Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
885KNew |
$22.8M - $25.8M
|
885K
$24M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
772K+ 288.22% |
$19.9M - $22.5M
|
1.04M
$28.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
490KNew |
$12.6M - $14.3M
|
490K
$13.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
274K+ 91.38% |
$7.06M - $7.99M
|
574K
$15.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
215K+ 1011.03% |
$5.53M - $6.26M
|
236K
$6.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
167KNew |
$4.31M - $4.88M
|
167K
$4.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
140KNew |
$3.62M - $4.09M
|
140K
$3.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
135K+ 667.59% |
$3.47M - $3.92M
|
155K
$4.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
128K+ 16.34% |
$3.3M - $3.74M
|
913K
$24.8M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
123K+ 176.19% |
$3.17M - $3.59M
|
193K
$5.24M
|
|
|
Aug 14, 2024
Q4 2023
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
110KNew |
$2.83M - $3.2M
|
110K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
89.4KNew |
$2.3M - $2.61M
|
89.4K
$2.43M
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
69.4K+ 268.8% |
$1.79M - $2.02M
|
95.2K
$2.58M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
62KNew |
$1.6M - $1.81M
|
62K
$1.68M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
48.8K+ 520.5% |
$1.26M - $1.42M
|
58.2K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
46.9K+ 33.39% |
$1.21M - $1.37M
|
187K
$5.09M
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
44.3KNew |
$1.14M - $1.29M
|
44.3K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
35.6KNew |
$916K - $1.04M
|
35.6K
$966K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
31K+ 57.7% |
$798K - $904K
|
84.7K
$2.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
28.3K+ 13.76% |
$729K - $826K
|
234K
$6.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
25.2K+ 8167.21% |
$648K - $734K
|
25.5K
$691K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21.9KNew |
$565K - $639K
|
21.9K
$595K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
21.1KNew |
$543K - $615K
|
21.1K
$573K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
20.5K+ 2.71% |
$529K - $599K
|
778K
$21.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
20.5K+ 274.5% |
$527K - $596K
|
27.9K
$757K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.1K+ 75.88% |
$519K - $587K
|
46.7K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
16.5K+ 12.51% |
$426K - $483K
|
149K
$4.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
13.5KNew |
$347K - $393K
|
13.5K
$366K
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12.2KNew |
$313K - $355K
|
12.2K
$330K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
11.2K+ 27.95% |
$288K - $325K
|
51.1K
$1.39M
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
9.19KNew |
$237K - $268K
|
9.19K
$250K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
8.93KNew |
$230K - $260K
|
8.93K
$242K
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
7.96K+ 7.82% |
$205K - $232K
|
110K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.91KNew |
$204K - $231K
|
7.91K
$215K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.67K+ 18.57% |
$198K - $224K
|
49K
$1.33M
|
|
|
Jan 18, 2024
Q4 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
7.5K+ 45.0% |
$193K - $219K
|
24.2K
$656K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.42K+ 8.23% |
$191K - $216K
|
97.6K
$2.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.92K+ 15.63% |
$178K - $202K
|
51.2K
$1.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.24K+ 13.08% |
$161K - $182K
|
54K
$1.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.05K+ 1872.76% |
$156K - $176K
|
6.37K
$173K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
5.91K+ 29.46% |
$152K - $172K
|
26K
$705K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
5.45K+ 2.36% |
$140K - $159K
|
236K
$6.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.3KNew |
$111K - $125K
|
4.3K
$117K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.3K+ 2.01% |
$111K - $125K
|
218K
$5.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2.79K+ 7.08% |
$71.8K - $81.3K
|
42.2K
$1.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.29K+ 142.71% |
$59K - $66.7K
|
3.89K
$106K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
2.24K+ 4.92% |
$57.6K - $65.2K
|
47.7K
$1.3M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.5KNew |
$38.7K - $43.8K
|
1.5K
$40.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.38K+ 6.23% |
$35.7K - $40.4K
|
23.6K
$641K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.26K+ 54.87% |
$32.5K - $36.8K
|
3.57K
$96.8K
|