Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-2.59M- 93.01% |
$63.6M - $66.9M
|
194K
$5.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-327K- 92.49% |
$8.05M - $8.47M
|
26.6K
$685K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-265K- 96.69% |
$6.52M - $6.86M
|
9.05K
$233K
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-259K- 80.25% |
$6.37M - $6.7M
|
63.7K
$1.64M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-172K- 25.63% |
$4.23M - $4.45M
|
499K
$12.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-77.5K- 3.93% |
$1.91M - $2.01M
|
1.9M
$48.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-65.4K- 37.84% |
$1.61M - $1.69M
|
107K
$2.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-63K- 48.94% |
$1.55M - $1.63M
|
65.8K
$1.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-48.3K- 58.36% |
$1.19M - $1.25M
|
34.5K
$887K
|
|
|
Aug 14, 2025
Q2 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
SELL
|
- |
-32.8K- 18.01% |
$807K - $849K
|
149K
$3.84M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-28.9K- 6.72% |
$710K - $747K
|
401K
$10.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-24K- 1.99% |
$590K - $620K
|
1.18M
$30.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-19.8K- 3.99% |
$486K - $512K
|
475K
$12.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-18.6K- 18.5% |
$457K - $481K
|
81.8K
$2.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.1K- 6.71% |
$348K - $366K
|
197K
$5.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-13.3K- 1.13% |
$328K - $345K
|
1.17M
$30M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.3K- 38.82% |
$327K - $344K
|
20.9K
$539K
|
|
|
Jul 30, 2025
Q2 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-12.9K- 8.76% |
$318K - $335K
|
135K
$3.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-12.7K- 5.96% |
$313K - $329K
|
200K
$5.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-11.2K- 12.96% |
$275K - $289K
|
75.1K
$1.93M
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-9.8K- 43.17% |
$241K - $254K
|
12.9K
$332K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-8.71K- 49.45% |
$214K - $225K
|
8.9K
$229K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-7.91K- 37.65% |
$195K - $205K
|
13.1K
$338K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-7.78K- 6.43% |
$191K - $201K
|
113K
$2.91M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.52K- 1.08% |
$185K - $195K
|
689K
$17.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-7.38K- 14.51% |
$182K - $191K
|
43.4K
$1.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
SELL
|
- |
-7.05K- 3.82% |
$174K - $183K
|
178K
$4.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-6.63K- 31.73% |
$163K - $172K
|
14.3K
$367K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.61K- 40.04% |
$163K - $171K
|
9.9K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.76K- 1.47% |
$142K - $149K
|
386K
$9.93M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.04K- 4.19% |
$124K - $130K
|
115K
$2.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-4.9K- 21.21% |
$121K - $127K
|
18.2K
$469K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.72K- 22.94% |
$116K - $122K
|
15.9K
$408K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.72K- 2.68% |
$116K - $122K
|
171K
$4.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-4.65K- 15.53% |
$114K - $120K
|
25.3K
$651K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-4.51K- 45.36% |
$111K - $117K
|
5.43K
$140K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-3.09K- 14.18% |
$75.9K - $79.9K
|
18.7K
$481K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-2.91K- 5.47% |
$71.5K - $75.2K
|
50.3K
$1.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-2.85K- 0.26% |
$70.1K - $73.8K
|
1.08M
$27.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-2.69K- 2.25% |
$66.1K - $69.5K
|
117K
$3M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-2.6K- 3.45% |
$64K - $67.3K
|
72.8K
$1.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.21K- 26.95% |
$54.5K - $57.3K
|
6K
$155K
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-2.04K- 9.45% |
$50.2K - $52.8K
|
19.5K
$503K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.8K- 9.37% |
$44.3K - $46.7K
|
17.4K
$449K
|
|
|
Aug 05, 2025
Q2 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-1.76K- 12.35% |
$43.2K - $45.5K
|
12.5K
$321K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.68K- 2.86% |
$41.4K - $43.5K
|
57.2K
$1.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.52K- 7.45% |
$37.5K - $39.4K
|
18.9K
$487K
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-1.12K- 2.1% |
$27.6K - $29K
|
52.4K
$1.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-936- 9.54% |
$23K - $24.2K
|
8.87K
$228K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-895- 2.47% |
$22K - $23.2K
|
35.3K
$909K
|