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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
PUT |
35.9K+ 56.98% |
$10.1M - $11.7M
|
98.9K
$29.2M
|
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
10+ 5.26% |
$2.81K - $3.25K
|
200
$59.1K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-745- 2.0% |
$210K - $242K
|
36.4K
$10.8M
|
|
|
May 13, 2024
Q1 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
758New |
$213K - $246K
|
758
$224K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-20- 6.01% |
$5.63K - $6.5K
|
313
$92.5K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.71KNew |
$762K - $879K
|
2.71K
$799K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
386+ 1.0% |
$109K - $125K
|
39K
$11.5M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5New |
$1.41K - $1.62K
|
5
$1.48K
|
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
39+ 260.0% |
$11K - $12.7K
|
54
$16K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-441- 6.05% |
$124K - $143K
|
6.85K
$2.02M
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
PUT |
800New |
$225K - $260K
|
800
$236K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-5- 17.86% |
$1.41K - $1.62K
|
23
$6.8K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-16- 8.38% |
$4.5K - $5.2K
|
175
$51.7K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
655New |
$184K - $213K
|
655
$194K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2New |
$563 - $650
|
2
$591
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-66- 2.05% |
$18.6K - $21.4K
|
3.15K
$929K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2New |
$563 - $650
|
2
$591
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
77New |
$21.7K - $25K
|
77
$22.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-295- 74.31% |
$83K - $95.8K
|
102
$30.1K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-52- 24.76% |
$14.6K - $16.9K
|
158
$46.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-11- 52.38% |
$3.1K - $3.57K
|
10
$2.95K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
3.24KNew |
$912K - $1.05M
|
3.24K
$957K
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-600- 9.68% |
$169K - $195K
|
5.6K
$1.65M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-507- 33.94% |
$143K - $165K
|
987
$292K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-373- 34.16% |
$105K - $121K
|
719
$212K
|
|
|
Apr 19, 2024
Q1 2024
|
Denali Advisors LLC
|
BUY
|
- |
1+ 0.97% |
$281 - $325
|
104
$30.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-23- 88.46% |
$6.47K - $7.47K
|
3
$886
|
|
|
Apr 16, 2024
Q1 2024
|
Wd Rutherford LLC
|
BUY
|
- |
80New |
$22.5K - $26K
|
80
$23.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
20+ 66.67% |
$5.63K - $6.5K
|
50
$14.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
60New |
$16.9K - $19.5K
|
60
$17.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-156- 16.92% |
$43.9K - $50.7K
|
766
$226K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-49- 3.87% |
$13.8K - $15.9K
|
1.22K
$360K
|
|
| Q4 2023 | |||||||
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
203New |
$47.6K - $66.8K
|
203
$60K
|
|
|
Feb 14, 2024
Q4 2023
|
Towle & CO
Denver, CO |
SELL
|
- |
-560- 14.0% |
$131K - $184K
|
3.44K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
375New |
$87.9K - $123K
|
375
$111K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-38- 3.01% |
$8.91K - $12.5K
|
1.23K
$362K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.95KNew |
$456K - $641K
|
1.95K
$575K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Focus Capital Management, LLC
San Juan, PR |
SELL
|
- |
-3.58K- 20.46% |
$838K - $1.18M
|
13.9K
$4.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
5K+ 50.0% |
$1.17M - $1.65M
|
15K
$4.43M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
799New |
$187K - $263K
|
799
$236K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
53New |
$12.4K - $17.5K
|
53
$15.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-1.16K- 7.24% |
$271K - $380K
|
14.8K
$4.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1New |
$234 - $329
|
1
$295
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.01KNew |
$470K - $660K
|
2.01K
$592K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
21New |
$4.92K - $6.91K
|
21
$6.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1- 16.67% |
$234 - $329
|
5
$1.48K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 50.0% |
$469 - $659
|
6
$1.77K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
15New |
$3.52K - $4.94K
|
15
$4.43K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
4New |
$938 - $1.32K
|
4
$1.18K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.39KNew |
$326K - $459K
|
1.39K
$412K
|
|