Purchases and Sales Made in Q4 2023 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 2023. 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 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
1.2K+ 6.19% |
$30.9K - $35K
|
20.6K
$555K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.1KNew |
$28.4K - $32.2K
|
1.1K
$29.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
952+ 278.36% |
$24.5K - $27.8K
|
1.29K
$34.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
735+ 2.8% |
$18.9K - $21.4K
|
27K
$727K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
607+ 4.4% |
$15.6K - $17.7K
|
14.4K
$388K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
577+ 2.58% |
$14.9K - $16.8K
|
22.9K
$618K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
448New |
$11.5K - $13.1K
|
448
$12.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
304+ 2.84% |
$7.83K - $8.86K
|
11K
$297K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
272+ 61.54% |
$7.01K - $7.93K
|
714
$19.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
257+ 10.01% |
$6.62K - $7.49K
|
2.83K
$76.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
243+ 4.93% |
$6.26K - $7.09K
|
5.18K
$140K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
221+ 0.66% |
$5.69K - $6.44K
|
33.5K
$903K
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
207+ 0.1% |
$5.33K - $6.04K
|
208K
$5.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
184New |
$4.74K - $5.37K
|
184
$4.96K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
130+ 19.15% |
$3.35K - $3.79K
|
809
$21.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
73+ 3.26% |
$1.88K - $2.13K
|
2.32K
$62.4K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
52New |
$1.34K - $1.52K
|
52
$1.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
31+ 0.33% |
$799 - $904
|
9.35K
$252K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
25New |
$644 - $729
|
25
$674
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
24New |
$618 - $700
|
24
$647
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-50- 0.22% |
$1.29K - $1.46K
|
22.7K
$613K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-124- 1.03% |
$3.19K - $3.62K
|
11.9K
$320K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-224- 2.59% |
$5.77K - $6.53K
|
8.44K
$228K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-241- 0.53% |
$6.21K - $7.03K
|
45.5K
$1.23M
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-442- 0.72% |
$11.4K - $12.9K
|
61K
$1.65M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-482- 20.83% |
$12.4K - $14.1K
|
1.83K
$49.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-731- 70.56% |
$18.8K - $21.3K
|
305
$8.22K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-846- 4.0% |
$21.8K - $24.7K
|
20.3K
$547K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-862- 4.37% |
$22.2K - $25.1K
|
18.9K
$509K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.11K- 7.22% |
$28.6K - $32.4K
|
14.3K
$385K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.17K- 10.94% |
$30.2K - $34.1K
|
9.53K
$257K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.66K- 9.51% |
$42.8K - $48.4K
|
15.8K
$426K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-1.72K- 6.47% |
$44.3K - $50.1K
|
24.9K
$670K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.94K- 2.84% |
$50.1K - $56.7K
|
66.4K
$1.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.16K- 20.38% |
$55.5K - $62.9K
|
8.42K
$227K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.42K- 4.09% |
$62.3K - $70.6K
|
56.7K
$1.53M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.61K- 5.91% |
$67.3K - $76.2K
|
41.6K
$1.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.66K- 1.31% |
$68.5K - $77.6K
|
200K
$5.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.88K- 3.51% |
$99.9K - $113K
|
107K
$2.88M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-4.35K- 19.7% |
$112K - $127K
|
17.7K
$478K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.19K- 27.29% |
$134K - $151K
|
13.8K
$373K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.13K- 37.89% |
$209K - $237K
|
13.3K
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.5K- 10.88% |
$219K - $248K
|
69.6K
$1.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.37K- 13.32% |
$241K - $273K
|
60.9K
$1.64M
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-12.8K- 1.59% |
$328K - $372K
|
788K
$21.2M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13.2K- 59.7% |
$339K - $384K
|
8.9K
$240K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-14K- 17.17% |
$360K - $408K
|
67.5K
$1.82M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-14.3K- 43.3% |
$368K - $416K
|
18.7K
$504K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-17.1K- 63.03% |
$439K - $497K
|
10K
$270K
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-19K- 8.91% |
$490K - $554K
|
194K
$5.24M
|