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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
33New |
$821 - $886
|
33
$832
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
32New |
$796 - $859
|
32
$807
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
26+ 0.31% |
$647 - $698
|
8.54K
$215K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
21New |
$522 - $564
|
21
$530
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-66- 0.4% |
$1.64K - $1.77K
|
16.5K
$416K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-105- 0.54% |
$2.61K - $2.82K
|
19.2K
$485K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-177- 31.33% |
$4.4K - $4.75K
|
388
$9.79K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-185- 9.86% |
$4.6K - $4.97K
|
1.69K
$42.7K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-317- 30.51% |
$7.89K - $8.51K
|
722
$18.2K
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-324- 0.16% |
$8.06K - $8.7K
|
206K
$5.19M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-361- 38.82% |
$8.98K - $9.69K
|
569
$14.4K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-382- 4.87% |
$9.5K - $10.3K
|
7.47K
$188K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-500Closed |
$12.4K - $13.4K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-516- 0.42% |
$12.8K - $13.9K
|
121K
$3.05M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-541- 0.71% |
$13.5K - $14.5K
|
76K
$1.92M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-775- 4.05% |
$19.3K - $20.8K
|
18.3K
$463K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-954- 3.0% |
$23.7K - $25.6K
|
30.8K
$777K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.31K- 4.67% |
$32.6K - $35.2K
|
26.8K
$676K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-1.47K- 1.91% |
$36.6K - $39.5K
|
75.4K
$1.9M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.6K- 16.0% |
$39.8K - $43K
|
8.4K
$212K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.65K- 15.7% |
$41K - $44.3K
|
8.85K
$223K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.65K- 8.09% |
$41.2K - $44.4K
|
18.8K
$474K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.74K- 3.27% |
$43.3K - $46.7K
|
51.5K
$1.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.84K- 6.38% |
$45.8K - $49.5K
|
27K
$681K
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-2.03K- 12.5% |
$50.5K - $54.5K
|
14.2K
$359K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-2.29K- 50.0% |
$57K - $61.5K
|
2.29K
$57.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.7K- 40.58% |
$67.2K - $72.5K
|
3.96K
$99.7K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.29K- 28.58% |
$81.8K - $88.3K
|
8.21K
$207K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.34K- 13.8% |
$83.1K - $89.7K
|
20.9K
$527K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-4.05K- 15.12% |
$101K - $109K
|
22.7K
$573K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.12K- 5.57% |
$103K - $111K
|
69.9K
$1.76M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.45K- 15.33% |
$111K - $119K
|
24.6K
$619K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-4.69K- 21.04% |
$117K - $126K
|
17.6K
$444K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.02K- 29.14% |
$125K - $135K
|
12.2K
$308K
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-5.39K- 15.27% |
$134K - $145K
|
29.9K
$755K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-5.48K- 0.29% |
$136K - $147K
|
1.85M
$46.7M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5.65K- 36.55% |
$141K - $152K
|
9.81K
$247K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-5.75K- 9.71% |
$143K - $154K
|
53.5K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-6.32K- 5.03% |
$157K - $170K
|
119K
$3.01M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.35K- 76.55% |
$158K - $170K
|
1.94K
$49K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-6.8K- 25.82% |
$169K - $183K
|
19.5K
$493K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.24K- 38.39% |
$180K - $194K
|
11.6K
$293K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-7.33K- 9.76% |
$182K - $197K
|
67.8K
$1.71M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-7.58K- 41.12% |
$189K - $204K
|
10.9K
$274K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.18K- 41.57% |
$228K - $247K
|
12.9K
$325K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.19K- 30.87% |
$229K - $247K
|
20.6K
$519K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-9.84K- 12.84% |
$245K - $264K
|
66.8K
$1.68M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-10.7K- 51.92% |
$267K - $288K
|
9.94K
$251K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-11.4K- 2.26% |
$284K - $307K
|
495K
$12.5M
|