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 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-171- 2.11% |
$36.7K - $50.5K
|
7.94K
$2.99M
|
|
Nov 10, 2022
Q3 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-1.94K- 21.31% |
$416K - $574K
|
7.17K
$2.7M
|
|
Nov 09, 2022
Q3 2022
|
Silvant Capital Management LLC
|
SELL
|
- |
-362- 32.29% |
$77.7K - $107K
|
759
$285K
|
|
Nov 09, 2022
Q3 2022
|
Argent Capital Management LLC
|
BUY
|
- |
261+ 2.86% |
$56K - $77.1K
|
9.38K
$3.53M
|
|
Nov 08, 2022
Q3 2022
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-80- 3.92% |
$17.2K - $23.6K
|
1.96K
$737K
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
2.41K+ 112.76% |
$517K - $713K
|
4.55K
$1.71M
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-7- 8.33% |
$1.5K - $2.07K
|
77
$29K
|
|
Nov 01, 2022
Q3 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-476- 6.22% |
$102K - $141K
|
7.18K
$2.7M
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1- 1.41% |
$215 - $296
|
70
$26.3K
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4New |
$858 - $1.18K
|
4
$1.5K
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
3New |
$644 - $887
|
3
$1.13K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
4New |
$858 - $1.18K
|
4
$1.5K
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
3New |
$644 - $887
|
3
$1.13K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
347New |
$74.4K - $103K
|
347
$131K
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
70+ 7.73% |
$15K - $20.7K
|
975
$367K
|
|
Oct 20, 2022
Q3 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
320+ 2.44% |
$68.7K - $94.6K
|
13.5K
$5.06M
|
|
Oct 13, 2022
Q3 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
172+ 6.19% |
$36.9K - $50.8K
|
2.95K
$1.11M
|
|
Q2 2022 | |||||||
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
550+ 115.79% |
$140K - $171K
|
1.03K
$386K
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-10Closed |
$2.55K - $3.11K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.44K- 55.04% |
$365K - $446K
|
1.17K
$441K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-28Closed |
$7.13K - $8.71K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-2.28KClosed |
$580K - $709K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Alpha Square Group S, LLC
New York, NY |
SELL
|
- |
-1.8KClosed |
$458K - $560K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Viking Global Investors LP
|
SELL
|
- |
-317KClosed |
$80.7M - $98.6M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5New |
$1.27K - $1.56K
|
5
$1.88K
|
|
Aug 15, 2022
Q2 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
288+ 11.56% |
$73.3K - $89.6K
|
2.78K
$1.05M
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7+ 31.82% |
$1.78K - $2.18K
|
29
$10.9K
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
788New |
$201K - $245K
|
788
$296K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-9Closed |
$2.29K - $2.8K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-2.53KClosed |
$643K - $786K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-4.48KClosed |
$1.14M - $1.39M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-801Closed |
$204K - $249K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Saya Management LP
New York, NY |
SELL
|
- |
-16.2KClosed |
$4.13M - $5.05M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Simcoe Capital Management, LLC
New York, NY |
SELL
|
- |
-69.3K- 34.87% |
$17.6M - $21.6M
|
129K
$48.7M
|
|
Aug 15, 2022
Q2 2022
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
CALL |
-16.5KClosed |
$4.2M - $5.13M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-3.4K- 8.95% |
$866K - $1.06M
|
34.6K
$13M
|
|
Aug 12, 2022
Q2 2022
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-13.8KClosed |
$3.52M - $4.31M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-7.32KClosed |
$1.86M - $2.28M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.55KNew |
$395K - $482K
|
1.55K
$583K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-375- 20.56% |
$95.4K - $117K
|
1.45K
$545K
|
|
Aug 12, 2022
Q2 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-1.4KClosed |
$356K - $436K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-792- 13.06% |
$202K - $246K
|
5.27K
$1.98M
|
|
Aug 11, 2022
Q2 2022
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
1.53KNew |
$389K - $475K
|
1.53K
$575K
|
|
Aug 11, 2022
Q2 2022
|
Origin Asset Management LLP
London, X0 |
SELL
|
- |
-698Closed |
$178K - $217K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
901New |
$229K - $280K
|
901
$339K
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-725Closed |
$185K - $226K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-1.2KClosed |
$305K - $373K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-11- 1.02% |
$2.8K - $3.42K
|
1.07K
$401K
|
|
Aug 10, 2022
Q2 2022
|
Impala Asset Management LLC
New Canaan, CT |
SELL
|
- |
-13KClosed |
$3.31M - $4.04M
|
0
$0
|