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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
938New |
$24.2K - $26K
|
938
$25.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
914+ 2.21% |
$23.6K - $25.3K
|
42.3K
$1.14M
|
|
|
Jul 26, 2023
Q2 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
834+ 1.84% |
$21.6K - $23.1K
|
46.1K
$1.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
748New |
$19.3K - $20.7K
|
748
$20.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
742+ 2.81% |
$19.2K - $20.6K
|
27.1K
$731K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
672New |
$17.4K - $18.6K
|
672
$18.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
619New |
$16K - $17.2K
|
619
$16.7K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
310+ 1.7% |
$8.01K - $8.59K
|
18.5K
$500K
|
|
|
Jul 25, 2023
Q2 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
301+ 2.54% |
$7.78K - $8.34K
|
12.1K
$327K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
266New |
$6.87K - $7.37K
|
266
$7.17K
|
|
|
Aug 10, 2023
Q2 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
178+ 0.11% |
$4.6K - $4.93K
|
158K
$4.25M
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
67+ 0.63% |
$1.73K - $1.86K
|
10.8K
$290K
|
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
35+ 291.67% |
$904 - $970
|
47
$1.27K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
28New |
$724 - $776
|
28
$755
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
22+ 1.0% |
$568 - $610
|
2.22K
$59.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12New |
$310 - $333
|
12
$323
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-14- 0.08% |
$362 - $388
|
17.9K
$482K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-30- 46.15% |
$775 - $831
|
35
$943
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-35- 0.17% |
$904 - $970
|
20.9K
$562K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-45- 6.75% |
$1.16K - $1.25K
|
622
$16.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-155- 72.09% |
$4.01K - $4.3K
|
60
$1.62K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-257- 1.27% |
$6.64K - $7.12K
|
20.1K
$540K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-279- 0.22% |
$7.21K - $7.73K
|
129K
$3.48M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-420- 1.56% |
$10.9K - $11.6K
|
26.6K
$716K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-700Closed |
$18.1K - $19.4K
|
0
$0
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-781- 5.95% |
$20.2K - $21.6K
|
12.4K
$333K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-819- 4.82% |
$21.2K - $22.7K
|
16.2K
$436K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-925- 7.88% |
$23.9K - $25.6K
|
10.8K
$291K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.02K- 10.54% |
$26.3K - $28.2K
|
8.65K
$233K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.06K- 1.89% |
$27.4K - $29.4K
|
54.9K
$1.48M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.68K- 11.87% |
$43.4K - $46.6K
|
12.5K
$336K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.7K- 13.98% |
$44K - $47.1K
|
10.5K
$282K
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-2.46K- 80.03% |
$63.5K - $68.1K
|
613
$16.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-2.49K- 5.86% |
$64.3K - $68.9K
|
39.9K
$1.08M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.62K- 12.74% |
$67.8K - $72.7K
|
18K
$484K
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
SELL
|
- |
-3.13K- 1.98% |
$80.9K - $86.7K
|
155K
$4.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.44K- 26.93% |
$88.8K - $95.3K
|
9.33K
$251K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.55K- 76.28% |
$91.7K - $98.3K
|
1.1K
$29.7K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4.02KClosed |
$104K - $111K
|
0
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.14K- 33.86% |
$107K - $115K
|
8.08K
$218K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.22K- 12.85% |
$109K - $117K
|
28.6K
$772K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.94K- 3.46% |
$128K - $137K
|
138K
$3.71M
|
|
|
Jul 17, 2023
Q2 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-5.95K- 20.27% |
$154K - $165K
|
23.4K
$631K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.5K- 9.01% |
$168K - $180K
|
65.7K
$1.77M
|
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-6.57K- 3.15% |
$170K - $182K
|
202K
$5.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.99K- 10.46% |
$232K - $249K
|
76.9K
$2.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.14K- 34.45% |
$236K - $253K
|
17.4K
$469K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-10.3K- 40.15% |
$267K - $286K
|
15.4K
$414K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.4K- 8.1% |
$268K - $288K
|
118K
$3.18M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-11.7K- 35.47% |
$302K - $324K
|
21.2K
$573K
|