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, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-14.8K- 28.93% |
$380K - $429K
|
36.3K
$917K
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
6.38K+ 92.79% |
$164K - $185K
|
13.3K
$335K
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.97K- 18.89% |
$50.6K - $57.2K
|
8.46K
$214K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-207K- 92.71% |
$5.32M - $6.02M
|
16.3K
$411K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.4K+ 17.5% |
$36K - $40.7K
|
9.4K
$237K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-3.04K- 5.86% |
$78K - $88.1K
|
48.8K
$1.23M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
14.8KNew |
$380K - $429K
|
14.8K
$373K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
519New |
$13.3K - $15.1K
|
519
$13.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-33.3K- 39.89% |
$856K - $967K
|
50.2K
$1.27M
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-76- 5.56% |
$1.95K - $2.21K
|
1.29K
$32.6K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-229- 1.15% |
$5.89K - $6.65K
|
19.7K
$499K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.9K- 26.9% |
$279K - $315K
|
29.5K
$745K
|
|
| Q4 2022 | |||||||
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
9.09KNew |
$264K - $316K
|
9.09K
$230K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
11.9KNew |
$345K - $414K
|
11.9K
$300K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-58.3K- 85.24% |
$1.69M - $2.03M
|
10.1K
$255K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
11.9KNew |
$345K - $414K
|
11.9K
$300K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
20.8KNew |
$602K - $722K
|
20.8K
$524K
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
793KNew |
$23M - $27.6M
|
793K
$20M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
48.1KNew |
$1.4M - $1.67M
|
48.1K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.28M- 96.56% |
$37.2M - $44.6M
|
45.6K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
7+ 3.57% |
$203 - $244
|
203
$5.13K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
72+ 0.73% |
$2.09K - $2.5K
|
9.89K
$250K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
17.8KNew |
$518K - $620K
|
17.8K
$450K
|
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
10.3KNew |
$299K - $359K
|
10.3K
$260K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
14.8KNew |
$429K - $514K
|
14.8K
$373K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
119KNew |
$3.46M - $4.14M
|
119K
$3.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
14.4KNew |
$418K - $501K
|
14.4K
$364K
|
|
|
Feb 07, 2023
Q4 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.85K+ 8.44% |
$53.8K - $64.4K
|
23.8K
$601K
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
651+ 6.86% |
$18.9K - $22.6K
|
10.1K
$256K
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
19.5KNew |
$567K - $679K
|
19.5K
$493K
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
37.3KNew |
$1.08M - $1.3M
|
37.3K
$942K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
10.9KNew |
$318K - $381K
|
10.9K
$276K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
51.8KNew |
$1.5M - $1.8M
|
51.8K
$1.31M
|
|
|
Jan 25, 2023
Q4 2022
|
Wealth Advisors, Inc.
|
BUY
|
- |
7.81KNew |
$227K - $272K
|
7.81K
$197K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19.8KNew |
$574K - $687K
|
19.8K
$499K
|
|
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
74.3KNew |
$2.16M - $2.58M
|
74.3K
$1.88M
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.73K+ 7.0% |
$79.3K - $95K
|
41.7K
$1.05M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
5.9K+ 23.55% |
$171K - $205K
|
31K
$782K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-17.9K- 65.01% |
$521K - $624K
|
9.66K
$244K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
14.7KNew |
$454K - $508K
|
14.7K
$371K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
211KNew |
$6.52M - $7.3M
|
211K
$5.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
1.28MNew |
$39.5M - $44.3M
|
1.28M
$32.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.2KNew |
$37K - $41.5K
|
1.2K
$30.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
13.2KNew |
$409K - $458K
|
13.2K
$334K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-74.4K- 79.44% |
$2.3M - $2.57M
|
19.3K
$487K
|
|
|
Nov 07, 2022
Q3 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
6.2KNew |
$191K - $214K
|
6.2K
$157K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
128KNew |
$3.96M - $4.43M
|
128K
$3.24M
|
|
|
Oct 27, 2022
Q3 2022
|
Ttp Investments, Inc.
|
BUY
|
- |
170KNew |
$5.24M - $5.87M
|
170K
$4.29M
|
|
|
Oct 19, 2022
Q3 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
499KNew |
$15.4M - $17.2M
|
499K
$12.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
18.5KNew |
$572K - $641K
|
18.5K
$468K
|
|