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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
441New |
$11.2K - $12K
|
441
$12.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-686- 5.28% |
$17.4K - $18.7K
|
12.3K
$349K
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
30KNew |
$764K - $820K
|
30K
$853K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.24K+ 1.99% |
$31.6K - $33.9K
|
63.6K
$1.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 0.47% |
$50.9 - $54.6
|
428
$12.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
603+ 6.75% |
$15.3K - $16.5K
|
9.54K
$271K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.3K- 22.73% |
$109K - $118K
|
14.6K
$415K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.4K+ 6.3% |
$315K - $338K
|
209K
$5.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
2.39K+ 26.85% |
$60.8K - $65.2K
|
11.3K
$321K
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
121K+ 29.28% |
$3.09M - $3.31M
|
536K
$15.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
32.2K+ 8.03% |
$818K - $878K
|
433K
$12.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
125K+ 2.43% |
$3.19M - $3.43M
|
5.28M
$150M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16.6K- 27.64% |
$423K - $455K
|
43.6K
$1.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
2.35K+ 1.75% |
$59.9K - $64.3K
|
137K
$3.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.34K- 9.97% |
$33.9K - $36.5K
|
12.1K
$343K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.94K+ 10.99% |
$126K - $135K
|
49.9K
$1.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-191- 1.04% |
$4.86K - $5.22K
|
18.2K
$516K
|
|
|
Nov 12, 2025
Q3 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
26.8K+ 29.55% |
$681K - $732K
|
117K
$3.34M
|
|
|
Nov 12, 2025
Q3 2025
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
79.5KNew |
$2.02M - $2.17M
|
79.5K
$2.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
30KNew |
$764K - $820K
|
30K
$853K
|
|
|
Nov 12, 2025
Q3 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
822KNew |
$20.9M - $22.4M
|
822K
$23.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-408- 0.89% |
$10.4K - $11.1K
|
45.5K
$1.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-99- 27.5% |
$2.52K - $2.7K
|
261
$7.42K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
595+ 10.95% |
$15.1K - $16.2K
|
6.03K
$171K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
421+ 3.83% |
$10.7K - $11.5K
|
11.4K
$324K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-24.8K- 3.6% |
$630K - $677K
|
664K
$18.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-5.08K- 20.09% |
$129K - $139K
|
20.2K
$574K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
253New |
$6.43K - $6.91K
|
253
$7.19K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.05K+ 29.54% |
$52.1K - $55.9K
|
8.98K
$255K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
936+ 1.98% |
$23.8K - $25.6K
|
48.2K
$1.37M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
136+ 1.37% |
$3.46K - $3.71K
|
10K
$285K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-234K- 97.8% |
$5.95M - $6.39M
|
5.27K
$150K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
57.5K+ 15.84% |
$1.46M - $1.57M
|
420K
$11.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-12.7K- 8.16% |
$324K - $348K
|
143K
$4.07M
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
184+ 18400.0% |
$4.68K - $5.03K
|
185
$5.26K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
24+ 0.2% |
$610 - $655
|
11.9K
$337K
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
BUY
|
- |
183K+ 62.36% |
$4.65M - $4.99M
|
476K
$13.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.64K- 2.29% |
$67.1K - $72.1K
|
112K
$3.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
17KNew |
$433K - $466K
|
17K
$484K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
893+ 4.71% |
$22.7K - $24.4K
|
19.8K
$564K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-8.49K- 17.45% |
$216K - $232K
|
40.2K
$1.14M
|
|
|
Nov 05, 2025
Q3 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-9.6K- 82.62% |
$244K - $262K
|
2.02K
$57.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
39.7K+ 74.4% |
$1.01M - $1.08M
|
93K
$2.64M
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
50.4K+ 9.0% |
$1.28M - $1.38M
|
610K
$17.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.4KNew |
$266K - $285K
|
10.4K
$297K
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
100K+ 21.07% |
$2.54M - $2.73M
|
575K
$16.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.6KNew |
$320K - $344K
|
12.6K
$357K
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
101+ 0.52% |
$2.57K - $2.76K
|
19.6K
$558K
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
38K+ 3.5% |
$967K - $1.04M
|
1.12M
$31.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.31K+ 1.82% |
$33.2K - $35.7K
|
73K
$2.07M
|
|