Latest Institutional Purchases of Litman Gregory Fds Tr Imgp Dbi (DBMF)
This list provides information on the latest institutional transactions involving Litman Gregory Fds Tr Imgp Dbi (DBMF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.01M+ 187.05% |
$128M - $137M
|
7.7M
$219M
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.54MNew |
$39.1M - $42M
|
1.54M
$43.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
822KNew |
$20.9M - $22.4M
|
822K
$23.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
364K+ 107.35% |
$9.26M - $9.94M
|
703K
$20M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
263K+ 37.31% |
$6.68M - $7.18M
|
967K
$27.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
239KNew |
$6.08M - $6.53M
|
239K
$6.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
187K+ 279.59% |
$4.75M - $5.1M
|
254K
$7.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
BUY
|
- |
183K+ 62.36% |
$4.65M - $4.99M
|
476K
$13.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
132KNew |
$3.35M - $3.6M
|
132K
$3.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
128K+ 95.41% |
$3.25M - $3.49M
|
262K
$7.44M
|
|
|
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
|
Iag Wealth Partners, LLC
|
BUY
|
- |
121K+ 29.28% |
$3.09M - $3.31M
|
536K
$15.2M
|
|
|
Oct 23, 2025
Q3 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
107K+ 47.97% |
$2.71M - $2.91M
|
329K
$9.34M
|
|
|
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 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
82.2K+ 6.4% |
$2.09M - $2.25M
|
1.37M
$38.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
80.8K+ 183.43% |
$2.05M - $2.21M
|
125K
$3.55M
|
|
|
Nov 12, 2025
Q3 2025
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
79.5KNew |
$2.02M - $2.17M
|
79.5K
$2.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
73.1K+ 3.86% |
$1.86M - $2M
|
1.97M
$55.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
69.7K+ 188.51% |
$1.77M - $1.9M
|
107K
$3.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
63.3K+ 190.22% |
$1.61M - $1.73M
|
96.5K
$2.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
61.9KNew |
$1.57M - $1.69M
|
61.9K
$1.76M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
57.5K+ 15.84% |
$1.46M - $1.57M
|
420K
$11.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
53.4K+ 49.68% |
$1.36M - $1.46M
|
161K
$4.57M
|
|
|
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
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
39.7K+ 74.4% |
$1.01M - $1.08M
|
93K
$2.64M
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
38K+ 3.5% |
$967K - $1.04M
|
1.12M
$31.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Abbington Investment Group
Westport, CT |
BUY
|
- |
33.8KNew |
$859K - $922K
|
33.8K
$959K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
32.2K+ 24.9% |
$820K - $880K
|
162K
$4.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
32.2K+ 8.03% |
$818K - $878K
|
433K
$12.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
30KNew |
$764K - $820K
|
30K
$853K
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
30KNew |
$764K - $820K
|
30K
$853K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
28.1K+ 89.12% |
$714K - $767K
|
59.6K
$1.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.6K+ 5.53% |
$701K - $753K
|
526K
$15M
|
|
|
Nov 12, 2025
Q3 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
26.8K+ 29.55% |
$681K - $732K
|
117K
$3.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
23.1K+ 5.02% |
$588K - $632K
|
484K
$13.8M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
22.4K+ 207.37% |
$569K - $611K
|
33.2K
$942K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
21.1KNew |
$537K - $576K
|
21.1K
$600K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.2K+ 2.88% |
$464K - $498K
|
652K
$18.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
17.3K+ 69.53% |
$439K - $472K
|
42.1K
$1.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
17.1KNew |
$436K - $468K
|
17.1K
$487K
|
|
|
Nov 06, 2025
Q3 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
17KNew |
$433K - $466K
|
17K
$484K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15K+ 7.51% |
$381K - $409K
|
214K
$6.09M
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
13K+ 7.22% |
$330K - $354K
|
193K
$5.47M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.6KNew |
$320K - $344K
|
12.6K
$357K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
12.5K+ 155.07% |
$317K - $340K
|
20.5K
$582K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.4K+ 6.3% |
$315K - $338K
|
209K
$5.94M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
12.4K+ 1390.77% |
$314K - $337K
|
13.2K
$376K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.1K+ 59.53% |
$309K - $331K
|
32.5K
$924K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.9K+ 6.96% |
$304K - $326K
|
184K
$5.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.4KNew |
$266K - $285K
|
10.4K
$297K
|
|