Purchases and Sales Made in Q3 2022 in Lithia Motors Inc (LAD)
This table provides information about the institutional ownership of Lithia Motors Inc (LAD) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
95+ 4.2% |
$20.4K - $28.1K
|
2.36K
$886K
|
|
|
Nov 14, 2022
Q3 2022
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
81+ 7.56% |
$17.4K - $23.9K
|
1.15K
$434K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
80+ 5.78% |
$17.2K - $23.6K
|
1.46K
$551K
|
|
|
Oct 27, 2022
Q3 2022
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
72+ 2.43% |
$15.4K - $21.3K
|
3.03K
$1.14M
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
70+ 7.73% |
$15K - $20.7K
|
975
$367K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
56+ 1120.0% |
$12K - $16.6K
|
61
$22.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
46+ 3.86% |
$9.87K - $13.6K
|
1.24K
$465K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
45+ 0.6% |
$9.65K - $13.3K
|
7.6K
$2.86M
|
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
34New |
$7.29K - $10K
|
34
$12.8K
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
30+ 1.72% |
$6.44K - $8.87K
|
1.77K
$666K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25+ 2.35% |
$5.36K - $7.39K
|
1.09K
$410K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21+ 0.05% |
$4.51K - $6.21K
|
46.2K
$17.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
18+ 17.14% |
$3.86K - $5.32K
|
123
$46.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14+ 4.67% |
$3K - $4.14K
|
314
$118K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
13New |
$2.79K - $3.84K
|
13
$4.89K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
11+ 16.67% |
$2.36K - $3.25K
|
77
$29K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
10New |
$2.15K - $2.96K
|
10
$3.76K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
10New |
$2.15K - $2.96K
|
10
$3.76K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6+ 0.11% |
$1.29K - $1.77K
|
5.53K
$2.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6New |
$1.29K - $1.77K
|
6
$2.26K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
6+ 40.0% |
$1.29K - $1.77K
|
21
$7.9K
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
5New |
$1.07K - $1.48K
|
5
$1.88K
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4New |
$858 - $1.18K
|
4
$1.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
4New |
$858 - $1.18K
|
4
$1.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3+ 0.03% |
$644 - $887
|
10.6K
$3.98M
|
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
3New |
$644 - $887
|
3
$1.13K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 300.0% |
$644 - $887
|
4
$1.5K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
3New |
$644 - $887
|
3
$1.13K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
3+ 14.29% |
$644 - $887
|
24
$9.03K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 10.34% |
$644 - $887
|
32
$12K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 33.33% |
$429 - $591
|
8
$3.01K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.59% |
$429 - $591
|
342
$129K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 5.56% |
$429 - $591
|
38
$14.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 66.67% |
$429 - $591
|
5
$1.88K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
2+ 10.0% |
$429 - $591
|
22
$8.27K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 2.25% |
$429 - $591
|
91
$34.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2+ 1.45% |
$429 - $591
|
140
$52.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 1.19% |
$215 - $296
|
85
$32K
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1New |
$215 - $296
|
1
$376
|
|
|
Nov 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-1- 0.44% |
$215 - $296
|
227
$85.4K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1- 1.41% |
$215 - $296
|
70
$26.3K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1- 50.0% |
$215 - $296
|
1
$376
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1- 0.75% |
$215 - $296
|
133
$50K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 28.57% |
$429 - $591
|
5
$1.88K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2- 1.13% |
$429 - $591
|
175
$65.8K
|
|
|
Oct 18, 2022
Q3 2022
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-3- 0.22% |
$644 - $887
|
1.34K
$502K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3- 75.0% |
$644 - $887
|
1
$376
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-3- 0.12% |
$644 - $887
|
2.57K
$966K
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-5- 0.31% |
$1.07K - $1.48K
|
1.63K
$613K
|