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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1New |
$303 - $394
|
1
$310
|
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
1.13KNew |
$341K - $444K
|
1.13K
$349K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-67- 9.9% |
$20.3K - $26.4K
|
610
$189K
|
|
|
Feb 13, 2025
Q4 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
282+ 13.76% |
$85.5K - $111K
|
2.33K
$723K
|
|
|
Feb 13, 2025
Q4 2024
|
Greg Alexander
Conifer Management, L.L.C. | New York, Ny
|
SELL
|
- |
-200K- 28.57% |
$60.6M - $78.9M
|
500K
$155M
|
|
|
Feb 13, 2025
Q4 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
634New |
$192K - $250K
|
634
$197K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
SELL
|
- |
-12- 0.44% |
$3.64K - $4.73K
|
2.72K
$842K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
25+ 1.85% |
$7.58K - $9.86K
|
1.38K
$427K
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-2.64K- 3.43% |
$799K - $1.04M
|
74.3K
$23M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
28New |
$8.49K - $11K
|
28
$8.68K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4- 0.59% |
$1.21K - $1.58K
|
674
$209K
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-8- 1.22% |
$2.43K - $3.15K
|
650
$202K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4New |
$1.21K - $1.58K
|
4
$1.24K
|
|
|
Feb 10, 2025
Q4 2024
|
John Armitage
Egerton Capital (Uk) LLP
|
BUY
|
- |
317KNew |
$96.1M - $125M
|
317K
$98.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
BUY
|
- |
5.32KNew |
$1.61M - $2.1M
|
5.32K
$1.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
142+ 1420.0% |
$43K - $56K
|
152
$47.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
2.16KNew |
$654K - $850K
|
2.16K
$669K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
255KNew |
$77.3M - $101M
|
255K
$79.1M
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
2.75K+ 14.76% |
$834K - $1.08M
|
21.4K
$6.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-14- 0.22% |
$4.24K - $5.52K
|
6.27K
$1.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
985+ 16.97% |
$299K - $388K
|
6.79K
$2.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-293- 28.61% |
$88.8K - $116K
|
731
$227K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 7.69% |
$606 - $789
|
24
$7.44K
|
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
50+ 4.56% |
$15.2K - $19.7K
|
1.15K
$356K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-595- 2.59% |
$180K - $235K
|
22.4K
$6.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$303 - $394
|
1
$310
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1New |
$303 - $394
|
1
$310
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
12+ 1.36% |
$3.64K - $4.73K
|
892
$277K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
37.2KNew |
$11.3M - $14.7M
|
37.2K
$11.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
698New |
$212K - $275K
|
698
$216K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3New |
$909 - $1.18K
|
3
$930
|
|
|
Feb 05, 2025
Q4 2024
|
Factorial Partners, LLC
|
SELL
|
- |
-200- 15.63% |
$60.6K - $78.9K
|
1.08K
$335K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-110- 11.28% |
$33.3K - $43.4K
|
865
$268K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-52- 0.95% |
$15.8K - $20.5K
|
5.42K
$1.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-200- 2.68% |
$60.6K - $78.9K
|
7.26K
$2.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
18+ 26.87% |
$5.46K - $7.1K
|
85
$26.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
28New |
$8.49K - $11K
|
28
$8.68K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
291+ 34.32% |
$88.2K - $115K
|
1.14K
$353K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
14New |
$4.24K - $5.52K
|
14
$4.34K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-150- 50.51% |
$45.5K - $59.1K
|
147
$45.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-16- 15.69% |
$4.85K - $6.31K
|
86
$26.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1+ 3.33% |
$303 - $394
|
31
$9.61K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
27New |
$8.19K - $10.6K
|
27
$8.37K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
589New |
$179K - $232K
|
589
$183K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$303 - $394
|
1
$310
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.03K+ 55.68% |
$313K - $408K
|
2.89K
$897K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
580New |
$176K - $229K
|
580
$180K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
34New |
$10.3K - $13.4K
|
34
$10.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4New |
$1.21K - $1.58K
|
4
$1.24K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
606New |
$184K - $239K
|
606
$188K
|