Purchases and Sales Made in Q2 2025 in Lithia Motors Inc (LAD)
This table provides information about the institutional ownership of Lithia Motors Inc (LAD) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
4.77K+ 39.58% |
$1.3M - $1.62M
|
16.8K
$5.21M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.4K+ 3.68% |
$924K - $1.15M
|
95.7K
$29.6M
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.37K+ 232.03% |
$644K - $804K
|
3.39K
$1.05M
|
|
Jul 22, 2025
Q2 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
751New |
$204K - $255K
|
751
$233K
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
721New |
$196K - $245K
|
721
$223K
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
661New |
$180K - $224K
|
661
$205K
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
643New |
$175K - $218K
|
643
$199K
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
610New |
$166K - $207K
|
610
$189K
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
609New |
$166K - $207K
|
609
$189K
|
|
Jul 17, 2025
Q2 2025
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
384+ 7.06% |
$104K - $130K
|
5.83K
$1.8M
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
351+ 9.65% |
$95.5K - $119K
|
3.99K
$1.24M
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
316+ 59.51% |
$85.9K - $107K
|
847
$262K
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
193+ 76.59% |
$52.5K - $65.5K
|
445
$138K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
169+ 79.72% |
$46K - $57.4K
|
381
$118K
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
151+ 13.78% |
$41.1K - $51.2K
|
1.25K
$386K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
75+ 37.13% |
$20.4K - $25.5K
|
277
$85.8K
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
74+ 3.62% |
$20.1K - $25.1K
|
2.12K
$655K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
70New |
$19K - $23.8K
|
70
$21.7K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
69+ 106.15% |
$18.8K - $23.4K
|
134
$41.5K
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
63+ 4.6% |
$17.1K - $21.4K
|
1.43K
$444K
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
59+ 29.06% |
$16K - $20K
|
262
$81.2K
|
|
Jul 08, 2025
Q2 2025
|
Red Spruce Capital, LLC
|
BUY
|
- |
44+ 0.56% |
$12K - $14.9K
|
7.88K
$2.44M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19+ 1.03% |
$5.17K - $6.45K
|
1.86K
$576K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
19+ 7.57% |
$5.17K - $6.45K
|
270
$83.6K
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12+ 8.16% |
$3.26K - $4.07K
|
159
$49.3K
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
8New |
$2.18K - $2.71K
|
8
$2.48K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6+ 13.64% |
$1.63K - $2.04K
|
50
$15.5K
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 4.88% |
$1.63K - $2.04K
|
129
$40K
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5+ 41.67% |
$1.36K - $1.7K
|
17
$5.27K
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
4+ 200.0% |
$1.09K - $1.36K
|
6
$1.86K
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3+ 15.0% |
$816 - $1.02K
|
23
$7.12K
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2+ 200.0% |
$544 - $679
|
3
$929
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 100.0% |
$272 - $339
|
2
$620
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1New |
$272 - $339
|
1
$310
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1- 0.01% |
$272 - $339
|
6.87K
$2.13M
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1- 5.56% |
$272 - $339
|
17
$5.27K
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 40.0% |
$544 - $679
|
3
$929
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10- 47.62% |
$2.72K - $3.39K
|
11
$3.41K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-14- 0.64% |
$3.81K - $4.75K
|
2.18K
$674K
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-14- 7.53% |
$3.81K - $4.75K
|
172
$53.3K
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-23- 27.38% |
$6.25K - $7.81K
|
61
$18.9K
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-26- 0.69% |
$7.07K - $8.82K
|
3.73K
$1.15M
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-58- 1.84% |
$15.8K - $19.7K
|
3.09K
$956K
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
SELL
|
- |
-67- 0.68% |
$18.2K - $22.7K
|
9.75K
$3.02M
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-76- 27.44% |
$20.7K - $25.8K
|
201
$62.3K
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-80- 11.43% |
$21.8K - $27.1K
|
620
$192K
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-84- 57.53% |
$22.8K - $28.5K
|
62
$19.2K
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-93- 3.37% |
$25.3K - $31.6K
|
2.67K
$826K
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 1.85% |
$27.2K - $33.9K
|
5.32K
$1.65M
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-129- 1.6% |
$35.1K - $43.8K
|
7.94K
$2.46M
|