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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
11.2KNew |
$291K - $315K
|
11.2K
$318K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
11KNew |
$286K - $310K
|
11K
$312K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
10.9KNew |
$283K - $306K
|
10.9K
$309K
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
10.2KNew |
$265K - $287K
|
10.2K
$289K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
9.03KNew |
$235K - $254K
|
9.03K
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.97KNew |
$207K - $225K
|
7.97K
$226K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.56KNew |
$66.7K - $72.3K
|
2.56K
$72.8K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
2.46K+ 2.03% |
$64K - $69.3K
|
124K
$3.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.5KNew |
$39K - $42.3K
|
1.5K
$42.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.25K+ 16.67% |
$32.5K - $35.2K
|
8.75K
$249K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
338New |
$8.79K - $9.53K
|
338
$9.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
300New |
$7.8K - $8.46K
|
300
$8.52K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
289New |
$7.52K - $8.15K
|
289
$8.21K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
217New |
$5.64K - $6.12K
|
217
$6.16K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
82New |
$2.13K - $2.31K
|
82
$2.33K
|
|
|
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
$779K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
25.2KNew |
$677K - $771K
|
25.2K
$717K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.6KNew |
$499K - $568K
|
18.6K
$528K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.7K+ 7.24% |
$368K - $420K
|
203K
$5.78M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.5K+ 18.62% |
$335K - $382K
|
79.5K
$2.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.33K+ 11.27% |
$35.5K - $40.5K
|
13.1K
$372K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
209+ 11.61% |
$5.61K - $6.39K
|
2.01K
$57.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
68+ 0.85% |
$1.82K - $2.08K
|
8.08K
$229K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
64New |
$1.72K - $1.96K
|
64
$1.82K
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
23+ 65.71% |
$617 - $703
|
58
$1.65K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
347KNew |
$9.9M - $10.5M
|
347K
$9.85M
|
|
|
Jul 30, 2024
Q2 2024
|
Q3 Asset Management
|
BUY
|
- |
199KNew |
$5.68M - $6.01M
|
199K
$5.65M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
26.3KNew |
$752K - $795K
|
26.3K
$748K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
23.4KNew |
$668K - $707K
|
23.4K
$665K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.53KNew |
$244K - $258K
|
8.53K
$242K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
8.04KNew |
$230K - $243K
|
8.04K
$228K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.07KNew |
$173K - $183K
|
6.07K
$172K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.22KNew |
$63.4K - $67.1K
|
2.22K
$63.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
829+ 3.59% |
$23.7K - $25K
|
23.9K
$680K
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
149New |
$4.25K - $4.5K
|
149
$4.23K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
27+ 0.13% |
$771 - $816
|
20.6K
$585K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
17New |
$485 - $514
|
17
$483
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
130KNew |
$3.35M - $3.73M
|
130K
$3.69M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
13.3KNew |
$342K - $380K
|
13.3K
$377K
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
BUY
|
- |
12.1KNew |
$310K - $346K
|
12.1K
$342K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11K+ 117.93% |
$284K - $316K
|
20.4K
$579K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.91KNew |
$127K - $141K
|
4.91K
$140K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.03K+ 52.2% |
$52.3K - $58.3K
|
5.93K
$168K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
303New |
$7.81K - $8.69K
|
303
$8.61K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
50New |
$1.29K - $1.43K
|
50
$1.42K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 4.0% |
$25.8 - $28.7
|
26
$739
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
885KNew |
$22.8M - $25.8M
|
885K
$25.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2.79K+ 7.08% |
$71.8K - $81.3K
|
42.2K
$1.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
184New |
$4.74K - $5.37K
|
184
$5.23K
|
|