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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
456K+ 54.95% |
$11.2M - $11.8M
|
1.29M
$33.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
321K+ 13.59% |
$7.89M - $8.3M
|
2.68M
$69M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
BUY
|
- |
293KNew |
$7.21M - $7.59M
|
293K
$7.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
266KNew |
$6.55M - $6.89M
|
266K
$6.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
250K+ 5.09% |
$6.14M - $6.46M
|
5.16M
$133M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
247K+ 54.0% |
$6.08M - $6.4M
|
705K
$18.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
217K+ 31171.26% |
$5.34M - $5.62M
|
218K
$5.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
198K+ 140.72% |
$4.88M - $5.13M
|
339K
$8.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
138K+ 356.99% |
$3.39M - $3.57M
|
176K
$4.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
134KNew |
$3.3M - $3.47M
|
134K
$3.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
108K+ 42.58% |
$2.67M - $2.81M
|
363K
$9.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
108K+ 23.93% |
$2.66M - $2.8M
|
560K
$14.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
94.9KNew |
$2.33M - $2.46M
|
94.9K
$2.44M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
76K+ 19.04% |
$1.87M - $1.97M
|
475K
$12.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
75.1K+ 334.24% |
$1.85M - $1.95M
|
97.6K
$2.51M
|
|
|
Jul 24, 2025
Q2 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
71.2KNew |
$1.75M - $1.84M
|
71.2K
$1.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
68.7K+ 19.85% |
$1.69M - $1.78M
|
415K
$10.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
BUY
|
- |
48.3K+ 158.81% |
$1.19M - $1.25M
|
78.6K
$2.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
41.9K+ 9.99% |
$1.03M - $1.08M
|
461K
$11.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
40.8K+ 6.89% |
$1.01M - $1.06M
|
633K
$16.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
40.8K+ 25.73% |
$1M - $1.06M
|
199K
$5.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
37KNew |
$909K - $957K
|
37K
$952K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
36.7KNew |
$903K - $950K
|
36.7K
$945K
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
34K+ 225.84% |
$837K - $880K
|
49.1K
$1.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
29.4KNew |
$722K - $760K
|
29.4K
$756K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
29.2K+ 19.21% |
$718K - $755K
|
181K
$4.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
28.9KNew |
$712K - $749K
|
28.9K
$745K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
28.5K+ 9.16% |
$701K - $738K
|
339K
$8.74M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
28.5K+ 940.21% |
$701K - $737K
|
31.5K
$811K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
27KNew |
$664K - $699K
|
27K
$695K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
25.3K+ 5088.96% |
$624K - $656K
|
25.8K
$665K
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
24.8K+ 86.81% |
$610K - $641K
|
53.3K
$1.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
22.3K+ 3.96% |
$549K - $578K
|
586K
$15.1M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.8K+ 35.22% |
$486K - $512K
|
75.9K
$1.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19K+ 73.47% |
$468K - $493K
|
44.9K
$1.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
18.3K+ 16.23% |
$451K - $475K
|
131K
$3.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.7K+ 32.37% |
$386K - $406K
|
64.1K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.9K+ 33.02% |
$368K - $387K
|
60.2K
$1.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
13.9K+ 8.41% |
$343K - $361K
|
180K
$4.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
12K+ 23.82% |
$295K - $311K
|
62.4K
$1.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.8KNew |
$292K - $307K
|
11.8K
$305K
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
11.6K+ 8.03% |
$285K - $300K
|
156K
$4.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.5KNew |
$259K - $273K
|
10.5K
$271K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.3KNew |
$255K - $268K
|
10.3K
$266K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10K+ 25.96% |
$247K - $260K
|
48.6K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
9.57KNew |
$236K - $248K
|
9.57K
$247K
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
9.56K+ 80.32% |
$235K - $247K
|
21.5K
$553K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
9.4K+ 11.88% |
$231K - $243K
|
88.5K
$2.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
8.03KNew |
$198K - $208K
|
8.03K
$207K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
7.42K+ 29.58% |
$183K - $192K
|
32.5K
$837K
|