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 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
109+ 3.33% |
$33K - $43K
|
3.39K
$994K
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
99+ 14.82% |
$30K - $39K
|
767
$225K
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
98New |
$29.7K - $38.6K
|
98
$28.8K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
96+ 5.79% |
$29.1K - $37.8K
|
1.75K
$515K
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
94New |
$28.5K - $37.1K
|
94
$27.6K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
92+ 22.49% |
$27.9K - $36.3K
|
501
$147K
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
90+ 2.35% |
$27.3K - $35.5K
|
3.93K
$1.15M
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
79+ 6.78% |
$23.9K - $31.1K
|
1.25K
$365K
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
73+ 4.48% |
$22.1K - $28.8K
|
1.7K
$500K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
67+ 7.05% |
$20.3K - $26.4K
|
1.02K
$299K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
65+ 2.59% |
$19.7K - $25.6K
|
2.58K
$757K
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
64+ 8.21% |
$19.4K - $25.2K
|
844
$248K
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
63+ 1.49% |
$19.1K - $24.8K
|
4.31K
$1.26M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
51+ 2.31% |
$15.5K - $20.1K
|
2.26K
$663K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
51+ 69.86% |
$15.5K - $20.1K
|
124
$36.4K
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
50+ 4.56% |
$15.2K - $19.7K
|
1.15K
$337K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
47+ 102.17% |
$14.2K - $18.5K
|
93
$27.3K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
43New |
$13K - $17K
|
43
$12.6K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
42+ 2.93% |
$12.7K - $16.6K
|
1.48K
$433K
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
42+ 5.12% |
$12.7K - $16.6K
|
863
$253K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
39+ 30.47% |
$11.8K - $15.4K
|
167
$49K
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
37+ 5.58% |
$11.2K - $14.6K
|
700
$205K
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
37+ 33.94% |
$11.2K - $14.6K
|
146
$42.9K
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
35New |
$10.6K - $13.8K
|
35
$10.3K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
34New |
$10.3K - $13.4K
|
34
$9.98K
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
32+ 4.28% |
$9.7K - $12.6K
|
780
$229K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
31New |
$9.4K - $12.2K
|
31
$9.1K
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
30New |
$9.09K - $11.8K
|
30
$8.81K
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
28New |
$8.49K - $11K
|
28
$8.22K
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
28New |
$8.49K - $11K
|
28
$8.22K
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
27New |
$8.19K - $10.6K
|
27
$7.93K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
25+ 1.85% |
$7.58K - $9.86K
|
1.38K
$404K
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
23+ 0.57% |
$6.97K - $9.07K
|
4.03K
$1.18M
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
22New |
$6.67K - $8.67K
|
22
$6.46K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
20New |
$6.06K - $7.89K
|
20
$5.87K
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
20+ 31.75% |
$6.06K - $7.89K
|
83
$24.4K
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
19+ 4.99% |
$5.76K - $7.49K
|
400
$117K
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
19+ 0.8% |
$5.76K - $7.49K
|
2.38K
$700K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
19New |
$5.76K - $7.49K
|
19
$5.58K
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
18+ 26.87% |
$5.46K - $7.1K
|
85
$25K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
16New |
$4.85K - $6.31K
|
16
$4.7K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
16+ 21.33% |
$4.85K - $6.31K
|
91
$26.7K
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
14New |
$4.24K - $5.52K
|
14
$4.11K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
14New |
$4.24K - $5.52K
|
14
$4.11K
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
12+ 1.36% |
$3.64K - $4.73K
|
892
$262K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
10+ 6.02% |
$3.03K - $3.94K
|
176
$51.7K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10New |
$3.03K - $3.94K
|
10
$2.94K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
7+ 0.45% |
$2.12K - $2.76K
|
1.58K
$463K
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
7+ 0.07% |
$2.12K - $2.76K
|
9.35K
$2.74M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 29.41% |
$1.52K - $1.97K
|
22
$6.46K
|