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 | ||
|---|---|---|---|---|---|---|
| Beaumont Financial Partners | 1.3M | $44M | 100% | Sep 2022 | ||
| Envestnet Asset Management | 971k | $28M | 413% | Dec 2022 | ||
| State Street Corporation | 793k | $23M | 100% | Dec 2022 | ||
| Naviter Wealth | 757k | $22M | 100% | Dec 2022 | ||
| ValMark Advisers | 756k | $22M | 3% | Dec 2022 | ||
| R. W. Roge & Company | 737k | $21M | -17% | Dec 2022 | ||
| Cambria Investment Management | 674k | $20M | 41% | Dec 2022 | ||
| Goldstein Advisors | 585k | $17M | 100% | Dec 2022 | ||
| LPL Financial | 570k | $17M | 20% | Dec 2022 | ||
| Frontier Asset Management | 493k | $14M | 378% | Dec 2022 | ||
| Smith, Moore & Co. | 446k | $13M | 1% | Dec 2022 | ||
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| Ethos Financial Group | 428k | $12M | 100% | Dec 2022 | ||
| Litman Gregory Asset Management | 415k | $12M | -11% | Dec 2022 | ||
| Summit Wealth & Retirement Planning | 405k | $12M | 9% | Dec 2022 | ||
| Resources Investment Advisors | 374k | $11M | 360% | Dec 2022 | ||
| PFG Advisors | 363k | $11M | 8% | Dec 2022 | ||
| Great Valley Advisor Group | 338k | $9.8M | 4% | Dec 2022 | ||
| Dynamic Advisors Solutions | 296k | $8.6M | 100% | Dec 2022 | ||
| ALM First Financial Advisors | 270k | $7.9M | 100% | Dec 2022 | ||
| R.P. Boggs & Co. Wealth Mangement | 269k | $7.8M | 0% | Dec 2022 | ||
| TMD Wealth Management | 238k | $6.9M | 100% | Dec 2022 | ||
| Money Concepts Capital Corp | 223k | $6.5M | -11% | Dec 2022 | ||
| Jpmorgan Chase & Co | 223k | $6.5M | 100% | Dec 2022 | ||
| 55i | 211k | $7.2M | 100% | Sep 2022 | ||
| Retirement Network | 201k | $5.9M | 58% | Dec 2022 | ||
| Commonwealth Equity Services | 197k | $5.7M | 6% | Dec 2022 | ||
| CWM | 185k | $5.4M | 100% | Dec 2022 | ||
| Integrated Advisors Network | 184k | $5.4M | -6% | Dec 2022 | ||
| Avestar Capital | 184k | $5.5M | 178% | Dec 2022 | ||
| Cambridge Investment Research Advisors | 182k | $5.3M | -64% | Dec 2022 | ||
| Belpointe Asset Management | 179k | $5.2M | 30% | Dec 2022 | ||
| Innova Wealth Partners | 172k | $5.0M | -42% | Dec 2022 | ||
| Rockefeller Capital Management | 172k | $5.0M | 30% | Dec 2022 | ||
| First Heartland Consultants | 164k | $4.8M | -42% | Dec 2022 | ||
| Advisory Services Network | 164k | $4.8M | 73% | Dec 2022 | ||
| E&G Advisors | 161k | $4.7M | 38% | Dec 2022 | ||
| Fermata Advisors | 147k | $4.3M | -51% | Dec 2022 | ||
| Financial Advocates Investment Management | 138k | $4.0M | -11% | Dec 2022 | ||
| First Capital Advisors | 135k | $3.9M | 100% | Dec 2022 | ||
| Mml Investors Services | 127k | $3.7M | 225% | Dec 2022 | ||
| Financial Network Investment Corporation | 126k | $3.7M | 100% | Dec 2022 | ||
| Fortress Wealth Group | 125k | $3.6M | 25% | Dec 2022 | ||
| Wealth Enhancement & Preservation of GA | 119k | $3.5M | 100% | Dec 2022 | ||
| Miracle Mile Advisors | 116k | $3.4M | 100% | Dec 2022 | ||
| Executive Wealth Management | 114k | $3.3M | 2901% | Dec 2022 | ||
| BCJ Capital Management | 104k | $3.0M | -1% | Dec 2022 | ||
| CSS | 104k | $3.0M | 127% | Dec 2022 | ||
| Advisor Group Holdings | 96k | $2.8M | -3% | Dec 2022 | ||
| Citadel Advisors | 92k | $2.7M | 100% | Dec 2022 | ||
| Private Advisor | 87k | $2.5k | -17% | Dec 2022 | ||
| Sharkey, Howes & Javer | 84k | $2.4M | 100% | Dec 2022 | ||
| Steward Partners Investment Advisory | 79k | $2.3M | 22% | Dec 2022 | ||
