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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
24.6K+ 2.31% |
$612K - $660K
|
1.09M
$28M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
24K+ 16.72% |
$597K - $644K
|
167K
$4.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
23.3K+ 12.26% |
$579K - $625K
|
213K
$5.49M
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
22.9K+ 12.81% |
$570K - $615K
|
202K
$5.19M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20.9K+ 188.86% |
$520K - $562K
|
32K
$824K
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
19K+ 14.76% |
$473K - $510K
|
148K
$3.8M
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
18.3K+ 30.11% |
$455K - $492K
|
79.1K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
17.2K+ 467.09% |
$427K - $461K
|
20.8K
$537K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
14.7K+ 3.32% |
$366K - $395K
|
458K
$11.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.9KNew |
$346K - $373K
|
13.9K
$358K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
13.6KNew |
$338K - $365K
|
13.6K
$350K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.4K+ 91.34% |
$308K - $332K
|
25.9K
$667K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
11.7K+ 478.4% |
$292K - $315K
|
14.2K
$365K
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
11.5K+ 2.08% |
$285K - $308K
|
564K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
10.3K+ 1287.5% |
$256K - $277K
|
11.1K
$286K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
9.85KNew |
$245K - $264K
|
9.85K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.67K+ 5.82% |
$241K - $260K
|
176K
$4.53M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.46K+ 10.4% |
$235K - $254K
|
100K
$2.59M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
8.98KNew |
$223K - $241K
|
8.98K
$231K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
8.36KNew |
$208K - $224K
|
8.36K
$215K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.93K+ 3.22% |
$197K - $213K
|
255K
$6.55M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.85K+ 2027.91% |
$195K - $211K
|
8.24K
$212K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.96K+ 14.72% |
$123K - $133K
|
38.6K
$994K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
4.13K+ 8.43% |
$103K - $111K
|
53.2K
$1.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
4.08K+ 1.3% |
$102K - $110K
|
317K
$8.16M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.03K+ 2.82% |
$100K - $108K
|
147K
$3.78M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.32K+ 19.37% |
$82.6K - $89.1K
|
20.5K
$527K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
2.33K+ 6.82% |
$57.9K - $62.5K
|
36.4K
$938K
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
2.23K+ 0.7% |
$55.4K - $59.8K
|
323K
$8.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2.02K+ 21.04% |
$50.3K - $54.2K
|
11.6K
$299K
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1.92K+ 0.46% |
$47.8K - $51.6K
|
419K
$10.8M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.4K+ 0.89% |
$34.7K - $37.5K
|
159K
$4.08M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.33K+ 2.69% |
$33.1K - $35.7K
|
50.8K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.2K+ 4.8% |
$29.9K - $32.2K
|
26.2K
$675K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.1K+ 9.42% |
$27.4K - $29.6K
|
12.8K
$330K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.09K+ 11.51% |
$27.1K - $29.2K
|
10.5K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
836+ 5.25% |
$20.8K - $22.4K
|
16.8K
$432K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
729+ 38.53% |
$18.1K - $19.6K
|
2.62K
$67.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
620+ 25.74% |
$15.4K - $16.6K
|
3.03K
$78K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
512New |
$12.7K - $13.7K
|
512
$13.2K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
510+ 1.09% |
$12.7K - $13.7K
|
47.2K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
487New |
$12.1K - $13.1K
|
487
$12.5K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
446+ 2.03% |
$11.1K - $12K
|
22.4K
$578K
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
270+ 1.1% |
$6.72K - $7.25K
|
24.9K
$642K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
253New |
$6.29K - $6.79K
|
253
$6.51K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
192+ 1.1% |
$4.78K - $5.16K
|
17.7K
$456K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
151+ 0.7% |
$3.76K - $4.05K
|
21.6K
$556K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
120+ 38.96% |
$2.99K - $3.22K
|
428
$11K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
96+ 0.21% |
$2.39K - $2.58K
|
45.3K
$1.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
92New |
$2.29K - $2.47K
|
92
$2.37K
|