Latest Institutional Purchases of Litman Gregory Fds Tr Imgp Dbi (DBMF)
This list provides information on the latest institutional transactions involving Litman Gregory Fds Tr Imgp Dbi (DBMF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
14.8KNew |
$380K - $429K
|
14.8K
$401K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.5K+ 66.32% |
$374K - $422K
|
36.5K
$990K
|
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
14KNew |
$360K - $407K
|
14K
$380K
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
6.38K+ 92.79% |
$164K - $185K
|
13.3K
$360K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
2.08K+ 3.18% |
$53.4K - $60.3K
|
67.4K
$1.83M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.4K+ 17.5% |
$36K - $40.7K
|
9.4K
$255K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
519New |
$13.3K - $15.1K
|
519
$14.1K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
148+ 6.39% |
$3.8K - $4.3K
|
2.46K
$66.9K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
793KNew |
$23M - $27.6M
|
793K
$21.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
119KNew |
$3.46M - $4.14M
|
119K
$3.23M
|
|
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
74.3KNew |
$2.16M - $2.58M
|
74.3K
$2.02M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
51.8KNew |
$1.5M - $1.8M
|
51.8K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
48.1KNew |
$1.4M - $1.67M
|
48.1K
$1.31M
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
37.3KNew |
$1.08M - $1.3M
|
37.3K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
20.8KNew |
$602K - $722K
|
20.8K
$563K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19.8KNew |
$574K - $687K
|
19.8K
$537K
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
19.5KNew |
$567K - $679K
|
19.5K
$530K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
17.8KNew |
$518K - $620K
|
17.8K
$484K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
14.8KNew |
$429K - $514K
|
14.8K
$401K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
14.4KNew |
$418K - $501K
|
14.4K
$391K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
11.9KNew |
$345K - $414K
|
11.9K
$323K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
11.9KNew |
$345K - $414K
|
11.9K
$323K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
10.9KNew |
$318K - $381K
|
10.9K
$297K
|
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
10.3KNew |
$299K - $359K
|
10.3K
$280K
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
9.09KNew |
$264K - $316K
|
9.09K
$247K
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
9.02KNew |
$262K - $314K
|
9.02K
$245K
|
|
|
Jan 25, 2023
Q4 2022
|
Wealth Advisors, Inc.
|
BUY
|
- |
7.81KNew |
$227K - $272K
|
7.81K
$212K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
5.9K+ 23.55% |
$171K - $205K
|
31K
$841K
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.73K+ 7.0% |
$79.3K - $95K
|
41.7K
$1.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.85K+ 8.44% |
$53.8K - $64.4K
|
23.8K
$646K
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
651+ 6.86% |
$18.9K - $22.6K
|
10.1K
$275K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
72+ 0.73% |
$2.09K - $2.5K
|
9.89K
$268K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
7+ 3.57% |
$203 - $244
|
203
$5.51K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
1.28MNew |
$39.5M - $44.3M
|
1.28M
$34.8M
|
|
|
Oct 19, 2022
Q3 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
499KNew |
$15.4M - $17.2M
|
499K
$13.5M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
211KNew |
$6.52M - $7.3M
|
211K
$5.74M
|
|
|
Oct 27, 2022
Q3 2022
|
Ttp Investments, Inc.
|
BUY
|
- |
170KNew |
$5.24M - $5.87M
|
170K
$4.61M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
128KNew |
$3.96M - $4.43M
|
128K
$3.48M
|
|
|
Oct 17, 2022
Q3 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
28.8KNew |
$890K - $996K
|
28.8K
$783K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
18.5KNew |
$572K - $641K
|
18.5K
$503K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
14.7KNew |
$454K - $508K
|
14.7K
$399K
|
|
|
Oct 12, 2022
Q3 2022
|
Capital Cs Group, LLC
|
BUY
|
- |
13.5KNew |
$416K - $466K
|
13.5K
$366K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
13.2KNew |
$409K - $458K
|
13.2K
$359K
|
|
|
Nov 07, 2022
Q3 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
6.2KNew |
$191K - $214K
|
6.2K
$168K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.2KNew |
$37K - $41.5K
|
1.2K
$32.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
30New |
$926 - $1.04K
|
30
$815
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.37KNew |
$270K - $312K
|
9.37K
$254K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.3KNew |
$37.4K - $43.2K
|
1.3K
$35.2K
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
650New |
$18.8K - $21.7K
|
650
$17.6K
|
|