Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
253New |
$6.43K - $6.91K
|
253
$7.19K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
200New |
$5.09K - $5.46K
|
200
$5.68K
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
184+ 18400.0% |
$4.68K - $5.03K
|
185
$5.26K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
136+ 1.37% |
$3.46K - $3.71K
|
10K
$285K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
119+ 1.42% |
$3.03K - $3.25K
|
8.47K
$241K
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
101+ 0.52% |
$2.57K - $2.76K
|
19.6K
$558K
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
100New |
$2.54K - $2.73K
|
100
$2.84K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
56+ 0.1% |
$1.42K - $1.53K
|
57.3K
$1.63M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
54+ 0.52% |
$1.37K - $1.47K
|
10.4K
$295K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
24+ 0.2% |
$610 - $655
|
11.9K
$337K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
22New |
$559 - $601
|
22
$625
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
13+ 0.04% |
$331 - $355
|
32K
$909K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5+ 0.03% |
$127 - $137
|
17.4K
$495K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.61% |
$76.3 - $81.9
|
493
$14K
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 0.47% |
$50.9 - $54.6
|
428
$12.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-78- 0.74% |
$1.98K - $2.13K
|
10.4K
$297K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-80- 0.61% |
$2.03K - $2.18K
|
13K
$370K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-99- 27.5% |
$2.52K - $2.7K
|
261
$7.42K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-120- 9.99% |
$3.05K - $3.28K
|
1.08K
$30.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-191- 1.04% |
$4.86K - $5.22K
|
18.2K
$516K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-223- 6.19% |
$5.67K - $6.09K
|
3.38K
$96K
|
|
|
Jan 07, 2026
Q3 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
SELL
|
- |
-230Closed |
$5.85K - $6.28K
|
0
$0
|
|
|
Jan 06, 2026
Q3 2025
|
Canal Capital Management, LLC
|
SELL
|
- |
-378- 0.41% |
$9.61K - $10.3K
|
92.1K
$2.62M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-384- 1.6% |
$9.77K - $10.5K
|
23.7K
$672K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-408- 0.89% |
$10.4K - $11.1K
|
45.5K
$1.29M
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
SELL
|
- |
-425- 0.58% |
$10.8K - $11.6K
|
72.4K
$2.06M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-654- 4.42% |
$16.6K - $17.9K
|
14.1K
$401K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-686- 5.28% |
$17.4K - $18.7K
|
12.3K
$349K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-703- 2.52% |
$17.9K - $19.2K
|
27.2K
$772K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-916- 55.35% |
$23.3K - $25K
|
739
$21K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-918- 0.19% |
$23.3K - $25.1K
|
474K
$13.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-922- 0.79% |
$23.4K - $25.2K
|
116K
$3.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.34K- 9.97% |
$33.9K - $36.5K
|
12.1K
$343K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.54K- 9.7% |
$39.1K - $42K
|
14.3K
$407K
|
|
|
Nov 10, 2025
Q3 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-1.85K- 14.32% |
$47K - $50.5K
|
11.1K
$314K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.85K- 2.42% |
$47K - $50.5K
|
74.5K
$2.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
SELL
|
- |
-1.88K- 4.6% |
$47.7K - $51.2K
|
38.9K
$1.1M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.89K- 72.19% |
$48.1K - $51.7K
|
729
$20.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-2.14K- 0.98% |
$54.4K - $58.4K
|
216K
$6.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-2.4K- 3.64% |
$60.9K - $65.4K
|
63.4K
$1.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.64K- 2.29% |
$67.1K - $72.1K
|
112K
$3.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.85K- 9.22% |
$72.5K - $77.8K
|
28.1K
$797K
|
|
|
Dec 01, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-3.98K- 1.49% |
$101K - $109K
|
264K
$7.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-4.19K- 6.27% |
$107K - $114K
|
62.7K
$1.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.3K- 22.73% |
$109K - $118K
|
14.6K
$415K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.8K- 13.92% |
$122K - $131K
|
29.7K
$843K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.83K- 33.89% |
$123K - $132K
|
9.43K
$268K
|
|
|
Nov 10, 2025
Q3 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-5.08K- 20.09% |
$129K - $139K
|
20.2K
$574K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-6.34K- 43.13% |
$161K - $173K
|
8.37K
$238K
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-6.79K- 48.08% |
$173K - $186K
|
7.34K
$208K
|
|