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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
189+ 3.9% |
$44.3K - $62.2K
|
5.04K
$1.57M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
PUT |
2KNew |
$469K - $659K
|
2K
$624K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1New |
$234 - $329
|
1
$312
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
25New |
$5.86K - $8.23K
|
25
$7.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-115- 15.46% |
$27K - $37.9K
|
629
$196K
|
|
| Q3 2023 | |||||||
|
Aug 15, 2025
Q3 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
5New |
$1.43K - $1.63K
|
5
$1.56K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
5KNew |
$1.43M - $1.63M
|
5K
$1.56M
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-465- 98.52% |
$133K - $151K
|
7
$2.18K
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-2.67K- 78.57% |
$764K - $868K
|
728
$227K
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.08K- 5.88% |
$308K - $350K
|
17.2K
$5.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1New |
$286 - $325
|
1
$312
|
|
|
Nov 14, 2023
Q3 2023
|
Kensico Capital Management Corp
Greenwich, CT |
BUY
|
- |
33K+ 41.25% |
$9.45M - $10.7M
|
113K
$35.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
- |
24.5KNew |
$7.02M - $7.98M
|
24.5K
$7.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-2.35K- 75.07% |
$672K - $763K
|
779
$243K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-74.4K- 86.79% |
$21.3M - $24.2M
|
11.3K
$3.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-462- 4.22% |
$132K - $150K
|
10.5K
$3.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.82KNew |
$521K - $592K
|
1.82K
$568K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
24+ 150.0% |
$6.87K - $7.81K
|
40
$12.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
17.7KNew |
$5.07M - $5.76M
|
17.7K
$5.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
34New |
$9.73K - $11.1K
|
34
$10.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
19New |
$5.44K - $6.18K
|
19
$5.93K
|
|
|
Nov 13, 2023
Q3 2023
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
72+ 1.22% |
$20.6K - $23.4K
|
5.96K
$1.86M
|
|
|
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
$151K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2- 2.9% |
$573 - $651
|
67
$20.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
9New |
$2.58K - $2.93K
|
9
$2.81K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
300+ 52.36% |
$85.9K - $97.6K
|
873
$272K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-411- 2.82% |
$118K - $134K
|
14.2K
$4.42M
|
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
4.77KNew |
$1.36M - $1.55M
|
4.77K
$1.49M
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
2.47KNew |
$706K - $802K
|
2.47K
$769K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
92New |
$26.3K - $29.9K
|
92
$28.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-356- 98.89% |
$102K - $116K
|
4
$1.25K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
28+ 2.81% |
$8.02K - $9.11K
|
1.02K
$319K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
6New |
$1.72K - $1.95K
|
6
$1.87K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
4+ 11.76% |
$1.15K - $1.3K
|
38
$11.9K
|
|
| Q2 2023 | |||||||
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2- 20.0% |
$414 - $608
|
8
$2.49K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-564- 24.47% |
$117K - $172K
|
1.74K
$543K
|
|
|
Aug 14, 2023
Q2 2023
|
Granahan Investment Management, LLC
Waltham, MA |
SELL
|
- |
-44.1K- 53.66% |
$9.14M - $13.4M
|
38.1K
$11.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-6.93K- 88.82% |
$1.44M - $2.11M
|
872
$272K
|
|
|
Aug 14, 2023
Q2 2023
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
BUY
|
- |
1K+ 100.0% |
$207K - $304K
|
2K
$624K
|
|
|
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
$29M
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
728New |
$151K - $221K
|
728
$227K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
711New |
$147K - $216K
|
711
$222K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
783New |
$162K - $238K
|
783
$244K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
150+ 17.65% |
$31.1K - $45.6K
|
1K
$312K
|
|
|
Aug 03, 2023
Q2 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-4.36K- 57.57% |
$902K - $1.32M
|
3.21K
$1M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
732New |
$152K - $223K
|
732
$228K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11New |
$2.28K - $3.35K
|
11
$3.43K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4+ 11.11% |
$829 - $1.22K
|
40
$12.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Community Capital Management, LLC
|
SELL
|
- |
-1.2K- 17.98% |
$249K - $365K
|
5.48K
$1.71M
|
|