Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
9.4K+ 11.88% |
$231K - $243K
|
88.5K
$2.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
8.03KNew |
$198K - $208K
|
8.03K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
7.42K+ 29.58% |
$183K - $192K
|
32.5K
$922K
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
7.03K+ 8.4% |
$173K - $182K
|
90.7K
$2.57M
|
|
|
Jul 31, 2025
Q2 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
6.62K+ 2.61% |
$163K - $171K
|
260K
$7.38M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.49K+ 46.69% |
$160K - $168K
|
20.4K
$579K
|
|
|
Jul 28, 2025
Q2 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
6.42K+ 25.78% |
$158K - $166K
|
31.3K
$889K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.67K+ 25.39% |
$140K - $147K
|
28K
$795K
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
5.38K+ 2.48% |
$133K - $139K
|
222K
$6.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.18K+ 19.32% |
$127K - $134K
|
32K
$908K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
5.15K+ 57.34% |
$127K - $133K
|
14.1K
$401K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.61K+ 21.54% |
$113K - $119K
|
26K
$737K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.21K+ 2.51% |
$103K - $109K
|
172K
$4.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.15K+ 3.31% |
$102K - $107K
|
129K
$3.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
4.08K+ 2.02% |
$100K - $106K
|
206K
$5.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
4.02K+ 19.27% |
$98.8K - $104K
|
24.9K
$705K
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.27K+ 24.03% |
$80.5K - $84.6K
|
16.9K
$479K
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
3.06K+ 4.46% |
$75.3K - $79.2K
|
71.7K
$2.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
3.02K+ 14.35% |
$74.3K - $78.1K
|
24K
$682K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3K+ 4.7% |
$73.8K - $77.6K
|
66.8K
$1.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.14K+ 596.93% |
$52.6K - $55.3K
|
2.5K
$70.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.85K+ 7.11% |
$45.5K - $47.9K
|
27.9K
$791K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.4K+ 5.26% |
$34.5K - $36.3K
|
28.1K
$797K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.28K+ 3.99% |
$31.4K - $33.1K
|
33.3K
$944K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.21K+ 1.78% |
$29.7K - $31.2K
|
69K
$1.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.19K+ 9.73% |
$29.2K - $30.8K
|
13.4K
$380K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.17K+ 6.61% |
$28.8K - $30.3K
|
18.9K
$536K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.17K+ 2.62% |
$28.8K - $30.3K
|
45.9K
$1.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.02K+ 12.15% |
$25.2K - $26.5K
|
9.44K
$268K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
968+ 7.01% |
$23.8K - $25.1K
|
14.8K
$420K
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
924+ 5.51% |
$22.7K - $23.9K
|
17.7K
$502K
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
888New |
$21.9K - $23K
|
888
$25.2K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
872+ 2.39% |
$21.5K - $22.6K
|
37.3K
$1.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
733+ 1.69% |
$18K - $19K
|
44.1K
$1.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
698+ 8.48% |
$17.2K - $18.1K
|
8.93K
$254K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
600+ 3.27% |
$14.8K - $15.5K
|
18.9K
$538K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
515+ 3.63% |
$12.7K - $13.3K
|
14.7K
$417K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
474+ 4.81% |
$11.7K - $12.3K
|
10.3K
$293K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
455+ 4.32% |
$11.2K - $11.8K
|
11K
$312K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
368+ 1.36% |
$9.06K - $9.53K
|
27.4K
$777K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
299+ 0.39% |
$7.36K - $7.74K
|
76.3K
$2.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
164New |
$4.04K - $4.25K
|
164
$4.65K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
100New |
$2.46K - $2.59K
|
100
$2.84K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
97+ 0.31% |
$2.39K - $2.51K
|
30.9K
$877K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
83+ 0.64% |
$2.04K - $2.15K
|
13K
$369K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
64+ 14.95% |
$1.58K - $1.66K
|
492
$14K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
60+ 0.09% |
$1.48K - $1.55K
|
66.9K
$1.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
38+ 9.79% |
$935 - $984
|
426
$12.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
12+ 0.01% |
$295 - $311
|
116K
$3.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
7+ 0.01% |
$172 - $181
|
92.4K
$2.62M
|