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 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
1.22K
+ 5.23%
$35.5K - $42.6K
24.6K $664K
Feb 10, 2023 Q4 2022
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
1.17K
+ 7.57%
$33.8K - $40.5K
16.5K $446K
Feb 06, 2023 Q4 2022
Harvest Fund Management Co., LTD

Beijing, F4
BUY
 -
1.04K
New
$30.1K - $36K
1.04K $27.9K
Aug 30, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.02K
+ 11.78%
$29.6K - $35.5K
9.67K $261K
Feb 14, 2023 Q4 2022
Quantitative Advantage, LLC

Minnetonka, MN
BUY
 -
740
+ 1.15%
$21.5K - $25.7K
65.4K $1.76M
Jan 31, 2023 Q4 2022
Wfa Of San Diego, LLC

BUY
 -
704
New
$20.4K - $24.5K
704 $19K
Feb 06, 2023 Q4 2022
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
651
+ 6.86%
$18.9K - $22.6K
10.1K $273K
Feb 06, 2023 Q4 2022
Ameliora Wealth Management Ltd.

Zurich, V8
BUY
 -
613
+ 24.96%
$17.8K - $21.3K
3.07K $82.7K
Jan 18, 2023 Q4 2022
Private Trust CO Na

BUY
 -
516
New
$15K - $18K
516 $13.9K
Feb 13, 2023 Q4 2022
Global Retirement Partners, LLC

BUY
 -
259
+ 20.0%
$7.52K - $9.01K
1.55K $41.9K
Feb 09, 2023 Q4 2022
Lee Financial CO

Dallas, TX
BUY
 -
75
New
$2.18K - $2.61K
75 $2.02K
Feb 13, 2023 Q4 2022
Betterment LLC

New York, NY
BUY
 -
72
+ 0.73%
$2.09K - $2.5K
9.89K $267K
Jan 24, 2023 Q4 2022
Toth Financial Advisory Corp

BUY
 -
60
New
$1.74K - $2.09K
60 $1.62K
Feb 15, 2023 Q4 2022
Financial Gravity Asset Management, Inc.

BUY
 -
29
New
$842 - $1.01K
29 $782
Jan 30, 2023 Q4 2022
Legend Financial Advisors, Inc.

Pittsburgh, PA
BUY
 -
12
New
$348 - $417
12 $324
Feb 15, 2023 Q4 2022
Retirement Group, LLC

BUY
 -
10
New
$290 - $348
10 $270
Feb 14, 2023 Q4 2022
Cribstone Capital Management, LLC

Augusta, ME
BUY
 -
7
+ 3.57%
$203 - $244
203 $5.47K
Feb 13, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
3
+ 0.03%
$87.1 - $104
9.67K $261K
Jan 23, 2023 Q4 2022
Measured Wealth Private Client Group, LLC

SELL
 -
-79
- 0.75%
$2.29K - $2.75K
10.4K $281K
Feb 08, 2023 Q4 2022
Orion Portfolio Solutions, LLC

SELL
 -
-456
- 1.47%
$13.2K - $15.9K
30.5K $821K
Feb 07, 2023 Q4 2022
Oppenheimer & CO Inc

New York, NY
SELL
 -
-520
- 2.97%
$15.1K - $18.1K
17K $458K
Jan 25, 2023 Q4 2022
R.P. Boggs & Co.

SELL
 -
-588
- 0.22%
$17.1K - $20.5K
269K $7.25M
Feb 03, 2023 Q4 2022
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-1.22K
- 5.51%
$35.4K - $42.4K
20.9K $563K
Feb 13, 2023 Q4 2022
Trek Financial, LLC

Scottsdale, AZ
SELL
 -
-1.38K
- 1.31%
$40.1K - $48.1K
104K $2.81M
Jan 10, 2023 Q4 2022
Ewg Elevate Inc.

SELL
 -
-1.52K
- 7.81%
$44.2K - $53K
18K $485K
Jan 17, 2023 Q4 2022
J2 Capital Management Inc

SELL
 -
-2.1K
- 6.9%
$61K - $73.1K
28.3K $763K
Feb 10, 2023 Q4 2022
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-2.4K
- 98.36%
$69.6K - $83.4K
40 $1.08K
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-2.72K
- 2.75%
$78.9K - $94.6K
96K $2.59M
Feb 08, 2023 Q4 2022
Ubs Group Ag

SELL
 -
-13.2K
- 78.36%
$384K - $460K
3.65K $98.4K
Feb 14, 2023 Q4 2022
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-17.1K
- 11.04%
$496K - $595K
138K $3.71M
Jan 18, 2023 Q4 2022
Private Advisor Group, LLC

SELL
 -
-17.6K
- 16.89%
$511K - $612K
86.6K $2.33M
Jan 11, 2023 Q4 2022
Onyx Bridge Wealth Group LLC

SELL
 -
-17.9K
- 65.01%
$521K - $624K
9.66K $260K
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-27.1K
- 25.59%
$786K - $941K
78.7K $2.12M
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

SELL
 -
-27.3K
- 10.9%
$794K - $951K
223K $6.02M
Jan 17, 2023 Q4 2022
Litman Gregory Wealth Management LLC

SELL
 -
-50.9K
- 10.92%
$1.48M - $1.77M
415K $11.2M
Feb 22, 2023 Q4 2022
Kovack Advisors, Inc.

SELL
 -
-58.3K
- 85.24%
$1.69M - $2.03M
10.1K $272K
Feb 13, 2023 Q4 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
SELL
 -
-58.4K
- 50.04%
$1.7M - $2.03M
58.3K $1.57M
Jan 12, 2023 Q4 2022
Worth Asset Management, LLC

SELL
 -
-75.6K
- 98.55%
$2.19M - $2.63M
1.12K $30.1K
Feb 08, 2023 Q4 2022
Raymond James & Associates

St Petersburg, FL
SELL
 -
-83.6K
- 83.31%
$2.43M - $2.91M
16.8K $452K
Jan 13, 2023 Q4 2022
First Heartland Consultants, Inc.

SELL
 -
-121K
- 42.43%
$3.51M - $4.2M
164K $4.42M
Jan 17, 2023 Q4 2022
Innova Wealth Partners

SELL
 -
-122K
- 41.51%
$3.55M - $4.26M
172K $4.65M
Feb 13, 2023 Q4 2022
Fermata Advisors, LLC

Sonoma, CA
SELL
 -
-153K
- 51.08%
$4.45M - $5.33M
147K $3.96M
Jan 30, 2023 Q4 2022
R. W. Roge & Company, Inc.

Bohemia, NY
SELL
 -
-154K
- 17.32%
$4.48M - $5.37M
737K $19.9M
Jan 31, 2023 Q4 2022
Kestra Advisory Services, LLC

SELL
 -
-181K
- 91.52%
$5.24M - $6.28M
16.7K $451K
Feb 08, 2023 Q4 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-319K
- 63.73%
$9.27M - $11.1M
182K $4.9M
Feb 08, 2023 Q4 2022
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-373K
- 88.25%
$10.8M - $13M
49.7K $1.34M
Feb 14, 2023 Q4 2022
Claraphi Advisory Network, LLC

SELL
 -
-1.28M
- 96.56%
$37.2M - $44.6M
45.6K $1.23M

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