| Goss Wealth Management | 79k | $1.4M | -26% | Dec 2022 | ||
| Lake Street Financial | 77k | $2.2M | 100% | Dec 2022 | ||
| Williams Financial | 74k | $2.2M | 100% | Dec 2022 | ||
| Ameritas Advisory Services | 69k | $2.0M | 100% | Dec 2022 | ||
| Apollon Wealth Management | 68k | $2.0M | 14% | Dec 2022 | ||
| IFP Advisors | 67k | $1.9M | 100% | Dec 2022 | ||
| Quantitative Advantage | 65k | $1.9M | 1% | Dec 2022 | ||
| Renaissance Technologies | 58k | $1.7M | -50% | Dec 2022 | ||
| Perigon Wealth Management | 56k | $1.6M | 100% | Dec 2022 | ||
| HBW Advisory Services | 54k | $1.6M | 100% | Dec 2022 | ||
| National Asset Management | 54k | $1.6M | 603% | Dec 2022 | ||
| Latitude Advisors | 52k | $1.5M | 100% | Dec 2022 | ||
| HighTower Advisors | 50k | $1.4M | -88% | Dec 2022 | ||
| Trilogy Capital | 49k | $1.4M | 100% | Dec 2022 | ||
| Per Stirling Capital Management | 48k | $1.4M | 100% | Dec 2022 | ||
| Claraphi Advisory Network | 46k | $1.3M | 198% | Dec 2022 | ||
| CI Private Wealth | 45k | $1.3M | 100% | Dec 2022 | ||
| Proficio Capital Partners | 44k | $1.3M | 52% | Dec 2022 | ||
| BlackDiamond Wealth Management | 42k | $1.2M | 7% | Dec 2022 | ||
| H D Vest Advisory Services | 41k | $1.2M | 100% | Dec 2022 | ||
| Mutual Advisors | 40k | $1.2M | 72% | Dec 2022 | ||
| Cedar Brook Financial Partners | 37k | $1.1M | 100% | Dec 2022 | ||
| Meredith Wealth Planning | 37k | $1.1M | 100% | Dec 2022 | ||
| Strategic Blueprint | 36k | $1.0M | 256% | Dec 2022 | ||
| Burt Wealth Advisors | 36k | $1.0M | 435% | Dec 2022 | ||
| RHS Financial | 34k | $993k | 100% | Dec 2022 | ||
| AE Wealth Management | 32k | $944k | 100% | Dec 2022 | ||
| Gofen & Glossberg | 31k | $901k | 24% | Dec 2022 | ||
| Orion Portfolio Solutions | 31k | $887k | -1% | Dec 2022 | ||
| J2 Capital Management | 28k | $824k | -7% | Dec 2022 | ||
| Sowell Financial Services | 25k | $736k | 100% | Dec 2022 | ||
| Cetera Investment Advisers | 25k | $719k | 100% | Dec 2022 | ||
| Savant Capital Management | 25k | $718k | 100% | Dec 2022 | ||
| CoreCap Advisors | 25k | $717k | 5% | Dec 2022 | ||
| LWM Advisory Services | 24k | $693k | 8% | Dec 2022 | ||
| Ausdal Financial Partners | 21k | $608k | -6% | Dec 2022 | ||
| Verum Partners | 21k | $608k | 100% | Dec 2022 | ||
| Laurel Wealth Advisors | 21k | $604k | 100% | Dec 2022 | ||
| Multi-Financial Securities | 20k | $585k | 100% | Dec 2022 | ||
| OneAscent Wealth Management | 20k | $581k | 100% | Dec 2022 | ||
| Sigma Planning | 20k | $575k | 100% | Dec 2022 | ||
| SG Americas Securities | 20k | $568k | 100% | Dec 2022 | ||
| Mariner Wealth Advisors | 19k | $562k | 100% | Dec 2022 | ||
| Strategic Wealth Advisors | 19k | $654k | -79% | Sep 2022 | ||
| Koshinski Asset Management | 19k | $540k | 0% | Dec 2022 | ||
| EWG Elevate | 18k | $524k | -8% | Dec 2022 | ||
| Centaurus Financial | 18k | $519k | 100% | Dec 2022 | ||
| Eqis Capital Management | 17k | $496k | 24% | Dec 2022 | ||
| Oppenheimer & Co | 17k | $495k | -3% | Dec 2022 | ||
| Jaffetilchin Investment Partners | 17k | $492k | 100% | Dec 2022 | ||
| Raymond James & Associates | 17k | $488k | -83% | Dec 2022 | ||
| Kestra Advisory Services | 17k | $487k | -92% | Dec 2022 | ||
| Virtue Capital Management | 17k | $482k | 8% | Dec 2022 | ||
| ProVise Management Group | 15k | $442k | 100% | Dec 2022 | ||
| Csenge Advisory Group | 15k | $430k | 100% | Dec 2022 | ||
| EPG Wealth Management | 15k | $428k | 0% | Dec 2022 | ||
