Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
10KNew |
$286K - $302K
|
10K
$264K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.91K+ 6.5% |
$283K - $300K
|
163K
$4.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
9.6KNew |
$274K - $290K
|
9.6K
$253K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.53KNew |
$244K - $258K
|
8.53K
$225K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
8.04KNew |
$230K - $243K
|
8.04K
$212K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.62K+ 26.2% |
$218K - $230K
|
36.7K
$969K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7.53KNew |
$215K - $227K
|
7.53K
$199K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
7.33KNew |
$209K - $221K
|
7.33K
$193K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.71K+ 91.27% |
$192K - $203K
|
14.1K
$371K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.57K+ 11.23% |
$188K - $198K
|
65K
$1.72M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.07KNew |
$173K - $183K
|
6.07K
$160K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.94K+ 75.34% |
$170K - $179K
|
13.8K
$365K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
5.52K+ 1233.04% |
$158K - $167K
|
5.97K
$158K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.35K+ 6.33% |
$153K - $162K
|
90K
$2.37M
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
4.86K+ 5.67% |
$139K - $147K
|
90.4K
$2.39M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.79K+ 12.08% |
$137K - $145K
|
44.4K
$1.17M
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
4.65K+ 27.24% |
$133K - $140K
|
21.7K
$573K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.53K+ 16.9% |
$129K - $137K
|
31.3K
$827K
|
|
|
Aug 07, 2024
Q2 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
4.09K+ 27.96% |
$117K - $124K
|
18.7K
$494K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
3.84K+ 12.31% |
$110K - $116K
|
35K
$924K
|
|
|
Aug 05, 2024
Q2 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
3.46K+ 16.45% |
$98.7K - $104K
|
24.5K
$646K
|
|
|
Oct 18, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
3.17K+ 2.61% |
$90.4K - $95.6K
|
125K
$3.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
3.16K+ 2.61% |
$90.3K - $95.6K
|
125K
$3.28M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.01K+ 1.61% |
$85.8K - $90.8K
|
190K
$5M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3K+ 170.92% |
$85.7K - $90.7K
|
4.76K
$126K
|
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
2.7K+ 7.17% |
$77.1K - $81.6K
|
40.4K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.61K+ 28.18% |
$74.6K - $78.9K
|
11.9K
$313K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.44K+ 1.13% |
$69.6K - $73.6K
|
218K
$5.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.3K+ 13.13% |
$65.6K - $69.4K
|
19.8K
$522K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.22KNew |
$63.4K - $67.1K
|
2.22K
$58.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.68K+ 1412.61% |
$48K - $50.8K
|
1.8K
$47.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.64K+ 1.15% |
$46.9K - $49.6K
|
145K
$3.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.45K+ 5.0% |
$41.3K - $43.7K
|
30.4K
$802K
|
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.17K+ 1.85% |
$33.3K - $35.2K
|
64K
$1.69M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
829+ 3.59% |
$23.7K - $25K
|
23.9K
$631K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
787+ 3.08% |
$22.5K - $23.8K
|
26.3K
$695K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
411+ 411.0% |
$11.7K - $12.4K
|
511
$13.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
367+ 0.77% |
$10.5K - $11.1K
|
47.8K
$1.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
153+ 1.98% |
$4.37K - $4.62K
|
7.86K
$207K
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
149New |
$4.25K - $4.5K
|
149
$3.93K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
147New |
$4.2K - $4.44K
|
147
$3.88K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
124+ 0.34% |
$3.54K - $3.75K
|
36.6K
$966K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
102+ 1.11% |
$2.91K - $3.08K
|
9.33K
$246K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
91+ 15.22% |
$2.6K - $2.75K
|
689
$18.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
83+ 0.4% |
$2.37K - $2.51K
|
20.7K
$547K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
44+ 0.55% |
$1.26K - $1.33K
|
8.01K
$211K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
27+ 0.13% |
$771 - $816
|
20.6K
$543K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
17New |
$485 - $514
|
17
$448
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.2% |
$457 - $483
|
7.88K
$208K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
14+ 0.13% |
$400 - $423
|
11.2K
$295K
|