Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
610K+ 43.04% |
$16.4M - $18.7M
|
2.03M
$54.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
483K+ 72.78% |
$13M - $14.8M
|
1.15M
$31M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
325K+ 32.28% |
$8.71M - $9.93M
|
1.33M
$36M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
275KNew |
$7.37M - $8.4M
|
275K
$7.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
211KNew |
$5.65M - $6.44M
|
211K
$5.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
201K+ 46.36% |
$5.39M - $6.14M
|
634K
$17.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
129K+ 126.59% |
$3.45M - $3.93M
|
230K
$6.22M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
113KNew |
$3.04M - $3.46M
|
113K
$3.06M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
110K+ 118.52% |
$2.95M - $3.36M
|
203K
$5.48M
|
|
|
Oct 07, 2024
Q3 2024
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
97.1K+ 35.95% |
$2.6M - $2.97M
|
367K
$9.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
96.5KNew |
$2.59M - $2.95M
|
96.5K
$2.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
79.4KNew |
$2.13M - $2.43M
|
79.4K
$2.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
72.6K+ 29.35% |
$1.95M - $2.22M
|
320K
$8.65M
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
72.1K+ 7.89% |
$1.93M - $2.21M
|
986K
$26.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
69.6K+ 3.67% |
$1.87M - $2.13M
|
1.96M
$53.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
67.9K+ 22.91% |
$1.82M - $2.08M
|
364K
$9.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
57.4K+ 119.69% |
$1.54M - $1.76M
|
105K
$2.85M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
48.4K+ 2.96% |
$1.3M - $1.48M
|
1.68M
$45.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
47.7KNew |
$1.28M - $1.46M
|
47.7K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
45.7KNew |
$1.22M - $1.4M
|
45.7K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
41.8K+ 878.91% |
$1.12M - $1.28M
|
46.6K
$1.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
36.1K+ 17.03% |
$968K - $1.1M
|
248K
$6.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
35.7K+ 45.73% |
$959K - $1.09M
|
114K
$3.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
31.8K+ 3.16% |
$853K - $972K
|
1.04M
$28.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
30.3K+ 3.01% |
$813K - $927K
|
1.04M
$28.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
27.4KNew |
$735K - $838K
|
27.4K
$741K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
27.4KNew |
$735K - $838K
|
27.4K
$741K
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
BUY
|
- |
25.6KNew |
$687K - $783K
|
25.6K
$692K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
25.2KNew |
$677K - $771K
|
25.2K
$682K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
23.5KNew |
$630K - $718K
|
23.5K
$635K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
23KNew |
$618K - $704K
|
23K
$622K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.6K+ 22.54% |
$606K - $691K
|
123K
$3.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
22.2KNew |
$594K - $678K
|
22.2K
$599K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
22K+ 31.5% |
$590K - $672K
|
91.8K
$2.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
21.7KNew |
$582K - $664K
|
21.7K
$587K
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
21.4K+ 3.32% |
$574K - $654K
|
665K
$18M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.3K+ 11.87% |
$517K - $590K
|
182K
$4.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.6KNew |
$499K - $568K
|
18.6K
$502K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.7K+ 7.24% |
$368K - $420K
|
203K
$5.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.3K+ 6.11% |
$356K - $406K
|
231K
$6.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
12.9K+ 68.86% |
$346K - $394K
|
31.6K
$855K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.5K+ 18.62% |
$335K - $382K
|
79.5K
$2.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
12.2K+ 778.69% |
$327K - $373K
|
13.8K
$372K
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
12.1K+ 5.66% |
$325K - $371K
|
226K
$6.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
11K+ 25.08% |
$294K - $335K
|
54.7K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10.2K+ 51.74% |
$275K - $313K
|
30K
$812K
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
9.58KNew |
$257K - $293K
|
9.58K
$259K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
8.08K+ 18.2% |
$217K - $247K
|
52.5K
$1.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
7.5KNew |
$201K - $229K
|
7.5K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.24K+ 8.04% |
$194K - $221K
|
97.2K
$2.63M
|