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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
79+ 2.58% |
$22.6K - $30.5K
|
3.14K
$907K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
87.6K+ 1865.35% |
$25M - $33.8M
|
92.3K
$26.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
123+ 6.41% |
$35.1K - $47.4K
|
2.04K
$589K
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
1.17K+ 0.55% |
$335K - $452K
|
215K
$62M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
997+ 118.13% |
$285K - $385K
|
1.84K
$531K
|
|
|
Apr 16, 2025
Q1 2025
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-24- 0.44% |
$6.85K - $9.26K
|
5.44K
$1.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
9+ 81.82% |
$2.57K - $3.47K
|
20
$5.77K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
2New |
$571 - $771
|
2
$577
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
79+ 5.51% |
$22.6K - $30.5K
|
1.51K
$437K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 16.67% |
$286 - $386
|
5
$1.44K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.15K+ 404.0% |
$1.18M - $1.6M
|
5.17K
$1.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
125KNew |
$35.8M - $48.3M
|
125K
$36.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 50.0% |
$286 - $386
|
1
$289
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
24+ 10.57% |
$6.85K - $9.26K
|
251
$72.4K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
16+ 2.09% |
$4.57K - $6.17K
|
783
$226K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
79+ 63.71% |
$22.6K - $30.5K
|
203
$58.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-3.73K- 2.87% |
$1.07M - $1.44M
|
126K
$36.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 4.55% |
$286 - $386
|
21
$6.06K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
5.59K+ 86.55% |
$1.6M - $2.16M
|
12.1K
$3.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Bridge City Capital, LLC
Lake Oswego, OR |
BUY
|
- |
22+ 0.1% |
$6.28K - $8.49K
|
21.2K
$6.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-193- 1.89% |
$55.1K - $74.4K
|
10K
$2.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-73.7K- 99.66% |
$21.1M - $28.4M
|
252
$72.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
20New |
$5.71K - $7.71K
|
20
$5.77K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-70- 1.01% |
$20K - $27K
|
6.87K
$1.98M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2New |
$571 - $771
|
2
$577
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.82K+ 13.37% |
$521K - $704K
|
15.5K
$4.46M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
202New |
$57.7K - $77.9K
|
202
$58.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-274- 6.8% |
$78.3K - $106K
|
3.75K
$1.08M
|
|
|
Apr 08, 2025
Q1 2025
|
Red Spruce Capital, LLC
|
SELL
|
- |
-1.26K- 13.89% |
$361K - $488K
|
7.84K
$2.26M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1New |
$286 - $386
|
1
$289
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
137+ 14.21% |
$39.1K - $52.8K
|
1.1K
$318K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
98+ 0.13% |
$28K - $37.8K
|
77.6K
$22.4M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
5.63KNew |
$1.61M - $2.17M
|
5.63K
$1.62M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-28- 30.11% |
$8K - $10.8K
|
65
$18.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 100.0% |
$571 - $771
|
4
$1.15K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
14+ 46.67% |
$4K - $5.4K
|
44
$12.7K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
35New |
$10.6K - $13.8K
|
35
$10.1K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
14New |
$4.24K - $5.52K
|
14
$4.04K
|
|
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
16.4KNew |
$4.98M - $6.48M
|
16.4K
$4.74M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
16New |
$4.85K - $6.31K
|
16
$4.62K
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
2.44KNew |
$738K - $960K
|
2.44K
$703K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
758New |
$230K - $299K
|
758
$219K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-834- 8.48% |
$253K - $329K
|
9.01K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-10.5K- 10.85% |
$3.19M - $4.15M
|
86.6K
$25M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.4KNew |
$1.64M - $2.13M
|
5.4K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
595+ 56.72% |
$180K - $235K
|
1.64K
$474K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-555- 18.87% |
$168K - $219K
|
2.39K
$688K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-3- 0.17% |
$909 - $1.18K
|
1.79K
$517K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-36- 3.76% |
$10.9K - $14.2K
|
921
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-23.8K- 53.07% |
$7.2M - $9.36M
|
21K
$6.06M
|
|