Purchases and Sales Made in Q1 2024 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 2024. 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 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.35K- 8.06% |
$60.5K - $67.4K
|
26.8K
$728K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.49K- 22.61% |
$64.1K - $71.3K
|
8.51K
$231K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.51K- 3.78% |
$64.7K - $72K
|
63.9K
$1.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-3K- 14.56% |
$77.3K - $86K
|
17.6K
$478K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3K- 63.09% |
$77.4K - $86.1K
|
1.76K
$47.7K
|
|
|
May 10, 2024
Q1 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-3.14K- 13.0% |
$80.9K - $90.1K
|
21K
$571K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.5K- 81.4% |
$90.2K - $100K
|
800
$21.7K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-3.58K- 15.95% |
$92.2K - $103K
|
18.9K
$512K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.05K- 30.42% |
$104K - $116K
|
9.27K
$252K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.17K- 30.15% |
$107K - $120K
|
9.65K
$262K
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-5K- 3.74% |
$129K - $143K
|
129K
$3.5M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.3K- 7.62% |
$137K - $152K
|
64.3K
$1.75M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.52K- 8.32% |
$142K - $158K
|
60.8K
$1.65M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-5.97K- 44.3% |
$154K - $171K
|
7.5K
$204K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.01K- 2.76% |
$155K - $172K
|
212K
$5.76M
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-6.67K- 15.03% |
$172K - $191K
|
37.7K
$1.02M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6.92K- 37.01% |
$178K - $198K
|
11.8K
$320K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.24K- 27.25% |
$187K - $208K
|
19.3K
$525K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.35K- 15.0% |
$189K - $211K
|
41.6K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-9.72K- 5.0% |
$250K - $279K
|
185K
$5.02M
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-10.6K- 1.35% |
$273K - $304K
|
777K
$21.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-17.6K- 37.68% |
$453K - $504K
|
29.1K
$790K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-18.1K- 54.05% |
$467K - $519K
|
15.4K
$418K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-24.2K- 5.25% |
$624K - $695K
|
437K
$11.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-25.3K- 1.12% |
$652K - $726K
|
2.23M
$60.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-26.9K- 24.22% |
$692K - $770K
|
84.1K
$2.28M
|
|
|
May 14, 2024
Q1 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-26.9K- 18.06% |
$692K - $771K
|
122K
$3.31M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-33.5K- 31.38% |
$863K - $960K
|
73.2K
$1.99M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-34.3K- 58.94% |
$883K - $983K
|
23.9K
$648K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-35.9KClosed |
$925K - $1.03M
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-36.3K- 6.33% |
$935K - $1.04M
|
538K
$14.6M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-36.3K- 6.33% |
$935K - $1.04M
|
538K
$14.6M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-40.6K- 65.41% |
$1.04M - $1.16M
|
21.4K
$582K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-49.2K- 20.86% |
$1.27M - $1.41M
|
187K
$5.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-61.3K- 64.42% |
$1.58M - $1.76M
|
33.9K
$919K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-94.6K- 22.53% |
$2.44M - $2.71M
|
325K
$8.84M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-96.8K- 51.64% |
$2.49M - $2.78M
|
90.6K
$2.46M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-126K- 18.99% |
$3.25M - $3.61M
|
538K
$14.6M
|