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 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-66.9K- 6.45% |
$1.74M - $1.89M
|
971K
$25.6M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-14K- 15.36% |
$363K - $393K
|
76.9K
$2.03M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-2.75K- 11.94% |
$71.5K - $77.5K
|
20.3K
$535K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-2.28K- 4.45% |
$59.3K - $64.3K
|
49K
$1.29M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.62K- 3.77% |
$42.1K - $45.7K
|
41.4K
$1.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-826- 69.35% |
$21.5K - $23.3K
|
365
$9.63K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.9M- 88.73% |
$77.9M - $88.8M
|
369K
$9.72M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-984K- 82.41% |
$26.4M - $30.1M
|
210K
$5.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-228K- 42.27% |
$6.11M - $6.96M
|
311K
$8.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-69K- 99.98% |
$1.85M - $2.11M
|
16
$422
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-48.2K- 76.85% |
$1.29M - $1.47M
|
14.5K
$383K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-43.4K- 7.23% |
$1.16M - $1.33M
|
557K
$14.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-33K- 38.93% |
$886K - $1.01M
|
51.8K
$1.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-28.6K- 72.37% |
$767K - $875K
|
10.9K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-21.1K- 60.29% |
$565K - $644K
|
13.9K
$366K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12.6K- 9.31% |
$337K - $385K
|
123K
$3.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-11.5K- 2.89% |
$308K - $351K
|
385K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-9.42K- 89.95% |
$253K - $288K
|
1.05K
$27.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.78K- 29.53% |
$235K - $268K
|
20.9K
$553K
|
|
|
Nov 14, 2024
Q3 2024
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-8.13K- 5.69% |
$218K - $249K
|
135K
$3.55M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-7.59K- 31.72% |
$203K - $232K
|
16.3K
$431K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-7.39K- 4.04% |
$198K - $226K
|
176K
$4.63M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-7.08K- 15.72% |
$190K - $216K
|
37.9K
$1M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.97K- 39.43% |
$133K - $152K
|
7.64K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.7K- 33.17% |
$99.2K - $113K
|
7.46K
$197K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.78K- 8.77% |
$74.6K - $85K
|
28.9K
$763K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.33K- 10.67% |
$62.5K - $71.3K
|
19.5K
$515K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.29K- 19.25% |
$61.3K - $69.9K
|
9.6K
$253K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2.27K- 76.98% |
$61K - $69.5K
|
680
$17.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-2.21K- 1.78% |
$59.3K - $67.6K
|
122K
$3.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.06K- 5.6% |
$55.2K - $62.9K
|
34.7K
$914K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.03K- 14.65% |
$54.3K - $62K
|
11.8K
$311K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.8K- 7.33% |
$48.2K - $54.9K
|
22.7K
$599K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.4K- 14.95% |
$37.4K - $42.7K
|
7.94K
$209K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.11K- 5.11% |
$29.9K - $34.1K
|
20.7K
$546K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-780- 2.23% |
$20.9K - $23.9K
|
34.2K
$903K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-666- 0.42% |
$17.9K - $20.4K
|
159K
$4.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-662- 0.26% |
$17.8K - $20.2K
|
256K
$6.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-315- 2.23% |
$8.45K - $9.63K
|
13.8K
$364K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-284- 55.58% |
$7.62K - $8.68K
|
227
$5.99K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-233- 1.3% |
$6.25K - $7.13K
|
17.7K
$468K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-149- 2.49% |
$4K - $4.56K
|
5.82K
$154K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-101- 0.2% |
$2.71K - $3.09K
|
51K
$1.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-98- 21.97% |
$2.63K - $3K
|
348
$9.18K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.98K- 99.68% |
$142K - $151K
|
16
$422
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-3.8K- 38.0% |
$108K - $115K
|
6.2K
$164K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.1K- 3.29% |
$59.9K - $63.4K
|
61.8K
$1.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.02K- 3.3% |
$29.1K - $30.8K
|
29.8K
$786K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-275- 1.08% |
$7.85K - $8.31K
|
25.2K
$664K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-145- 1.23% |
$4.14K - $4.38K
|
11.6K
$307K
|
|