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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
638K+ 47.81% |
$15.9M - $17.1M
|
1.97M
$49.9M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.19K- 30.87% |
$229K - $247K
|
20.6K
$520K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
141KNew |
$3.5M - $3.78M
|
141K
$3.56M
|
|
|
May 14, 2025
Q1 2025
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
30.1KNew |
$748K - $807K
|
30.1K
$759K
|
|
|
May 14, 2025
Q1 2025
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-6.32K- 5.03% |
$157K - $170K
|
119K
$3.01M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.45K- 15.33% |
$111K - $119K
|
24.6K
$620K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-26.6K- 15.57% |
$663K - $715K
|
144K
$3.65M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.02K- 29.14% |
$125K - $135K
|
12.2K
$308K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34.2KNew |
$851K - $919K
|
34.2K
$864K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
17.2K+ 467.09% |
$427K - $461K
|
20.8K
$526K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-500Closed |
$12.4K - $13.4K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
25.7K+ 44.32% |
$639K - $690K
|
83.6K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-324- 0.16% |
$8.06K - $8.7K
|
206K
$5.19M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-137K- 68.14% |
$3.4M - $3.67M
|
63.9K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.33K+ 2.69% |
$33.1K - $35.7K
|
50.8K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-18.4K- 32.28% |
$458K - $494K
|
38.6K
$975K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
729+ 38.53% |
$18.1K - $19.6K
|
2.62K
$66.2K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-382- 4.87% |
$9.5K - $10.3K
|
7.47K
$189K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
48KNew |
$1.19M - $1.29M
|
48K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-289K- 42.46% |
$7.19M - $7.76M
|
391K
$9.89M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
446+ 2.03% |
$11.1K - $12K
|
22.4K
$567K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.32K+ 19.37% |
$82.6K - $89.1K
|
20.5K
$517K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
518K+ 166.49% |
$12.9M - $13.9M
|
830K
$21M
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
18.3K+ 30.11% |
$455K - $492K
|
79.1K
$2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.29K- 28.58% |
$81.8K - $88.3K
|
8.21K
$207K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
96+ 0.21% |
$2.39K - $2.58K
|
45.3K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
24K+ 16.72% |
$597K - $644K
|
167K
$4.23M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-10.7K- 51.92% |
$267K - $288K
|
9.94K
$251K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
2.33K+ 6.82% |
$57.9K - $62.5K
|
36.4K
$921K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.96K+ 14.72% |
$123K - $133K
|
38.6K
$975K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.43M- 95.78% |
$135M - $146M
|
239K
$6.05M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.34K- 13.8% |
$83.1K - $89.7K
|
20.9K
$528K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.8K- 49.39% |
$542K - $585K
|
22.3K
$564K
|
|
|
May 12, 2025
Q1 2025
|
Astor Investment Management LLC
|
SELL
|
- |
-127K- 40.77% |
$3.16M - $3.41M
|
185K
$4.67M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.03K+ 2.82% |
$100K - $108K
|
147K
$3.71M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-5.39K- 15.27% |
$134K - $145K
|
29.9K
$756K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
103K+ 18.15% |
$2.56M - $2.77M
|
671K
$16.9M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
42.1K+ 50.67% |
$1.05M - $1.13M
|
125K
$3.17M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.18K- 41.57% |
$228K - $247K
|
12.9K
$326K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.09K+ 11.51% |
$27.1K - $29.2K
|
10.5K
$266K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
8.98KNew |
$223K - $241K
|
8.98K
$227K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-28.7K- 39.09% |
$714K - $770K
|
44.7K
$1.13M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
33New |
$821 - $886
|
33
$834
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
14.7K+ 3.32% |
$366K - $395K
|
458K
$11.6M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
130K+ 48.3% |
$3.23M - $3.49M
|
399K
$10.1M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
24.6K+ 2.31% |
$612K - $660K
|
1.09M
$27.5M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.1K+ 9.42% |
$27.4K - $29.6K
|
12.8K
$324K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
50.4KNew |
$1.25M - $1.35M
|
50.4K
$1.27M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.85K+ 2027.91% |
$195K - $211K
|
8.24K
$208K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-317- 30.51% |
$7.89K - $8.51K
|
722
$18.2K
|