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
|
Css LLC
Chicago, IL |
SELL
|
- |
-22.3K- 14.27% |
$574K - $650K
|
134K
$3.63M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-22.4K- 16.82% |
$578K - $654K
|
111K
$3.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-24.7K- 27.14% |
$637K - $721K
|
66.3K
$1.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-27.4K- 61.99% |
$705K - $798K
|
16.8K
$455K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-28.8K- 51.97% |
$741K - $839K
|
26.6K
$722K
|
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-48.1K- 24.23% |
$1.24M - $1.4M
|
150K
$4.08M
|
|
|
Jan 26, 2024
Q4 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-54.7K- 53.05% |
$1.41M - $1.59M
|
48.4K
$1.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-62.7K- 12.98% |
$1.61M - $1.83M
|
420K
$11.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-64.6K- 36.67% |
$1.67M - $1.88M
|
112K
$3.03M
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-66.9K- 43.8% |
$1.72M - $1.95M
|
85.9K
$2.33M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-89.7K- 13.52% |
$2.31M - $2.62M
|
574K
$15.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-101K- 77.6% |
$2.6M - $2.95M
|
29.2K
$792K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-174K- 7.19% |
$4.49M - $5.09M
|
2.25M
$61.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-189K- 36.81% |
$4.87M - $5.51M
|
324K
$8.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-243K- 34.54% |
$6.27M - $7.1M
|
461K
$12.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Innova Wealth Partners
|
SELL
|
- |
-254K- 85.66% |
$6.55M - $7.41M
|
42.6K
$1.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-289K- 92.8% |
$7.45M - $8.43M
|
22.4K
$609K
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-800K- 75.33% |
$20.6M - $23.3M
|
262K
$7.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-801K- 76.99% |
$20.6M - $23.3M
|
239K
$6.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-820K- 62.24% |
$21.1M - $23.9M
|
497K
$13.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.77M- 95.74% |
$174M - $197M
|
302K
$8.19M
|