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 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
831+ 4888.24% |
$202K - $267K
|
848
$294K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
4.53KNew |
$1.1M - $1.45M
|
4.53K
$1.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-440- 11.31% |
$107K - $141K
|
3.45K
$1.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 14.55% |
$1.94K - $2.57K
|
63
$21.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
69.9K+ 43.45% |
$17M - $22.4M
|
231K
$80.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-6.05K- 82.14% |
$1.47M - $1.94M
|
1.32K
$457K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$486 - $642
|
2
$695
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
39+ 2.46% |
$9.48K - $12.5K
|
1.63K
$565K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.63KNew |
$396K - $523K
|
1.63K
$566K
|
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-42- 4.03% |
$10.2K - $13.5K
|
1K
$348K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.86KNew |
$451K - $596K
|
1.86K
$645K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
28+ 71.79% |
$6.81K - $8.98K
|
67
$23.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-29.3K- 32.11% |
$7.12M - $9.4M
|
62K
$21.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.6K- 13.13% |
$388K - $512K
|
10.5K
$3.66M
|
|
|
Oct 30, 2024
Q3 2024
|
River Road Asset Management, LLC
|
BUY
|
- |
78.8K+ 27.51% |
$19.1M - $25.3M
|
365K
$127M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.38K- 25.57% |
$1.07M - $1.41M
|
12.8K
$4.43M
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-142- 12.18% |
$34.5K - $45.6K
|
1.02K
$356K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
2.95K+ 17.97% |
$717K - $947K
|
19.4K
$6.73M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
304+ 17.2% |
$73.9K - $97.5K
|
2.07K
$719K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
235+ 8.68% |
$57.1K - $75.4K
|
2.94K
$1.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-112- 6.65% |
$27.2K - $35.9K
|
1.57K
$546K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
696New |
$169K - $223K
|
696
$242K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-53.4K- 73.6% |
$13M - $17.1M
|
19.1K
$6.65M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-7- 18.92% |
$1.7K - $2.25K
|
30
$10.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-227- 3.99% |
$55.2K - $72.8K
|
5.47K
$1.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7+ 70.0% |
$1.7K - $2.25K
|
17
$5.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 8.33% |
$243 - $321
|
11
$3.82K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-3K- 8.06% |
$729K - $962K
|
34.2K
$11.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Iridian Asset Management LLC
|
SELL
|
- |
-7.4K- 10.13% |
$1.8M - $2.37M
|
65.6K
$22.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
844New |
$205K - $271K
|
844
$293K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.82% |
$243 - $321
|
123
$42.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.04K+ 78.49% |
$253K - $334K
|
2.37K
$821K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
135+ 4.54% |
$32.8K - $43.3K
|
3.11K
$1.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-2- 14.29% |
$486 - $642
|
12
$4.17K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-233- 9.24% |
$56.6K - $74.8K
|
2.29K
$795K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 5.13% |
$97.2K - $128K
|
7.4K
$2.57M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-3- 2.86% |
$729 - $962
|
102
$35.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
780New |
$190K - $250K
|
780
$271K
|
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-10- 11.11% |
$2.43K - $3.21K
|
80
$27.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
730New |
$177K - $234K
|
730
$253K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
48+ 23.88% |
$11.7K - $15.4K
|
249
$86.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-393- 30.94% |
$95.5K - $126K
|
877
$305K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.26K+ 10.56% |
$793K - $1.05M
|
34.2K
$11.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2New |
$486 - $642
|
2
$695
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
224+ 2.13% |
$54.4K - $71.9K
|
10.8K
$3.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-342- 92.93% |
$83.1K - $110K
|
26
$9.03K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
2.67K+ 1.24% |
$648K - $855K
|
217K
$75.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
27.7K+ 392.72% |
$6.74M - $8.9M
|
34.8K
$12.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-245- 6.52% |
$59.5K - $78.6K
|
3.51K
$1.22M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 16.67% |
$729 - $962
|
21
$7.29K
|