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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 1.85% |
$27.2K - $33.9K
|
5.32K
$1.66M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-14- 0.64% |
$3.81K - $4.75K
|
2.18K
$679K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
661New |
$180K - $224K
|
661
$206K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 4.88% |
$1.63K - $2.04K
|
129
$40.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
63+ 4.6% |
$17.1K - $21.4K
|
1.43K
$447K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-14- 7.53% |
$3.81K - $4.75K
|
172
$53.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
316+ 59.51% |
$85.9K - $107K
|
847
$264K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-278- 15.1% |
$75.6K - $94.3K
|
1.56K
$487K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-405- 35.56% |
$110K - $137K
|
734
$229K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2+ 200.0% |
$544 - $679
|
3
$936
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-3.11K- 63.38% |
$846K - $1.06M
|
1.8K
$560K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-80- 11.43% |
$21.8K - $27.1K
|
620
$193K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 100.0% |
$272 - $339
|
2
$624
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
610New |
$166K - $207K
|
610
$190K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
4+ 200.0% |
$1.09K - $1.36K
|
6
$1.87K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
721New |
$196K - $245K
|
721
$225K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
74+ 3.62% |
$20.1K - $25.1K
|
2.12K
$660K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
70New |
$19K - $23.8K
|
70
$21.8K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1- 5.56% |
$272 - $339
|
17
$5.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.26K- 5.77% |
$343K - $429K
|
20.6K
$6.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-93- 3.37% |
$25.3K - $31.6K
|
2.67K
$832K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-84- 57.53% |
$22.8K - $28.5K
|
62
$19.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
384+ 7.06% |
$104K - $130K
|
5.83K
$1.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.4K+ 3.68% |
$924K - $1.15M
|
95.7K
$29.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
643New |
$175K - $218K
|
643
$201K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-190- 6.09% |
$51.7K - $64.5K
|
2.93K
$914K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
609New |
$166K - $207K
|
609
$190K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 40.0% |
$544 - $679
|
3
$936
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
19+ 7.57% |
$5.17K - $6.45K
|
270
$84.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-129- 1.6% |
$35.1K - $43.8K
|
7.94K
$2.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3+ 15.0% |
$816 - $1.02K
|
23
$7.17K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1New |
$272 - $339
|
1
$312
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5+ 41.67% |
$1.36K - $1.7K
|
17
$5.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1- 0.01% |
$272 - $339
|
6.87K
$2.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-25.7K- 20.52% |
$6.99M - $8.72M
|
99.5K
$31M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
59+ 29.06% |
$16K - $20K
|
262
$81.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19+ 1.03% |
$5.17K - $6.45K
|
1.86K
$580K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
75+ 37.13% |
$20.4K - $25.5K
|
277
$86.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
69+ 106.15% |
$18.8K - $23.4K
|
134
$41.8K
|
|
| Q1 2025 | |||||||
|
Oct 08, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-1K- 5.67% |
$286K - $386K
|
16.6K
$5.19M
|
|
|
Oct 02, 2025
Q1 2025
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
18.6K+ 967.67% |
$5.31M - $7.17M
|
20.5K
$6.4M
|
|
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
796+ 0.38% |
$227K - $307K
|
211K
$65.8M
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
2.5KNew |
$714K - $964K
|
2.5K
$779K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
187New |
$53.4K - $72.1K
|
187
$58.3K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
2New |
$571 - $771
|
2
$624
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-109- 4.6% |
$31.1K - $42K
|
2.26K
$705K
|
|
|
May 15, 2025
Q1 2025
|
Covalis Capital LLP
London, X0 |
BUY
|
- |
43KNew |
$12.3M - $16.6M
|
43K
$13.4M
|
|
|
May 15, 2025
Q1 2025
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
1.14KNew |
$325K - $439K
|
1.14K
$355K
|
|
|
May 15, 2025
Q1 2025
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-76.2K- 53.64% |
$21.8M - $29.4M
|
65.9K
$20.6M
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
1.23KNew |
$351K - $474K
|
1.23K
$383K
|
|