Who owns LITMAN GREGORY FDS TR?
- Ticker: DBMF
- CUSIP Number: 53700t827
Tip: Access positions for across all investors
Analyze quarterly positions in Litman Gregory Fds Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Litman Gregory Fds Tr stock
Who bought or sold LITMAN GREGORY FDS TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 3.7M | $107M | 1131% | Mar 2024 |
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| Miracle Mile Advisors | 2.2M | $64M | -1% | Mar 2024 |
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| Envestnet Asset Management | 1.8M | $51M | 36% | Mar 2024 |
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| Naviter Wealth | 1.5M | $43M | 478% | Mar 2024 |
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| CWM | 1.2M | $35M | 16% | Mar 2024 |
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| Goldstein Advisors | 968k | $28M | 10% | Mar 2024 |
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| Cardinal Point Capital Management, ULC | 936k | $27M | 91% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 916k | $26M | 17% | Mar 2024 |
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| ValMark Advisers | 810k | $23M | 4% | Mar 2024 |
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| Litman Gregory Asset Management | 777k | $22M | -1% | Mar 2024 |
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| Summit Wealth & Retirement Planning | 619k | $18M | 91% | Mar 2024 |
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| Morgan Stanley | 538k | $15M | 79% | Mar 2024 |
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| Family Investment Center | 513k | $15M | 5481% | Mar 2024 |
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| Resources Investment Advisors | 437k | $13M | -38% | Mar 2024 |
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| Advisor Group Holdings | 326k | $9.3M | -23% | Mar 2024 |
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| Savant Capital Management | 299k | $8.6M | 26% | Mar 2024 |
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| LPL Financial | 296k | $8.5M | -72% | Mar 2024 |
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| ALM First Financial Advisors | 270k | $7.7M | 0% | Mar 2024 |
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| Fortress Wealth Group | 239k | $7.1M | 2% | Mar 2024 |
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| Commonwealth Equity Services | 215k | $6.2M | 8% | Mar 2024 |
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| Cambridge Investment Research Advisors | 212k | $6.1M | -3% | Mar 2024 |
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| Empire Financial Management Company | 208k | $5.4M | 0% | Dec 2023 |
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| Retirement Network | 195k | $5.0M | -9% | Dec 2023 |
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| Austin Wealth Management | 193k | $5.2M | 176% | Dec 2023 |
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| Raymond James Financial Services Advisors | 187k | $5.4M | -21% | Mar 2024 |
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| New York Life Investment Management | 168k | $4.8M | 100% | Mar 2024 |
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| Sound Financial Strategies Group | 167k | $4.8M | 0% | Mar 2024 |
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| Avestar Capital | 167k | $4.8M | 100% | Mar 2024 |
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| Professional Financial Advisors | 143k | $4.1M | 30% | Mar 2024 |
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| Innova Wealth Partners | 136k | $3.9M | 220% | Mar 2024 |
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| Verition Fund Management | 130k | $3.7M | 100% | Mar 2024 |
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| CSS | 129k | $3.7M | -4% | Mar 2024 |
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| Cambria Investment Management | 122k | $3.5M | -8% | Mar 2024 |
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| CoreCap Advisors | 112k | $2.9M | -37% | Dec 2023 |
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| HighTower Advisors | 88k | $2.5M | 4% | Mar 2024 |
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| E&G Advisors | 86k | $2.5M | 0% | Mar 2024 |
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| Captrust Financial Advisors | 85k | $2.4M | 39% | Mar 2024 |
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| Fermata Advisors | 84k | $2.4M | -24% | Mar 2024 |
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| Private Advisor | 76k | $2.2M | 48% | Mar 2024 |
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| Sowell Financial Services | 73k | $2.1M | -31% | Mar 2024 |
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| IFP Advisors | 66k | $1.7M | -3% | Dec 2023 |
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| Rockefeller Capital Management | 66k | $1.7M | -27% | Dec 2023 |
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| Midwest Financial Group | 63k | $1.8M | 3% | Mar 2024 |
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| Dynamic Advisors Solutions | 59k | $1.7M | 8% | Mar 2024 |