| JJJ Advisors | 14k | $409k | 12% | Dec 2022 | ||
| Prospera Financial Services | 14k | $419k | 100% | Dec 2022 | ||
| Raymond James Financial Services Advisors | 13k | $388k | 100% | Dec 2022 | ||
| HHM Wealth Advisors | 13k | $363k | 100% | Dec 2022 | ||
| F3Logic | 12k | $346k | 100% | Dec 2022 | ||
| Gallagher Benefit Services | 12k | $346k | 100% | Dec 2022 | ||
| Branch Banking & Trust Company | 12k | $346k | 100% | Dec 2022 | ||
| Massey, Quick & Co | 11k | $319k | 100% | Dec 2022 | ||
| Measured Wealth Private Client Group | 10k | $303k | -1% | Dec 2022 | ||
| Financial Strategies Group | 10k | $300k | 100% | Dec 2022 | ||
| Birchcreek Wealth Management | 10k | $295k | 7% | Dec 2022 | ||
| Kovack Advisors | 10k | $294k | -85% | Dec 2022 | ||
| Betterment | 9.9k | $288k | 1% | Dec 2022 | ||
| Atria Wealth Solutions | 9.7k | $282k | 0% | Dec 2022 | ||
| Onyx Bridge Wealth Group | 9.7k | $275k | -65% | Dec 2022 | ||
| Lincoln National | 9.3k | $269k | 100% | Dec 2022 | ||
| Parcion Private Wealth | 9.0k | $262k | 100% | Dec 2022 | ||
| Moors & Cabot | 8.7k | $253k | 100% | Dec 2022 | ||
| Janney Montgomery Scott | 8.0k | $233k | 0% | Dec 2022 | ||
| Wealth Advisors | 7.8k | $227k | 100% | Dec 2022 | ||
| Fortitude Advisory Group | 6.9k | $200k | 100% | Dec 2022 | ||
| Harbour Investments | 5.4k | $156k | 72% | Dec 2022 | ||
| UBS Group | 3.6k | $106k | -78% | Dec 2022 | ||
| Ameliora Wealth Management | 3.1k | $89k | 25% | Dec 2022 | ||
| Morgan Stanley | 2.9k | $84k | 100% | Dec 2022 | ||
| Fortis Capital Advisors | 2.3k | $67k | 100% | Dec 2022 | ||
| Johnson Midwest Financial | 1.8k | $53k | 0% | Dec 2022 | ||
| Global Retirement Partners | 1.6k | $45k | 20% | Dec 2022 | ||
| Wolff Wiese Magana | 1.4k | $40k | 100% | Dec 2022 | ||
| Worth Asset Management | 1.1k | $33k | -99% | Dec 2022 | ||
| Harvest Fund Management | 1.0k | $30k | 100% | Dec 2022 | ||
| WFA of San Diego | 704.00 | $21k | 100% | Dec 2022 | ||
| Proequities | 700.00 | $20M | 0% | Dec 2022 | ||
| Private Trust Co Na | 516.00 | $15k | 100% | Dec 2022 | ||
| Ancora Advisors | 308.00 | $9.0k | 0% | Dec 2022 | ||
| Wells Fargo & Company | 231.00 | $6.7k | 100% | Dec 2022 | ||
| Cribstone Capital Management | 203.00 | $5.9k | 4% | Dec 2022 | ||
| Lee Financial | 75.00 | $2.2k | 100% | Dec 2022 | ||
| Toth Financial Advisory Corporation | 60.00 | $1.7k | 100% | Dec 2022 | ||
| Tower Research Capital | 40.00 | $1.0k | -98% | Dec 2022 | ||
| Sage Private Wealth Group | 30.00 | $999.999000 | 100% | Sep 2022 | ||
| Financial Gravity Wealth | 29.00 | $8.5k | 100% | Dec 2022 | ||
Who sold out of Litman Gregory Fds Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Cornerstone Wealth Group | Sep 2022 | 499k | $17M |
| TTP Investments | Sep 2022 | 170k | $5.8M |
| Stephens | Sep 2022 | 128k | $4.4M |
| Professional Financial Advisors | Sep 2022 | 57k | $1.9M |
| Jane Street | Sep 2022 | 46k | $1.6M |
| Integrity Advisory | Sep 2022 | 29k | $978k |
| Ahrens Investment Partners | Sep 2022 | 16k | $543k |
| Capital CS Group | Sep 2022 | 14k | $458k |
| Almanack Investment Partners | Sep 2022 | 13k | $449k |
| Householder Group Estate & Retirement Specialist | Sep 2022 | 11k | $356k |
| Susquehanna International | Sep 2022 | 6.9k | $235k |
| Bellecapital International | Sep 2022 | 6.2k | $210k |
| Nwam | Sep 2022 | 6.0k | $204k |
| Carolinas Wealth Consulting | Sep 2022 | 1.2k | $41k |