Latest Institutional Transactions on Litman Gregory Fds Tr Imgp Dbi (DBMF)
This table provides information on the latest institutional transactions involving Litman Gregory Fds Tr Imgp Dbi (DBMF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-7.33K- 9.76% |
$182K - $197K
|
67.8K
$1.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.84K- 6.38% |
$45.8K - $49.5K
|
27K
$679K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-5.75K- 9.71% |
$143K - $154K
|
53.5K
$1.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
4.13K+ 8.43% |
$103K - $111K
|
53.2K
$1.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
9.85KNew |
$245K - $264K
|
9.85K
$247K
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
35New |
$871 - $940
|
35
$880
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-2.03K- 12.5% |
$50.5K - $54.5K
|
14.2K
$357K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
37.3K+ 82.0% |
$928K - $1M
|
82.8K
$2.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
346KNew |
$8.61M - $9.29M
|
346K
$8.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.12K- 5.57% |
$103K - $111K
|
69.9K
$1.76M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
75.9K+ 32.31% |
$1.89M - $2.04M
|
311K
$7.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
13.6KNew |
$338K - $365K
|
13.6K
$342K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.42KNew |
$209K - $226K
|
8.42K
$212K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-66- 0.4% |
$1.64K - $1.77K
|
16.5K
$415K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.75K+ 8.22% |
$68.4K - $73.8K
|
36.2K
$909K
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
152KNew |
$3.78M - $4.08M
|
152K
$3.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
290+ 71.43% |
$7.22K - $7.79K
|
696
$17.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
132K+ 321.7% |
$3.28M - $3.54M
|
173K
$4.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
8.36KNew |
$208K - $224K
|
8.36K
$210K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
23.3K+ 12.26% |
$579K - $625K
|
213K
$5.36M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
512New |
$12.7K - $13.7K
|
512
$12.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-4.69K- 21.04% |
$117K - $126K
|
17.6K
$442K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
81New |
$2.02K - $2.17K
|
81
$2.04K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
12.1K+ 40.98% |
$301K - $325K
|
41.6K
$1.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-4.05K- 15.12% |
$101K - $109K
|
22.7K
$571K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.65K+ 6.26% |
$166K - $179K
|
113K
$2.84M
|
|
|
Apr 09, 2025
Q1 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
3.08K+ 3.45% |
$76.6K - $82.7K
|
92.4K
$2.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-2.29K- 50.0% |
$57K - $61.5K
|
2.29K
$57.5K
|
|
|
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
|
|
| Q4 2024 | |||||||
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-29- 96.67% |
$754 - $818
|
1
$25.1
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
10.9KNew |
$283K - $306K
|
10.9K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.95K+ 13.97% |
$50.8K - $55K
|
15.9K
$400K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.27M+ 2732.64% |
$33.1M - $35.9M
|
1.32M
$33.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.2K- 9.26% |
$31.1K - $33.7K
|
11.7K
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-30.7K- 26.99% |
$800K - $867K
|
83.2K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
121K+ 264.18% |
$3.14M - $3.4M
|
166K
$4.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
3.5K+ 43.75% |
$91K - $98.7K
|
11.5K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
46.7KNew |
$1.21M - $1.32M
|
46.7K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.81K- 20.22% |
$73K - $79.1K
|
11.1K
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-2.92K- 3.18% |
$75.8K - $82.2K
|
88.9K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.32K- 2.95% |
$190K - $206K
|
241K
$6.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.27K- 6.45% |
$163K - $177K
|
90.9K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
25.9K+ 16.96% |
$674K - $731K
|
179K
$4.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
159+ 0.83% |
$4.14K - $4.48K
|
19.3K
$486K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-19.9K- 20.65% |
$518K - $561K
|
76.5K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
800New |
$20.8K - $22.6K
|
800
$20.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
64.9KNew |
$1.69M - $1.83M
|
64.9K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
28K+ 111.34% |
$729K - $791K
|
53.2K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.13K+ 23.75% |
$185K - $201K
|
37.2K
$934K
|
|