Who owns LITMAN GREGORY FDS TR?
- Ticker: DBMF
- CUSIP Number: 53700t827
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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 |
|---|---|---|---|---|---|
| CWM | 2.0M | $57M | 43% | Sep 2024 |
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| Envestnet Asset Management | 2.0M | $55M | 4% | Sep 2024 |
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| Naviter Wealth | 1.7M | $47M | 3% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 1.3M | $37M | 32% | Sep 2024 |
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| Goldstein Advisors | 1.0M | $29M | 3% | Sep 2024 |
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| Cardinal Point Capital Management, ULC | 1.0M | $29M | 3% | Sep 2024 |
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| Litman Gregory Asset Management | 986k | $28M | 8% | Sep 2024 |
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| Summit Wealth & Retirement Planning | 665k | $19M | 3% | Sep 2024 |
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| Morgan Stanley | 664k | $30M | 23% | Jun 2024 |
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| Resources Investment Advisors | 634k | $18M | 46% | Sep 2024 |
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| ValMark Advisers | 557k | $16M | -7% | Sep 2024 |
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| Family Investment Center | 440k | $12M | -22% | Sep 2024 |
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| Frontier Asset Management | 385k | $11M | -3% | Sep 2024 |
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| Jpmorgan Chase & Co | 369k | $10M | -89% | Sep 2024 |
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| ALM First Financial Advisors | 367k | $10M | 36% | Sep 2024 |
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| Savant Capital Management | 364k | $10M | 23% | Sep 2024 |
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| Austin Wealth Management | 320k | $8.9M | 29% | Sep 2024 |
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| LPL Financial | 311k | $8.8M | -42% | Sep 2024 |
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| New York Life Investment Management | 299k | $8.4M | 2% | Sep 2024 |
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| Fortress Wealth Group | 256k | $7.0M | 0% | Sep 2024 |
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| Cambridge Investment Research Advisors | 248k | $7.0M | 17% | Sep 2024 |
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| Commonwealth Equity Services | 231k | $6.5M | 6% | Sep 2024 |
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| Private Advisor | 230k | $6.5M | 127% | Sep 2024 |
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| Retirement Network | 226k | $6.4M | 6% | Sep 2024 |
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| FMA Wealth Management | 211k | $5.9M | 100% | Sep 2024 |
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| Miracle Mile Advisors | 210k | $5.9M | -82% | Sep 2024 |
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| Raymond James Financial Services Advisors | 203k | $5.7M | 7% | Sep 2024 |
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| Mml Investors Services | 203k | $5.7M | 119% | Sep 2024 |
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| Empire Financial Management Company | 200k | $5.6M | 2% | Sep 2024 |
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| Q3 Asset Management | 199k | $5.9M | 100% | Jun 2024 |
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| Avestar Capital | 183k | $5.5M | 10% | Jun 2024 |
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| Cetera Investment Advisers | 163k | $4.9M | 6% | Jun 2024 |
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| Sound Financial Strategies Group | 159k | $4.5M | 0% | Sep 2024 |
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| CSS | 153k | $4.3M | 1% | Sep 2024 |
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| Professional Financial Advisors | 145k | $4.1M | 0% | Sep 2024 |
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| Equitable Holdings | 135k | $4.1M | 25% | Jun 2024 |
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| Stansberry Asset Management | 135k | $3.8M | 100% | Sep 2024 |
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| Longview Financial Advisors | 122k | $3.4M | -2% | Sep 2024 |
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| CoreCap Advisors | 114k | $3.2M | 46% | Sep 2024 |
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| Sanctuary Advisors | 113k | $3.1M | 100% | Sep 2024 |
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| Renaissance Technologies | 105k | $3.0M | 120% | Sep 2024 |
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| HighTower Advisors | 100k | $3.0M | 14% | Jun 2024 |
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| Captrust Financial Advisors | 97k | $2.7M | 8% | Sep 2024 |
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| Hilltop Holdings | 97k | $2.7M | 100% | Sep 2024 |
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| Canal Capital Management | 92k | $2.6M | 31% | Sep 2024 |
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| E&G Advisors | 91k | $2.6M | 0% | Sep 2024 |
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| Fermata Advisors | 83k | $2.3M | 7% | Sep 2024 |
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| Sowell Financial Services | 80k | $2.2M | 19% | Sep 2024 |
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| Optivise Advisory Services | 79k | $2.2M | 0% | Sep 2024 |
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| Rockefeller Capital Management | 76k | $2.3M | 24% | Jun 2024 |
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| Dynamic Advisors Solutions | 72k | $2.0M | 10% | Sep 2024 |
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| Midwest Financial Group | 65k | $1.8M | 2% | Sep 2024 |
