Purchases and Sales Made in Q3 2022 in Litman Gregory Fds Tr Imgp Dbi (DBMF)

DBMF Quotes by TradingView

This table provides information about the institutional ownership of Litman Gregory Fds Tr Imgp Dbi (DBMF) during Q3 2022. 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
Nov 14, 2022 Q3 2022
Beaumont Financial Partners, LLC

BUY
 -
1.28M
New
$39.5M - $44.3M
1.28M $34.8M
Oct 19, 2022 Q3 2022
Cornerstone Wealth Group, LLC

BUY
 -
499K
New
$15.4M - $17.2M
499K $13.5M
Nov 14, 2022 Q3 2022
Smith, Moore & Co.

Clayton, MO
BUY
 -
443K
New
$13.7M - $15.3M
443K $12M
Nov 09, 2022 Q3 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
423K
New
$13.1M - $14.6M
423K $11.5M
Nov 10, 2022 Q3 2022
Summit Wealth & Retirement Planning, Inc.

BUY
 -
371K
New
$11.5M - $12.8M
371K $10.1M
Oct 13, 2022 Q3 2022
Pfg Advisors

BUY
 -
337K
New
$10.4M - $11.7M
337K $9.15M
Nov 14, 2022 Q3 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
300K
+ 171.99%
$9.25M - $10.4M
474K $12.9M
Oct 20, 2022 Q3 2022
First Heartland Consultants, Inc.

BUY
 -
285K
New
$8.79M - $9.84M
285K $7.73M
Oct 14, 2022 Q3 2022
R.P. Boggs & Co.

BUY
 -
270K
New
$8.32M - $9.31M
270K $7.32M
Oct 18, 2022 Q3 2022
Innova Wealth Partners

BUY
 -
250K
+ 557.49%
$7.72M - $8.64M
295K $8M
Nov 08, 2022 Q3 2022
Cambria Investment Management, L.P.

BUY
 -
224K
+ 87.94%
$6.91M - $7.74M
478K $13M
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
211K
New
$6.52M - $7.3M
211K $5.74M
Oct 27, 2022 Q3 2022
Money Concepts Capital Corp

BUY
 -
198K
+ 372.22%
$6.1M - $6.83M
251K $6.81M
Oct 27, 2022 Q3 2022
Ttp Investments, Inc.

BUY
 -
170K
New
$5.24M - $5.87M
170K $4.61M
Nov 01, 2022 Q3 2022
Kestra Advisory Services, LLC

BUY
 -
164K
+ 486.99%
$5.06M - $5.66M
197K $5.36M
Nov 10, 2022 Q3 2022
Envestnet Asset Management Inc

BUY
 -
153K
+ 415.36%
$4.71M - $5.27M
189K $5.14M
Nov 02, 2022 Q3 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
132K
+ 528000.0%
$4.07M - $4.56M
132K $3.58M
Nov 02, 2022 Q3 2022
Stephens Inc

BUY
 -
128K
New
$3.96M - $4.43M
128K $3.48M
Oct 11, 2022 Q3 2022
E&G Advisors, LP

BUY
 -
117K
New
$3.61M - $4.04M
117K $3.18M
Nov 14, 2022 Q3 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
117K
New
$3.6M - $4.03M
117K $3.17M
Nov 14, 2022 Q3 2022
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
110K
+ 58.09%
$3.4M - $3.81M
300K $8.15M
Nov 14, 2022 Q3 2022
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
106K
New
$3.26M - $3.65M
106K $2.87M
Nov 09, 2022 Q3 2022
Frontier Asset Management, LLC

Sheridan, WY
BUY
 -
103K
New
$3.19M - $3.57M
103K $2.8M
Oct 25, 2022 Q3 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
100K
New
$3.1M - $3.47M
100K $2.73M
Nov 14, 2022 Q3 2022
Fortress Wealth Group, LLC

Orlando, FL
BUY
 -
100K
New
$3.09M - $3.46M
100K $2.72M
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
98.6K
+ 56332.57%
$3.04M - $3.41M
98.8K $2.68M
Nov 14, 2022 Q3 2022
Advisory Services Network, LLC

BUY
 -
94.4K
New
$2.91M - $3.26M
94.4K $2.56M
Oct 13, 2022 Q3 2022
Litman Gregory Wealth Management LLC

BUY
 -
82.3K
+ 21.44%
$2.54M - $2.84M
466K $12.7M
Oct 07, 2022 Q3 2022
Worth Asset Management, LLC

BUY
 -
76.7K
New
$2.37M - $2.65M
76.7K $2.08M
Oct 17, 2022 Q3 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
73.3K
+ 17.14%
$2.26M - $2.53M
501K $13.6M
Nov 08, 2022 Q3 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
73.1K
+ 902.59%
$2.26M - $2.53M
81.2K $2.2M
Oct 26, 2022 Q3 2022
Avestar Capital, LLC

BUY
 -
66.1K
New
$2.04M - $2.28M
66.1K $1.8M
Nov 14, 2022 Q3 2022
Quantitative Advantage, LLC

Minnetonka, MN
BUY
 -
64.6K
New
$1.99M - $2.23M
64.6K $1.75M
Nov 14, 2022 Q3 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
61.5K
+ 138.86%
$1.9M - $2.12M
106K $2.87M
Nov 08, 2022 Q3 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
59.7K
New
$1.84M - $2.06M
59.7K $1.62M
Nov 14, 2022 Q3 2022
Kovack Advisors, Inc.

BUY
 -
53.5K
+ 360.44%
$1.65M - $1.85M
68.4K $1.86M
Nov 14, 2022 Q3 2022
Jane Street Group, LLC

New York, NY
BUY
 -
46K
New
$1.42M - $1.59M
46K $1.25M
Nov 14, 2022 Q3 2022
Css LLC

Chicago, IL
BUY
 -
45.7K
New
$1.41M - $1.58M
45.7K $1.24M
Nov 14, 2022 Q3 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
39K
New
$1.2M - $1.35M
39K $1.06M
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
38.7K
+ 26.4%
$1.2M - $1.34M
185K $5.03M
Oct 14, 2022 Q3 2022
Private Advisor Group, LLC

BUY
 -
31.8K
+ 43.83%
$980K - $1.1M
104K $2.83M
Nov 02, 2022 Q3 2022
Valmark Advisers, Inc.

BUY
 -
31.3K
+ 4.46%
$966K - $1.08M
732K $19.9M
Oct 17, 2022 Q3 2022
J2 Capital Management Inc

BUY
 -
30.4K
New
$939K - $1.05M
30.4K $826K
Nov 14, 2022 Q3 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
30.3K
+ 24.33%
$935K - $1.05M
155K $4.2M
Oct 11, 2022 Q3 2022
Proficio Capital Partners LLC

Newton, MA
BUY
 -
29K
New
$895K - $1M
29K $787K
Oct 17, 2022 Q3 2022
Integrity Advisory, LLC

BUY
 -
28.8K
New
$890K - $996K
28.8K $783K
Oct 13, 2022 Q3 2022
Onyx Bridge Wealth Group LLC

BUY
 -
27.6K
New
$852K - $954K
27.6K $750K
Oct 18, 2022 Q3 2022
Karp Capital Management Corp

BUY
 -
24.8K
New
$764K - $856K
24.8K $672K
Feb 10, 2023 Q3 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
23.4K
New
$722K - $809K
23.4K $635K

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