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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-2- 14.29% |
$486 - $642
|
12
$4.51K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 5.13% |
$97.2K - $128K
|
7.4K
$2.78M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
780New |
$190K - $250K
|
780
$293K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
730New |
$177K - $234K
|
730
$275K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
48+ 23.88% |
$11.7K - $15.4K
|
249
$93.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-393- 30.94% |
$95.5K - $126K
|
877
$330K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.26K+ 10.56% |
$793K - $1.05M
|
34.2K
$12.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2New |
$486 - $642
|
2
$752
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
224+ 2.13% |
$54.4K - $71.9K
|
10.8K
$4.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-342- 92.93% |
$83.1K - $110K
|
26
$9.78K
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
27.7K+ 392.72% |
$6.74M - $8.9M
|
34.8K
$13.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-245- 6.52% |
$59.5K - $78.6K
|
3.51K
$1.32M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
772New |
$188K - $248K
|
772
$290K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
600+ 46.15% |
$146K - $192K
|
1.9K
$715K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4- 10.26% |
$972 - $1.28K
|
35
$13.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4- 80.0% |
$972 - $1.28K
|
1
$376
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.03KNew |
$250K - $330K
|
1.03K
$387K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
85+ 5.41% |
$20.7K - $27.3K
|
1.66K
$623K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
54New |
$13.1K - $17.3K
|
54
$20.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
660New |
$160K - $212K
|
660
$248K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
8+ 5.16% |
$1.94K - $2.57K
|
163
$61.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
6New |
$1.46K - $1.92K
|
6
$2.26K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 80.0% |
$972 - $1.28K
|
9
$3.38K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-54- 15.79% |
$13.1K - $17.3K
|
288
$108K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.8K+ 31.81% |
$437K - $577K
|
7.46K
$2.8M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
835New |
$206K - $247K
|
835
$314K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-43- 2.41% |
$10.6K - $12.7K
|
1.74K
$655K
|
|
|
Aug 14, 2024
Q2 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
1.08KNew |
$265K - $319K
|
1.08K
$405K
|
|
|
Aug 14, 2024
Q2 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
632+ 38.1% |
$156K - $187K
|
2.29K
$862K
|
|
|
Aug 14, 2024
Q2 2024
|
Evr Research LP
Richmond, VA |
BUY
|
- |
24KNew |
$5.91M - $7.1M
|
24K
$9.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Advent International Corp
Boston, MA |
BUY
|
- |
142KNew |
$35M - $42M
|
142K
$53.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1KNew |
$246K - $296K
|
1K
$376K
|
|
|
Aug 14, 2024
Q2 2024
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-43.6K- 2.12% |
$10.7M - $12.9M
|
2.02M
$759M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.49KNew |
$614K - $737K
|
2.49K
$937K
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-40.6K- 67.35% |
$10M - $12M
|
19.7K
$7.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
1.1KNew |
$271K - $325K
|
1.1K
$414K
|
|
|
Aug 14, 2024
Q2 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
1.41K+ 68.76% |
$348K - $418K
|
3.47K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Yiheng Capital Management, L.P.
San Francisco, CA |
BUY
|
PUT |
13KNew |
$3.2M - $3.85M
|
13K
$4.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
401+ 41.64% |
$98.8K - $119K
|
1.36K
$513K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-5- 71.43% |
$1.23K - $1.48K
|
2
$752
|
|
|
Aug 13, 2024
Q2 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-2.74K- 63.31% |
$675K - $811K
|
1.59K
$598K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
536New |
$132K - $159K
|
536
$202K
|
|
|
Aug 13, 2024
Q2 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
3.1KNew |
$764K - $917K
|
3.1K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
72+ 2.15% |
$17.7K - $21.3K
|
3.43K
$1.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
37+ 9.07% |
$9.11K - $10.9K
|
445
$167K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-17.9K- 0.75% |
$4.4M - $5.29M
|
2.35M
$885M
|
|
|
Aug 13, 2024
Q2 2024
|
Timelo Investment Management Inc.
|
BUY
|
- |
4KNew |
$985K - $1.18M
|
4K
$1.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
2.12KNew |
$523K - $628K
|
2.12K
$798K
|
|
|
Aug 13, 2024
Q2 2024
|
Cardinal Capital Management LLC
Greenwich, CT |
SELL
|
- |
-182K- 80.64% |
$45M - $54M
|
43.8K
$16.5M
|
|