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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
25New |
$4.58K - $6.01K
|
25
$7.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
7New |
$1.28K - $1.68K
|
7
$2.18K
|
|
|
Feb 01, 2023
Q4 2022
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
649+ 13.06% |
$119K - $156K
|
5.62K
$1.75M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-374- 51.66% |
$68.5K - $89.9K
|
350
$109K
|
|
|
Jan 31, 2023
Q4 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-7.98K- 48.81% |
$1.46M - $1.92M
|
8.37K
$2.61M
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-567- 9.17% |
$104K - $136K
|
5.62K
$1.75M
|
|
|
Jan 26, 2023
Q4 2022
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-2.35K- 52.81% |
$430K - $565K
|
2.1K
$655K
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-42- 0.54% |
$7.69K - $10.1K
|
7.76K
$2.42M
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
14+ 0.9% |
$2.56K - $3.37K
|
1.57K
$489K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-58- 95.08% |
$10.6K - $13.9K
|
3
$936
|
|
|
Jan 17, 2023
Q4 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-207- 3.55% |
$37.9K - $49.8K
|
5.63K
$1.76M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-55- 76.39% |
$10.1K - $13.2K
|
17
$5.3K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
141+ 14.76% |
$30.3K - $41.7K
|
1.1K
$342K
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1New |
$215 - $296
|
1
$312
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-19- 0.49% |
$4.08K - $5.62K
|
3.89K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
81+ 7.56% |
$17.4K - $23.9K
|
1.15K
$360K
|
|
|
Nov 14, 2022
Q3 2022
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
1.8KNew |
$386K - $532K
|
1.8K
$561K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
6+ 40.0% |
$1.29K - $1.77K
|
21
$6.55K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
127+ 5.1% |
$27.2K - $37.5K
|
2.62K
$816K
|
|
|
Nov 14, 2022
Q3 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1KNew |
$215K - $296K
|
1K
$312K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2.64K+ 1.32% |
$567K - $781K
|
202K
$63M
|
|
|
Nov 14, 2022
Q3 2022
|
Apogem Capital LLC
New York, NY |
SELL
|
- |
-98- 3.7% |
$21K - $29K
|
2.55K
$795K
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.55KNew |
$1.62M - $2.23M
|
7.55K
$2.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-523KClosed |
$112M - $155M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
2.77KNew |
$594K - $818K
|
2.77K
$863K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-1.51K- 44.77% |
$323K - $445K
|
1.86K
$579K
|
|
|
Nov 14, 2022
Q3 2022
|
Stamina Capital Management LP
New York, NY |
SELL
|
- |
-5.26K- 54.39% |
$1.13M - $1.55M
|
4.41K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Southpoint Capital Advisors LP
New York, NY |
SELL
|
- |
-250K- 62.5% |
$53.6M - $73.9M
|
150K
$46.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
10New |
$2.15K - $2.96K
|
10
$3.12K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6New |
$1.29K - $1.77K
|
6
$1.87K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
805New |
$173K - $238K
|
805
$251K
|
|
|
Nov 10, 2022
Q3 2022
|
Cna Financial Corp
Chicago, IL |
SELL
|
- |
-410- 13.23% |
$88K - $121K
|
2.69K
$839K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
6.07KNew |
$1.3M - $1.79M
|
6.07K
$1.89M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-171- 2.11% |
$36.7K - $50.5K
|
7.94K
$2.48M
|
|
|
Nov 10, 2022
Q3 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-1.94K- 21.31% |
$416K - $574K
|
7.17K
$2.24M
|
|
|
Nov 09, 2022
Q3 2022
|
Silvant Capital Management LLC
|
SELL
|
- |
-362- 32.29% |
$77.7K - $107K
|
759
$237K
|
|
|
Nov 09, 2022
Q3 2022
|
Argent Capital Management LLC
|
BUY
|
- |
261+ 2.86% |
$56K - $77.1K
|
9.38K
$2.93M
|
|
|
Nov 08, 2022
Q3 2022
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-80- 3.92% |
$17.2K - $23.6K
|
1.96K
$611K
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
2.41K+ 112.76% |
$517K - $713K
|
4.55K
$1.42M
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-7- 8.33% |
$1.5K - $2.07K
|
77
$24K
|
|
|
Nov 01, 2022
Q3 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-476- 6.22% |
$102K - $141K
|
7.18K
$2.24M
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1- 1.41% |
$215 - $296
|
70
$21.8K
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4New |
$858 - $1.18K
|
4
$1.25K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
3New |
$644 - $887
|
3
$936
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
4New |
$858 - $1.18K
|
4
$1.25K
|
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
3New |
$644 - $887
|
3
$936
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
347New |
$74.4K - $103K
|
347
$108K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
70+ 7.73% |
$15K - $20.7K
|
975
$304K
|
|
|
Oct 20, 2022
Q3 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
320+ 2.44% |
$68.7K - $94.6K
|
13.5K
$4.19M
|
|
|
Oct 13, 2022
Q3 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
172+ 6.19% |
$36.9K - $50.8K
|
2.95K
$920K
|
|