Purchases and Sales Made in Q3 2023 in Lithia Motors Inc (LAD)
This table provides information about the institutional ownership of Lithia Motors Inc (LAD) during Q3 2023. 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 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
288+ 25.9% |
$82.4K - $93.7K
|
1.4K
$484K
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
278New |
$79.6K - $90.4K
|
278
$96K
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
258+ 23.06% |
$73.9K - $83.9K
|
1.38K
$476K
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
257+ 22.48% |
$73.6K - $83.6K
|
1.4K
$484K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
237+ 0.86% |
$67.8K - $77.1K
|
27.7K
$9.56M
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
230+ 5.1% |
$65.8K - $74.8K
|
4.74K
$1.64M
|
|
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
225+ 3.89% |
$64.4K - $73.2K
|
6.01K
$2.08M
|
|
Nov 13, 2023
Q3 2023
|
Factorial Partners, LLC
|
BUY
|
- |
200+ 3.39% |
$57.3K - $65.1K
|
6.1K
$2.11M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
184+ 3.31% |
$52.7K - $59.8K
|
5.75K
$1.99M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
174+ 4.12% |
$49.8K - $56.6K
|
4.4K
$1.52M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
170+ 7.56% |
$48.7K - $55.3K
|
2.42K
$836K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
137+ 1.74% |
$39.2K - $44.6K
|
8.03K
$2.77M
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
130+ 52.0% |
$37.2K - $42.3K
|
380
$131K
|
|
Nov 13, 2023
Q3 2023
|
Goodnow Investment Group, LLC
Darien, CT |
BUY
|
- |
130+ 0.64% |
$37.2K - $42.3K
|
20.5K
$7.07M
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
129+ 2.73% |
$36.9K - $42K
|
4.85K
$1.68M
|
|
Nov 14, 2023
Q3 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
120New |
$34.4K - $39K
|
120
$41.5K
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
119+ 1.54% |
$34.1K - $38.7K
|
7.84K
$2.71M
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
114+ 3.41% |
$32.6K - $37.1K
|
3.45K
$1.19M
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
108New |
$30.9K - $35.1K
|
108
$37.3K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
107+ 509.52% |
$30.6K - $34.8K
|
128
$44.2K
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
106New |
$30.3K - $34.5K
|
106
$36.6K
|
|
Nov 14, 2023
Q3 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
100+ 8.0% |
$28.6K - $32.5K
|
1.35K
$466K
|
|
Oct 25, 2023
Q3 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
100+ 0.26% |
$28.6K - $32.5K
|
37.9K
$13.1M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
98+ 0.94% |
$28.1K - $31.9K
|
10.5K
$3.64M
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
96+ 48.98% |
$27.5K - $31.2K
|
292
$101K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
92New |
$26.3K - $29.9K
|
92
$31.8K
|
|
Nov 14, 2023
Q3 2023
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
88+ 1.26% |
$25.2K - $28.6K
|
7.09K
$2.45M
|
|
Oct 26, 2023
Q3 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
85+ 1.95% |
$24.3K - $27.6K
|
4.43K
$1.53M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
78+ 5.97% |
$22.3K - $25.4K
|
1.38K
$478K
|
|
Nov 13, 2023
Q3 2023
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
72+ 1.22% |
$20.6K - $23.4K
|
5.96K
$2.06M
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
70+ 2.52% |
$20K - $22.8K
|
2.85K
$984K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
67+ 2.2% |
$19.2K - $21.8K
|
3.11K
$1.07M
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
60+ 0.51% |
$17.2K - $19.5K
|
11.9K
$4.11M
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
59+ 0.35% |
$16.9K - $19.2K
|
17.1K
$5.91M
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
56+ 32.0% |
$16K - $18.2K
|
231
$79.8K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
35+ 7.58% |
$10K - $11.4K
|
497
$172K
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
34New |
$9.73K - $11.1K
|
34
$11.7K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
33+ 117.86% |
$9.45K - $10.7K
|
61
$21.1K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
30+ 10.71% |
$8.59K - $9.76K
|
310
$107K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
28+ 2.81% |
$8.02K - $9.11K
|
1.02K
$354K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
24+ 150.0% |
$6.87K - $7.81K
|
40
$13.8K
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
21+ 2.05% |
$6.01K - $6.83K
|
1.05K
$361K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
19New |
$5.44K - $6.18K
|
19
$6.56K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
18+ 2.39% |
$5.15K - $5.85K
|
771
$266K
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
15New |
$4.29K - $4.88K
|
15
$5.18K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
14+ 4.19% |
$4.01K - $4.55K
|
348
$120K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12+ 1.43% |
$3.44K - $3.9K
|
852
$294K
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9+ 0.27% |
$2.58K - $2.93K
|
3.36K
$1.16M
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
9New |
$2.58K - $2.93K
|
9
$3.11K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 52.94% |
$2.58K - $2.93K
|
26
$8.98K
|