Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
347KNew |
$9.9M - $10.5M
|
347K
$9.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
243K+ 81.89% |
$6.93M - $7.33M
|
539K
$14.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
209K+ 17.26% |
$5.96M - $6.31M
|
1.42M
$38.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Q3 Asset Management
|
BUY
|
- |
199KNew |
$5.68M - $6.01M
|
199K
$5.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
143KNew |
$4.08M - $4.31M
|
143K
$3.88M
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
137K+ 17.62% |
$3.91M - $4.14M
|
914K
$24.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
126K+ 23.44% |
$3.6M - $3.81M
|
664K
$18M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
126K+ 23.44% |
$3.6M - $3.81M
|
664K
$18M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
125K+ 74.23% |
$3.56M - $3.77M
|
293K
$7.95M
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
121K+ 8.0% |
$3.46M - $3.66M
|
1.64M
$44.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
110K+ 6.15% |
$3.14M - $3.32M
|
1.9M
$51.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
90.1K+ 9.84% |
$2.57M - $2.72M
|
1.01M
$27.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
BUY
|
- |
87.4K+ 64.16% |
$2.5M - $2.64M
|
224K
$6.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
71.5K+ 7.64% |
$2.04M - $2.16M
|
1.01M
$27.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
67.5KNew |
$1.93M - $2.04M
|
67.5K
$1.83M
|
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
51.9K+ 10.12% |
$1.48M - $1.57M
|
565K
$15.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
48KNew |
$1.37M - $1.45M
|
48K
$1.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
45.1K+ 254.95% |
$1.29M - $1.36M
|
62.8K
$1.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
38.5K+ 3.97% |
$1.1M - $1.16M
|
1.01M
$27.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
36K+ 106.18% |
$1.03M - $1.09M
|
69.8K
$1.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
33.1K+ 92.09% |
$944K - $999K
|
69K
$1.87M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
31.7KNew |
$905K - $957K
|
31.7K
$860K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
30.2K+ 631.67% |
$861K - $912K
|
35K
$949K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
29.7KNew |
$849K - $898K
|
29.7K
$807K
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
29.5K+ 15.97% |
$842K - $891K
|
214K
$5.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
28.5K+ 44.37% |
$814K - $862K
|
92.8K
$2.52M
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
27.8KNew |
$792K - $838K
|
27.8K
$753K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
27.6KNew |
$787K - $832K
|
27.6K
$748K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
27.2K+ 25.22% |
$777K - $822K
|
135K
$3.67M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
26.3KNew |
$752K - $795K
|
26.3K
$715K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
26K+ 34.48% |
$744K - $787K
|
102K
$2.76M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
24.5KNew |
$699K - $740K
|
24.5K
$665K
|
|
|
Aug 06, 2024
Q2 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
24.4K+ 3.94% |
$696K - $736K
|
643K
$17.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
23.4KNew |
$668K - $707K
|
23.4K
$636K
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
22K+ 9.78% |
$629K - $666K
|
247K
$6.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
22K+ 17.07% |
$628K - $665K
|
151K
$4.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
18.7K+ 75.11% |
$535K - $566K
|
43.7K
$1.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
17.4K+ 7.25% |
$496K - $524K
|
257K
$6.97M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
16.5K+ 9.91% |
$471K - $498K
|
183K
$4.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.6K+ 24.06% |
$418K - $442K
|
75.5K
$2.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12.6KNew |
$360K - $381K
|
12.6K
$342K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
12.5K+ 110.14% |
$358K - $379K
|
23.9K
$649K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.2K+ 13.86% |
$348K - $369K
|
100K
$2.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
12.1KNew |
$346K - $366K
|
12.1K
$329K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
11.8KNew |
$336K - $355K
|
11.8K
$319K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11.5K+ 40.85% |
$329K - $348K
|
39.7K
$1.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.2KNew |
$321K - $339K
|
11.2K
$305K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.2KNew |
$320K - $339K
|
11.2K
$304K
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
10.2K+ 3334.75% |
$290K - $307K
|
10.5K
$284K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
10KNew |
$286K - $302K
|
10K
$272K
|