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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Who bought or sold LITMAN GREGORY FDS TR this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Miracle Mile Advisors | 2.2M | $64M | -1% | 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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Jane Street | 885k | $23M | 100% | Dec 2023 |
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Goldstein Advisors | 880k | $23M | 9% | Dec 2023 |
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Litman Gregory Asset Management | 788k | $20M | -2% | Dec 2023 |
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ValMark Advisers | 778k | $20M | 3% | Dec 2023 |
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Cardinal Point Capital Management, ULC | 490k | $13M | 100% | Dec 2023 |
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Advisor Group Holdings | 420k | $11M | -13% | Dec 2023 |
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Summit Wealth & Retirement Planning | 324k | $8.4M | -37% | Dec 2023 |
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Jpmorgan Chase & Co | 302k | $7.8M | -96% | Dec 2023 |
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ALM First Financial Advisors | 270k | $7.0M | 0% | Dec 2023 |
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Savant Capital Management | 236k | $6.1M | 2% | Dec 2023 |
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Raymond James Financial Services Advisors | 236k | $6.1M | 1011% | Dec 2023 |
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Fortress Wealth Group | 234k | $6.1M | 14% | Dec 2023 |
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Cambridge Investment Research Advisors | 218k | $5.6M | 2% | Dec 2023 |
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Empire Financial Management Company | 208k | $5.4M | 0% | Dec 2023 |
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Commonwealth Equity Services | 200k | $5.1M | -1% | 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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Sound Financial Strategies Group | 167k | $4.3M | 100% | Dec 2023 |
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AE Wealth Management | 155k | $4.1M | 668% | Dec 2023 |
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CSS | 134k | $3.4M | -14% | Dec 2023 |
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CoreCap Advisors | 112k | $2.9M | -37% | Dec 2023 |
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Professional Financial Advisors | 110k | $2.8M | 8% | Dec 2023 |
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Sowell Financial Services | 107k | $2.7M | -4% | Dec 2023 |
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Canal Capital Management | 95k | $2.5M | 269% | Dec 2023 |
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Flow Traders US | 89k | $2.3M | 100% | Dec 2023 |
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E&G Advisors | 86k | $2.2M | -44% | Dec 2023 |
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HighTower Advisors | 85k | $2.2M | 58% | Dec 2023 |
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Fermata Advisors | 84k | $2.4M | -24% | Mar 2024 |
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Executive Wealth Management | 68k | $1.7M | -17% | Dec 2023 |
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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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Creekmur Asset Management | 62k | $1.6M | 100% | Dec 2023 |
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Captrust Financial Advisors | 61k | $1.6M | -13% | Dec 2023 |
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Dynamic Advisors Solutions | 59k | $1.7M | 8% | Mar 2024 |
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Mariner Wealth Advisors | 51k | $1.3M | 16% | Dec 2023 |
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Private Advisor | 51k | $1.3M | 28% | Dec 2023 |
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RHS Financial | 50k | $1.4M | 10% | Mar 2024 |
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R. W. Roge & Company | 48k | $1.2M | -53% | Dec 2023 |
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Sterneck Capital Management | 48k | $1.2M | 5% | Dec 2023 |
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Innova Wealth Partners | 43k | $1.1M | -86% | Dec 2023 |
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LWS Wealth Advisors | 42k | $1.1M | 7% | Dec 2023 |
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Perigon Wealth Management | 42k | $1.1M | -6% | Dec 2023 |
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Twelve Points Wealth Management | 38k | $1.1M | -15% | Mar 2024 |
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Two Sigma Securities | 36k | $916k | 100% | Dec 2023 |
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Advisory Services Network | 29k | $751k | -78% | Dec 2023 |
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Wealth Enhancement Advisory Services | 29k | $835k | -38% | Mar 2024 |
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Moors & Cabot | 28k | $719k | 274% | Dec 2023 |
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Stifel Financial | 27k | $694k | 3% | Dec 2023 |
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Financial Advocates Investment Management | 27k | $685k | -52% | Dec 2023 |
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National Bank Of Canada /fi/ | 26k | $670k | 29% | Dec 2023 |
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Ancora Advisors | 26k | $656k | 8167% | Dec 2023 |
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Ausdal Financial Partners | 25k | $718k | 10% | Mar 2024 |
