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 |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.5KNew |
$39K - $42.3K
|
1.5K
$38.7K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
358New |
$9.31K - $10.1K
|
358
$9.22K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
217New |
$5.64K - $6.12K
|
217
$5.59K
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
6.91K+ 75.32% |
$180K - $195K
|
16.1K
$414K
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
9.03KNew |
$235K - $254K
|
9.03K
$232K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
11KNew |
$286K - $310K
|
11K
$283K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
145New |
$3.77K - $4.09K
|
145
$3.73K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.56KNew |
$66.7K - $72.3K
|
2.56K
$66K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
18.5KNew |
$482K - $522K
|
18.5K
$477K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-826- 69.35% |
$21.5K - $23.3K
|
365
$9.4K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
176+ 2.11% |
$4.58K - $4.96K
|
8.53K
$220K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
4+ 3.88% |
$104 - $113
|
107
$2.76K
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
338New |
$8.79K - $9.53K
|
338
$8.7K
|
|
Q3 2024 | |||||||
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
64New |
$1.72K - $1.96K
|
64
$1.65K
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-149- 2.49% |
$4K - $4.56K
|
5.82K
$150K
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
25.2KNew |
$677K - $771K
|
25.2K
$650K
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.7K- 33.17% |
$99.2K - $113K
|
7.46K
$192K
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
19+ 1.61% |
$510 - $581
|
1.2K
$30.9K
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-9.42K- 89.95% |
$253K - $288K
|
1.05K
$27.1K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
27.4KNew |
$735K - $838K
|
27.4K
$706K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
209+ 11.61% |
$5.61K - $6.39K
|
2.01K
$51.7K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.4K- 14.95% |
$37.4K - $42.7K
|
7.94K
$204K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-98- 21.97% |
$2.63K - $3K
|
348
$8.96K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
68+ 0.85% |
$1.82K - $2.08K
|
8.08K
$208K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.6KNew |
$499K - $568K
|
18.6K
$479K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.7K+ 7.24% |
$368K - $420K
|
203K
$5.24M
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
23+ 65.71% |
$617 - $703
|
58
$1.49K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.78K- 29.53% |
$235K - $268K
|
20.9K
$539K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-7.59K- 31.72% |
$203K - $232K
|
16.3K
$421K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.33K+ 11.27% |
$35.5K - $40.5K
|
13.1K
$337K
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-984K- 82.41% |
$26.4M - $30.1M
|
210K
$5.41M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.5K+ 18.62% |
$335K - $382K
|
79.5K
$2.05M
|
|
Q2 2024 | |||||||
Feb 21, 2025
Q2 2024
|
Red Jay Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-130KClosed |
$3.71M - $3.93M
|
0
$0
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
17New |
$485 - $514
|
17
$438
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
23.4KNew |
$668K - $707K
|
23.4K
$603K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
91+ 15.22% |
$2.6K - $2.75K
|
689
$17.7K
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
67.5KNew |
$1.93M - $2.04M
|
67.5K
$1.74M
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
27+ 0.13% |
$771 - $816
|
20.6K
$530K
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
8.04KNew |
$230K - $243K
|
8.04K
$207K
|
|
Aug 09, 2024
Q2 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
347KNew |
$9.9M - $10.5M
|
347K
$8.93M
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.22KNew |
$63.4K - $67.1K
|
2.22K
$57.2K
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.53KNew |
$244K - $258K
|
8.53K
$220K
|
|
Jul 30, 2024
Q2 2024
|
Q3 Asset Management
|
BUY
|
- |
199KNew |
$5.68M - $6.01M
|
199K
$5.13M
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-145- 1.23% |
$4.14K - $4.38K
|
11.6K
$300K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
829+ 3.59% |
$23.7K - $25K
|
23.9K
$616K
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
149New |
$4.25K - $4.5K
|
149
$3.84K
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-50- 16.89% |
$1.43K - $1.51K
|
246
$6.33K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
26.3KNew |
$752K - $795K
|
26.3K
$678K
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
4.65K+ 27.24% |
$133K - $140K
|
21.7K
$559K
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.07KNew |
$173K - $183K
|
6.07K
$156K
|