Latest Institutional Transactions on Litman Gregory Fds Tr Imgp Dbi (DBMF)
This table provides information on the latest institutional transactions involving Litman Gregory Fds Tr Imgp Dbi (DBMF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
321K+ 13.59% |
$7.89M - $8.3M
|
2.68M
$69M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.21K+ 2.51% |
$103K - $109K
|
172K
$4.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.72K- 22.94% |
$116K - $122K
|
15.9K
$408K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
7.42K+ 29.58% |
$183K - $192K
|
32.5K
$837K
|
|
|
Aug 14, 2025
Q2 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
SELL
|
- |
-32.8K- 18.01% |
$807K - $849K
|
149K
$3.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
198K+ 140.72% |
$4.88M - $5.13M
|
339K
$8.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-2.69K- 2.25% |
$66.1K - $69.5K
|
117K
$3M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.9K+ 33.02% |
$368K - $387K
|
60.2K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.3KNew |
$255K - $268K
|
10.3K
$266K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.4K+ 5.26% |
$34.5K - $36.3K
|
28.1K
$723K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.76K- 1.47% |
$142K - $149K
|
386K
$9.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3K+ 4.7% |
$73.8K - $77.6K
|
66.8K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.8K+ 35.22% |
$486K - $512K
|
75.9K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.21K- 26.95% |
$54.5K - $57.3K
|
6K
$155K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.5KNew |
$259K - $273K
|
10.5K
$271K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-444- 2.36% |
$10.9K - $11.5K
|
18.3K
$472K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.28K+ 3.99% |
$31.4K - $33.1K
|
33.3K
$857K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-380- 1.45% |
$9.35K - $9.84K
|
25.8K
$665K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.3K- 38.82% |
$327K - $344K
|
20.9K
$539K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-18.6K- 18.5% |
$457K - $481K
|
81.8K
$2.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-553- 80.26% |
$13.6K - $14.3K
|
136
$3.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-12.7K- 5.96% |
$313K - $329K
|
200K
$5.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
456K+ 54.95% |
$11.2M - $11.8M
|
1.29M
$33.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
299+ 0.39% |
$7.36K - $7.74K
|
76.3K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-4.9K- 21.21% |
$121K - $127K
|
18.2K
$469K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
75.1K+ 334.24% |
$1.85M - $1.95M
|
97.6K
$2.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-3.09K- 14.18% |
$75.9K - $79.9K
|
18.7K
$481K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
27KNew |
$664K - $699K
|
27K
$695K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.7K+ 32.37% |
$386K - $406K
|
64.1K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
4.08K+ 2.02% |
$100K - $106K
|
206K
$5.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
924+ 5.51% |
$22.7K - $23.9K
|
17.7K
$455K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.68K- 2.86% |
$41.4K - $43.5K
|
57.2K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.15K+ 3.31% |
$102K - $107K
|
129K
$3.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-661- 0.32% |
$16.3K - $17.1K
|
205K
$5.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.67K+ 25.39% |
$140K - $147K
|
28K
$721K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
68.7K+ 19.85% |
$1.69M - $1.78M
|
415K
$10.7M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
872+ 2.39% |
$21.5K - $22.6K
|
37.3K
$961K
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
266KNew |
$6.55M - $6.89M
|
266K
$6.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
164New |
$4.04K - $4.25K
|
164
$4.22K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-77.5K- 3.93% |
$1.91M - $2.01M
|
1.9M
$48.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
888New |
$21.9K - $23K
|
888
$22.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-540- 7.23% |
$13.3K - $14K
|
6.93K
$178K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
83+ 0.64% |
$2.04K - $2.15K
|
13K
$334K
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
9.57KNew |
$236K - $248K
|
9.57K
$247K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-7.38K- 14.51% |
$182K - $191K
|
43.4K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
4.02K+ 19.27% |
$98.8K - $104K
|
24.9K
$640K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-6- 0.35% |
$148 - $155
|
1.69K
$43.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
97+ 0.31% |
$2.39K - $2.51K
|
30.9K
$796K
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-2.04K- 9.45% |
$50.2K - $52.8K
|
19.5K
$503K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
29.4KNew |
$722K - $760K
|
29.4K
$756K
|