Latest Institutional Transactions on Litman Gregory Fds Tr Imgp Dbi (DBMF)
This table provides information on the latest institutional transactions involving Litman Gregory Fds Tr Imgp Dbi (DBMF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.11K- 5.11% |
$29.9K - $34.1K
|
20.7K
$558K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
110K+ 118.52% |
$2.95M - $3.36M
|
203K
$5.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.67K+ 12.08% |
$98.4K - $112K
|
34.1K
$918K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.85K+ 15.25% |
$49.6K - $56.5K
|
14K
$377K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12.6K- 9.31% |
$337K - $385K
|
123K
$3.3M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.03K- 14.65% |
$54.3K - $62K
|
11.8K
$318K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.79K+ 79.1% |
$182K - $208K
|
15.4K
$414K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.04K+ 5.35% |
$108K - $124K
|
79.5K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
25.2KNew |
$677K - $771K
|
25.2K
$680K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
4.03K+ 101.46% |
$108K - $123K
|
8K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.7K- 33.17% |
$99.2K - $113K
|
7.46K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.6K+ 22.54% |
$606K - $691K
|
123K
$3.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-21.1K- 60.29% |
$565K - $644K
|
13.9K
$374K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
483K+ 72.78% |
$13M - $14.8M
|
1.15M
$30.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
30New |
$805 - $917
|
30
$809
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.24K+ 8.04% |
$194K - $221K
|
97.2K
$2.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-8.13K- 5.69% |
$218K - $249K
|
135K
$3.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
96.5KNew |
$2.59M - $2.95M
|
96.5K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.33K- 10.67% |
$62.5K - $71.3K
|
19.5K
$526K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
682+ 80.61% |
$18.3K - $20.9K
|
1.53K
$41.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10.2K+ 51.74% |
$275K - $313K
|
30K
$809K
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
2K+ 1.33% |
$53.6K - $61.2K
|
153K
$4.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
41.8K+ 878.91% |
$1.12M - $1.28M
|
46.6K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
57.4K+ 119.69% |
$1.54M - $1.76M
|
105K
$2.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.29K- 19.25% |
$61.3K - $69.9K
|
9.6K
$259K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
21.7KNew |
$582K - $664K
|
21.7K
$585K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
275KNew |
$7.37M - $8.4M
|
275K
$7.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-7.39K- 4.04% |
$198K - $226K
|
176K
$4.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-33K- 38.93% |
$886K - $1.01M
|
51.8K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-101- 0.2% |
$2.71K - $3.09K
|
51K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
19+ 1.61% |
$510 - $581
|
1.2K
$32.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
908+ 8.09% |
$24.4K - $27.8K
|
12.1K
$327K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.3K+ 11.87% |
$517K - $590K
|
182K
$4.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
45.7KNew |
$1.22M - $1.4M
|
45.7K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
27.4KNew |
$735K - $838K
|
27.4K
$739K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
325K+ 32.28% |
$8.71M - $9.93M
|
1.33M
$35.9M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-780- 2.23% |
$20.9K - $23.9K
|
34.2K
$923K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-666- 0.42% |
$17.9K - $20.4K
|
159K
$4.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
5.62K+ 56.2% |
$151K - $172K
|
15.6K
$421K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
27.4KNew |
$735K - $838K
|
27.4K
$739K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.78K- 8.77% |
$74.6K - $85K
|
28.9K
$779K
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
12.1K+ 5.66% |
$325K - $371K
|
226K
$6.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-11.5K- 2.89% |
$308K - $351K
|
385K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-9.42K- 89.95% |
$253K - $288K
|
1.05K
$28.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.33K+ 10.89% |
$116K - $132K
|
44.1K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-69K- 99.98% |
$1.85M - $2.11M
|
16
$431
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
8.08K+ 18.2% |
$217K - $247K
|
52.5K
$1.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
209+ 11.61% |
$5.61K - $6.39K
|
2.01K
$54.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-662- 0.26% |
$17.8K - $20.2K
|
256K
$6.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.9M- 88.73% |
$77.9M - $88.8M
|
369K
$9.93M
|