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 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
1.28MNew |
$39.5M - $44.3M
|
1.28M
$33M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-74.4K- 79.44% |
$2.3M - $2.57M
|
19.3K
$496K
|
|
|
Nov 07, 2022
Q3 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
6.2KNew |
$191K - $214K
|
6.2K
$160K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
128KNew |
$3.96M - $4.43M
|
128K
$3.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Ttp Investments, Inc.
|
BUY
|
- |
170KNew |
$5.24M - $5.87M
|
170K
$4.37M
|
|
|
Oct 19, 2022
Q3 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
499KNew |
$15.4M - $17.2M
|
499K
$12.8M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
18.5KNew |
$572K - $641K
|
18.5K
$477K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-24.8KClosed |
$764K - $856K
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
28.8KNew |
$890K - $996K
|
28.8K
$742K
|
|
|
Oct 12, 2022
Q3 2022
|
Capital Cs Group, LLC
|
BUY
|
- |
13.5KNew |
$416K - $466K
|
13.5K
$347K
|
|
| Q2 2022 | |||||||
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
650New |
$18.8K - $21.7K
|
650
$16.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.37KNew |
$270K - $312K
|
9.37K
$241K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.3KNew |
$37.4K - $43.2K
|
1.3K
$33.3K
|
|