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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-6.93K- 88.82% |
$1.44M - $2.11M
|
872
$258K
|
|
|
Aug 14, 2023
Q2 2023
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
BUY
|
- |
1K+ 100.0% |
$207K - $304K
|
2K
$591K
|
|
|
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
$27.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
728New |
$151K - $221K
|
728
$215K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
711New |
$147K - $216K
|
711
$210K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
783New |
$162K - $238K
|
783
$231K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
150+ 17.65% |
$31.1K - $45.6K
|
1K
$295K
|
|
|
Aug 03, 2023
Q2 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-4.36K- 57.57% |
$902K - $1.32M
|
3.21K
$948K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
732New |
$152K - $223K
|
732
$216K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11New |
$2.28K - $3.35K
|
11
$3.25K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4+ 11.11% |
$829 - $1.22K
|
40
$11.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Community Capital Management, LLC
|
SELL
|
- |
-1.2K- 17.98% |
$249K - $365K
|
5.48K
$1.62M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
19New |
$3.94K - $5.78K
|
19
$5.61K
|
|
|
Jul 14, 2023
Q2 2023
|
Cullinan Associates Inc
|
BUY
|
- |
1KNew |
$207K - $304K
|
1K
$295K
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
3KNew |
$621K - $911K
|
3K
$885K
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
99+ 52.94% |
$19.9K - $29.1K
|
286
$84.5K
|
|
|
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
$10.6M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
385+ 77.94% |
$77.4K - $113K
|
879
$260K
|
|
|
May 15, 2023
Q1 2023
|
12 West Capital Management LP
New York, NY |
BUY
|
- |
20.5K+ 15.77% |
$4.12M - $6.03M
|
151K
$44.5M
|
|
|
May 15, 2023
Q1 2023
|
Davidson Kempner Capital Management LP
New York, NY |
SELL
|
- |
-91.7K- 80.32% |
$18.4M - $27M
|
22.5K
$6.64M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
144+ 7.94% |
$29K - $42.4K
|
1.96K
$578K
|
|
|
May 15, 2023
Q1 2023
|
Park West Asset Management LLC
Larkspur, CA |
SELL
|
- |
-18.1K- 19.51% |
$3.64M - $5.33M
|
74.7K
$22.1M
|
|
|
May 12, 2023
Q1 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-10.3K- 60.69% |
$2.07M - $3.03M
|
6.67K
$1.97M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-14- 0.74% |
$2.82K - $4.12K
|
1.87K
$552K
|
|
|
May 12, 2023
Q1 2023
|
Seth Klarman
Baupost Group LLC | Boston, Ma
|
SELL
|
- |
-185K- 73.98% |
$37.2M - $54.4M
|
65K
$19.2M
|
|
|
May 12, 2023
Q1 2023
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
786New |
$158K - $231K
|
786
$232K
|
|
|
May 12, 2023
Q1 2023
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
38.7KNew |
$7.79M - $11.4M
|
38.7K
$11.4M
|
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
716+ 27.11% |
$144K - $211K
|
3.36K
$992K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 16.67% |
$201 - $294
|
7
$2.07K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
2New |
$402 - $589
|
2
$591
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-7- 18.42% |
$1.41K - $2.06K
|
31
$9.16K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
8+ 80.0% |
$1.61K - $2.35K
|
18
$5.32K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-55- 2.17% |
$11.1K - $16.2K
|
2.48K
$733K
|
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
233New |
$46.9K - $68.6K
|
233
$68.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18New |
$3.62K - $5.3K
|
18
$5.32K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
100New |
$20.1K - $29.4K
|
100
$29.5K
|
|
| Q4 2022 | |||||||
|
May 23, 2023
Q4 2022
|
Royce & Associates LP
|
BUY
|
- |
3K+ 50.0% |
$549K - $721K
|
9K
$2.66M
|
|
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
1KNew |
$183K - $241K
|
1K
$296K
|
|
|
Feb 23, 2023
Q4 2022
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
1.36KNew |
$248K - $326K
|
1.36K
$401K
|
|
|
Feb 15, 2023
Q4 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
500New |
$91.5K - $120K
|
500
$148K
|
|
|
Feb 14, 2023
Q4 2022
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
2.07KNew |
$380K - $499K
|
2.07K
$613K
|
|
|
Feb 14, 2023
Q4 2022
|
Dalton Investments LLC
|
BUY
|
- |
1KNew |
$183K - $240K
|
1K
$295K
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-3.16K- 7.72% |
$578K - $759K
|
37.7K
$11.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
10.3K+ 20.84% |
$1.89M - $2.48M
|
59.8K
$17.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-732- 3.52% |
$134K - $176K
|
20.1K
$5.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
10New |
$1.83K - $2.4K
|
10
$2.95K
|
|