Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
79.3KNew |
$2.05M - $2.33M
|
79.3K
$2.15M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
46K+ 55.46% |
$1.19M - $1.35M
|
129K
$3.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
27.1K+ 4.51% |
$700K - $795K
|
628K
$17.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.04K+ 24.04% |
$182K - $207K
|
36.3K
$987K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.23K+ 39.57% |
$109K - $124K
|
14.9K
$405K
|
|
|
Feb 09, 2022
Q4 2021
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
4KNew |
$103K - $117K
|
4K
$109K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.18K+ 5.35% |
$30.4K - $34.6K
|
23.2K
$629K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
710+ 37.15% |
$18.3K - $20.8K
|
2.62K
$71.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
2+ 1.48% |
$51.6 - $58.7
|
137
$3.72K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.82K- 25.59% |
$72.7K - $82.7K
|
8.19K
$222K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.18K- 19.8% |
$81.9K - $93.1K
|
12.9K
$349K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10KClosed |
$258K - $293K
|
0
$0
|