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| Mariner Wealth Advisors | 51k | $1.5M | 0% | Mar 2024 |
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| RHS Financial | 50k | $1.4M | 10% | Mar 2024 |
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| Sterneck Capital Management | 47k | $1.4M | -1% | Mar 2024 |
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| MAI Wealth Advisors | 45k | $1.3M | 100% | Mar 2024 |
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| Perigon Wealth Management | 43k | $1.2M | 2% | Mar 2024 |
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| LWS Wealth Advisors | 42k | $1.1M | 7% | Dec 2023 |
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| Twelve Points Wealth Management | 38k | $1.1M | -15% | Mar 2024 |
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| Farther Finance Advisors | 37k | $1.1M | 100% | Mar 2024 |
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| Canal Capital Management | 34k | $971k | -64% | Mar 2024 |
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| Virtue Capital Management | 31k | $912k | 100% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 29k | $835k | -38% | Mar 2024 |
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| Stifel Financial | 29k | $830k | 7% | Mar 2024 |
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| Visionary Wealth Advisors | 28k | $809k | 20% | Mar 2024 |
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| Advisory Services Network | 27k | $769k | -8% | Mar 2024 |
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| National Bank Of Canada /fi/ | 26k | $670k | 29% | Dec 2023 |
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| Lake Street Financial | 26k | $733k | 3% | Mar 2024 |
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| Ancora Advisors | 26k | $730k | 0% | Mar 2024 |
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| Ausdal Financial Partners | 25k | $718k | 10% | Mar 2024 |
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| TriaGen Wealth Management | 25k | $716k | 100% | Mar 2024 |
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| Orion Portfolio Solutions | 25k | $703k | 46% | Mar 2024 |
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| Nwam | 24k | $705k | 100% | Mar 2024 |
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| Arete Wealth Advisors | 24k | $687k | 203% | Mar 2024 |
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| Cedar Brook Financial Partners | 24k | $685k | -59% | Mar 2024 |
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| JJJ Advisors | 23k | $662k | 22% | Mar 2024 |
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| Citadel Advisors | 22k | $631k | 100% | Mar 2024 |
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| Verum Partners | 22k | $621k | -5% | Mar 2024 |
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| Creekmur Asset Management | 21k | $615k | -65% | Mar 2024 |
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| Retirement Financial Solutions | 21k | $603k | -13% | Mar 2024 |
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| Strategic Blueprint | 21k | $592k | 100% | Mar 2024 |
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| Gallagher Fiduciary Advisors | 21k | $590k | 1% | Mar 2024 |
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| Creative Planning | 20k | $580k | 102% | Mar 2024 |
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| Financial Advocates Investment Management | 19k | $555k | -27% | Mar 2024 |
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| Ethos Financial Group | 19k | $539k | -16% | Mar 2024 |
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| Integrated Advisors Network | 18k | $507k | 49% | Mar 2024 |
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| Retirement Group | 18k | $505k | -15% | Mar 2024 |
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| AQR Capital Management | 18k | $502k | 44% | Mar 2024 |
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| Worth Asset Management | 17k | $489k | 100% | Mar 2024 |
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| Trilogy Capital | 15k | $442k | -54% | Mar 2024 |
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| Rainey & Randall Investment Management | 15k | $420k | 100% | Mar 2024 |
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| Change Path | 14k | $371k | 4% | Dec 2023 |
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| Wedbush Morgan Securities | 14k | $367k | -7% | Dec 2023 |
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| Kestra Advisory Services | 13k | $343k | -38% | Dec 2023 |
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| HHM Wealth Advisors | 13k | $380k | 14% | Mar 2024 |
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| Montis Financial | 12k | $346k | 100% | Mar 2024 |
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| First Heartland Consultants | 12k | $338k | -37% | Mar 2024 |
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| VitalStone Financial | 11k | $326k | 100% | Mar 2024 |
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| Steward Partners Investment Advisory | 9.7k | $277k | -30% | Mar 2024 |
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| We Are One Seven | 9.5k | $246k | -11% | Dec 2023 |
