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 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-58.3K- 85.24% |
$1.69M - $2.03M
|
10.1K
$287K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
11.9KNew |
$345K - $414K
|
11.9K
$338K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
20.8KNew |
$602K - $722K
|
20.8K
$590K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
7+ 3.57% |
$203 - $244
|
203
$5.77K
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
48.1KNew |
$1.4M - $1.67M
|
48.1K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.28M- 96.56% |
$37.2M - $44.6M
|
45.6K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
793KNew |
$23M - $27.6M
|
793K
$22.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
72+ 0.73% |
$2.09K - $2.5K
|
9.89K
$281K
|
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
10.3KNew |
$299K - $359K
|
10.3K
$293K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
14.8KNew |
$429K - $514K
|
14.8K
$420K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
119KNew |
$3.46M - $4.14M
|
119K
$3.38M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
14.4KNew |
$418K - $501K
|
14.4K
$409K
|
|
|
Feb 07, 2023
Q4 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.85K+ 8.44% |
$53.8K - $64.4K
|
23.8K
$676K
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
651+ 6.86% |
$18.9K - $22.6K
|
10.1K
$288K
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
19.5KNew |
$567K - $679K
|
19.5K
$555K
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
37.3KNew |
$1.08M - $1.3M
|
37.3K
$1.06M
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
10.9KNew |
$318K - $381K
|
10.9K
$311K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
51.8KNew |
$1.5M - $1.8M
|
51.8K
$1.47M
|
|
|
Jan 25, 2023
Q4 2022
|
Wealth Advisors, Inc.
|
BUY
|
- |
7.81KNew |
$227K - $272K
|
7.81K
$222K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19.8KNew |
$574K - $687K
|
19.8K
$561K
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.73K+ 7.0% |
$79.3K - $95K
|
41.7K
$1.19M
|
|
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
74.3KNew |
$2.16M - $2.58M
|
74.3K
$2.11M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
5.9K+ 23.55% |
$171K - $205K
|
31K
$880K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-17.9K- 65.01% |
$521K - $624K
|
9.66K
$274K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
14.7KNew |
$454K - $508K
|
14.7K
$418K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
13.2KNew |
$409K - $458K
|
13.2K
$376K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.2KNew |
$37K - $41.5K
|
1.2K
$34.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
1.28MNew |
$39.5M - $44.3M
|
1.28M
$36.4M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
211KNew |
$6.52M - $7.3M
|
211K
$6M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-74.4K- 79.44% |
$2.3M - $2.57M
|
19.3K
$547K
|
|
|
Nov 07, 2022
Q3 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
6.2KNew |
$191K - $214K
|
6.2K
$176K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
128KNew |
$3.96M - $4.43M
|
128K
$3.64M
|
|
|
Oct 27, 2022
Q3 2022
|
Ttp Investments, Inc.
|
BUY
|
- |
170KNew |
$5.24M - $5.87M
|
170K
$4.82M
|
|
|
Oct 19, 2022
Q3 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
499KNew |
$15.4M - $17.2M
|
499K
$14.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
18.5KNew |
$572K - $641K
|
18.5K
$527K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-24.8KClosed |
$764K - $856K
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
28.8KNew |
$890K - $996K
|
28.8K
$819K
|
|
|
Oct 12, 2022
Q3 2022
|
Capital Cs Group, LLC
|
BUY
|
- |
13.5KNew |
$416K - $466K
|
13.5K
$383K
|
|
| Q2 2022 | |||||||
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
650New |
$18.8K - $21.7K
|
650
$18.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.37KNew |
$270K - $312K
|
9.37K
$266K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.3KNew |
$37.4K - $43.2K
|
1.3K
$36.8K
|
|