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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.91KNew |
$127K - $141K
|
4.91K
$124K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.49K- 22.61% |
$64.1K - $71.3K
|
8.51K
$215K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
50New |
$1.29K - $1.43K
|
50
$1.26K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-3K- 14.56% |
$77.3K - $86K
|
17.6K
$445K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-34.3K- 58.94% |
$883K - $983K
|
23.9K
$603K
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
BUY
|
- |
12.1KNew |
$310K - $346K
|
12.1K
$304K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-28- 2.54% |
$721 - $803
|
1.08K
$27.2K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
885KNew |
$22.8M - $25.8M
|
885K
$22.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
35.6KNew |
$916K - $1.04M
|
35.6K
$898K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2.79K+ 7.08% |
$71.8K - $81.3K
|
42.2K
$1.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
184New |
$4.74K - $5.37K
|
184
$4.65K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-14K- 17.17% |
$360K - $408K
|
67.5K
$1.7M
|
|
|
Jan 26, 2024
Q4 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-54.7K- 53.05% |
$1.41M - $1.59M
|
48.4K
$1.22M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
21.1KNew |
$543K - $615K
|
21.1K
$533K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.45K+ 5.34% |
$39.2K - $41.9K
|
28.6K
$722K
|
|
|
Nov 14, 2023
Q3 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
1.48K+ 12.23% |
$40.2K - $42.9K
|
13.6K
$344K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.19K- 15.27% |
$59.3K - $63.4K
|
12.2K
$307K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.13K- 46.92% |
$166K - $177K
|
6.94K
$175K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-2- 0.09% |
$54.1 - $57.9
|
2.22K
$56K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$2.71K - $2.89K
|
100
$2.53K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
5.41K+ 107.44% |
$147K - $157K
|
10.4K
$264K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.68K- 32.63% |
$154K - $164K
|
11.7K
$296K
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-3.65K- 13.96% |
$98.7K - $105K
|
22.5K
$567K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-7.73K- 5.7% |
$209K - $223K
|
128K
$3.23M
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-1.54K- 6.59% |
$41.8K - $44.7K
|
21.9K
$552K
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-971- 9.01% |
$26.3K - $28.1K
|
9.81K
$248K
|
|
| Q2 2023 | |||||||
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4.02KClosed |
$104K - $111K
|
0
$0
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-781- 5.95% |
$20.2K - $21.6K
|
12.4K
$312K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
672New |
$17.4K - $18.6K
|
672
$17K
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
38KNew |
$981K - $1.05M
|
38K
$959K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
619New |
$16K - $17.2K
|
619
$15.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-122K- 64.86% |
$3.16M - $3.39M
|
66.3K
$1.68M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
7.37KNew |
$190K - $204K
|
7.37K
$186K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
938New |
$24.2K - $26K
|
938
$23.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-360K- 96.06% |
$9.3M - $9.97M
|
14.7K
$373K
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-2.49K- 5.86% |
$64.3K - $68.9K
|
39.9K
$1.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
2.35K+ 0.94% |
$60.7K - $65.1K
|
253K
$6.4M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-44.7K- 83.6% |
$1.15M - $1.24M
|
8.76K
$221K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-30- 46.15% |
$775 - $831
|
35
$884
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-105K- 96.76% |
$2.73M - $2.92M
|
3.53K
$89.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
266New |
$6.87K - $7.37K
|
266
$6.72K
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
8.24KNew |
$213K - $228K
|
8.24K
$208K
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-2.46K- 80.03% |
$63.5K - $68.1K
|
613
$15.5K
|
|
| Q1 2023 | |||||||
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.5K+ 66.32% |
$374K - $422K
|
36.5K
$921K
|
|
|
Nov 16, 2023
Q1 2023
|
R.P. Boggs & Co.
|
BUY
|
- |
257KNew |
$6.61M - $7.47M
|
257K
$6.49M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.84K- 7.12% |
$124K - $141K
|
63.1K
$1.59M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
148+ 6.39% |
$3.8K - $4.3K
|
2.46K
$62.2K
|
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
14KNew |
$360K - $407K
|
14K
$354K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
2.08K+ 3.18% |
$53.4K - $60.3K
|
67.4K
$1.7M
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
15.5KNew |
$400K - $452K
|
15.5K
$393K
|
|