Purchases and Sales Made in Q4 2024 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 2024. 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 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.3M+ 1437.98% |
$138M - $149M
|
5.67M
$149M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.27M+ 2732.64% |
$33.1M - $35.9M
|
1.32M
$34.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.22MNew |
$31.6M - $34.3M
|
1.22M
$32M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
856K+ 74.69% |
$22.3M - $24.1M
|
2M
$52.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
680KNew |
$17.7M - $19.2M
|
680K
$17.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
499K+ 50.59% |
$13M - $14.1M
|
1.48M
$39M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
438K+ 21.59% |
$11.4M - $12.3M
|
2.47M
$64.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
337K+ 145.94% |
$8.76M - $9.5M
|
568K
$14.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
BUY
|
- |
312KNew |
$8.11M - $8.79M
|
312K
$8.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
311KNew |
$8.1M - $8.78M
|
311K
$8.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
289K+ 912.71% |
$7.51M - $8.14M
|
320K
$8.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
239K+ 3128.96% |
$6.22M - $6.74M
|
247K
$6.48M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
235KNew |
$6.11M - $6.62M
|
235K
$6.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
173K+ 10.25% |
$4.49M - $4.87M
|
1.86M
$48.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
169K+ 1418.28% |
$4.39M - $4.76M
|
181K
$4.75M
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
167KNew |
$4.34M - $4.71M
|
167K
$4.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
121KNew |
$3.16M - $3.42M
|
121K
$3.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
121K+ 264.18% |
$3.14M - $3.4M
|
166K
$4.37M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
119KNew |
$3.11M - $3.37M
|
119K
$3.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
112KNew |
$2.91M - $3.15M
|
112K
$2.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
97.8K+ 710.58% |
$2.54M - $2.76M
|
112K
$2.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
92.8K+ 14.64% |
$2.41M - $2.62M
|
727K
$19.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
91.6K+ 39.78% |
$2.38M - $2.58M
|
322K
$8.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
91KNew |
$2.37M - $2.57M
|
91K
$2.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
89.3KNew |
$2.32M - $2.52M
|
89.3K
$2.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
78.6K+ 21.58% |
$2.04M - $2.22M
|
443K
$11.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
73.4KNew |
$1.91M - $2.07M
|
73.4K
$1.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
65.1K+ 17.73% |
$1.69M - $1.83M
|
432K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
64.9KNew |
$1.69M - $1.83M
|
64.9K
$1.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
58KNew |
$1.51M - $1.63M
|
58K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
57.5K+ 17.98% |
$1.5M - $1.62M
|
377K
$9.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
46.7KNew |
$1.21M - $1.32M
|
46.7K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
38.3K+ 13.92% |
$995K - $1.08M
|
313K
$8.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
35.2KNew |
$915K - $991K
|
35.2K
$924K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
33.7KNew |
$876K - $949K
|
33.7K
$884K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
31.8K+ 70.85% |
$827K - $896K
|
76.6K
$2.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
31.8KNew |
$826K - $895K
|
31.8K
$834K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
28.9KNew |
$751K - $814K
|
28.9K
$758K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
28K+ 111.34% |
$729K - $791K
|
53.2K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
25.9K+ 16.96% |
$674K - $731K
|
179K
$4.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
25.6K+ 647.9% |
$665K - $721K
|
29.5K
$776K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
25.4K+ 2.45% |
$661K - $717K
|
1.06M
$27.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
24.5K+ 6.24% |
$638K - $691K
|
417K
$11M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
23.1K+ 5.25% |
$601K - $651K
|
463K
$12.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
23.1K+ 27.74% |
$601K - $651K
|
106K
$2.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
22.6K+ 19.98% |
$588K - $638K
|
136K
$3.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22.1K+ 137918.75% |
$574K - $622K
|
22.1K
$580K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
20.9K+ 17.07% |
$544K - $590K
|
143K
$3.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.2K+ 210.32% |
$525K - $569K
|
29.8K
$782K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19.9K+ 16.23% |
$518K - $562K
|
143K
$3.75M
|