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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.47K+ 180.1% |
$417K - $523K
|
2.28K
$711K
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-10.7K- 5.42% |
$3.05M - $3.82M
|
187K
$58.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-35- 1.96% |
$9.96K - $12.5K
|
1.75K
$546K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 2.74% |
$56.9K - $71.3K
|
7.1K
$2.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
81New |
$23K - $28.9K
|
81
$25.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3- 6.0% |
$853 - $1.07K
|
47
$14.7K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
10+ 250.0% |
$2.84K - $3.57K
|
14
$4.37K
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
17+ 1.36% |
$4.84K - $6.06K
|
1.26K
$394K
|
|
|
Oct 21, 2025
Q3 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-52- 4.21% |
$14.8K - $18.5K
|
1.18K
$369K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-18- 8.96% |
$5.12K - $6.42K
|
183
$57.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-177- 4.75% |
$50.4K - $63.1K
|
3.55K
$1.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-39- 15.92% |
$11.1K - $13.9K
|
206
$64.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-21- 2.17% |
$5.97K - $7.49K
|
947
$295K
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
1.4K+ 29.17% |
$398K - $499K
|
6.2K
$1.93M
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
125KNew |
$35.4M - $44.4M
|
125K
$38.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
SELL
|
- |
-284- 2.91% |
$80.8K - $101K
|
9.47K
$2.95M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
256New |
$72.8K - $91.3K
|
256
$79.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-161- 18.99% |
$45.8K - $57.4K
|
687
$214K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-12- 7.55% |
$3.41K - $4.28K
|
147
$45.8K
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.94K+ 31.65% |
$553K - $693K
|
8.09K
$2.52M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
87+ 22.83% |
$24.7K - $31K
|
468
$146K
|
|
|
Oct 15, 2025
Q3 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-16- 26.23% |
$4.55K - $5.71K
|
45
$14K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-11.3K- 67.04% |
$3.21M - $4.02M
|
5.55K
$1.73M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
5.68KNew |
$1.62M - $2.02M
|
5.68K
$1.77M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6+ 0.19% |
$1.71K - $2.14K
|
3.09K
$964K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2New |
$569 - $713
|
2
$624
|
|
|
Oct 14, 2025
Q3 2025
|
Delta Capital Management LLC
|
BUY
|
- |
750New |
$213K - $267K
|
750
$234K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
257+ 2336.36% |
$73.1K - $91.6K
|
268
$83.6K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-814- 8.42% |
$232K - $290K
|
8.85K
$2.76M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-3K- 17.65% |
$855K - $1.07M
|
14K
$4.37M
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-1- 3.23% |
$284 - $357
|
30
$9.36K
|
|
|
Oct 07, 2025
Q3 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-146- 0.96% |
$41.5K - $52.1K
|
15K
$4.68M
|
|
|
Oct 06, 2025
Q3 2025
|
Red Spruce Capital, LLC
|
BUY
|
- |
16+ 0.2% |
$4.55K - $5.71K
|
7.9K
$2.46M
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
BUY
|
- |
857New |
$244K - $306K
|
857
$267K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-76- 17.08% |
$21.6K - $27.1K
|
369
$115K
|
|
| Q2 2025 | |||||||
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
31+ 2.84% |
$8.43K - $10.5K
|
1.12K
$351K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
3.45K+ 16.13% |
$938K - $1.17M
|
24.8K
$7.75M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.93K+ 394.35% |
$1.61M - $2.01M
|
7.44K
$2.32M
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
47.8K+ 23.41% |
$13M - $16.2M
|
252K
$78.5M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.01K+ 32.23% |
$547K - $683K
|
8.26K
$2.58M
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
198New |
$53.8K - $67.2K
|
198
$61.8K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2New |
$544 - $679
|
2
$624
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 4.35% |
$544 - $679
|
48
$15K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-87- 8.97% |
$23.7K - $29.5K
|
883
$275K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
900+ 45.0% |
$245K - $305K
|
2.9K
$904K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
97.3K+ 25.83% |
$26.5M - $33M
|
474K
$148M
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-150- 98.68% |
$40.8K - $50.9K
|
2
$624
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-2K- 17.43% |
$544K - $679K
|
9.48K
$2.96M
|
|
|
Aug 15, 2025
Q2 2025
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-730- 3.06% |
$199K - $248K
|
23.2K
$7.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
866+ 41.36% |
$236K - $294K
|
2.96K
$923K
|
|