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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
BUY
|
- |
293KNew |
$7.21M - $7.59M
|
293K
$7.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
217K+ 31171.26% |
$5.34M - $5.62M
|
218K
$5.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
34K+ 225.84% |
$837K - $880K
|
49.1K
$1.26M
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
29.2K+ 19.21% |
$718K - $755K
|
181K
$4.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
28.5K+ 9.16% |
$701K - $738K
|
339K
$8.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
18.3K+ 16.23% |
$451K - $475K
|
131K
$3.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
13.9K+ 8.41% |
$343K - $361K
|
180K
$4.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
9.56K+ 80.32% |
$235K - $247K
|
21.5K
$553K
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
5.38K+ 2.48% |
$133K - $139K
|
222K
$5.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
3.06K+ 4.46% |
$75.3K - $79.2K
|
71.7K
$1.85M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
3.02K+ 14.35% |
$74.3K - $78.1K
|
24K
$619K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.85K+ 7.11% |
$45.5K - $47.9K
|
27.9K
$718K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.17K+ 2.62% |
$28.8K - $30.3K
|
45.9K
$1.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.02K+ 12.15% |
$25.2K - $26.5K
|
9.44K
$243K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
968+ 7.01% |
$23.8K - $25.1K
|
14.8K
$381K
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
733+ 1.69% |
$18K - $19K
|
44.1K
$1.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
368+ 1.36% |
$9.06K - $9.53K
|
27.4K
$705K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
100New |
$2.46K - $2.59K
|
100
$2.58K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
60+ 0.09% |
$1.48K - $1.55K
|
66.9K
$1.72M
|
|
|
Jul 10, 2025
Q2 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
7+ 0.01% |
$172 - $181
|
92.4K
$2.38M
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.62M+ 1580.36% |
$115M - $124M
|
4.91M
$126M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
638K+ 47.81% |
$15.9M - $17.1M
|
1.97M
$50.8M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
518K+ 166.49% |
$12.9M - $13.9M
|
830K
$21.4M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
357K+ 17.83% |
$8.89M - $9.59M
|
2.36M
$60.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
346KNew |
$8.61M - $9.29M
|
346K
$8.91M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
313K+ 12.68% |
$7.78M - $8.4M
|
2.78M
$71.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
274KNew |
$6.81M - $7.35M
|
274K
$7.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
233K+ 24.0% |
$5.8M - $6.26M
|
1.2M
$31M
|
|
|
May 15, 2025
Q1 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
182KNew |
$4.53M - $4.89M
|
182K
$4.69M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
141KNew |
$3.5M - $3.78M
|
141K
$3.63M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
130K+ 48.3% |
$3.23M - $3.49M
|
399K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
116KNew |
$2.89M - $3.12M
|
116K
$2.99M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
108K+ 33.45% |
$2.68M - $2.89M
|
429K
$11.1M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
103K+ 18.15% |
$2.56M - $2.77M
|
671K
$17.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
74.3K+ 19.7% |
$1.85M - $2M
|
452K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
51.2K+ 662.25% |
$1.27M - $1.37M
|
58.9K
$1.52M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
50.4KNew |
$1.25M - $1.35M
|
50.4K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
48KNew |
$1.19M - $1.29M
|
48K
$1.24M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
42.1K+ 50.67% |
$1.05M - $1.13M
|
125K
$3.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
40.2K+ 9.3% |
$1M - $1.08M
|
472K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34.2KNew |
$851K - $919K
|
34.2K
$881K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30.5K+ 119.26% |
$759K - $820K
|
56.1K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
30.1KNew |
$748K - $807K
|
30.1K
$774K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
29.7KNew |
$739K - $798K
|
29.7K
$765K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
28.5KNew |
$710K - $766K
|
28.5K
$735K
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
27.1K+ 11.98% |
$674K - $727K
|
253K
$6.52M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
26.7KNew |
$664K - $717K
|
26.7K
$687K
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
25.7K+ 44.32% |
$639K - $690K
|
83.6K
$2.15M
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
25.1KNew |
$624K - $673K
|
25.1K
$646K
|
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
24.8K+ 27.23% |
$616K - $665K
|
116K
$2.98M
|
|