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| Atria Wealth Solutions | 9.2k | $265k | 9% | Mar 2024 |
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| Columbus Macro | 9.2k | $265k | 3% | Mar 2024 |
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| Lincoln National | 8.5k | $244k | -23% | Mar 2024 |
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| EverSource Wealth Advisors | 8.4k | $217k | 0% | Mar 2024 |
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| Jaffetilchin Investment Partners | 8.0k | $228k | -68% | Mar 2024 |
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| Goss Wealth Management | 7.9k | $226k | -64% | Mar 2024 |
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| Wealthcare Advisory Partners | 7.7k | $221k | 100% | Mar 2024 |
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| Steward Partners Investment Solutions | 7.5k | $215k | 100% | Mar 2024 |
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| Oppenheimer & Co | 7.4k | $211k | -51% | Mar 2024 |
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| UBS Group | 6.2k | $179k | 75% | Mar 2024 |
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| Qube Research & Technologies | 5.9k | $170k | 269% | Mar 2024 |
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| Brian McDonald | 5.2k | $148k | 5% | Mar 2024 |
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| Wells Fargo & Company | 5.0k | $143k | -22% | Mar 2024 |
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| Brown Brothers Harriman & Co. | 4.9k | $141k | 100% | Mar 2024 |
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| Bank of America Corporation | 4.8k | $137k | 100% | Mar 2024 |
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| Private Trust Co Na | 2.3k | $66k | 0% | Mar 2024 |
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| Atlantic Trust | 1.9k | $55k | 100% | Mar 2024 |
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| Royal Bank of Canada | 1.8k | $51k | 36% | Mar 2024 |
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| Householder Group Estate & Retirement Specialist | 1.6k | $46k | -12% | Mar 2024 |
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| Fairman Group | 1.6k | $45k | 3% | Mar 2024 |
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| Federation des caisses Desjardins du Quebec | 1.2k | $34k | 100% | Mar 2024 |
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| Sound Income Strategies | 1.1k | $31k | -3% | Mar 2024 |
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| Harbour Investments | 809.00 | $21k | 19% | Dec 2023 |
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| Proequities | 800.00 | $23M | -81% | Mar 2024 |
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| Global Retirement Partners | 729.00 | $21k | 2% | Mar 2024 |
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| Tower Research Capital | 619.00 | $18k | 0% | Mar 2024 |
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| Hobbs Group Advisors | 448.00 | $12k | 100% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 446.00 | $13k | 100% | Mar 2024 |
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| Harvest Fund Management | 305.00 | $9.0k | 0% | Mar 2024 |
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| First Pacific Financial | 296.00 | $8.5k | 469% | Mar 2024 |
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| Lee Financial | 184.00 | $4.7k | 100% | Dec 2023 |
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| Pnc Financial Services | 119.00 | $3.4k | 100% | Mar 2024 |
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| TSFG | 102.00 | $3.0k | 343% | Mar 2024 |
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| Simplex Trading | 100.00 | $2.0k | 100% | Mar 2024 |
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| Ronald Blue Trust | 50.00 | $1.4k | 100% | Mar 2024 |
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| Clear Point Advisors | 26.00 | $731.998800 | 4% | Mar 2024 |
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| Legend Financial Advisors | 25.00 | $717.000000 | -58% | Mar 2024 |
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| FMR | 1.00 | $29.000000 | 100% | Mar 2024 |
|
| GeoWealth Management | 0 | $0 | -100% | Mar 2024 |
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Who sold out of Litman Gregory Fds Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Dec 2023 | 885k | $23M |
| AE Wealth Management | Dec 2023 | 155k | $4.1M |
| Flow Traders US | Dec 2023 | 89k | $2.3M |
| Executive Wealth Management | Dec 2023 | 68k | $1.7M |
| BCJ Capital Management | Sep 2023 | 50k | $1.4M |
| R. W. Roge & Company | Dec 2023 | 48k | $1.2M |
| Two Sigma Securities | Dec 2023 | 36k | $916k |
| Integrated Wealth Concepts | Sep 2023 | 29k | $826k |
| Moors & Cabot | Dec 2023 | 28k | $719k |
| Goldman Sachs Group | Dec 2023 | 22k | $565k |
| Rockland Trust | Dec 2023 | 21k | $543k |
| ORG Partners | Dec 2023 | 18k | $456k |
| Meridian Wealth Management | Dec 2023 | 16k | $407k |
| Eqis Capital Management | Sep 2023 | 12k | $352k |
| Ameritas Advisory Services | Sep 2023 | 6.9k | $201k |
| Principal Securities | Dec 2023 | 24.00 | $618.000000 |