Latest Institutional Purchases of Lithia Motors Inc (LAD)
This list provides information on the latest institutional transactions involving Lithia Motors Inc (LAD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1New |
$234 - $329
|
1
$352
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1New |
$234 - $329
|
1
$352
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Kensico Capital Management Corp
Greenwich, CT |
BUY
|
- |
33K+ 41.25% |
$9.45M - $10.7M
|
113K
$39.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
- |
24.5KNew |
$7.02M - $7.98M
|
24.5K
$8.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
17.7KNew |
$5.07M - $5.76M
|
17.7K
$6.24M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
5KNew |
$1.43M - $1.63M
|
5K
$1.76M
|
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
4.77KNew |
$1.36M - $1.55M
|
4.77K
$1.68M
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
2.47KNew |
$706K - $802K
|
2.47K
$868K
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
2.4KNew |
$687K - $781K
|
2.4K
$845K
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.82KNew |
$521K - $592K
|
1.82K
$641K
|
|
|
Nov 13, 2023
Q3 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
504+ 68.02% |
$144K - $164K
|
1.25K
$438K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
300+ 52.36% |
$85.9K - $97.6K
|
873
$307K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
92New |
$26.3K - $29.9K
|
92
$32.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
72+ 1.22% |
$20.6K - $23.4K
|
5.96K
$2.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
34New |
$9.73K - $11.1K
|
34
$12K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
28+ 2.81% |
$8.02K - $9.11K
|
1.02K
$361K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
24+ 150.0% |
$6.87K - $7.81K
|
40
$14.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
19New |
$5.44K - $6.18K
|
19
$6.69K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
9New |
$2.58K - $2.93K
|
9
$3.17K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
6New |
$1.72K - $1.95K
|
6
$2.11K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
4+ 11.76% |
$1.15K - $1.3K
|
38
$13.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1New |
$286 - $325
|
1
$352
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Owl Creek Asset Management, L.P.
New York, NY |
BUY
|
- |
6.95K+ 8.09% |
$1.44M - $2.11M
|
92.9K
$32.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
3KNew |
$621K - $911K
|
3K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
BUY
|
- |
1K+ 100.0% |
$207K - $304K
|
2K
$704K
|
|
|
Jul 14, 2023
Q2 2023
|
Cullinan Associates Inc
|
BUY
|
- |
1KNew |
$207K - $304K
|
1K
$352K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
783New |
$162K - $238K
|
783
$276K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
732New |
$152K - $223K
|
732
$258K
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
728New |
$151K - $221K
|
728
$256K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
711New |
$147K - $216K
|
711
$250K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
150+ 17.65% |
$31.1K - $45.6K
|
1K
$352K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
19New |
$3.94K - $5.78K
|
19
$6.69K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11New |
$2.28K - $3.35K
|
11
$3.87K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4+ 11.11% |
$829 - $1.22K
|
40
$14.1K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
38.7KNew |
$7.79M - $11.4M
|
38.7K
$13.6M
|
|
|
May 15, 2023
Q1 2023
|
12 West Capital Management LP
New York, NY |
BUY
|
- |
20.5K+ 15.77% |
$4.12M - $6.03M
|
151K
$53M
|
|
|
May 12, 2023
Q1 2023
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
786New |
$158K - $231K
|
786
$277K
|
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
716+ 27.11% |
$144K - $211K
|
3.36K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
385+ 77.94% |
$77.4K - $113K
|
879
$309K
|
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
233New |
$46.9K - $68.6K
|
233
$82K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
144+ 7.94% |
$29K - $42.4K
|
1.96K
$689K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
100New |
$20.1K - $29.4K
|
100
$35.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18New |
$3.62K - $5.3K
|
18
$6.34K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
8+ 80.0% |
$1.61K - $2.35K
|
18
$6.34K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
2New |
$402 - $589
|
2
$704
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 16.67% |
$201 - $294
|
7
$2.46K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
293KNew |
$53.6M - $70.4M
|
293K
$103M
|
|
|
Feb 13, 2023
Q4 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
42KNew |
$7.69M - $10.1M
|
42K
$14.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
15KNew |
$2.75M - $3.61M
|
15K
$5.28M
|
|