Purchases and Sales Made in Q1 2025 in Litman Gregory Fds Tr Imgp Dbi (DBMF)
This table provides information about the institutional ownership of Litman Gregory Fds Tr Imgp Dbi (DBMF) during Q1 2025. The information is specifically focused on institutions that hold shares of LITMAN GREGORY FDS TR IMGP DBI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
9.85KNew |
$245K - $264K
|
9.85K
$248K
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
9.72K+ 6.23% |
$242K - $261K
|
166K
$4.18M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.67K+ 5.82% |
$241K - $260K
|
176K
$4.44M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.46K+ 10.4% |
$235K - $254K
|
100K
$2.53M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
8.98KNew |
$223K - $241K
|
8.98K
$226K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.86KNew |
$220K - $238K
|
8.86K
$223K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
8.63K+ 69.55% |
$215K - $232K
|
21K
$530K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.42KNew |
$209K - $226K
|
8.42K
$212K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
8.36KNew |
$208K - $224K
|
8.36K
$211K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.93K+ 3.22% |
$197K - $213K
|
255K
$6.42M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.85K+ 2027.91% |
$195K - $211K
|
8.24K
$208K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.65K+ 6.26% |
$166K - $179K
|
113K
$2.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.13K+ 79.82% |
$153K - $165K
|
13.8K
$348K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
5.75K+ 28.37% |
$143K - $154K
|
26K
$656K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.96K+ 14.72% |
$123K - $133K
|
38.6K
$974K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4.74K+ 45.91% |
$118K - $127K
|
15.1K
$380K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
4.13K+ 8.43% |
$103K - $111K
|
53.2K
$1.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
4.08K+ 1.3% |
$102K - $110K
|
317K
$8M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.03K+ 2.82% |
$100K - $108K
|
147K
$3.7M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.32K+ 19.37% |
$82.6K - $89.1K
|
20.5K
$516K
|
|
|
Apr 09, 2025
Q1 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
3.08K+ 3.45% |
$76.6K - $82.7K
|
92.4K
$2.33M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.75K+ 8.22% |
$68.4K - $73.8K
|
36.2K
$913K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
2.33K+ 6.82% |
$57.9K - $62.5K
|
36.4K
$919K
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
2.23K+ 0.7% |
$55.4K - $59.8K
|
323K
$8.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2.02K+ 21.04% |
$50.3K - $54.2K
|
11.6K
$293K
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
1.96K+ 4.74% |
$48.8K - $52.7K
|
43.3K
$1.09M
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1.92K+ 0.46% |
$47.8K - $51.6K
|
419K
$10.6M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.4K+ 0.89% |
$34.7K - $37.5K
|
159K
$4M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.33K+ 2.69% |
$33.1K - $35.7K
|
50.8K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.2K+ 4.8% |
$29.9K - $32.2K
|
26.2K
$661K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.1K+ 9.42% |
$27.4K - $29.6K
|
12.8K
$323K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.09K+ 11.51% |
$27.1K - $29.2K
|
10.5K
$266K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
947+ 1.4% |
$23.6K - $25.4K
|
68.6K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
836+ 5.25% |
$20.8K - $22.4K
|
16.8K
$423K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
729+ 38.53% |
$18.1K - $19.6K
|
2.62K
$66.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
620+ 25.74% |
$15.4K - $16.6K
|
3.03K
$76.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
512New |
$12.7K - $13.7K
|
512
$12.9K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
510+ 1.09% |
$12.7K - $13.7K
|
47.2K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
487New |
$12.1K - $13.1K
|
487
$12.3K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
446+ 2.03% |
$11.1K - $12K
|
22.4K
$566K
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
290+ 71.43% |
$7.22K - $7.79K
|
696
$17.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
270+ 1.1% |
$6.72K - $7.25K
|
24.9K
$628K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
253New |
$6.29K - $6.79K
|
253
$6.38K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
192+ 1.1% |
$4.78K - $5.16K
|
17.7K
$447K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
151+ 0.7% |
$3.76K - $4.05K
|
21.6K
$544K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
120+ 38.96% |
$2.99K - $3.22K
|
428
$10.8K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
96+ 0.21% |
$2.39K - $2.58K
|
45.3K
$1.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
92New |
$2.29K - $2.47K
|
92
$2.32K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
81New |
$2.02K - $2.17K
|
81
$2.04K
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
35New |
$871 - $940
|
35
$883
|