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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30.5K+ 119.26% |
$759K - $820K
|
56.1K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
51.2K+ 662.25% |
$1.27M - $1.37M
|
58.9K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.27M- 96.33% |
$31.6M - $34.1M
|
48.4K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.4K+ 91.34% |
$308K - $332K
|
25.9K
$653K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
510+ 1.09% |
$12.7K - $13.7K
|
47.2K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
357K+ 17.83% |
$8.89M - $9.59M
|
2.36M
$59.5M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20.9K+ 188.86% |
$520K - $562K
|
32K
$807K
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-516- 0.42% |
$12.8K - $13.9K
|
121K
$3.05M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.67K+ 5.82% |
$241K - $260K
|
176K
$4.44M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
26.7KNew |
$664K - $717K
|
26.7K
$673K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.65K- 8.09% |
$41.2K - $44.4K
|
18.8K
$474K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
836+ 5.25% |
$20.8K - $22.4K
|
16.8K
$423K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
116KNew |
$2.89M - $3.12M
|
116K
$2.93M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.2K+ 4.8% |
$29.9K - $32.2K
|
26.2K
$661K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
29.7KNew |
$739K - $798K
|
29.7K
$749K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-6.8K- 25.82% |
$169K - $183K
|
19.5K
$493K
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
25.1KNew |
$624K - $673K
|
25.1K
$632K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
21New |
$522 - $564
|
21
$530
|
|
|
May 15, 2025
Q1 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
182KNew |
$4.53M - $4.89M
|
182K
$4.59M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-541- 0.71% |
$13.5K - $14.5K
|
76K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-105- 0.54% |
$2.61K - $2.82K
|
19.2K
$485K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
10.3K+ 1287.5% |
$256K - $277K
|
11.1K
$280K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-42.5K- 65.38% |
$1.06M - $1.14M
|
22.5K
$567K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.74K- 3.27% |
$43.3K - $46.7K
|
51.5K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-15.4K- 41.44% |
$383K - $413K
|
21.8K
$549K
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
22.9K+ 12.81% |
$570K - $615K
|
202K
$5.09M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
17.2K+ 467.09% |
$427K - $461K
|
20.8K
$525K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34.2KNew |
$851K - $919K
|
34.2K
$863K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
638K+ 47.81% |
$15.9M - $17.1M
|
1.97M
$49.8M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-26.6K- 15.57% |
$663K - $715K
|
144K
$3.64M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.45K- 15.33% |
$111K - $119K
|
24.6K
$619K
|
|
|
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
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
30.1KNew |
$748K - $807K
|
30.1K
$758K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
141KNew |
$3.5M - $3.78M
|
141K
$3.55M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
729+ 38.53% |
$18.1K - $19.6K
|
2.62K
$66.1K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-18.4K- 32.28% |
$458K - $494K
|
38.6K
$973K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.19K- 30.87% |
$229K - $247K
|
20.6K
$519K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
487New |
$12.1K - $13.1K
|
487
$12.3K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.46K+ 10.4% |
$235K - $254K
|
100K
$2.53M
|
|
|
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
|
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 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
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
446+ 2.03% |
$11.1K - $12K
|
22.4K
$566K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-382- 4.87% |
$9.5K - $10.3K
|
7.47K
$188K
|
|
|
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
$9.87M
|