Purchases and Sales Made in Q4 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 Q4 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
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
1.22K
+ 5.23%
$35.5K - $42.6K
24.6K $668K
Feb 10, 2023 Q4 2022
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
1.17K
+ 7.57%
$33.8K - $40.5K
16.5K $449K
Feb 06, 2023 Q4 2022
Harvest Fund Management Co., LTD

Beijing, F4
BUY
 -
1.04K
New
$30.1K - $36K
1.04K $28.1K
Aug 30, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.02K
+ 11.78%
$29.6K - $35.5K
9.67K $263K
Feb 14, 2023 Q4 2022
Quantitative Advantage, LLC

Minnetonka, MN
BUY
 -
740
+ 1.15%
$21.5K - $25.7K
65.4K $1.77M
Jan 31, 2023 Q4 2022
Wfa Of San Diego, LLC

BUY
 -
704
New
$20.4K - $24.5K
704 $19.1K
Feb 06, 2023 Q4 2022
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
651
+ 6.86%
$18.9K - $22.6K
10.1K $275K
Feb 06, 2023 Q4 2022
Ameliora Wealth Management Ltd.

Zurich, V8
BUY
 -
613
+ 24.96%
$17.8K - $21.3K
3.07K $83.3K
Jan 18, 2023 Q4 2022
Private Trust CO Na

BUY
 -
516
New
$15K - $18K
516 $14K
Feb 13, 2023 Q4 2022
Global Retirement Partners, LLC

BUY
 -
259
+ 20.0%
$7.52K - $9.01K
1.55K $42.2K
Feb 09, 2023 Q4 2022
Lee Financial CO

Dallas, TX
BUY
 -
75
New
$2.18K - $2.61K
75 $2.04K
Feb 13, 2023 Q4 2022
Betterment LLC

New York, NY
BUY
 -
72
+ 0.73%
$2.09K - $2.5K
9.89K $268K
Jan 24, 2023 Q4 2022
Toth Financial Advisory Corp

BUY
 -
60
New
$1.74K - $2.09K
60 $1.63K
Feb 15, 2023 Q4 2022
Financial Gravity Asset Management, Inc.

BUY
 -
29
New
$842 - $1.01K
29 $787
Jan 30, 2023 Q4 2022
Legend Financial Advisors, Inc.

Pittsburgh, PA
BUY
 -
12
New
$348 - $417
12 $326
Feb 15, 2023 Q4 2022
Retirement Group, LLC

BUY
 -
10
New
$290 - $348
10 $272
Feb 14, 2023 Q4 2022
Cribstone Capital Management, LLC

Augusta, ME
BUY
 -
7
+ 3.57%
$203 - $244
203 $5.51K
Feb 13, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
3
+ 0.03%
$87.1 - $104
9.67K $263K
Jan 23, 2023 Q4 2022
Measured Wealth Private Client Group, LLC

SELL
 -
-79
- 0.75%
$2.29K - $2.75K
10.4K $283K
Feb 08, 2023 Q4 2022
Orion Portfolio Solutions, LLC

SELL
 -
-456
- 1.47%
$13.2K - $15.9K
30.5K $827K
Feb 07, 2023 Q4 2022
Oppenheimer & CO Inc

New York, NY
SELL
 -
-520
- 2.97%
$15.1K - $18.1K
17K $461K
Jan 25, 2023 Q4 2022
R.P. Boggs & Co.

SELL
 -
-588
- 0.22%
$17.1K - $20.5K
269K $7.3M
Feb 03, 2023 Q4 2022
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-1.22K
- 5.51%
$35.4K - $42.4K
20.9K $567K
Feb 13, 2023 Q4 2022
Trek Financial, LLC

Scottsdale, AZ
SELL
 -
-1.38K
- 1.31%
$40.1K - $48.1K
104K $2.83M
Jan 10, 2023 Q4 2022
Ewg Elevate Inc.

SELL
 -
-1.52K
- 7.81%
$44.2K - $53K
18K $488K
Jan 17, 2023 Q4 2022
J2 Capital Management Inc

SELL
 -
-2.1K
- 6.9%
$61K - $73.1K
28.3K $769K
Feb 10, 2023 Q4 2022
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-2.4K
- 98.36%
$69.6K - $83.4K
40 $1.09K
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-2.72K
- 2.75%
$78.9K - $94.6K
96K $2.61M
Feb 08, 2023 Q4 2022
Ubs Group Ag

SELL
 -
-13.2K
- 78.36%
$384K - $460K
3.65K $99.1K
Feb 14, 2023 Q4 2022
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-17.1K
- 11.04%
$496K - $595K
138K $3.74M
Jan 18, 2023 Q4 2022
Private Advisor Group, LLC

SELL
 -
-17.6K
- 16.89%
$511K - $612K
86.6K $2.35M
Jan 11, 2023 Q4 2022
Onyx Bridge Wealth Group LLC

SELL
 -
-17.9K
- 65.01%
$521K - $624K
9.66K $262K
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-27.1K
- 25.59%
$786K - $941K
78.7K $2.14M
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

SELL
 -
-27.3K
- 10.9%
$794K - $951K
223K $6.07M
Jan 17, 2023 Q4 2022
Litman Gregory Wealth Management LLC

SELL
 -
-50.9K
- 10.92%
$1.48M - $1.77M
415K $11.3M
Feb 22, 2023 Q4 2022
Kovack Advisors, Inc.

SELL
 -
-58.3K
- 85.24%
$1.69M - $2.03M
10.1K $274K
Feb 13, 2023 Q4 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
SELL
 -
-58.4K
- 50.04%
$1.7M - $2.03M
58.3K $1.58M
Jan 12, 2023 Q4 2022
Worth Asset Management, LLC

SELL
 -
-75.6K
- 98.55%
$2.19M - $2.63M
1.12K $30.3K
Feb 08, 2023 Q4 2022
Raymond James & Associates

St Petersburg, FL
SELL
 -
-83.6K
- 83.31%
$2.43M - $2.91M
16.8K $455K
Jan 13, 2023 Q4 2022
First Heartland Consultants, Inc.

SELL
 -
-121K
- 42.43%
$3.51M - $4.2M
164K $4.45M
Jan 17, 2023 Q4 2022
Innova Wealth Partners

SELL
 -
-122K
- 41.51%
$3.55M - $4.26M
172K $4.68M
Feb 13, 2023 Q4 2022
Fermata Advisors, LLC

Sonoma, CA
SELL
 -
-153K
- 51.08%
$4.45M - $5.33M
147K $3.99M
Jan 30, 2023 Q4 2022
R. W. Roge & Company, Inc.

Bohemia, NY
SELL
 -
-154K
- 17.32%
$4.48M - $5.37M
737K $20M
Jan 31, 2023 Q4 2022
Kestra Advisory Services, LLC

SELL
 -
-181K
- 91.52%
$5.24M - $6.28M
16.7K $454K
Feb 08, 2023 Q4 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-319K
- 63.73%
$9.27M - $11.1M
182K $4.94M
Feb 08, 2023 Q4 2022
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-373K
- 88.25%
$10.8M - $13M
49.7K $1.35M
Feb 14, 2023 Q4 2022
Claraphi Advisory Network, LLC

SELL
 -
-1.28M
- 96.56%
$37.2M - $44.6M
45.6K $1.24M

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