Purchases and Sales Made in Q1 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-7.28K- 40.45% |
$187K - $211K
|
10.7K
$291K
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-8.74K- 7.69% |
$225K - $254K
|
105K
$2.85M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.9K- 26.9% |
$279K - $315K
|
29.5K
$801K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-11.5K- 19.73% |
$296K - $334K
|
46.8K
$1.27M
|
|
|
May 02, 2023
Q1 2023
|
R.P. Boggs & Co.
|
SELL
|
- |
-11.9K- 4.42% |
$305K - $345K
|
257K
$6.98M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12.6K- 15.98% |
$324K - $366K
|
66.3K
$1.8M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14.5K- 25.89% |
$372K - $420K
|
41.4K
$1.12M
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-14.8K- 28.93% |
$380K - $429K
|
36.3K
$985K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-16.8K- 12.16% |
$431K - $487K
|
121K
$3.29M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-17.8K- 15.39% |
$457K - $516K
|
97.7K
$2.65M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-18.5K- 41.02% |
$474K - $536K
|
26.5K
$720K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-20.8K- 12.69% |
$533K - $603K
|
143K
$3.88M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-23.2K- 62.12% |
$596K - $674K
|
14.1K
$384K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-27.9K- 40.74% |
$718K - $812K
|
40.6K
$1.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-28.1K- 68.78% |
$723K - $817K
|
12.8K
$347K
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-33.3K- 39.89% |
$856K - $967K
|
50.2K
$1.36M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-43.8K- 7.68% |
$1.13M - $1.27M
|
526K
$14.3M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-45.8K- 58.23% |
$1.18M - $1.33M
|
32.9K
$892K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-46.9K- 69.36% |
$1.2M - $1.36M
|
20.7K
$562K
|
|
|
Apr 25, 2023
Q1 2023
|
Innova Wealth Partners
|
SELL
|
- |
-49.6K- 28.77% |
$1.27M - $1.44M
|
123K
$3.33M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-50.1K- 64.98% |
$1.29M - $1.45M
|
27K
$733K
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-67.8K- 15.87% |
$1.74M - $1.97M
|
360K
$9.77M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-71K- 55.99% |
$1.83M - $2.06M
|
55.8K
$1.52M
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-85.6K- 21.13% |
$2.2M - $2.48M
|
319K
$8.67M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-111K- 75.35% |
$2.84M - $3.21M
|
36.2K
$982K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-163K- 88.82% |
$4.2M - $4.75M
|
20.6K
$559K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-172K- 93.94% |
$4.43M - $5.01M
|
11.1K
$302K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-207K- 92.71% |
$5.32M - $6.02M
|
16.3K
$442K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-257K- 57.63% |
$6.6M - $7.46M
|
189K
$5.13M
|
|
|
May 10, 2023
Q1 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-315K- 63.91% |
$8.1M - $9.16M
|
178K
$4.84M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-329K- 33.82% |
$8.44M - $9.54M
|
643K
$17.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-407K- 53.77% |
$10.5M - $11.8M
|
350K
$9.5M
|
|
|
May 11, 2023
Q1 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-517K- 76.66% |
$13.3M - $15M
|
157K
$4.27M
|
|
|
May 05, 2023
Q1 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-590K- 80.09% |
$15.2M - $17.1M
|
147K
$3.98M
|