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 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-12.1K- 36.41% |
$302K - $325K
|
21.2K
$534K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.8K- 39.2% |
$343K - $370K
|
21.4K
$539K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-15.4K- 41.44% |
$383K - $413K
|
21.8K
$549K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-18.4K- 32.28% |
$458K - $494K
|
38.6K
$973K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.8K- 49.39% |
$542K - $585K
|
22.3K
$563K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-25.4K- 22.72% |
$631K - $681K
|
86.3K
$2.18M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-26.6K- 15.57% |
$663K - $715K
|
144K
$3.64M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-28.7K- 39.09% |
$714K - $770K
|
44.7K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-30.1K- 12.49% |
$748K - $808K
|
211K
$5.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-30.3K- 4.17% |
$754K - $813K
|
697K
$17.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-33.3K- 73.67% |
$828K - $894K
|
11.9K
$300K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-42.5K- 65.38% |
$1.06M - $1.14M
|
22.5K
$567K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-60.7K- 33.57% |
$1.51M - $1.63M
|
120K
$3.03M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
SELL
|
- |
-89.1K- 74.56% |
$2.22M - $2.39M
|
30.4K
$766K
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-109K- 23.6% |
$2.72M - $2.94M
|
354K
$8.93M
|
|
|
May 12, 2025
Q1 2025
|
Astor Investment Management LLC
|
SELL
|
- |
-127K- 40.77% |
$3.16M - $3.41M
|
185K
$4.66M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-137K- 68.14% |
$3.4M - $3.67M
|
63.9K
$1.61M
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-177K- 57.81% |
$4.39M - $4.74M
|
129K
$3.25M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-289K- 42.46% |
$7.19M - $7.76M
|
391K
$9.87M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-305K- 20.52% |
$7.58M - $8.18M
|
1.18M
$29.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-723K- 54.95% |
$18M - $19.4M
|
592K
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.27M- 96.33% |
$31.6M - $34.1M
|
48.4K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.43M- 95.78% |
$135M - $146M
|
239K
$6.04M
|