Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.13M+ 2177.82% |
$55M - $59M
|
2.23M
$60.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
784KNew |
$20.2M - $21.7M
|
784K
$21.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
617K+ 95.95% |
$15.9M - $17.1M
|
1.26M
$34.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
593K+ 169.35% |
$15.3M - $16.4M
|
943K
$25.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
158K+ 49.5% |
$4.08M - $4.38M
|
477K
$13M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
120K+ 59.88% |
$3.11M - $3.33M
|
321K
$8.71M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
120K+ 22.73% |
$3.11M - $3.33M
|
649K
$17.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
113K+ 607.33% |
$2.93M - $3.14M
|
132K
$3.58M
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
103K+ 15.78% |
$2.66M - $2.85M
|
756K
$20.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Innova Wealth Partners
|
BUY
|
- |
102K+ 83.36% |
$2.65M - $2.84M
|
225K
$6.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
97.2K+ 29.63% |
$2.51M - $2.69M
|
425K
$11.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
96.4KNew |
$2.49M - $2.67M
|
96.4K
$2.62M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
91.5K+ 136.07% |
$2.36M - $2.53M
|
159K
$4.31M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
75.9K+ 308.12% |
$1.96M - $2.1M
|
100K
$2.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
72.7K+ 130.25% |
$1.88M - $2.01M
|
129K
$3.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
69.6KNew |
$1.8M - $1.93M
|
69.6K
$1.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
68.9K+ 147.22% |
$1.78M - $1.91M
|
116K
$3.14M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
45.2K+ 21.31% |
$1.17M - $1.25M
|
257K
$6.98M
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
38KNew |
$981K - $1.05M
|
38K
$1.03M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
29.4KNew |
$760K - $815K
|
29.4K
$798K
|
|
|
Aug 09, 2023
Q2 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
28.2K+ 15.83% |
$729K - $781K
|
206K
$5.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.6K+ 137.4% |
$532K - $570K
|
35.6K
$965K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
18.4KNew |
$475K - $509K
|
18.4K
$499K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
17K+ 110.69% |
$439K - $470K
|
32.3K
$877K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
15.1KNew |
$391K - $419K
|
15.1K
$411K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
14.4KNew |
$371K - $398K
|
14.4K
$390K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.5K+ 36.47% |
$349K - $374K
|
50.5K
$1.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
11.7KNew |
$302K - $323K
|
11.7K
$317K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11.2K+ 74366.67% |
$288K - $309K
|
11.2K
$303K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
11.1K+ 197.68% |
$287K - $307K
|
16.7K
$453K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.61KNew |
$222K - $238K
|
8.61K
$234K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.31KNew |
$215K - $230K
|
8.31K
$226K
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
8.24KNew |
$213K - $228K
|
8.24K
$224K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.55KNew |
$195K - $209K
|
7.55K
$205K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
7.37KNew |
$190K - $204K
|
7.37K
$200K
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
6.86K+ 3.36% |
$177K - $190K
|
211K
$5.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.59K+ 18.31% |
$170K - $183K
|
42.6K
$1.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.46K+ 2.68% |
$141K - $151K
|
209K
$5.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.91K+ 23.75% |
$127K - $136K
|
25.6K
$695K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.91KNew |
$127K - $136K
|
4.91K
$133K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.71K+ 1.69% |
$122K - $130K
|
283K
$7.68M
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
4.09K+ 430.77% |
$106K - $113K
|
5.04K
$137K
|
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
BUY
|
- |
3.75K+ 9.21% |
$97K - $104K
|
44.5K
$1.21M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.73KNew |
$96.5K - $103K
|
3.73K
$101K
|
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
3.1K+ 5.48% |
$80K - $85.8K
|
59.6K
$1.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.59K+ 21.99% |
$66.9K - $71.7K
|
14.4K
$390K
|
|
|
Aug 08, 2023
Q2 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
2.35K+ 0.94% |
$60.7K - $65.1K
|
253K
$6.88M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.01K+ 8.32% |
$51.9K - $55.6K
|
26.1K
$710K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
1.85K+ 12.92% |
$47.9K - $51.4K
|
16.2K
$440K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
1.04K+ 4.13% |
$26.7K - $28.7K
|
26.1K
$709K
|