Latest Institutional Transactions on Litman Gregory Fds Tr Imgp Dbi (DBMF)
This table provides information on the latest institutional transactions involving Litman Gregory Fds Tr Imgp Dbi (DBMF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
184New |
$4.74K - $5.37K
|
184
$5.23K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-14K- 17.17% |
$360K - $408K
|
67.5K
$1.92M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
1.48K+ 12.23% |
$40.2K - $42.9K
|
13.6K
$387K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.19K- 15.27% |
$59.3K - $63.4K
|
12.2K
$346K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.13K- 46.92% |
$166K - $177K
|
6.94K
$197K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-2- 0.09% |
$54.1 - $57.9
|
2.22K
$63K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$2.71K - $2.89K
|
100
$2.84K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
5.41K+ 107.44% |
$147K - $157K
|
10.4K
$297K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.68K- 32.63% |
$154K - $164K
|
11.7K
$333K
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-3.65K- 13.96% |
$98.7K - $105K
|
22.5K
$638K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-7.73K- 5.7% |
$209K - $223K
|
128K
$3.63M
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-1.54K- 6.59% |
$41.8K - $44.7K
|
21.9K
$621K
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-971- 9.01% |
$26.3K - $28.1K
|
9.81K
$279K
|
|
| Q2 2023 | |||||||
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4.02KClosed |
$104K - $111K
|
0
$0
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-781- 5.95% |
$20.2K - $21.6K
|
12.4K
$351K
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
38KNew |
$981K - $1.05M
|
38K
$1.08M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
672New |
$17.4K - $18.6K
|
672
$19.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
619New |
$16K - $17.2K
|
619
$17.6K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
7.37KNew |
$190K - $204K
|
7.37K
$209K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-122K- 64.86% |
$3.16M - $3.39M
|
66.3K
$1.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
938New |
$24.2K - $26K
|
938
$26.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-360K- 96.06% |
$9.3M - $9.97M
|
14.7K
$419K
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-2.49K- 5.86% |
$64.3K - $68.9K
|
39.9K
$1.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
2.35K+ 0.94% |
$60.7K - $65.1K
|
253K
$7.2M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-44.7K- 83.6% |
$1.15M - $1.24M
|
8.76K
$249K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-30- 46.15% |
$775 - $831
|
35
$994
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-105K- 96.76% |
$2.73M - $2.92M
|
3.53K
$100K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
266New |
$6.87K - $7.37K
|
266
$7.56K
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-2.46K- 80.03% |
$63.5K - $68.1K
|
613
$17.4K
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
8.24KNew |
$213K - $228K
|
8.24K
$234K
|
|
| Q1 2023 | |||||||
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.5K+ 66.32% |
$374K - $422K
|
36.5K
$1.04M
|
|
|
Nov 16, 2023
Q1 2023
|
R.P. Boggs & Co.
|
BUY
|
- |
257KNew |
$6.61M - $7.47M
|
257K
$7.3M
|
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
14KNew |
$360K - $407K
|
14K
$398K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
148+ 6.39% |
$3.8K - $4.3K
|
2.46K
$70K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.84K- 7.12% |
$124K - $141K
|
63.1K
$1.79M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
2.08K+ 3.18% |
$53.4K - $60.3K
|
67.4K
$1.92M
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
15.5KNew |
$400K - $452K
|
15.5K
$442K
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-14.8K- 28.93% |
$380K - $429K
|
36.3K
$1.03M
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
6.38K+ 92.79% |
$164K - $185K
|
13.3K
$377K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-207K- 92.71% |
$5.32M - $6.02M
|
16.3K
$463K
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.97K- 18.89% |
$50.6K - $57.2K
|
8.46K
$240K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.4K+ 17.5% |
$36K - $40.7K
|
9.4K
$267K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-3.04K- 5.86% |
$78K - $88.1K
|
48.8K
$1.39M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
519New |
$13.3K - $15.1K
|
519
$14.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-33.3K- 39.89% |
$856K - $967K
|
50.2K
$1.42M
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-76- 5.56% |
$1.95K - $2.21K
|
1.29K
$36.6K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-229- 1.15% |
$5.89K - $6.65K
|
19.7K
$561K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.9K- 26.9% |
$279K - $315K
|
29.5K
$838K
|
|
| Q4 2022 | |||||||
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
9.09KNew |
$264K - $316K
|
9.09K
$258K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
11.9KNew |
$345K - $414K
|
11.9K
$338K
|
|