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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.4KNew |
$266K - $285K
|
10.4K
$297K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.6KNew |
$320K - $344K
|
12.6K
$357K
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
101+ 0.52% |
$2.57K - $2.76K
|
19.6K
$558K
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
38K+ 3.5% |
$967K - $1.04M
|
1.12M
$31.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.31K+ 1.82% |
$33.2K - $35.7K
|
73K
$2.07M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
100K+ 21.07% |
$2.54M - $2.73M
|
575K
$16.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.2K+ 2.88% |
$464K - $498K
|
652K
$18.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
263K+ 37.31% |
$6.68M - $7.18M
|
967K
$27.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-223- 6.19% |
$5.67K - $6.09K
|
3.38K
$96K
|
|
|
Nov 04, 2025
Q3 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
1.63K+ 5.03% |
$41.5K - $44.6K
|
34.1K
$969K
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
999+ 1.91% |
$25.4K - $27.3K
|
53.4K
$1.52M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.83K- 33.89% |
$123K - $132K
|
9.43K
$268K
|
|
|
Nov 03, 2025
Q3 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
4.4K+ 6.91% |
$112K - $120K
|
68.1K
$1.93M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3.68K+ 0.63% |
$93.6K - $101K
|
590K
$16.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5.75K+ 22.13% |
$146K - $157K
|
31.7K
$902K
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
8.29K+ 11.04% |
$211K - $226K
|
83.4K
$2.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
5.64K+ 18.01% |
$144K - $154K
|
37K
$1.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
3.43K+ 1.32% |
$87.3K - $93.7K
|
263K
$7.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-6.97K- 24.08% |
$177K - $190K
|
22K
$624K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
22New |
$559 - $601
|
22
$625
|
|
|
Oct 29, 2025
Q3 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-2.4K- 3.64% |
$60.9K - $65.4K
|
63.4K
$1.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
12.5K+ 155.07% |
$317K - $340K
|
20.5K
$582K
|
|
|
Oct 29, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
132KNew |
$3.35M - $3.6M
|
132K
$3.74M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
13+ 0.04% |
$331 - $355
|
32K
$909K
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
13K+ 7.22% |
$330K - $354K
|
193K
$5.47M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
128K+ 95.41% |
$3.25M - $3.49M
|
262K
$7.44M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
12.4K+ 1390.77% |
$314K - $337K
|
13.2K
$376K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
200New |
$5.09K - $5.46K
|
200
$5.68K
|
|
|
Oct 27, 2025
Q3 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
23.1K+ 5.02% |
$588K - $632K
|
484K
$13.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.1K+ 59.53% |
$309K - $331K
|
32.5K
$924K
|
|
|
Oct 24, 2025
Q3 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-10.4K- 14.58% |
$264K - $284K
|
60.8K
$1.73M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-654- 4.42% |
$16.6K - $17.9K
|
14.1K
$401K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-703- 2.52% |
$17.9K - $19.2K
|
27.2K
$772K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-384- 1.6% |
$9.77K - $10.5K
|
23.7K
$672K
|
|
|
Oct 24, 2025
Q3 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
80.8K+ 183.43% |
$2.05M - $2.21M
|
125K
$3.55M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.01K+ 15.88% |
$51K - $54.8K
|
14.6K
$416K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-80- 0.61% |
$2.03K - $2.18K
|
13K
$370K
|
|
|
Oct 23, 2025
Q3 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
107K+ 47.97% |
$2.71M - $2.91M
|
329K
$9.34M
|
|
|
Oct 23, 2025
Q3 2025
|
Abbington Investment Group
Westport, CT |
BUY
|
- |
33.8KNew |
$859K - $922K
|
33.8K
$959K
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
61.9KNew |
$1.57M - $1.69M
|
61.9K
$1.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-918- 0.19% |
$23.3K - $25.1K
|
474K
$13.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
315+ 2.53% |
$8.01K - $8.6K
|
12.8K
$363K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.6K+ 5.53% |
$701K - $753K
|
526K
$15M
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
6.54K+ 3.61% |
$166K - $179K
|
188K
$5.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
3.9K+ 7.77% |
$99.3K - $107K
|
54.2K
$1.54M
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-4.19K- 6.27% |
$107K - $114K
|
62.7K
$1.78M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
32.2K+ 24.9% |
$820K - $880K
|
162K
$4.59M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.85K- 9.22% |
$72.5K - $77.8K
|
28.1K
$797K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.69K+ 6.54% |
$43K - $46.2K
|
27.5K
$782K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
938New |
$23.9K - $25.6K
|
938
$26.6K
|
|