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Lake Street Financial | 25k | $640k | -6% | Dec 2023 |
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Retirement Financial Solutions | 24k | $622k | 45% | Dec 2023 |
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Cedar Brook Financial Partners | 24k | $685k | -59% | Mar 2024 |
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Visionary Wealth Advisors | 24k | $608k | 6% | Dec 2023 |
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JJJ Advisors | 23k | $662k | 22% | Mar 2024 |
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Ethos Financial Group | 22k | $576k | -93% | Dec 2023 |
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Goldman Sachs Group | 22k | $565k | 100% | Dec 2023 |
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Verum Partners | 22k | $621k | -5% | Mar 2024 |
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Retirement Group | 21k | $531k | 6% | Dec 2023 |
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Gallagher Fiduciary Advisors | 20k | $523k | -4% | Dec 2023 |
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First Heartland Consultants | 19k | $482k | -43% | Dec 2023 |
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ORG Partners | 18k | $456k | -20% | Dec 2023 |
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Worth Asset Management | 17k | $489k | 100% | Mar 2024 |
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Orion Portfolio Solutions | 17k | $437k | -62% | Dec 2023 |
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Meridian Wealth Management | 16k | $407k | -10% | Dec 2023 |
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Trilogy Capital | 15k | $442k | -54% | 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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Steward Partners Investment Advisory | 14k | $356k | -27% | Dec 2023 |
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Kestra Advisory Services | 13k | $343k | -38% | Dec 2023 |
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AQR Capital Management | 12k | $313k | 100% | Dec 2023 |
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Montis Financial | 12k | $346k | 100% | Mar 2024 |
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Integrated Advisors Network | 12k | $306k | -1% | Dec 2023 |
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Lincoln National | 11k | $283k | 3% | Dec 2023 |
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Creative Planning | 10k | $258k | -63% | Dec 2023 |
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We Are One Seven | 9.5k | $246k | -11% | Dec 2023 |
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Family Investment Center | 9.2k | $237k | 100% | Dec 2023 |
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Columbus Macro | 9.2k | $265k | 3% | Mar 2024 |
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Atria Wealth Solutions | 8.4k | $217k | -3% | Dec 2023 |
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EverSource Wealth Advisors | 8.4k | $217k | -20% | Dec 2023 |
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Arete Wealth Advisors | 7.9k | $204k | 100% | Dec 2023 |
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Wealthcare Advisory Partners | 7.7k | $221k | 100% | Mar 2024 |
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Wells Fargo & Company | 6.4k | $164k | 1873% | Dec 2023 |
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Proequities | 4.3k | $111M | 100% | Dec 2023 |
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UBS Group | 3.6k | $92k | 55% | Dec 2023 |
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Private Trust Co Na | 2.3k | $60k | 3% | Dec 2023 |
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Householder Group Estate & Retirement Specialist | 1.8k | $47k | -21% | Dec 2023 |
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Fairman Group | 1.5k | $39k | 100% | Dec 2023 |
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Royal Bank of Canada | 1.3k | $33k | 278% | Dec 2023 |
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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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Global Retirement Partners | 714.00 | $19k | 62% | Dec 2023 |
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Hobbs Group Advisors | 448.00 | $12k | 100% | Dec 2023 |
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Harvest Fund Management | 305.00 | $8.0k | -71% | Dec 2023 |
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Lee Financial | 184.00 | $4.7k | 100% | Dec 2023 |
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TSFG | 102.00 | $3.0k | 343% | Mar 2024 |
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First Pacific Financial | 52.00 | $1.3k | 100% | Dec 2023 |
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Legend Financial Advisors | 25.00 | $717.000000 | -58% | Mar 2024 |
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Principal Securities | 24.00 | $618.000000 | 100% | Dec 2023 |
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Who sold out of Litman Gregory Fds Tr?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
PFG Advisors | Sep 2023 | 128k | $3.7M |
BCJ Capital Management | Sep 2023 | 50k | $1.4M |
Virtue Capital Management | Sep 2023 | 26k | $724k |
AlphaQ Advisors | Sep 2023 | 23k | $649k |
Rockland Trust | Dec 2023 | 21k | $543k |
Raymond James & Associates | Sep 2023 | 17k | $494k |
Stapp Wealth Management, P | Sep 2023 | 14k | $394k |
CI Private Wealth | Sep 2023 | 12k | $339k |
H D Vest Advisory Services | Sep 2023 | 9.3k | $268k |
Strategic Blueprint | Sep 2023 | 8.5k | $247k |
Ameritas Advisory Services | Sep 2023 | 6.9k | $201k |
Simplex Trading | Sep 2023 | 520.00 | $15k |
Impact Partnership Wealth | Sep 2023 | 266.00 | $7.7k |