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 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.62M+ 1580.36% |
$115M - $124M
|
4.91M
$124M
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-177K- 57.81% |
$4.39M - $4.74M
|
129K
$3.25M
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-25.4K- 22.72% |
$631K - $681K
|
86.3K
$2.18M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
32New |
$796 - $859
|
32
$808
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.8K- 39.2% |
$343K - $370K
|
21.4K
$540K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-775- 4.05% |
$19.3K - $20.8K
|
18.3K
$463K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.65K- 15.7% |
$41K - $44.3K
|
8.85K
$224K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.4K+ 0.89% |
$34.7K - $37.5K
|
159K
$4.01M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
SELL
|
- |
-89.1K- 74.56% |
$2.22M - $2.39M
|
30.4K
$768K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-60.7K- 33.57% |
$1.51M - $1.63M
|
120K
$3.03M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
8.63K+ 69.55% |
$215K - $232K
|
21K
$531K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.6K- 16.0% |
$39.8K - $43K
|
8.4K
$212K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.31K- 4.67% |
$32.6K - $35.2K
|
26.8K
$677K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
108K+ 33.45% |
$2.68M - $2.89M
|
429K
$10.8M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
28.5KNew |
$710K - $766K
|
28.5K
$721K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.35K- 76.55% |
$158K - $170K
|
1.94K
$49.1K
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
11.5K+ 2.08% |
$285K - $308K
|
564K
$14.2M
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1.92K+ 0.46% |
$47.8K - $51.6K
|
419K
$10.6M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-305K- 20.52% |
$7.58M - $8.18M
|
1.18M
$29.8M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-7.58K- 41.12% |
$189K - $204K
|
10.9K
$274K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-177- 31.33% |
$4.4K - $4.75K
|
388
$9.8K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-185- 9.86% |
$4.6K - $4.97K
|
1.69K
$42.7K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5.65K- 36.55% |
$141K - $152K
|
9.81K
$248K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-361- 38.82% |
$8.98K - $9.69K
|
569
$14.4K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
120+ 38.96% |
$2.99K - $3.22K
|
428
$10.8K
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
2.23K+ 0.7% |
$55.4K - $59.8K
|
323K
$8.15M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
313K+ 12.68% |
$7.78M - $8.4M
|
2.78M
$70.2M
|
|
|
May 01, 2025
Q1 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
49.8K+ 29.83% |
$1.24M - $1.34M
|
217K
$5.47M
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
27.1K+ 11.98% |
$674K - $727K
|
253K
$6.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
74.3K+ 19.7% |
$1.85M - $2M
|
452K
$11.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-954- 3.0% |
$23.7K - $25.6K
|
30.8K
$778K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-9.84K- 12.84% |
$245K - $264K
|
66.8K
$1.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.93K+ 3.22% |
$197K - $213K
|
255K
$6.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.9KNew |
$346K - $373K
|
13.9K
$351K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-12.1K- 36.41% |
$302K - $325K
|
21.2K
$535K
|
|
|
Apr 29, 2025
Q1 2025
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
40.2K+ 9.3% |
$1M - $1.08M
|
472K
$11.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-723K- 54.95% |
$18M - $19.4M
|
592K
$15M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.7K- 40.58% |
$67.2K - $72.5K
|
3.96K
$99.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
4.08K+ 1.3% |
$102K - $110K
|
317K
$8.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2.02K+ 21.04% |
$50.3K - $54.2K
|
11.6K
$294K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
192+ 1.1% |
$4.78K - $5.16K
|
17.7K
$448K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
11.7K+ 478.4% |
$292K - $315K
|
14.2K
$359K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-30.3K- 4.17% |
$754K - $813K
|
697K
$17.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-5.48K- 0.29% |
$136K - $147K
|
1.85M
$46.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
620+ 25.74% |
$15.4K - $16.6K
|
3.03K
$76.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
253New |
$6.29K - $6.79K
|
253
$6.39K
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
19K+ 14.76% |
$473K - $510K
|
148K
$3.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
270+ 1.1% |
$6.72K - $7.25K
|
24.9K
$629K
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-109K- 23.6% |
$2.72M - $2.94M
|
354K
$8.94M
|