Institutional Ownership Lithia Motors Inc (LAD)
This table provides information about the institutional ownership of Lithia Motors Inc (LAD). We have compiled data on the 452 institutions that hold shares in the stock, with a total of 27.1 Million shares, which have been reported (via 13F filing form) to have a value of $6.85 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
9
shares
|
$2,272
0.0% of portfolio
|
Q1 2023
New holding
|
|
Prestige Wealth Management Group LLC
|
Apr 26, 2024 Q1 2024 |
8
shares
|
$2,019
0.0% of portfolio
|
Q2 2023
Reduced 20.0%
|
|
Umb Bank, N.A.
|
Apr 26, 2024 Q1 2024 |
8
shares
|
$2,019
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 18, 2024 Q1 2024 |
8
shares
|
$2,019
0.0% of portfolio
|
Q4 2023
Reduced 11.11%
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
8
shares
|
$2,019
0.0% of portfolio
|
Q4 2021
New holding
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Apr 30, 2024 Q1 2024 |
7
shares
|
$1,767
0.0% of portfolio
|
Q4 2023
New holding
|
|
Manchester Capital Management LLC
Manchester, VT |
May 06, 2024 Q1 2024 |
7
shares
|
$1,767
0.0% of portfolio
|
Q2 2023
Added 133.33%
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 26, 2024 Q1 2024 |
6
shares
|
$1,514
0.0% of portfolio
|
Q4 2023
Added 50.0%
|
|
Fin Trust Capital Advisors, LLC
|
May 02, 2024 Q1 2024 |
6
shares
|
$1,514
0.0% of portfolio
|
Q3 2023
New holding
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
May 06, 2024 Q1 2024 |
6
shares
|
$1,514
0.0% of portfolio
|
Q4 2023
New holding
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
5
shares
|
$1,262
0.0% of portfolio
|
Q1 2024
New holding
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2024 Q1 2024 |
5
shares
|
$1,262
0.0% of portfolio
|
Q1 2024
New holding
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
5
shares
|
$1,262
0.0% of portfolio
|
Q1 2024
Added 150.0%
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 23, 2024 Q1 2024 |
4
shares
|
$1,009
0.0% of portfolio
|
Q4 2023
New holding
|
|
Eagle Bay Advisors LLC
New York, NY |
May 08, 2024 Q1 2024 |
4
shares
|
$1,009
0.0% of portfolio
|
Q4 2023
New holding
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 02, 2024 Q1 2024 |
3
shares
|
$757
0.0% of portfolio
|
Q1 2024
New holding
|
|
Versant Capital Management, Inc
|
Apr 03, 2024 Q1 2024 |
3
shares
|
$757
0.0% of portfolio
|
Q4 2023
Added 200.0%
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 18, 2024 Q1 2024 |
3
shares
|
$757
0.0% of portfolio
|
Q1 2024
Reduced 88.46%
|
|
Janiczek Wealth Management, LLC
|
Apr 15, 2024 Q1 2024 |
3
shares
|
$757
0.0% of portfolio
|
Q4 2022
Reduced 95.08%
|
|
Focused Wealth Management, Inc
|
May 08, 2024 Q1 2024 |
3
shares
|
$757
0.0% of portfolio
|
Q3 2021
New holding
|
|
Pineridge Advisors LLC
St. Charles, MO |
May 16, 2024 Q1 2024 |
2
shares
|
$504
0.0% of portfolio
|
Q1 2024
New holding
|
|
Central Trust CO
Jefferson City, MO |
Apr 24, 2024 Q1 2024 |
2
shares
|
$504
0.0% of portfolio
|
Q4 2023
New holding
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 01, 2024 Q1 2024 |
2
shares
|
$504
0.0% of portfolio
|
Q1 2024
New holding
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Apr 30, 2024 Q1 2024 |
2
shares
|
$504
0.0% of portfolio
|
Q1 2024
New holding
|
|
Bokf, Na
Tulsa, OK |
May 15, 2024 Q1 2024 |
1
shares
|
$252
0.0% of portfolio
|
Q3 2023
New holding
|