Purchases and Sales Made in Q2 2024 in Lithia Motors Inc (LAD)
This table provides information about the institutional ownership of Lithia Motors Inc (LAD) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
45+ 7.56% |
$11.1K - $13.3K
|
640
$197K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
43+ 2.67% |
$10.6K - $12.7K
|
1.65K
$509K
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
39New |
$9.61K - $11.5K
|
39
$12K
|
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
37+ 9.07% |
$9.11K - $10.9K
|
445
$137K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
34+ 1.12% |
$8.38K - $10.1K
|
3.06K
$942K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34+ 2.1% |
$8.38K - $10.1K
|
1.65K
$508K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
31+ 106.9% |
$7.64K - $9.17K
|
60
$18.5K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
21+ 175.0% |
$5.17K - $6.21K
|
33
$10.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
21+ 2.71% |
$5.17K - $6.21K
|
796
$245K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
17+ 77.27% |
$4.19K - $5.03K
|
39
$12K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
14New |
$3.45K - $4.14K
|
14
$4.31K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
14New |
$3.45K - $4.14K
|
14
$4.31K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
13+ 92.86% |
$3.2K - $3.85K
|
27
$8.31K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
9+ 32.14% |
$2.22K - $2.66K
|
37
$11.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
8+ 100.0% |
$1.97K - $2.37K
|
16
$4.92K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 100.0% |
$1.23K - $1.48K
|
10
$3.08K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5New |
$1.23K - $1.48K
|
5
$1.54K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5New |
$1.23K - $1.48K
|
5
$1.54K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
5+ 0.01% |
$1.23K - $1.48K
|
72.5K
$22.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3New |
$739 - $887
|
3
$923
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3+ 21.43% |
$739 - $887
|
17
$5.23K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
3+ 75.0% |
$739 - $887
|
7
$2.15K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3+ 0.17% |
$739 - $887
|
1.8K
$554K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2+ 1.63% |
$493 - $592
|
125
$38.5K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 66.67% |
$493 - $592
|
5
$1.54K
|
|
|
Jul 18, 2024
Q2 2024
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
2+ 0.04% |
$493 - $592
|
5.57K
$1.71M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2+ 1.75% |
$493 - $592
|
116
$35.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 5.41% |
$493 - $592
|
39
$12K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1+ 0.43% |
$246 - $296
|
233
$71.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 16.67% |
$246 - $296
|
7
$2.15K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 1.85% |
$246 - $296
|
55
$16.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$246 - $296
|
1
$308
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1- 33.33% |
$246 - $296
|
2
$615
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 3.23% |
$246 - $296
|
30
$9.23K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2- 0.66% |
$493 - $592
|
300
$92.3K
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-2- 0.02% |
$493 - $592
|
10.9K
$3.37M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3- 0.87% |
$739 - $887
|
342
$105K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3- 7.5% |
$739 - $887
|
37
$11.4K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-4- 0.43% |
$985 - $1.18K
|
936
$288K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-4- 16.67% |
$985 - $1.18K
|
20
$6.15K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-5- 71.43% |
$1.23K - $1.48K
|
2
$615
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-7- 6.25% |
$1.72K - $2.07K
|
105
$32.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-8- 0.27% |
$1.97K - $2.37K
|
3K
$923K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-14- 0.23% |
$3.45K - $4.14K
|
6.07K
$1.87M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-15- 0.95% |
$3.69K - $4.44K
|
1.57K
$484K
|
|
|
Aug 07, 2024
Q2 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-21- 18.92% |
$5.17K - $6.21K
|
90
$27.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-23- 0.37% |
$5.67K - $6.8K
|
6.12K
$1.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-26- 0.25% |
$6.4K - $7.69K
|
10.3K
$3.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-39- 1.49% |
$9.61K - $11.5K
|
2.58K
$795K
|