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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
580New |
$176K - $229K
|
580
$204K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
566New |
$172K - $223K
|
566
$199K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
355+ 12.16% |
$108K - $140K
|
3.27K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
291+ 34.32% |
$88.2K - $115K
|
1.14K
$401K
|
|
|
Feb 13, 2025
Q4 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
282+ 13.76% |
$85.5K - $111K
|
2.33K
$821K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
142+ 1420.0% |
$43K - $56K
|
152
$53.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
50+ 4.56% |
$15.2K - $19.7K
|
1.15K
$404K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
43New |
$13K - $17K
|
43
$15.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
37+ 5.58% |
$11.2K - $14.6K
|
700
$246K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
37+ 33.94% |
$11.2K - $14.6K
|
146
$51.4K
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
35New |
$10.6K - $13.8K
|
35
$12.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
34New |
$10.3K - $13.4K
|
34
$12K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
31New |
$9.4K - $12.2K
|
31
$10.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
28New |
$8.49K - $11K
|
28
$9.86K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
28New |
$8.49K - $11K
|
28
$9.86K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
27+ 1.08% |
$8.19K - $10.6K
|
2.53K
$890K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
27New |
$8.19K - $10.6K
|
27
$9.51K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
25+ 1.85% |
$7.58K - $9.86K
|
1.38K
$484K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
18+ 26.87% |
$5.46K - $7.1K
|
85
$29.9K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
16New |
$4.85K - $6.31K
|
16
$5.63K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
14New |
$4.24K - $5.52K
|
14
$4.93K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
14New |
$4.24K - $5.52K
|
14
$4.93K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
12+ 1.36% |
$3.64K - $4.73K
|
892
$314K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
11New |
$3.33K - $4.34K
|
11
$3.87K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10New |
$3.03K - $3.94K
|
10
$3.52K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4New |
$1.21K - $1.58K
|
4
$1.41K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4New |
$1.21K - $1.58K
|
4
$1.41K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
3New |
$909 - $1.18K
|
3
$1.06K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3New |
$909 - $1.18K
|
3
$1.06K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1New |
$303 - $394
|
1
$352
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$303 - $394
|
1
$352
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1New |
$303 - $394
|
1
$352
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1+ 3.33% |
$303 - $394
|
31
$10.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$303 - $394
|
1
$352
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
43.2K+ 77.15% |
$10.5M - $13.9M
|
99.2K
$34.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
42.2KNew |
$10.3M - $13.5M
|
42.2K
$14.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
20.7KNew |
$5.03M - $6.64M
|
20.7K
$7.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
10.1KNew |
$2.46M - $3.24M
|
10.1K
$3.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
6.09KNew |
$1.48M - $1.95M
|
6.09K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
6KNew |
$1.46M - $1.92M
|
6K
$2.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
4.6KNew |
$1.12M - $1.48M
|
4.6K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
4.6KNew |
$1.12M - $1.48M
|
4.6K
$1.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
3.6KNew |
$874K - $1.15M
|
3.6K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3.5KNew |
$849K - $1.12M
|
3.5K
$1.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.26K+ 10.56% |
$793K - $1.05M
|
34.2K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Moon Capital Management LP
New York, NY |
BUY
|
- |
3.16KNew |
$768K - $1.01M
|
3.16K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
2.5K+ 113.64% |
$608K - $802K
|
4.7K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
2.3KNew |
$559K - $738K
|
2.3K
$810K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
1.89KNew |
$458K - $605K
|
1.89K
$664K
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
1.7KNew |
$413K - $545K
|
1.7K
$599K
|
|