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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-649K- 33.06% |
$16.9M - $18.3M
|
1.32M
$34M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-113K- 16.94% |
$2.93M - $3.17M
|
552K
$14.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-79.5K- 20.65% |
$2.07M - $2.24M
|
305K
$7.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-66.9K- 6.45% |
$1.74M - $1.89M
|
971K
$25.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-50.6K- 9.09% |
$1.32M - $1.43M
|
506K
$13.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-50.5K- 63.53% |
$1.31M - $1.42M
|
29K
$750K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-48.4K- 45.92% |
$1.26M - $1.36M
|
57K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-43.3K- 84.85% |
$1.13M - $1.22M
|
7.72K
$200K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-33.4K- 63.56% |
$868K - $940K
|
19.1K
$495K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-30.7K- 26.99% |
$800K - $867K
|
83.2K
$2.15M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-30.4K- 10.14% |
$790K - $856K
|
269K
$6.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-24.6K- 13.54% |
$640K - $694K
|
157K
$4.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-19.9K- 20.65% |
$518K - $561K
|
76.5K
$1.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19K- 6.11% |
$495K - $536K
|
292K
$7.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-16.4K- 66.42% |
$426K - $462K
|
8.29K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-14.1K- 45.14% |
$368K - $399K
|
17.2K
$445K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-14K- 15.36% |
$363K - $393K
|
76.9K
$1.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-13K- 5.06% |
$337K - $365K
|
243K
$6.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-9.02K- 6.7% |
$235K - $254K
|
126K
$3.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-8.8K- 35.12% |
$229K - $248K
|
16.3K
$420K
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-8.51K- 5.34% |
$221K - $240K
|
151K
$3.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.7K- 14.86% |
$200K - $217K
|
44.1K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.32K- 2.95% |
$190K - $206K
|
241K
$6.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.27K- 6.45% |
$163K - $177K
|
90.9K
$2.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.8K- 24.59% |
$125K - $135K
|
14.7K
$381K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.68K- 16.2% |
$122K - $132K
|
24.2K
$626K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-4.57K- 2.6% |
$119K - $129K
|
171K
$4.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-4.3K- 5.41% |
$112K - $121K
|
75.1K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-2.92K- 3.18% |
$75.8K - $82.2K
|
88.9K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.81K- 20.22% |
$73K - $79.1K
|
11.1K
$286K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-2.75K- 11.94% |
$71.5K - $77.5K
|
20.3K
$524K
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-2.63K- 6.93% |
$68.4K - $74.1K
|
35.3K
$913K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.37K- 1.17% |
$61.5K - $66.7K
|
200K
$5.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-2.28K- 4.45% |
$59.3K - $64.3K
|
49K
$1.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.63K- 13.44% |
$42.4K - $46K
|
10.5K
$272K
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.62K- 3.77% |
$42.1K - $45.7K
|
41.4K
$1.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.38K- 10.02% |
$35.9K - $38.9K
|
12.4K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.2K- 9.26% |
$31.1K - $33.7K
|
11.7K
$303K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1K- 66.67% |
$26K - $28.2K
|
500
$12.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-826- 69.35% |
$21.5K - $23.3K
|
365
$9.44K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-730- 3.29% |
$19K - $20.6K
|
21.4K
$554K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-251- 1.21% |
$6.53K - $7.08K
|
20.4K
$529K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-242- 32.7% |
$6.29K - $6.82K
|
498
$12.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-225- 0.1% |
$5.85K - $6.34K
|
226K
$5.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-200- 1.13% |
$5.2K - $5.64K
|
17.5K
$453K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-120- 0.35% |
$3.12K - $3.38K
|
34.1K
$882K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-115- 16.91% |
$2.99K - $3.24K
|
565
$14.6K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-29- 96.67% |
$754 - $818
|
1
$25.9
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-26- 0.33% |
$676 - $733
|
7.85K
$203K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-1- 0.44% |
$26 - $28.2
|
226
$5.84K
|