Purchases and Sales Made in Q4 2022 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 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
BUY
|
- |
29.3K+ 435.22% |
$850K - $1.02M
|
36K
$971K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
25.9K+ 256.49% |
$753K - $903K
|
36.1K
$972K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
25.7K+ 7.63% |
$747K - $895K
|
363K
$9.78M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
25.3KNew |
$734K - $880K
|
25.3K
$682K
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
25.1K+ 25.11% |
$730K - $875K
|
125K
$3.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.7KNew |
$717K - $859K
|
24.7K
$666K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
24.7KNew |
$716K - $858K
|
24.7K
$665K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
24K+ 3.28% |
$697K - $835K
|
756K
$20.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
20.9KNew |
$606K - $727K
|
20.9K
$563K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
20.8KNew |
$602K - $722K
|
20.8K
$560K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.1KNew |
$583K - $699K
|
20.1K
$542K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
20KNew |
$580K - $695K
|
20K
$538K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19.8KNew |
$574K - $687K
|
19.8K
$533K
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
19.5KNew |
$567K - $679K
|
19.5K
$526K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
19.3KNew |
$560K - $671K
|
19.3K
$520K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
17.8KNew |
$518K - $620K
|
17.8K
$481K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
16.9KNew |
$491K - $588K
|
16.9K
$456K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.9K+ 71.77% |
$489K - $587K
|
40.4K
$1.09M
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
15.2K+ 52.41% |
$441K - $529K
|
44.2K
$1.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
15.2KNew |
$440K - $528K
|
15.2K
$409K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
14.8KNew |
$429K - $514K
|
14.8K
$398K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
14.4KNew |
$418K - $501K
|
14.4K
$388K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.1K+ 21.78% |
$410K - $491K
|
78.9K
$2.13M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.3KNew |
$387K - $464K
|
13.3K
$359K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
12.5KNew |
$362K - $433K
|
12.5K
$336K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
11.9KNew |
$345K - $414K
|
11.9K
$321K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
11.9KNew |
$345K - $414K
|
11.9K
$321K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
11.9KNew |
$345K - $413K
|
11.9K
$320K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.7K+ 3.58% |
$340K - $407K
|
338K
$9.12M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.6K+ 6.27% |
$337K - $404K
|
197K
$5.31M
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
10.9KNew |
$318K - $381K
|
10.9K
$295K
|
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
10.3KNew |
$299K - $359K
|
10.3K
$278K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
9.25KNew |
$269K - $322K
|
9.25K
$249K
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
9.09KNew |
$264K - $316K
|
9.09K
$245K
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
9.02KNew |
$262K - $314K
|
9.02K
$243K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8.7KNew |
$253K - $303K
|
8.7K
$235K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.22K+ 13.77% |
$239K - $286K
|
67.9K
$1.83M
|
|
|
Jan 25, 2023
Q4 2022
|
Wealth Advisors, Inc.
|
BUY
|
- |
7.81KNew |
$227K - $272K
|
7.81K
$211K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
6.88KNew |
$200K - $239K
|
6.88K
$185K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
5.9K+ 23.55% |
$171K - $205K
|
31K
$835K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.1KNew |
$148K - $178K
|
5.1K
$138K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.28K+ 23.88% |
$95.3K - $114K
|
17K
$459K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.88KNew |
$83.7K - $100K
|
2.88K
$77.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.73K+ 7.0% |
$79.3K - $95K
|
41.7K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.67K+ 0.6% |
$77.6K - $93K
|
446K
$12M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.32KNew |
$67.2K - $80.5K
|
2.32K
$62.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.24K+ 71.56% |
$64.9K - $77.8K
|
5.36K
$145K
|
|
|
Feb 07, 2023
Q4 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.85K+ 8.44% |
$53.8K - $64.4K
|
23.8K
$641K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.51K+ 11.72% |
$44K - $52.7K
|
14.4K
$389K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.37KNew |
$39.7K - $47.5K
|
1.37K
$36.8K
|