Purchases and Sales Made in Q1 2025 in Litman Gregory Fds Tr Imgp Dbi (DBMF)
This table provides information about the institutional ownership of Litman Gregory Fds Tr Imgp Dbi (DBMF) during Q1 2025. The information is specifically focused on institutions that hold shares of LITMAN GREGORY FDS TR IMGP DBI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.62M+ 1580.36% |
$115M - $124M
|
4.91M
$139M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
638K+ 47.81% |
$15.9M - $17.1M
|
1.97M
$56M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
518K+ 166.49% |
$12.9M - $13.9M
|
830K
$23.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
357K+ 17.83% |
$8.89M - $9.59M
|
2.36M
$67M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
346KNew |
$8.61M - $9.29M
|
346K
$9.82M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
313K+ 12.68% |
$7.78M - $8.4M
|
2.78M
$78.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
274KNew |
$6.81M - $7.35M
|
274K
$7.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
233K+ 24.0% |
$5.8M - $6.26M
|
1.2M
$34.2M
|
|
|
May 15, 2025
Q1 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
182KNew |
$4.53M - $4.89M
|
182K
$5.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
152KNew |
$3.78M - $4.08M
|
152K
$4.31M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
141KNew |
$3.5M - $3.78M
|
141K
$4M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
132K+ 321.7% |
$3.28M - $3.54M
|
173K
$4.91M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
130K+ 48.3% |
$3.23M - $3.49M
|
399K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
116KNew |
$2.89M - $3.12M
|
116K
$3.3M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
108K+ 33.45% |
$2.68M - $2.89M
|
429K
$12.2M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
103K+ 18.15% |
$2.56M - $2.77M
|
671K
$19M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
75.9K+ 32.31% |
$1.89M - $2.04M
|
311K
$8.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
74.3K+ 19.7% |
$1.85M - $2M
|
452K
$12.8M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
51.2K+ 662.25% |
$1.27M - $1.37M
|
58.9K
$1.67M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
50.4KNew |
$1.25M - $1.35M
|
50.4K
$1.43M
|
|
|
May 01, 2025
Q1 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
49.8K+ 29.83% |
$1.24M - $1.34M
|
217K
$6.15M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
48KNew |
$1.19M - $1.29M
|
48K
$1.36M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
42.1K+ 50.67% |
$1.05M - $1.13M
|
125K
$3.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
40.2K+ 9.3% |
$1M - $1.08M
|
472K
$13.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
37.3K+ 82.0% |
$928K - $1M
|
82.8K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34.2KNew |
$851K - $919K
|
34.2K
$971K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30.5K+ 119.26% |
$759K - $820K
|
56.1K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
30.1KNew |
$748K - $807K
|
30.1K
$853K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
29.7KNew |
$739K - $798K
|
29.7K
$843K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
28.5KNew |
$710K - $766K
|
28.5K
$810K
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
27.1K+ 11.98% |
$674K - $727K
|
253K
$7.19M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
26.7KNew |
$664K - $717K
|
26.7K
$758K
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
25.7K+ 44.32% |
$639K - $690K
|
83.6K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
25.1KNew |
$624K - $673K
|
25.1K
$712K
|
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
24.8K+ 27.23% |
$616K - $665K
|
116K
$3.29M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
24.6K+ 2.31% |
$612K - $660K
|
1.09M
$30.9M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
24K+ 16.72% |
$597K - $644K
|
167K
$4.75M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
23.3K+ 12.26% |
$579K - $625K
|
213K
$6.05M
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
22.9K+ 12.81% |
$570K - $615K
|
202K
$5.72M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20.9K+ 188.86% |
$520K - $562K
|
32K
$908K
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
19K+ 14.76% |
$473K - $510K
|
148K
$4.19M
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
18.3K+ 30.11% |
$455K - $492K
|
79.1K
$2.24M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
17.2K+ 467.09% |
$427K - $461K
|
20.8K
$591K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
14.7K+ 3.32% |
$366K - $395K
|
458K
$13M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.9KNew |
$346K - $373K
|
13.9K
$394K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
13.6KNew |
$338K - $365K
|
13.6K
$386K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.4K+ 91.34% |
$308K - $332K
|
25.9K
$735K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
12.1K+ 40.98% |
$301K - $325K
|
41.6K
$1.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
11.7K+ 478.4% |
$292K - $315K
|
14.2K
$403K
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
11.5K+ 2.08% |
$285K - $308K
|
564K
$16M
|