M
|
39.9K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-48.1K- 13.38% |
$1.3M - $1.39M
|
312K
$8.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-50.5K- 39.26% |
$1.37M - $1.46M
|
78.1K
$2.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-56.5K- 48.87% |
$1.53M - $1.64M
|
59.2K
$1.59M
|