Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-8.8K- 35.12% |
$229K - $248K
|
16.3K
$427K
|
|
|
Feb 13, 2025
Q4 2024
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-9.02K- 6.7% |
$235K - $254K
|
126K
$3.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-13K- 5.06% |
$337K - $365K
|
243K
$6.38M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-14K- 15.36% |
$363K - $393K
|
76.9K
$2.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-14.1K- 45.14% |
$368K - $399K
|
17.2K
$452K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-16.4K- 66.42% |
$426K - $462K
|
8.29K
$218K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19K- 6.11% |
$495K - $536K
|
292K
$7.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-19.9K- 20.65% |
$518K - $561K
|
76.5K
$2.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-24.6K- 13.54% |
$640K - $694K
|
157K
$4.13M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-30.4K- 10.14% |
$790K - $856K
|
269K
$7.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-30.7K- 26.99% |
$800K - $867K
|
83.2K
$2.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-33.4K- 63.56% |
$868K - $940K
|
19.1K
$502K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-43.3K- 84.85% |
$1.13M - $1.22M
|
7.72K
$203K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-48.4K- 45.92% |
$1.26M - $1.36M
|
57K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-50.5K- 63.53% |
$1.31M - $1.42M
|
29K
$762K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-50.6K- 9.09% |
$1.32M - $1.43M
|
506K
$13.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-66.9K- 6.45% |
$1.74M - $1.89M
|
971K
$25.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-79.5K- 20.65% |
$2.07M - $2.24M
|
305K
$8.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-113K- 16.94% |
$2.93M - $3.17M
|
552K
$14.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-649K- 33.06% |
$16.9M - $18.3M
|
1.32M
$34.6M
|