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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
35New |
$871 - $940
|
35
$884
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
33New |
$821 - $886
|
33
$834
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
32New |
$796 - $859
|
32
$808
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
26+ 0.31% |
$647 - $698
|
8.54K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
21New |
$522 - $564
|
21
$530
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.22MNew |
$31.6M - $34.3M
|
1.22M
$30.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
112KNew |
$2.91M - $3.15M
|
112K
$2.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
22.6K+ 19.98% |
$588K - $638K
|
136K
$3.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
18.6K+ 8.82% |
$483K - $523K
|
229K
$5.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
18.5KNew |
$482K - $522K
|
18.5K
$468K
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
17.2KNew |
$446K - $484K
|
17.2K
$434K
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
16.2KNew |
$422K - $458K
|
16.2K
$410K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
11.2KNew |
$291K - $315K
|
11.2K
$283K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
11KNew |
$286K - $310K
|
11K
$278K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
10.9KNew |
$283K - $306K
|
10.9K
$275K
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
10.2KNew |
$265K - $287K
|
10.2K
$257K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
9.03KNew |
$235K - $254K
|
9.03K
$228K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.97KNew |
$207K - $225K
|
7.97K
$201K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
6.91K+ 75.32% |
$180K - $195K
|
16.1K
$406K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.56KNew |
$66.7K - $72.3K
|
2.56K
$64.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.5KNew |
$39K - $42.3K
|
1.5K
$37.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.25K+ 16.67% |
$32.5K - $35.2K
|
8.75K
$221K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.09K+ 5.44% |
$28.2K - $30.6K
|
21K
$531K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
358New |
$9.31K - $10.1K
|
358
$9.04K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
338New |
$8.79K - $9.53K
|
338
$8.54K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
300New |
$7.8K - $8.46K
|
300
$7.58K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
217New |
$5.64K - $6.12K
|
217
$5.48K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
176+ 2.11% |
$4.58K - $4.96K
|
8.53K
$215K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
145New |
$3.77K - $4.09K
|
145
$3.66K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
82New |
$2.13K - $2.31K
|
82
$2.07K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
4+ 3.88% |
$104 - $113
|
107
$2.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
27.4KNew |
$735K - $838K
|
27.4K
$693K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
25.2KNew |
$677K - $771K
|
25.2K
$637K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.6KNew |
$499K - $568K
|
18.6K
$470K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.7K+ 7.24% |
$368K - $420K
|
203K
$5.14M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.5K+ 18.62% |
$335K - $382K
|
79.5K
$2.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.33K+ 11.27% |
$35.5K - $40.5K
|
13.1K
$331K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
209+ 11.61% |
$5.61K - $6.39K
|
2.01K
$50.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
68+ 0.85% |
$1.82K - $2.08K
|
8.08K
$204K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
64New |
$1.72K - $1.96K
|
64
$1.62K
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
23+ 65.71% |
$617 - $703
|
58
$1.47K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
19+ 1.61% |
$510 - $581
|
1.2K
$30.3K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
347KNew |
$9.9M - $10.5M
|
347K
$8.76M
|
|
|
Jul 30, 2024
Q2 2024
|
Q3 Asset Management
|
BUY
|
- |
199KNew |
$5.68M - $6.01M
|
199K
$5.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
67.5KNew |
$1.93M - $2.04M
|
67.5K
$1.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
26.3KNew |
$752K - $795K
|
26.3K
$665K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
23.4KNew |
$668K - $707K
|
23.4K
$591K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.53KNew |
$244K - $258K
|
8.53K
$215K
|
|