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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.02K- 3.3% |
$29.1K - $30.8K
|
29.8K
$803K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
8.04KNew |
$230K - $243K
|
8.04K
$217K
|
|
|
Aug 09, 2024
Q2 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
347KNew |
$9.9M - $10.5M
|
347K
$9.34M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-35- 0.14% |
$999 - $1.06K
|
25K
$674K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.22KNew |
$63.4K - $67.1K
|
2.22K
$59.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.53KNew |
$244K - $258K
|
8.53K
$230K
|
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
9.6KNew |
$274K - $290K
|
9.6K
$259K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.1K- 3.29% |
$59.9K - $63.4K
|
61.8K
$1.67M
|
|
|
Jul 30, 2024
Q2 2024
|
Q3 Asset Management
|
BUY
|
- |
199KNew |
$5.68M - $6.01M
|
199K
$5.36M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-45- 10.69% |
$1.28K - $1.36K
|
376
$10.1K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-145- 1.23% |
$4.14K - $4.38K
|
11.6K
$314K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
829+ 3.59% |
$23.7K - $25K
|
23.9K
$645K
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
149New |
$4.25K - $4.5K
|
149
$4.02K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
5.52K+ 1233.04% |
$158K - $167K
|
5.97K
$161K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-50- 16.89% |
$1.43K - $1.51K
|
246
$6.63K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
26.3KNew |
$752K - $795K
|
26.3K
$710K
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
4.65K+ 27.24% |
$133K - $140K
|
21.7K
$585K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
147New |
$4.2K - $4.44K
|
147
$3.96K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.07KNew |
$173K - $183K
|
6.07K
$164K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 4.0% |
$25.8 - $28.7
|
26
$701
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-5.97K- 44.3% |
$154K - $171K
|
7.5K
$202K
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
130KNew |
$3.35M - $3.73M
|
130K
$3.5M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.03K+ 52.2% |
$52.3K - $58.3K
|
5.93K
$160K
|
|
|
May 14, 2024
Q1 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-26.9K- 18.06% |
$692K - $771K
|
122K
$3.29M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
13.3KNew |
$342K - $380K
|
13.3K
$357K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-96.8K- 51.64% |
$2.49M - $2.78M
|
90.6K
$2.44M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11K+ 117.93% |
$284K - $316K
|
20.4K
$549K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
303New |
$7.81K - $8.69K
|
303
$8.17K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.89KNew |
$48.7K - $54.3K
|
1.89K
$51K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.91KNew |
$127K - $141K
|
4.91K
$132K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
50New |
$1.29K - $1.43K
|
50
$1.35K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.49K- 22.61% |
$64.1K - $71.3K
|
8.51K
$229K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-3K- 14.56% |
$77.3K - $86K
|
17.6K
$474K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-34.3K- 58.94% |
$883K - $983K
|
23.9K
$644K
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
BUY
|
- |
12.1KNew |
$310K - $346K
|
12.1K
$325K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-28- 2.54% |
$721 - $803
|
1.08K
$29K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
885KNew |
$22.8M - $25.8M
|
885K
$23.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
135K+ 667.59% |
$3.47M - $3.92M
|
155K
$4.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
35.6KNew |
$916K - $1.04M
|
35.6K
$959K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
140KNew |
$3.62M - $4.09M
|
140K
$3.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2.79K+ 7.08% |
$71.8K - $81.3K
|
42.2K
$1.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
607+ 4.4% |
$15.6K - $17.7K
|
14.4K
$388K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
184New |
$4.74K - $5.37K
|
184
$4.96K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
24New |
$618 - $700
|
24
$647
|
|
|
Jan 26, 2024
Q4 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-54.7K- 53.05% |
$1.41M - $1.59M
|
48.4K
$1.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-14K- 17.17% |
$360K - $408K
|
67.5K
$1.82M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
73+ 3.26% |
$1.88K - $2.13K
|
2.32K
$62.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
21.1KNew |
$543K - $615K
|
21.1K
$568K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.45K+ 5.34% |
$39.2K - $41.9K
|
28.6K
$770K
|
|
|
Nov 14, 2023
Q3 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
1.48K+ 12.23% |
$40.2K - $42.9K
|
13.6K
$367K
|
|