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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
188+ 15.86% |
$51.1K - $63.8K
|
1.37K
$428K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
184+ 3.44% |
$50K - $62.4K
|
5.53K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
BUY
|
- |
182+ 4.71% |
$49.5K - $61.8K
|
4.05K
$1.26M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
169+ 79.72% |
$46K - $57.4K
|
381
$119K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
164New |
$44.6K - $55.7K
|
164
$51.1K
|
|
|
Jul 31, 2025
Q2 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
160+ 12.8% |
$43.5K - $54.3K
|
1.41K
$440K
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
151+ 13.78% |
$41.1K - $51.2K
|
1.25K
$389K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
147+ 18.51% |
$40K - $49.9K
|
941
$293K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
134+ 262.75% |
$36.4K - $45.5K
|
185
$57.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
122+ 1.27% |
$33.2K - $41.4K
|
9.71K
$3.03M
|
|
|
Aug 13, 2025
Q2 2025
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
94+ 0.23% |
$25.6K - $31.9K
|
41.8K
$13M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
85+ 7.1% |
$23.1K - $28.8K
|
1.28K
$400K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
83+ 1383.33% |
$22.6K - $28.2K
|
89
$27.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
80+ 5.39% |
$21.8K - $27.1K
|
1.57K
$488K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
75+ 37.13% |
$20.4K - $25.5K
|
277
$86.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
74+ 3.62% |
$20.1K - $25.1K
|
2.12K
$660K
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
71+ 1.13% |
$19.3K - $24.1K
|
6.36K
$1.98M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
70New |
$19K - $23.8K
|
70
$21.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
69+ 106.15% |
$18.8K - $23.4K
|
134
$41.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
63+ 4.6% |
$17.1K - $21.4K
|
1.43K
$447K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
59+ 29.06% |
$16K - $20K
|
262
$81.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
59+ 4.05% |
$16K - $20K
|
1.52K
$473K
|
|
|
Aug 14, 2025
Q2 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
56New |
$15.2K - $19K
|
56
$17.5K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
47+ 114.63% |
$12.8K - $15.9K
|
88
$27.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Red Spruce Capital, LLC
|
BUY
|
- |
44+ 0.56% |
$12K - $14.9K
|
7.88K
$2.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
43+ 2.84% |
$11.7K - $14.6K
|
1.56K
$485K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
42+ 2.45% |
$11.4K - $14.3K
|
1.75K
$547K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
41+ 585.71% |
$11.1K - $13.9K
|
48
$15K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
40+ 16.95% |
$10.9K - $13.6K
|
276
$86.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
37+ 4.6% |
$10.1K - $12.6K
|
842
$263K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
35+ 2.41% |
$9.52K - $11.9K
|
1.49K
$464K
|
|
|
Aug 13, 2025
Q2 2025
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
33+ 0.13% |
$8.97K - $11.2K
|
26.2K
$8.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
32+ 2.15% |
$8.7K - $10.9K
|
1.52K
$475K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
31+ 2.84% |
$8.43K - $10.5K
|
1.12K
$351K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
30+ 4.29% |
$8.16K - $10.2K
|
730
$228K
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
27+ 2.08% |
$7.34K - $9.16K
|
1.33K
$414K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
27+ 0.35% |
$7.34K - $9.16K
|
7.67K
$2.39M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
22+ 3.77% |
$5.98K - $7.47K
|
606
$189K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
20+ 1.76% |
$5.44K - $6.79K
|
1.15K
$360K
|
|
|
Aug 13, 2025
Q2 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
20+ 0.09% |
$5.44K - $6.79K
|
21.4K
$6.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
19+ 7.57% |
$5.17K - $6.45K
|
270
$84.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19+ 1.03% |
$5.17K - $6.45K
|
1.86K
$580K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
18+ 20.93% |
$4.89K - $6.11K
|
104
$32.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14+ 45.16% |
$3.81K - $4.75K
|
45
$14K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
14+ 11.2% |
$3.81K - $4.75K
|
139
$43.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
13+ 0.39% |
$3.54K - $4.41K
|
3.33K
$1.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12+ 8.16% |
$3.26K - $4.07K
|
159
$49.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
11+ 8.15% |
$2.99K - $3.73K
|
146
$45.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
9New |
$2.45K - $3.05K
|
9
$2.81K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
8New |
$2.18K - $2.71K
|
8
$2.49K
|