Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-7.73K- 5.7% |
$209K - $223K
|
128K
$3.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.13K- 46.92% |
$166K - $177K
|
6.94K
$179K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.68K- 32.63% |
$154K - $164K
|
11.7K
$302K
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-3.65K- 13.96% |
$98.7K - $105K
|
22.5K
$578K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.19K- 15.27% |
$59.3K - $63.4K
|
12.2K
$313K
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-1.54K- 6.59% |
$41.8K - $44.7K
|
21.9K
$563K
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-971- 9.01% |
$26.3K - $28.1K
|
9.81K
$253K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-2- 0.09% |
$54.1 - $57.9
|
2.22K
$57.1K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-360K- 96.06% |
$9.3M - $9.97M
|
14.7K
$380K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-122K- 64.86% |
$3.16M - $3.39M
|
66.3K
$1.71M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-105K- 96.76% |
$2.73M - $2.92M
|
3.53K
$90.8K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-44.7K- 83.6% |
$1.15M - $1.24M
|
8.76K
$226K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4.02KClosed |
$104K - $111K
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-2.49K- 5.86% |
$64.3K - $68.9K
|
39.9K
$1.03M
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-2.46K- 80.03% |
$63.5K - $68.1K
|
613
$15.8K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-781- 5.95% |
$20.2K - $21.6K
|
12.4K
$318K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-30- 46.15% |
$775 - $831
|
35
$901
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-207K- 92.71% |
$5.32M - $6.02M
|
16.3K
$419K
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-33.3K- 39.89% |
$856K - $967K
|
50.2K
$1.29M
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-14.8K- 28.93% |
$380K - $429K
|
36.3K
$934K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.9K- 26.9% |
$279K - $315K
|
29.5K
$760K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.84K- 7.12% |
$124K - $141K
|
63.1K
$1.62M
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-3.04K- 5.86% |
$78K - $88.1K
|
48.8K
$1.26M
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.97K- 18.89% |
$50.6K - $57.2K
|
8.46K
$218K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-229- 1.15% |
$5.89K - $6.65K
|
19.7K
$508K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-76- 5.56% |
$1.95K - $2.21K
|
1.29K
$33.2K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.28M- 96.56% |
$37.2M - $44.6M
|
45.6K
$1.17M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-58.3K- 85.24% |
$1.69M - $2.03M
|
10.1K
$260K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-17.9K- 65.01% |
$521K - $624K
|
9.66K
$249K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-74.4K- 79.44% |
$2.3M - $2.57M
|
19.3K
$496K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-24.8KClosed |
$764K - $856K
|
0
$0
|
|