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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-149- 2.49% |
$4K - $4.56K
|
5.82K
$157K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-233- 1.3% |
$6.25K - $7.13K
|
17.7K
$479K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-284- 55.58% |
$7.62K - $8.68K
|
227
$6.14K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-315- 2.23% |
$8.45K - $9.63K
|
13.8K
$373K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-359- 0.25% |
$9.63K - $11K
|
145K
$3.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-427- 26.39% |
$11.5K - $13.1K
|
1.19K
$32.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-662- 0.26% |
$17.8K - $20.2K
|
256K
$6.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-666- 0.42% |
$17.9K - $20.4K
|
159K
$4.3M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-780- 2.23% |
$20.9K - $23.9K
|
34.2K
$925K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.11K- 5.11% |
$29.9K - $34.1K
|
20.7K
$559K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.4K- 14.95% |
$37.4K - $42.7K
|
7.94K
$215K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.8K- 7.33% |
$48.2K - $54.9K
|
22.7K
$614K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.03K- 14.65% |
$54.3K - $62K
|
11.8K
$319K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.06K- 5.6% |
$55.2K - $62.9K
|
34.7K
$937K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-2.12K- 12.99% |
$57K - $65K
|
14.2K
$385K
|
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-2.21K- 1.78% |
$59.3K - $67.6K
|
122K
$3.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2.27K- 76.98% |
$61K - $69.5K
|
680
$18.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.29K- 19.25% |
$61.3K - $69.9K
|
9.6K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.33K- 10.67% |
$62.5K - $71.3K
|
19.5K
$528K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.78K- 8.77% |
$74.6K - $85K
|
28.9K
$781K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.7K- 33.17% |
$99.2K - $113K
|
7.46K
$202K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4.56K- 60.6% |
$122K - $140K
|
2.97K
$80.2K
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-4.81K- 10.07% |
$129K - $147K
|
43K
$1.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.97K- 39.43% |
$133K - $152K
|
7.64K
$206K
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-7.08K- 15.72% |
$190K - $216K
|
37.9K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-7.39K- 4.04% |
$198K - $226K
|
176K
$4.75M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-7.59K- 31.72% |
$203K - $232K
|
16.3K
$441K
|
|
|
Nov 14, 2024
Q3 2024
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-8.13K- 5.69% |
$218K - $249K
|
135K
$3.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.78K- 29.53% |
$235K - $268K
|
20.9K
$566K
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-9.42K- 89.95% |
$253K - $288K
|
1.05K
$28.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-11.5K- 2.89% |
$308K - $351K
|
385K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12.6K- 9.31% |
$337K - $385K
|
123K
$3.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-14.6K- 11.76% |
$393K - $448K
|
110K
$2.97M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-20.4K- 74.18% |
$548K - $625K
|
7.11K
$192K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-21.1K- 60.29% |
$565K - $644K
|
13.9K
$375K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-28.6K- 72.37% |
$767K - $875K
|
10.9K
$295K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-33K- 38.93% |
$886K - $1.01M
|
51.8K
$1.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-43.4K- 7.23% |
$1.16M - $1.33M
|
557K
$15.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-48.2K- 76.85% |
$1.29M - $1.47M
|
14.5K
$393K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-69K- 99.98% |
$1.85M - $2.11M
|
16
$432
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-125K- 22.08% |
$3.34M - $3.81M
|
440K
$11.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-228K- 42.27% |
$6.11M - $6.96M
|
311K
$8.41M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-984K- 82.41% |
$26.4M - $30.1M
|
210K
$5.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.9M- 88.73% |
$77.9M - $88.8M
|
369K
$9.96M
|