Sowell Financial Services LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Sowell Financial Services LLC

$2.34 Billion
Q2 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 04, 2024	BUY	$26.82 - $30.58 $334,847 - $381,791	12,485 Added 18.62%	79,519 $2.24 Million
Q2 2024 Aug 13, 2024	SELL	$28.55 - $30.21 $176,210 - $186,456	-6,172 Reduced 8.43%	67,034 $2.02 Million
Q1 2024 May 03, 2024	SELL	$25.76 - $28.68 $862,522 - $960,292	-33,483 Reduced 31.38%	73,206 $2.1 Million
Q4 2023 Jan 24, 2024	SELL	$25.76 - $29.16 $99,897 - $113,082	-3,878 Reduced 3.51%	106,689 $2.75 Million
Q3 2023 Nov 08, 2023	BUY	$27.07 - $28.93 $382,661 - $408,954	14,136 Added 14.66%	110,567 $3.2 Million
Q2 2023 Aug 14, 2023	BUY	$25.84 - $27.71 $2.49 Million - $2.67 Million	96,431 New	96,431 $2.66 Million
Q4 2022 Feb 09, 2023	BUY	$29.03 - $34.79 $734,342 - $880,047	25,296 New	25,296 $736,000

Others Institutions Holding DBMF

# of Institutions

209

Shares Held

31.8M

Call Options Held

23.1K

Put Options Held

11.1K

Lpl Financial LLC Fort Mill, SC

4.91M
Shares

$126 Million
0.05% of portfolio
Morgan Stanley New York, NY

2.36M
Shares

$60.5 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

1.97M
Shares

$50.6 Million
0.04% of portfolio
Beaumont Financial Partners, LLC

1.28M
Shares

$32.8 Million
4.17% of portfolio
Goldstein Advisors, LLC Madison, WI

1.18M
Shares

$30.2 Million
4.08% of portfolio

About LITMAN GREGORY FDS TR IMGP DBI

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