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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.62% |
$73.8 - $77.7
|
490
$13.9K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1New |
$24.6 - $25.9
|
1
$28.4
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.93% |
$24.6 - $25.9
|
108
$3.07K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-6- 0.35% |
$148 - $155
|
1.69K
$47.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-111- 0.49% |
$2.73K - $2.87K
|
22.3K
$634K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-185- 1.44% |
$4.55K - $4.79K
|
12.6K
$358K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-289- 14.87% |
$7.11K - $7.48K
|
1.66K
$47K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-354- 8.95% |
$8.71K - $9.17K
|
3.6K
$102K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-362- 50.14% |
$8.91K - $9.37K
|
360
$10.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-380- 1.45% |
$9.35K - $9.84K
|
25.8K
$733K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-444- 2.36% |
$10.9K - $11.5K
|
18.3K
$521K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-511- 5.77% |
$12.6K - $13.2K
|
8.35K
$237K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-540- 7.23% |
$13.3K - $14K
|
6.93K
$197K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-553- 80.26% |
$13.6K - $14.3K
|
136
$3.86K
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-661- 0.32% |
$16.3K - $17.1K
|
205K
$5.82M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
SELL
|
- |
-882- 2.12% |
$21.7K - $22.8K
|
40.7K
$1.16M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-895- 2.47% |
$22K - $23.2K
|
35.3K
$1M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-936- 9.54% |
$23K - $24.2K
|
8.87K
$252K
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-1.12K- 2.1% |
$27.6K - $29K
|
52.4K
$1.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.52K- 7.45% |
$37.5K - $39.4K
|
18.9K
$537K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.68K- 2.86% |
$41.4K - $43.5K
|
57.2K
$1.62M
|
|
|
Aug 05, 2025
Q2 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-1.76K- 12.35% |
$43.2K - $45.5K
|
12.5K
$354K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.8K- 9.37% |
$44.3K - $46.7K
|
17.4K
$494K
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-2.04K- 9.45% |
$50.2K - $52.8K
|
19.5K
$555K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.21K- 26.95% |
$54.5K - $57.3K
|
6K
$170K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-2.6K- 3.45% |
$64K - $67.3K
|
72.8K
$2.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-2.69K- 2.25% |
$66.1K - $69.5K
|
117K
$3.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-2.85K- 0.26% |
$70.1K - $73.8K
|
1.08M
$30.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-2.91K- 5.47% |
$71.5K - $75.2K
|
50.3K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-3.09K- 14.18% |
$75.9K - $79.9K
|
18.7K
$530K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-4.51K- 45.36% |
$111K - $117K
|
5.43K
$154K
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-4.65K- 15.53% |
$114K - $120K
|
25.3K
$717K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.72K- 2.68% |
$116K - $122K
|
171K
$4.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.72K- 22.94% |
$116K - $122K
|
15.9K
$450K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.04K- 4.19% |
$124K - $130K
|
115K
$3.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.76K- 1.47% |
$142K - $149K
|
386K
$10.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.61K- 40.04% |
$163K - $171K
|
9.9K
$281K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-6.63K- 31.73% |
$163K - $172K
|
14.3K
$405K
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
SELL
|
- |
-7.05K- 3.82% |
$174K - $183K
|
178K
$5.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-7.38K- 14.51% |
$182K - $191K
|
43.4K
$1.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.52K- 1.08% |
$185K - $195K
|
689K
$19.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-7.78K- 6.43% |
$191K - $201K
|
113K
$3.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-7.91K- 37.65% |
$195K - $205K
|
13.1K
$372K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-8.71K- 49.45% |
$214K - $225K
|
8.9K
$253K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-9.8K- 43.17% |
$241K - $254K
|
12.9K
$366K
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-11.2K- 12.96% |
$275K - $289K
|
75.1K
$2.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-12.7K- 5.96% |
$313K - $329K
|
200K
$5.69M
|
|
|
Jul 30, 2025
Q2 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-12.9K- 8.76% |
$318K - $335K
|
135K
$3.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.3K- 38.82% |
$327K - $344K
|
20.9K
$594K
|