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Litman Gregory FDS TR

Q1 2024 vs Q2 2024

Comparing institutional holders between quarters

Quarters

Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Litman Gregory Asset Management LLC
INCREASED
Shares68,015 from 56,515
Change+11,500 (+20%)
Value$1.8M (+$299.3K)
Filed 2024-07-30
Jane Street Group, LLC
DECREASED
Shares8,656 from 15,927
Change-7,271 (-46%)
Value$234.2K (-$200.1K)
Filed 2024-08-15
JPMorgan Chase & Co
NEW
Shares6,797
Change+6,797
Value$183.9K
Filed 2024-12-26
UBS Group AG
DECREASED
Shares23 from 76
Change-53 (-70%)
Value$622 (-$1.5K)
Filed 2024-08-14
Morgan Stanley
INCREASED
Shares2 from 1
Change+1 (+100%)
Value$55 (+$21)
Filed 2025-05-14
Beacon Harbor Wealth Advisors, Inc.
CLOSED
Shares0 from 249,297
Change-249,297 (-100%)
Value$0 (-$6.8K)
Filed 2024-08-09
Comerica Bank
CLOSED
Shares0 from 814
Change-814 (-100%)
Value$0 (-$22.2K)
Filed 2024-08-15
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2024-07-23
Status
Litman Gregory Asset Management LLC
INCREASED68,01556,515+11,500+20%$1.5M$1.8M+$299.3K2024-07-30
Jane Street Group, LLC
DECREASED8,65615,927-7,271-46%$434.3K$234.2K-$200.1K2024-08-15
JPMorgan Chase & Co
NEW6,797—+6,797——$183.9K—2024-12-26
UBS Group AG
DECREASED2376-53-70%$2.1K$622-$1.5K2024-08-14
Morgan Stanley
INCREASED21+1+100%$34$55+$212025-05-14
Beacon Harbor Wealth Advisors, Inc.
CLOSED0249,297-249,297-100%$6.8K$0-$6.8K2024-08-09
Comerica Bank
CLOSED0814-814-100%$22.2K$0-$22.2K2024-08-15
Proequities, Inc.
UNCHANGED000—$0$0$02024-07-23
Showing 8 of 8 institutions