Purchases and Sales Made in Q1 2022 in Litman Gregory Fds Tr Imgp Dbi (DBMF)
This table provides information about the institutional ownership of Litman Gregory Fds Tr Imgp Dbi (DBMF) during Q1 2022. The information is specifically focused on institutions that hold shares of LITMAN GREGORY FDS TR IMGP DBI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
287K+ 361.26% |
$7.26M - $8.43M
|
366K
$9.93M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
280K+ 1876.23% |
$7.1M - $8.23M
|
295K
$8.01M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
145KNew |
$3.68M - $4.27M
|
145K
$3.94M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
39.4K+ 6.27% |
$998K - $1.16M
|
668K
$18.1M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.7KNew |
$652K - $756K
|
25.7K
$698K
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
22.1KNew |
$560K - $650K
|
22.1K
$600K
|
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.22KNew |
$183K - $212K
|
7.22K
$196K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.47K+ 12.3% |
$113K - $131K
|
40.8K
$1.11M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.65KNew |
$67.1K - $77.8K
|
2.65K
$71.8K
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
1.7K+ 20.72% |
$43K - $49.9K
|
9.89K
$269K
|
|
|
May 16, 2022
Q1 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.48K+ 9.08% |
$37.5K - $43.5K
|
17.8K
$482K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
339+ 12.93% |
$8.59K - $9.97K
|
2.96K
$80.4K
|
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
238New |
$6.03K - $7K
|
238
$6.46K
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
26+ 18.98% |
$659 - $764
|
163
$4.43K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-147- 12.44% |
$3.73K - $4.32K
|
1.04K
$28.1K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-447- 3.48% |
$11.3K - $13.1K
|
12.4K
$337K
|
|
|
Apr 26, 2022
Q1 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-4KClosed |
$101K - $118K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8KClosed |
$203K - $235K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-23.2KClosed |
$588K - $682K
|
0
$0
|