Latest Institutional Sells of Litman Gregory Fds Tr Imgp Dbi (DBMF)
This list provides information on the latest institutional transactions involving Litman Gregory Fds Tr Imgp Dbi (DBMF) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-34.1K- 21.07% |
$926K - $985K
|
128K
$3.63M
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
SELL
|
- |
-30.6K- 78.77% |
$832K - $885K
|
8.25K
$234K
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
SELL
|
- |
-13.9K- 15.05% |
$377K - $401K
|
78.2K
$2.22M
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-12.2K- 21.66% |
$331K - $353K
|
44.1K
$1.25M
|
|
|
Jan 12, 2026
Q4 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-2.09K- 2.22% |
$56.8K - $60.4K
|
91.9K
$2.61M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.15K- 50.0% |
$31.1K - $33.1K
|
1.15K
$32.5K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-899- 8.13% |
$24.4K - $26K
|
10.2K
$289K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-874- 6.18% |
$23.8K - $25.3K
|
13.3K
$377K
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-621- 5.5% |
$16.9K - $18K
|
10.7K
$303K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-505- 1.86% |
$13.7K - $14.6K
|
26.7K
$758K
|
|
| Q3 2025 | |||||||
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-234K- 97.8% |
$5.95M - $6.39M
|
5.27K
$150K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-109K- 9.22% |
$2.77M - $2.97M
|
1.07M
$30.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-93.5K- 53.0% |
$2.38M - $2.55M
|
82.9K
$2.36M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-34.7K- 31.31% |
$882K - $947K
|
76.1K
$2.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-32.3K- 33.12% |
$822K - $883K
|
65.3K
$1.85M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-24.8K- 3.6% |
$630K - $677K
|
664K
$18.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-21.5K- 12.53% |
$546K - $586K
|
150K
$4.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.9K- 45.66% |
$454K - $488K
|
21.3K
$604K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16.6K- 27.64% |
$423K - $455K
|
43.6K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-16.5K- 67.19% |
$420K - $451K
|
8.06K
$229K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-13.7K- 31.64% |
$350K - $375K
|
29.7K
$844K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-12.8K- 6.61% |
$326K - $351K
|
182K
$5.16M
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-12.7K- 8.16% |
$324K - $348K
|
143K
$4.07M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11.7K- 14.3% |
$298K - $320K
|
70.1K
$1.99M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-11.1K- 0.95% |
$282K - $303K
|
1.16M
$32.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.9K- 2.84% |
$278K - $299K
|
375K
$10.6M
|
|
|
Oct 24, 2025
Q3 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-10.4K- 14.58% |
$264K - $284K
|
60.8K
$1.73M
|
|
|
Nov 05, 2025
Q3 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-9.6K- 82.62% |
$244K - $262K
|
2.02K
$57.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-8.49K- 17.45% |
$216K - $232K
|
40.2K
$1.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-7.8K- 42.86% |
$198K - $213K
|
10.4K
$295K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-6.97K- 24.08% |
$177K - $190K
|
22K
$624K
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-6.79K- 48.08% |
$173K - $186K
|
7.34K
$208K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-6.34K- 43.13% |
$161K - $173K
|
8.37K
$238K
|
|
|
Nov 10, 2025
Q3 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-5.08K- 20.09% |
$129K - $139K
|
20.2K
$574K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.83K- 33.89% |
$123K - $132K
|
9.43K
$268K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.3K- 22.73% |
$109K - $118K
|
14.6K
$415K
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-4.19K- 6.27% |
$107K - $114K
|
62.7K
$1.78M
|
|
|
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
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.85K- 9.22% |
$72.5K - $77.8K
|
28.1K
$797K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.64K- 2.29% |
$67.1K - $72.1K
|
112K
$3.2M
|
|
|
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 14, 2025
Q3 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-2.14K- 0.98% |
$54.4K - $58.4K
|
216K
$6.12M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.89K- 72.19% |
$48.1K - $51.7K
|
729
$20.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.85K- 2.42% |
$47K - $50.5K
|
74.5K
$2.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.54K- 9.7% |
$39.1K - $42K
|
14.3K
$407K
|
|
|
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 14, 2025
Q3 2025
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-922- 0.79% |
$23.4K - $25.2K
|
116K
$3.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-918- 0.19% |
$23.3K - $25.1K
|
474K
$13.5M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-916- 55.35% |
$23.3K - $25K
|
739
$21K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-686- 5.28% |
$17.4K - $18.7K
|
12.3K
$349K
|
|