Purchases and Sales Made in Q1 2025 in Lithia Motors Inc (LAD)
This table provides information about the institutional ownership of Lithia Motors Inc (LAD) during Q1 2025. The information is specifically focused on institutions that hold shares of LITHIA MOTORS INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
492+ 71.0% |
$141K - $190K
|
1.19K
$399K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
486New |
$139K - $187K
|
486
$164K
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
484+ 8.23% |
$138K - $187K
|
6.37K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
470+ 4.08% |
$134K - $181K
|
12K
$4.04M
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
470+ 27.58% |
$134K - $181K
|
2.17K
$732K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
462New |
$132K - $178K
|
462
$156K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
462+ 47.14% |
$132K - $178K
|
1.44K
$486K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
401+ 30.61% |
$115K - $155K
|
1.71K
$576K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
328+ 18.71% |
$93.7K - $127K
|
2.08K
$701K
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
296New |
$84.5K - $114K
|
296
$99.7K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
269+ 30.33% |
$76.8K - $104K
|
1.16K
$389K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
254+ 7.5% |
$72.5K - $98K
|
3.64K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
230+ 2.42% |
$65.7K - $88.7K
|
9.73K
$3.28M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
225+ 5.55% |
$64.3K - $86.8K
|
4.28K
$1.44M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
211+ 5.39% |
$60.3K - $81.4K
|
4.13K
$1.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
211+ 0.35% |
$60.3K - $81.4K
|
61.3K
$20.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
202New |
$57.7K - $77.9K
|
202
$68K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
201+ 9.63% |
$57.4K - $77.5K
|
2.29K
$771K
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
189+ 7.35% |
$54K - $72.9K
|
2.76K
$929K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
187New |
$53.4K - $72.1K
|
187
$63K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
161+ 14.74% |
$46K - $62.1K
|
1.25K
$422K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
155+ 12.01% |
$44.3K - $59.8K
|
1.45K
$487K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
149+ 18.4% |
$42.6K - $57.5K
|
959
$323K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
149+ 10.63% |
$42.6K - $57.5K
|
1.55K
$522K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
137+ 14.21% |
$39.1K - $52.8K
|
1.1K
$371K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
127+ 12.08% |
$36.3K - $49K
|
1.18K
$397K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
125+ 22.16% |
$35.7K - $48.2K
|
689
$232K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
123+ 6.41% |
$35.1K - $47.4K
|
2.04K
$688K
|
|
|
May 07, 2025
Q1 2025
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
119+ 1.14% |
$34K - $45.9K
|
10.5K
$3.54M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
111+ 11.27% |
$31.7K - $42.8K
|
1.1K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
109+ 4.49% |
$31.1K - $42K
|
2.54K
$854K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
101+ 5.3% |
$28.8K - $39K
|
2.01K
$676K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 1.59% |
$28.6K - $38.6K
|
6.39K
$2.15M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 1.35% |
$28.6K - $38.6K
|
7.5K
$2.53M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
100+ 5.05% |
$28.6K - $38.6K
|
2.08K
$700K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
98+ 0.13% |
$28K - $37.8K
|
77.6K
$26.1M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
90+ 9.76% |
$25.7K - $34.7K
|
1.01K
$341K
|
|
|
May 16, 2025
Q1 2025
|
Dean Capital Management
Overland Park, KS |
BUY
|
- |
81+ 1.9% |
$23.1K - $31.2K
|
4.34K
$1.46M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
80+ 2.63% |
$22.8K - $30.9K
|
3.12K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
79+ 2.58% |
$22.6K - $30.5K
|
3.14K
$1.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
79+ 63.71% |
$22.6K - $30.5K
|
203
$68.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
79+ 5.51% |
$22.6K - $30.5K
|
1.51K
$510K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
77+ 0.81% |
$22K - $29.7K
|
9.59K
$3.23M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
62+ 0.2% |
$17.7K - $23.9K
|
30.7K
$10.4M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
57+ 15.92% |
$16.3K - $22K
|
415
$140K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
57+ 9.08% |
$16.3K - $22K
|
685
$231K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
55New |
$15.7K - $21.2K
|
55
$18.5K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
51+ 4.54% |
$14.6K - $19.7K
|
1.18K
$396K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
49+ 30.06% |
$14K - $18.9K
|
212
$71.4K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
49+ 2.73% |
$14K - $18.9K
|
1.84K
$620K
|