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| IFP Advisors | 62k | $1.9M | -3% | Jun 2024 |
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| TriaGen Wealth Management | 55k | $1.5M | 25% | Sep 2024 |
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| Wedbush Morgan Securities | 53k | $1.5M | 18% | Sep 2024 |
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| Advisor Group Holdings | 52k | $1.5M | -84% | Sep 2024 |
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| RHS Financial | 51k | $1.4M | 4% | Sep 2024 |
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| Mariner Wealth Advisors | 51k | $1.4M | 0% | Sep 2024 |
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| Howard Bailey Securities | 48k | $1.3M | 100% | Sep 2024 |
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| Royal Bank of Canada | 47k | $1.3M | 879% | Sep 2024 |
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| Twelve Points Wealth Management | 45k | $1.3M | 11% | Sep 2024 |
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| MAI Wealth Advisors | 45k | $1.3M | 10% | Sep 2024 |
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| Visionary Wealth Advisors | 44k | $1.2M | 11% | Sep 2024 |
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| Sterneck Capital Management | 43k | $1.2M | -10% | Sep 2024 |
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| Farther Finance Advisors | 38k | $1.1M | 4% | Sep 2024 |
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| Trajan Wealth | 38k | $1.1M | -16% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 37k | $1.1M | 26% | Jun 2024 |
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| National Bank Of Canada /fi/ | 34k | $963k | -2% | Sep 2024 |
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| Rainey & Randall Investment Management | 32k | $890k | 69% | Sep 2024 |
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| Advisory Services Network | 31k | $942k | 0% | Sep 2024 |
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| Stifel Financial | 30k | $913k | 5% | Jun 2024 |
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| AQR Capital Management | 30k | $845k | 52% | Sep 2024 |
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| Meridian Wealth Management | 29k | $813k | -9% | Sep 2024 |
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| West Michigan Advisors | 28k | $800k | 2% | Sep 2024 |
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| Nwam | 27k | $771k | 100% | Sep 2024 |
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| City Center Advisors | 27k | $745k | 3% | Sep 2024 |
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| Relative Value Partners | 26k | $792k | 100% | Jun 2024 |
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| Lake Street Financial | 26k | $740k | 0% | Sep 2024 |
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| Burt Wealth Advisors | 26k | $720k | 100% | Sep 2024 |
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| Ancora Advisors | 25k | $709k | 0% | Sep 2024 |
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| Retirement Financial Solutions | 25k | $705k | 2% | Sep 2024 |
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| Ausdal Financial Partners | 25k | $703k | 0% | Sep 2024 |
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| JJJ Advisors | 24k | $719k | 4% | Jun 2024 |
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| Advisor Resource Council | 24k | $661k | 100% | Sep 2024 |
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| Bank Julius Baer & Co. Ltd, Zurich | 23k | $783k | 100% | Jun 2024 |
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| ORG Wealth Partners | 23k | $648k | 100% | Sep 2024 |
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| Signature Estate and Investment Advisors | 23k | $639k | -7% | Sep 2024 |
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| Proactive Wealth Strategies | 22k | $623k | 100% | Sep 2024 |
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| Strategic Blueprint | 21k | $597k | 2% | Sep 2024 |
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| RFG Advisory | 21k | $589k | -30% | Sep 2024 |
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| Orion Portfolio Solutions | 21k | $582k | -16% | Sep 2024 |
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| Ethos Financial Group | 20k | $559k | 13% | Sep 2024 |
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| Arete Wealth Advisors | 20k | $548k | -18% | Sep 2024 |
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| Creative Planning | 19k | $539k | 1% | Sep 2024 |
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| Raymond James & Associates | 19k | $523k | 100% | Sep 2024 |
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| Financial Advocates Investment Management | 18k | $499k | -1% | Sep 2024 |
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| Oppenheimer & Co | 17k | $487k | 136% | Sep 2024 |
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| VitalStone Financial | 16k | $459k | -32% | Sep 2024 |
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| Citigroup | 16k | $440k | 56% | Sep 2024 |
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| Integrated Advisors Network | 15k | $409k | -77% | Sep 2024 |
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| Verum Partners | 14k | $400k | -13% | Sep 2024 |
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| Bank of America Corporation | 14k | $390k | -60% | Sep 2024 |
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| Goss Wealth Management | 14k | $416k | 75% | Jun 2024 |
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| Trilogy Capital | 14k | $388k | -2% | Sep 2024 |
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| Fairman Group | 14k | $387k | 779% | Sep 2024 |
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| Brookstone Capital Management | 13k | $368k | 11% | Sep 2024 |
