Purchases and Sales Made in Q4 2022 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 Q4 2022. 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
Feb 13, 2023 Q4 2022
Claraphi Advisory Network, LLC

BUY
 -
1.31M
+ 8582.32%
$38.1M - $45.6M
1.33M $35.8M
Feb 14, 2023 Q4 2022
State Street Corp

Boston, MA
BUY
 -
793K
New
$23M - $27.6M
793K $21.4M
Feb 07, 2023 Q4 2022
Envestnet Asset Management Inc

BUY
 -
782K
+ 413.0%
$22.7M - $27.2M
971K $26.3M
Jan 31, 2023 Q4 2022
Naviter Wealth, LLC

BUY
 -
757K
New
$22M - $26.3M
757K $20.5M
Feb 03, 2023 Q4 2022
Goldstein Advisors, LLC

Madison, WI
BUY
 -
585K
New
$17M - $20.3M
585K $15.8M
Feb 09, 2023 Q4 2022
Ethos Financial Group, LLC

King Of Prussia, PA
BUY
 -
428K
New
$12.4M - $14.9M
428K $11.6M
Feb 14, 2023 Q4 2022
Frontier Asset Management, LLC

Sheridan, WY
BUY
 -
390K
+ 378.09%
$11.3M - $13.6M
493K $13.3M
Jan 12, 2023 Q4 2022
Dynamic Advisor Solutions LLC

BUY
 -
296K
New
$8.58M - $10.3M
296K $7.99M
Feb 02, 2023 Q4 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
293K
+ 360.23%
$8.49M - $10.2M
374K $10.1M
Jan 17, 2023 Q4 2022
Alm First Financial Advisors, LLC

Dallas, TX
BUY
 -
270K
New
$7.84M - $9.39M
270K $7.3M
Feb 13, 2023 Q4 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
222K
New
$6.46M - $7.74M
222K $6.01M
Feb 13, 2023 Q4 2022
Cambria Investment Management, L.P.

BUY
 -
196K
+ 40.95%
$5.69M - $6.82M
674K $18.2M
Feb 01, 2023 Q4 2022
Cwm, LLC

BUY
 -
185K
New
$5.36M - $6.43M
185K $4.99M
Feb 02, 2023 Q4 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
184K
New
$5.34M - $6.4M
184K $4.97M
Feb 14, 2023 Q4 2022
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
135K
New
$3.93M - $4.7M
135K $3.65M
Feb 14, 2023 Q4 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
126K
New
$3.65M - $4.37M
126K $3.39M
Feb 09, 2023 Q4 2022
Wealth Enhancement & Preservation Of Ga, LLC

Alpharetta, GA
BUY
 -
119K
New
$3.46M - $4.14M
119K $3.22M
Jan 20, 2023 Q4 2022
Avestar Capital, LLC

BUY
 -
117K
+ 177.58%
$3.41M - $4.08M
184K $4.96M
Jan 20, 2023 Q4 2022
Miracle Mile Advisors, LLC

BUY
 -
115K
New
$3.35M - $4.02M
115K $3.12M
Feb 13, 2023 Q4 2022
Executive Wealth Management, LLC

BUY
 -
110K
+ 2900.87%
$3.19M - $3.82M
114K $3.07M
Jan 19, 2023 Q4 2022
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
109K
New
$3.16M - $3.79M
109K $2.94M
Feb 07, 2023 Q4 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
95.7K
+ 20.19%
$2.78M - $3.33M
570K $15.4M
Feb 13, 2023 Q4 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
87.9K
+ 225.31%
$2.55M - $3.06M
127K $3.43M
Jan 30, 2023 Q4 2022
Sharkey, Howes & Javer

BUY
 -
83.5K
New
$2.42M - $2.9M
83.5K $2.26M
Jan 25, 2023 Q4 2022
Lake Street Financial LLC

BUY
 -
77.1K
New
$2.24M - $2.68M
77.1K $2.08M
Jan 17, 2023 Q4 2022
Williams Financial, LLC

Bennington, VT
BUY
 -
74.3K
New
$2.16M - $2.58M
74.3K $2.01M
Feb 10, 2023 Q4 2022
Leelyn Smith, LLC

Geneva, IL
BUY
 -
73.6K
+ 57.7%
$2.14M - $2.56M
201K $5.44M
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

BUY
 -
69.2K
+ 73.32%
$2.01M - $2.41M
164K $4.42M
Feb 10, 2023 Q4 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
68.6K
New
$1.99M - $2.39M
68.6K $1.85M
Feb 14, 2023 Q4 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
67.6K
New
$1.96M - $2.35M
67.6K $1.83M
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

BUY
 -
67.1K
New
$1.95M - $2.33M
67.1K $1.81M
Feb 14, 2023 Q4 2022
Css LLC

Chicago, IL
BUY
 -
57.9K
+ 126.67%
$1.68M - $2.02M
104K $2.8M
Feb 14, 2023 Q4 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
55.8K
New
$1.62M - $1.94M
55.8K $1.51M
Jan 27, 2023 Q4 2022
Latitude Advisors, LLC

BUY
 -
51.8K
New
$1.5M - $1.8M
51.8K $1.4M
Jan 27, 2023 Q4 2022
Threadgill Financial, LLC

BUY
 -
51.8K
New
$1.5M - $1.8M
51.8K $1.4M
Feb 13, 2023 Q4 2022
Moran Wealth Management, LLC

Naples, FL
BUY
 -
51.1K
New
$1.48M - $1.78M
51.1K $1.38M
Feb 09, 2023 Q4 2022
Trilogy Capital Inc.

BUY
 -
49K
New
$1.42M - $1.7M
49K $1.32M
Feb 14, 2023 Q4 2022
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
48.1K
New
$1.4M - $1.67M
48.1K $1.3M
Feb 21, 2023 Q4 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
46.2K
+ 602.9%
$1.34M - $1.61M
53.8K $1.46M
Feb 15, 2023 Q4 2022
Ci Private Wealth, LLC

Miami, FL
BUY
 -
45K
New
$1.31M - $1.57M
45K $1.22M
Jan 13, 2023 Q4 2022
E&G Advisors, LP

BUY
 -
44.4K
+ 37.93%
$1.29M - $1.54M
161K $4.36M
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
41.9K
+ 30.5%
$1.22M - $1.46M
179K $4.84M
Feb 13, 2023 Q4 2022
Avantax Advisory Services, Inc.

BUY
 -
40.9K
New
$1.19M - $1.42M
40.9K $1.11M
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
40.1K
+ 30.36%
$1.16M - $1.39M
172K $4.65M
Feb 01, 2023 Q4 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
37.4K
New
$1.08M - $1.3M
37.4K $1.01M
Feb 01, 2023 Q4 2022
Meredith Wealth Planning

Maryville, IL
BUY
 -
37.3K
New
$1.08M - $1.3M
37.3K $1.01M
Jan 23, 2023 Q4 2022
Rhs Financial, LLC

BUY
 -
34.1K
New
$991K - $1.19M
34.1K $922K
Feb 09, 2023 Q4 2022
Summit Wealth & Retirement Planning, Inc.

BUY
 -
33.7K
+ 9.09%
$979K - $1.17M
405K $10.9M
Jan 31, 2023 Q4 2022
Ae Wealth Management LLC

BUY
 -
32.4K
New
$942K - $1.13M
32.4K $877K

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