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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-2.03K- 12.5% |
$50.5K - $54.5K
|
14.2K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.74K- 3.27% |
$43.3K - $46.7K
|
51.5K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.65K- 8.09% |
$41.2K - $44.4K
|
18.8K
$484K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.65K- 15.7% |
$41K - $44.3K
|
8.85K
$228K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.6K- 16.0% |
$39.8K - $43K
|
8.4K
$216K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.31K- 4.67% |
$32.6K - $35.2K
|
26.8K
$690K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-954- 3.0% |
$23.7K - $25.6K
|
30.8K
$793K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-775- 4.05% |
$19.3K - $20.8K
|
18.3K
$472K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-541- 0.71% |
$13.5K - $14.5K
|
76K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-516- 0.42% |
$12.8K - $13.9K
|
121K
$3.11M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-500Closed |
$12.4K - $13.4K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-382- 4.87% |
$9.5K - $10.3K
|
7.47K
$192K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-361- 38.82% |
$8.98K - $9.69K
|
569
$14.7K
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-324- 0.16% |
$8.06K - $8.7K
|
206K
$5.3M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-317- 30.51% |
$7.89K - $8.51K
|
722
$18.6K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-185- 9.86% |
$4.6K - $4.97K
|
1.69K
$43.6K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-177- 31.33% |
$4.4K - $4.75K
|
388
$9.99K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-105- 0.54% |
$2.61K - $2.82K
|
19.2K
$495K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-66- 0.4% |
$1.64K - $1.77K
|
16.5K
$425K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-14.1K- 45.14% |
$368K - $399K
|
17.2K
$443K
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-13K- 5.06% |
$337K - $365K
|
243K
$6.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-8.51K- 5.34% |
$221K - $240K
|
151K
$3.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.8K- 24.59% |
$125K - $135K
|
14.7K
$379K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-2.92K- 3.18% |
$75.8K - $82.2K
|
88.9K
$2.29M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.8K- 8.06% |
$46.8K - $50.7K
|
20.5K
$529K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-826- 69.35% |
$21.5K - $23.3K
|
365
$9.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-242- 32.7% |
$6.29K - $6.82K
|
498
$12.8K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-29- 96.67% |
$754 - $818
|
1
$25.8
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-26- 0.3% |
$676 - $733
|
8.52K
$219K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-1- 0.44% |
$26 - $28.2
|
226
$5.82K
|
|
| Q3 2024 | |||||||
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-984K- 82.41% |
$26.4M - $30.1M
|
210K
$5.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-9.42K- 89.95% |
$253K - $288K
|
1.05K
$27.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.78K- 29.53% |
$235K - $268K
|
20.9K
$539K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-7.59K- 31.72% |
$203K - $232K
|
16.3K
$421K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.7K- 33.17% |
$99.2K - $113K
|
7.46K
$192K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.4K- 14.95% |
$37.4K - $42.7K
|
7.94K
$204K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-149- 2.49% |
$4K - $4.56K
|
5.82K
$150K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-98- 21.97% |
$2.63K - $3K
|
348
$8.96K
|
|
| Q2 2024 | |||||||
|
Feb 21, 2025
Q2 2024
|
Red Jay Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-130KClosed |
$3.71M - $3.93M
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-145- 1.23% |
$4.14K - $4.38K
|
11.6K
$300K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-50- 16.89% |
$1.43K - $1.51K
|
246
$6.33K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-96.8K- 51.64% |
$2.49M - $2.78M
|
90.6K
$2.33M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-34.3K- 58.94% |
$883K - $983K
|
23.9K
$615K
|
|
|
May 14, 2024
Q1 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-26.9K- 18.06% |
$692K - $771K
|
122K
$3.14M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-5.97K- 44.3% |
$154K - $171K
|
7.5K
$193K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-3K- 14.56% |
$77.3K - $86K
|
17.6K
$453K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.49K- 22.61% |
$64.1K - $71.3K
|
8.51K
$219K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-28- 2.54% |
$721 - $803
|
1.08K
$27.7K
|
|
| Q4 2023 | |||||||
|
Jan 26, 2024
Q4 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-54.7K- 53.05% |
$1.41M - $1.59M
|
48.4K
$1.25M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-14K- 17.17% |
$360K - $408K
|
67.5K
$1.74M
|
|