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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
19+ 0.8% |
$5.76K - $7.49K
|
2.38K
$694K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
589New |
$179K - $232K
|
589
$171K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-198- 8.65% |
$60K - $78.1K
|
2.09K
$609K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-2.35K- 12.12% |
$712K - $926K
|
17K
$4.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
10+ 6.02% |
$3.03K - $3.94K
|
176
$51.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$303 - $394
|
1
$291
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.03K+ 55.68% |
$313K - $408K
|
2.89K
$841K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
4+ 5.0% |
$1.21K - $1.58K
|
84
$24.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Iridian Asset Management LLC
|
SELL
|
- |
-11.8K- 17.96% |
$3.57M - $4.65M
|
53.8K
$15.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-133- 19.47% |
$40.3K - $52.4K
|
550
$160K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
692New |
$210K - $273K
|
692
$201K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-7- 1.01% |
$2.12K - $2.76K
|
689
$200K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
19New |
$5.76K - $7.49K
|
19
$5.53K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-2.63K- 3.46% |
$797K - $1.04M
|
73.4K
$21.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
985New |
$299K - $388K
|
985
$287K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-70- 2.25% |
$21.2K - $27.6K
|
3.04K
$885K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
580New |
$176K - $229K
|
580
$169K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
34New |
$10.3K - $13.4K
|
34
$9.89K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4New |
$1.21K - $1.58K
|
4
$1.16K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
73+ 4.48% |
$22.1K - $28.8K
|
1.7K
$496K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
606New |
$184K - $239K
|
606
$176K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10New |
$3.03K - $3.94K
|
10
$2.91K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
275+ 35.44% |
$83.4K - $108K
|
1.05K
$306K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
166+ 2.99% |
$50.3K - $65.4K
|
5.72K
$1.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
625New |
$189K - $246K
|
625
$182K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
30New |
$9.09K - $11.8K
|
30
$8.73K
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-654- 0.66% |
$198K - $258K
|
98.7K
$28.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.53K+ 1073.73% |
$768K - $999K
|
2.77K
$806K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-566- 11.49% |
$172K - $223K
|
4.36K
$1.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
693New |
$210K - $273K
|
693
$202K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-160- 6.47% |
$48.5K - $63.1K
|
2.31K
$673K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
566New |
$172K - $223K
|
566
$165K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2+ 12.5% |
$606 - $789
|
18
$5.24K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
31New |
$9.4K - $12.2K
|
31
$9.02K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-540- 31.16% |
$164K - $213K
|
1.19K
$347K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
2+ 0.15% |
$606 - $789
|
1.35K
$391K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.52% |
$303 - $394
|
192
$55.9K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
650New |
$197K - $256K
|
650
$189K
|
|
| Q3 2024 | |||||||
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-1.18K- 1.99% |
$287K - $379K
|
58.1K
$16.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
4.6KNew |
$1.12M - $1.48M
|
4.6K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Cartenna Capital, LP
Stamford, CT |
BUY
|
- |
90KNew |
$21.9M - $28.9M
|
90K
$26.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
42.2KNew |
$10.3M - $13.5M
|
42.2K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
14.3K+ 527.44% |
$3.48M - $4.59M
|
17K
$4.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
200+ 10.53% |
$48.6K - $64.2K
|
2.1K
$611K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
682+ 53.87% |
$166K - $219K
|
1.95K
$567K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
1.8K+ 60.0% |
$437K - $577K
|
4.8K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
6KNew |
$1.46M - $1.92M
|
6K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
1.54KNew |
$375K - $495K
|
1.54K
$449K
|
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
400New |
$97.2K - $128K
|
400
$116K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
35New |
$8.51K - $11.2K
|
35
$10.2K
|
|