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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
24+ 150.0% |
$6.87K - $7.81K
|
40
$13.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
549+ 9.17% |
$157K - $179K
|
6.54K
$2.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
17.7KNew |
$5.07M - $5.76M
|
17.7K
$6.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
504+ 68.02% |
$144K - $164K
|
1.25K
$432K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
34New |
$9.73K - $11.1K
|
34
$11.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
19New |
$5.44K - $6.18K
|
19
$6.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
72+ 1.22% |
$20.6K - $23.4K
|
5.96K
$2.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-7Closed |
$2K - $2.28K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-14- 2.82% |
$4.01K - $4.55K
|
483
$168K
|
|
|
Nov 13, 2023
Q3 2023
|
David Abrams
Abrams Capital Management, L.P. | Boston, Ma
|
BUY
|
- |
40.1K+ 1.71% |
$11.5M - $13M
|
2.39M
$830M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2- 2.9% |
$573 - $651
|
67
$23.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
9New |
$2.58K - $2.93K
|
9
$3.13K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
300+ 52.36% |
$85.9K - $97.6K
|
873
$303K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-411- 2.82% |
$118K - $134K
|
14.2K
$4.93M
|
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
4.77KNew |
$1.36M - $1.55M
|
4.77K
$1.66M
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
2.47KNew |
$706K - $802K
|
2.47K
$856K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
92New |
$26.3K - $29.9K
|
92
$31.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-356- 98.89% |
$102K - $116K
|
4
$1.39K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
28+ 2.81% |
$8.02K - $9.11K
|
1.02K
$356K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
6New |
$1.72K - $1.95K
|
6
$2.08K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
4+ 11.76% |
$1.15K - $1.3K
|
38
$13.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
1.1KNew |
$315K - $358K
|
1.1K
$383K
|
|
| Q2 2023 | |||||||
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2- 20.0% |
$414 - $608
|
8
$2.78K
|
|
|
Feb 22, 2024
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-480- 36.5% |
$99.4K - $146K
|
835
$290K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-564- 24.47% |
$117K - $172K
|
1.74K
$605K
|
|
|
Aug 14, 2023
Q2 2023
|
Granahan Investment Management, LLC
Waltham, MA |
SELL
|
- |
-44.1K- 53.66% |
$9.14M - $13.4M
|
38.1K
$13.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4+ 133.33% |
$829 - $1.22K
|
7
$2.43K
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-382- 35.67% |
$79.1K - $116K
|
689
$239K
|
|
|
Aug 14, 2023
Q2 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
983New |
$204K - $299K
|
983
$341K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-6.93K- 88.82% |
$1.44M - $2.11M
|
872
$303K
|
|
|
Aug 14, 2023
Q2 2023
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
BUY
|
- |
1K+ 100.0% |
$207K - $304K
|
2K
$695K
|
|
|
Aug 14, 2023
Q2 2023
|
Owl Creek Asset Management, L.P.
New York, NY |
BUY
|
- |
6.95K+ 8.09% |
$1.44M - $2.11M
|
92.9K
$32.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
728New |
$151K - $221K
|
728
$253K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
711New |
$147K - $216K
|
711
$247K
|
|
|
Aug 11, 2023
Q2 2023
|
Greg Alexander
Conifer Management, L.L.C. | New York, Ny
|
BUY
|
- |
200K+ 40.0% |
$41.4M - $60.8M
|
700K
$243M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
783New |
$162K - $238K
|
783
$272K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
150+ 17.65% |
$31.1K - $45.6K
|
1K
$347K
|
|
|
Aug 03, 2023
Q2 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-4.36K- 57.57% |
$902K - $1.32M
|
3.21K
$1.11M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
732New |
$152K - $223K
|
732
$254K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11New |
$2.28K - $3.35K
|
11
$3.82K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4+ 11.11% |
$829 - $1.22K
|
40
$13.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Community Capital Management, LLC
|
SELL
|
- |
-1.2K- 17.98% |
$249K - $365K
|
5.48K
$1.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
19New |
$3.94K - $5.78K
|
19
$6.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Cullinan Associates Inc
|
BUY
|
- |
1KNew |
$207K - $304K
|
1K
$347K
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
3KNew |
$621K - $911K
|
3K
$1.04M
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
99+ 52.94% |
$19.9K - $29.1K
|
286
$99.3K
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-10Closed |
$2.01K - $2.94K
|
0
$0
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1Closed |
$201 - $294
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
19.9K+ 125.26% |
$4M - $5.86M
|
35.8K
$12.4M
|
|