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 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-327K- 92.49% |
$8.05M - $8.47M
|
26.6K
$685K
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-259K- 80.25% |
$6.37M - $6.7M
|
63.7K
$1.64M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-65.4K- 37.84% |
$1.61M - $1.69M
|
107K
$2.77M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-48.3K- 58.36% |
$1.19M - $1.25M
|
34.5K
$887K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-8.71K- 49.45% |
$214K - $225K
|
8.9K
$229K
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
SELL
|
- |
-7.05K- 3.82% |
$174K - $183K
|
178K
$4.58M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-2.6K- 3.45% |
$64K - $67.3K
|
72.8K
$1.87M
|
|
|
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
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
SELL
|
- |
-882- 2.12% |
$21.7K - $22.8K
|
40.7K
$1.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-511- 5.77% |
$12.6K - $13.2K
|
8.35K
$215K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-354- 8.95% |
$8.71K - $9.17K
|
3.6K
$92.7K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.43M- 95.78% |
$135M - $146M
|
239K
$6.16M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.27M- 96.33% |
$31.6M - $34.1M
|
48.4K
$1.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-723K- 54.95% |
$18M - $19.4M
|
592K
$15.3M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-305K- 20.52% |
$7.58M - $8.18M
|
1.18M
$30.4M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-289K- 42.46% |
$7.19M - $7.76M
|
391K
$10.1M
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-177K- 57.81% |
$4.39M - $4.74M
|
129K
$3.32M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-137K- 68.14% |
$3.4M - $3.67M
|
63.9K
$1.64M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
SELL
|
- |
-89.1K- 74.56% |
$2.22M - $2.39M
|
30.4K
$782K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-60.7K- 33.57% |
$1.51M - $1.63M
|
120K
$3.09M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-42.5K- 65.38% |
$1.06M - $1.14M
|
22.5K
$579K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-30.3K- 4.17% |
$754K - $813K
|
697K
$17.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-30.1K- 12.49% |
$748K - $808K
|
211K
$5.42M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-26.6K- 15.57% |
$663K - $715K
|
144K
$3.72M
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-25.4K- 22.72% |
$631K - $681K
|
86.3K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-18.4K- 32.28% |
$458K - $494K
|
38.6K
$994K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-15.4K- 41.44% |
$383K - $413K
|
21.8K
$560K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.8K- 39.2% |
$343K - $370K
|
21.4K
$551K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-12.1K- 36.41% |
$302K - $325K
|
21.2K
$545K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-11.4K- 2.26% |
$284K - $307K
|
495K
$12.7M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-10.7K- 51.92% |
$267K - $288K
|
9.94K
$256K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.19K- 30.87% |
$229K - $247K
|
20.6K
$530K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.18K- 41.57% |
$228K - $247K
|
12.9K
$332K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-7.58K- 41.12% |
$189K - $204K
|
10.9K
$279K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-7.33K- 9.76% |
$182K - $197K
|
67.8K
$1.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.24K- 38.39% |
$180K - $194K
|
11.6K
$299K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-6.8K- 25.82% |
$169K - $183K
|
19.5K
$503K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.35K- 76.55% |
$158K - $170K
|
1.94K
$50.1K
|
|
|
May 14, 2025
Q1 2025
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-6.32K- 5.03% |
$157K - $170K
|
119K
$3.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-5.75K- 9.71% |
$143K - $154K
|
53.5K
$1.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-5.48K- 0.29% |
$136K - $147K
|
1.85M
$47.7M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-5.39K- 15.27% |
$134K - $145K
|
29.9K
$770K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.02K- 29.14% |
$125K - $135K
|
12.2K
$314K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.45K- 15.33% |
$111K - $119K
|
24.6K
$632K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.12K- 5.57% |
$103K - $111K
|
69.9K
$1.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-4.05K- 15.12% |
$101K - $109K
|
22.7K
$585K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.34K- 13.8% |
$83.1K - $89.7K
|
20.9K
$538K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.29K- 28.58% |
$81.8K - $88.3K
|
8.21K
$211K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-2.29K- 50.0% |
$57K - $61.5K
|
2.29K
$59K
|
|