Latest Institutional Purchases of Litman Gregory Fds Tr Imgp Dbi (DBMF)
This list provides information on the latest institutional transactions involving Litman Gregory Fds Tr Imgp Dbi (DBMF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
829+ 3.59% |
$23.7K - $25K
|
23.9K
$606K
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
149New |
$4.25K - $4.5K
|
149
$3.77K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
91+ 15.22% |
$2.6K - $2.75K
|
689
$17.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
27+ 0.13% |
$771 - $816
|
20.6K
$522K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
17New |
$485 - $514
|
17
$431
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
130KNew |
$3.35M - $3.73M
|
130K
$3.29M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
13.3KNew |
$342K - $380K
|
13.3K
$336K
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
BUY
|
- |
12.1KNew |
$310K - $346K
|
12.1K
$305K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11K+ 117.93% |
$284K - $316K
|
20.4K
$516K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.91KNew |
$127K - $141K
|
4.91K
$124K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.03K+ 52.2% |
$52.3K - $58.3K
|
5.93K
$150K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.89KNew |
$48.7K - $54.3K
|
1.89K
$47.9K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
303New |
$7.81K - $8.69K
|
303
$7.67K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
50New |
$1.29K - $1.43K
|
50
$1.27K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 4.0% |
$25.8 - $28.7
|
26
$659
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
885KNew |
$22.8M - $25.8M
|
885K
$22.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
140KNew |
$3.62M - $4.09M
|
140K
$3.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
35.6KNew |
$916K - $1.04M
|
35.6K
$901K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
21.1KNew |
$543K - $615K
|
21.1K
$534K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2.79K+ 7.08% |
$71.8K - $81.3K
|
42.2K
$1.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
184New |
$4.74K - $5.37K
|
184
$4.66K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
5.41K+ 107.44% |
$147K - $157K
|
10.4K
$265K
|
|
|
Nov 14, 2023
Q3 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
1.48K+ 12.23% |
$40.2K - $42.9K
|
13.6K
$345K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.45K+ 5.34% |
$39.2K - $41.9K
|
28.6K
$724K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$2.71K - $2.89K
|
100
$2.53K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
38KNew |
$981K - $1.05M
|
38K
$962K
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
8.24KNew |
$213K - $228K
|
8.24K
$209K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
7.37KNew |
$190K - $204K
|
7.37K
$187K
|
|
|
Aug 08, 2023
Q2 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
2.35K+ 0.94% |
$60.7K - $65.1K
|
253K
$6.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
938New |
$24.2K - $26K
|
938
$23.8K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
672New |
$17.4K - $18.6K
|
672
$17K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
619New |
$16K - $17.2K
|
619
$15.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
266New |
$6.87K - $7.37K
|
266
$6.74K
|
|
| Q1 2023 | |||||||
|
Nov 16, 2023
Q1 2023
|
R.P. Boggs & Co.
|
BUY
|
- |
257KNew |
$6.61M - $7.47M
|
257K
$6.51M
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
15.5KNew |
$400K - $452K
|
15.5K
$394K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
14.8KNew |
$380K - $429K
|
14.8K
$375K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.5K+ 66.32% |
$374K - $422K
|
36.5K
$924K
|
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
14KNew |
$360K - $407K
|
14K
$355K
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
6.38K+ 92.79% |
$164K - $185K
|
13.3K
$336K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
2.08K+ 3.18% |
$53.4K - $60.3K
|
67.4K
$1.71M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.4K+ 17.5% |
$36K - $40.7K
|
9.4K
$238K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
519New |
$13.3K - $15.1K
|
519
$13.1K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
148+ 6.39% |
$3.8K - $4.3K
|
2.46K
$62.4K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
793KNew |
$23M - $27.6M
|
793K
$20.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
119KNew |
$3.46M - $4.14M
|
119K
$3.02M
|
|
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
74.3KNew |
$2.16M - $2.58M
|
74.3K
$1.88M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
51.8KNew |
$1.5M - $1.8M
|
51.8K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
48.1KNew |
$1.4M - $1.67M
|
48.1K
$1.22M
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
37.3KNew |
$1.08M - $1.3M
|
37.3K
$945K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
20.8KNew |
$602K - $722K
|
20.8K
$526K
|
|