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, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-91- 1.66% |
$27.6K - $35.9K
|
5.41K
$1.6M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1New |
$303 - $394
|
1
$295
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-6- 0.46% |
$1.82K - $2.37K
|
1.31K
$387K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-275- 14.39% |
$83.4K - $108K
|
1.64K
$483K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-620- 17.97% |
$188K - $244K
|
2.83K
$836K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
SELL
|
- |
-131- 1.66% |
$39.7K - $51.6K
|
7.76K
$2.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-3.49K- 10.5% |
$1.06M - $1.37M
|
29.7K
$8.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
37.2KNew |
$11.3M - $14.7M
|
37.2K
$11M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 4.76% |
$909 - $1.18K
|
66
$19.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
12+ 1.36% |
$3.64K - $4.73K
|
892
$264K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-16- 0.47% |
$4.85K - $6.31K
|
3.42K
$1.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
37.2KNew |
$11.3M - $14.7M
|
37.2K
$11M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-932- 3.33% |
$283K - $367K
|
27.1K
$8M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-382- 2.64% |
$116K - $151K
|
14.1K
$4.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
698New |
$212K - $275K
|
698
$206K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3New |
$909 - $1.18K
|
3
$886
|
|
|
Feb 05, 2025
Q4 2024
|
Factorial Partners, LLC
|
SELL
|
- |
-200- 15.63% |
$60.6K - $78.9K
|
1.08K
$319K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-110- 11.28% |
$33.3K - $43.4K
|
865
$256K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
835New |
$253K - $329K
|
835
$247K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
7+ 0.45% |
$2.12K - $2.76K
|
1.58K
$467K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
1.4KNew |
$425K - $553K
|
1.4K
$414K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-841- 0.36% |
$255K - $332K
|
230K
$67.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
16+ 21.33% |
$4.85K - $6.31K
|
91
$26.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
145+ 26.27% |
$44K - $57.2K
|
697
$206K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
98New |
$29.7K - $38.6K
|
98
$29K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-744- 25.22% |
$226K - $293K
|
2.21K
$652K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-98- 0.77% |
$29.7K - $38.6K
|
12.7K
$3.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-46- 2.36% |
$13.9K - $18.1K
|
1.91K
$563K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-52- 0.95% |
$15.8K - $20.5K
|
5.42K
$1.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-4.46K- 12.83% |
$1.35M - $1.76M
|
30.3K
$8.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
65+ 2.59% |
$19.7K - $25.6K
|
2.58K
$762K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-332- 10.64% |
$101K - $131K
|
2.79K
$823K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-200- 2.68% |
$60.6K - $78.9K
|
7.26K
$2.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1.89KNew |
$573K - $745K
|
1.89K
$558K
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-20- 0.77% |
$6.06K - $7.89K
|
2.57K
$760K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
18+ 26.87% |
$5.46K - $7.1K
|
85
$25.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
28New |
$8.49K - $11K
|
28
$8.27K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
61.1KNew |
$18.5M - $24.1M
|
61.1K
$18M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-395- 3.92% |
$120K - $156K
|
9.69K
$2.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
219+ 17.7% |
$66.4K - $86.3K
|
1.46K
$430K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
42+ 5.12% |
$12.7K - $16.6K
|
863
$255K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-229- 16.56% |
$69.4K - $90.3K
|
1.15K
$341K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
291+ 34.32% |
$88.2K - $115K
|
1.14K
$337K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 9.52% |
$606 - $789
|
23
$6.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
14New |
$4.24K - $5.52K
|
14
$4.14K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.5K- 7.84% |
$455K - $591K
|
17.6K
$5.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
7+ 0.07% |
$2.12K - $2.76K
|
9.35K
$2.76M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
37+ 33.94% |
$11.2K - $14.6K
|
146
$43.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-150- 50.51% |
$45.5K - $59.1K
|
147
$43.4K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-912- 2.66% |
$276K - $360K
|
33.3K
$9.84M
|