Latest Institutional Transactions on Lithia Motors Inc (LAD)
This table provides information on the latest institutional transactions involving Lithia Motors Inc (LAD) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-14- 0.64% |
$3.81K - $4.75K
|
2.18K
$674K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
SELL
|
- |
-67- 0.68% |
$18.2K - $22.7K
|
9.75K
$3.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
661New |
$180K - $224K
|
661
$205K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12+ 8.16% |
$3.26K - $4.07K
|
159
$49.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 4.88% |
$1.63K - $2.04K
|
129
$40K
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
63+ 4.6% |
$17.1K - $21.4K
|
1.43K
$444K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
316+ 59.51% |
$85.9K - $107K
|
847
$262K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-278- 15.1% |
$75.6K - $94.3K
|
1.56K
$484K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 2.67% |
$54.4K - $67.9K
|
7.3K
$2.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-405- 35.56% |
$110K - $137K
|
734
$227K
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
151+ 13.78% |
$41.1K - $51.2K
|
1.25K
$386K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2+ 200.0% |
$544 - $679
|
3
$929
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-3.11K- 63.38% |
$846K - $1.06M
|
1.8K
$557K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-80- 11.43% |
$21.8K - $27.1K
|
620
$192K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 100.0% |
$272 - $339
|
2
$620
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-322- 2.08% |
$87.6K - $109K
|
15.1K
$4.69M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
610New |
$166K - $207K
|
610
$189K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
4+ 200.0% |
$1.09K - $1.36K
|
6
$1.86K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
721New |
$196K - $245K
|
721
$223K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
74+ 3.62% |
$20.1K - $25.1K
|
2.12K
$655K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
70New |
$19K - $23.8K
|
70
$21.7K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1- 5.56% |
$272 - $339
|
17
$5.27K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.26K- 5.77% |
$343K - $429K
|
20.6K
$6.39M
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-93- 3.37% |
$25.3K - $31.6K
|
2.67K
$826K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-84- 57.53% |
$22.8K - $28.5K
|
62
$19.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
384+ 7.06% |
$104K - $130K
|
5.83K
$1.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.4K+ 3.68% |
$924K - $1.15M
|
95.7K
$29.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-17.1K- 7.98% |
$4.66M - $5.82M
|
198K
$61.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-76- 27.44% |
$20.7K - $25.8K
|
201
$62.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
643New |
$175K - $218K
|
643
$199K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-190- 6.09% |
$51.7K - $64.5K
|
2.93K
$908K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
609New |
$166K - $207K
|
609
$189K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 40.0% |
$544 - $679
|
3
$929
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
19+ 7.57% |
$5.17K - $6.45K
|
270
$83.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-129- 1.6% |
$35.1K - $43.8K
|
7.94K
$2.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3+ 15.0% |
$816 - $1.02K
|
23
$7.12K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1New |
$272 - $339
|
1
$310
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
193+ 76.59% |
$52.5K - $65.5K
|
445
$138K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5+ 41.67% |
$1.36K - $1.7K
|
17
$5.27K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1- 0.01% |
$272 - $339
|
6.87K
$2.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-25.7K- 20.52% |
$6.99M - $8.72M
|
99.5K
$30.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-23- 27.38% |
$6.25K - $7.81K
|
61
$18.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
59+ 29.06% |
$16K - $20K
|
262
$81.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10- 47.62% |
$2.72K - $3.39K
|
11
$3.41K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19+ 1.03% |
$5.17K - $6.45K
|
1.86K
$576K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-26- 0.69% |
$7.07K - $8.82K
|
3.73K
$1.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-58- 1.84% |
$15.8K - $19.7K
|
3.09K
$956K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
4.77K+ 39.58% |
$1.3M - $1.62M
|
16.8K
$5.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Red Spruce Capital, LLC
|
BUY
|
- |
44+ 0.56% |
$12K - $14.9K
|
7.88K
$2.44M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
75+ 37.13% |
$20.4K - $25.5K
|
277
$85.8K
|