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| We Are One Seven | 13k | $363k | 15% | Sep 2024 |
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| Pinnacle Family Advisors | 12k | $364k | 100% | Jun 2024 |
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| Atria Investments | 12k | $335k | 6% | Sep 2024 |
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| H D Vest Advisory Services | 11k | $338k | 100% | Jun 2024 |
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| Perigon Wealth Management | 11k | $307k | -72% | Sep 2024 |
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| Harvest Fund Management | 11k | $315k | 3335% | Jun 2024 |
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| LFA - Lugano Financial Advisors SA | 9.6k | $270k | 0% | Sep 2024 |
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| Kestra Advisory Services | 9.6k | $270k | -19% | Sep 2024 |
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| Smart Portfolios | 9.6k | $270k | 100% | Sep 2024 |
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| Columbus Macro | 9.2k | $254k | 0% | Sep 2024 |
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| Steward Partners Investment Advisory | 8.6k | $258k | -11% | Jun 2024 |
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| Belpointe Asset Management | 8.5k | $256k | 100% | Jun 2024 |
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| Wealthcare Advisory Partners | 8.3k | $235k | 6% | Sep 2024 |
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| Jaffetilchin Investment Partners | 8.1k | $227k | 1% | Sep 2024 |
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| Atria Wealth Solutions | 7.9k | $223k | -15% | Sep 2024 |
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| EverSource Wealth Advisors | 7.9k | $222k | 0% | Sep 2024 |
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| Axxcess Wealth Management | 7.6k | $215k | -39% | Sep 2024 |
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| Moors & Cabot | 7.5k | $211k | 100% | Sep 2024 |
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| Brighton Jones | 7.4k | $208k | 1% | Sep 2024 |
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| ORG Partners | 7.1k | $200k | -74% | Sep 2024 |
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| Hobbs Group Advisors | 5.8k | $164k | -2% | Sep 2024 |
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| Matrix Trust | 3.9k | $111k | 100% | Sep 2024 |
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| Castleview Partners | 3.0k | $84k | -61% | Sep 2024 |
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| Private Trust Co Na | 2.3k | $70k | 0% | Jun 2024 |
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| Pnc Financial Services | 2.0k | $57k | 12% | Sep 2024 |
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| Atlantic Trust | 1.9k | $53k | 0% | Sep 2024 |
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| Brian McDonald | 1.5k | $43k | 81% | Sep 2024 |
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| Proequities | 1.5k | $42M | 100% | Sep 2024 |
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| Federation des caisses Desjardins du Quebec | 1.2k | $34k | 2% | Sep 2024 |
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| Householder Group Estate & Retirement Specialist | 1.2k | $33k | -26% | Sep 2024 |
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| Us Bancorp | 1.0k | $29k | 100% | Sep 2024 |
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| Global Retirement Partners | 740.00 | $21k | 1% | Sep 2024 |
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| WFA of San Diego | 689.00 | $19k | 100% | Sep 2024 |
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| Creekmur Asset Management | 680.00 | $19k | -77% | Sep 2024 |
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| Tower Research Capital | 619.00 | $19k | 0% | Jun 2024 |
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| Deane Retirement Strategies | 383.00 | $11k | 100% | Sep 2024 |
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| Harbour Investments | 376.00 | $11k | 0% | Sep 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 348.00 | $9.8k | -22% | Sep 2024 |
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| Northwest Capital Management | 230.00 | $6.5k | 100% | Sep 2024 |
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| Simplex Trading | 227.00 | $6.0k | -56% | Sep 2024 |
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| TSFG | 103.00 | $3.0k | 1% | Sep 2024 |
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| Sunbelt Securities | 64.00 | $1.8k | 100% | Sep 2024 |
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| Legend Financial Advisors | 58.00 | $1.6k | 66% | Sep 2024 |
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| GeoWealth Management | 16.00 | $450.000000 | -100% | Sep 2024 |
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Who sold out of Litman Gregory Fds Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Beacon Harbor Wealth Advisors | Jun 2024 | 347k | $10M |
| Innova Wealth Partners | Jun 2024 | 224k | $6.7M |
| Verition Fund Management | Mar 2024 | 130k | $3.7M |
| Flow Traders US | Jun 2024 | 68k | $2.0M |
| Virtue Capital Management | Mar 2024 | 31k | $912k |
| BCJ Capital Management | Mar 2024 | 25k | $729k |
| Worth Asset Management | Jun 2024 | 22k | $653k |
| Gallagher Fiduciary Advisors | Jun 2024 | 21k | $619k |
| First Heartland Consultants | Jun 2024 | 12k | $350k |
| Citadel Advisors | Jun 2024 | 8.1k | $244k |
| Adviser Investments | Jun 2024 | 8.0k | $242k |
| HBW Advisory Services | Jun 2024 | 6.1k | $183k |
| Qube Research & Technologies | Mar 2024 | 5.9k | $170k |
| Brown Brothers Harriman & Co. | Mar 2024 | 4.9k | $141k |
| TCTC Holdings | Jun 2024 | 2.2k | $67k |
| Financial Gravity Wealth | Mar 2024 | 303.00 | $8.7k |
| First Pacific Financial | Jun 2024 | 246.00 | $7.4k |
| Lisa Snider | Jun 2024 | 149.00 | $4.5k |
| Mather Group | Jun 2024 | 147.00 | $4.2k |