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 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
8+ 34.78% |
$2.29K - $2.6K
|
31
$10.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
6+ 0.56% |
$1.72K - $1.95K
|
1.07K
$369K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
6New |
$1.72K - $1.95K
|
6
$2.07K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
5+ 3.76% |
$1.43K - $1.63K
|
138
$47.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 15.63% |
$1.43K - $1.63K
|
37
$12.8K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
4+ 11.76% |
$1.15K - $1.3K
|
38
$13.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
4New |
$1.15K - $1.3K
|
4
$1.38K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3New |
$859 - $976
|
3
$1.04K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 3.16% |
$859 - $976
|
98
$33.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2+ 1.98% |
$573 - $651
|
103
$35.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Denali Advisors LLC
|
BUY
|
- |
2New |
$573 - $651
|
2
$691
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 28.57% |
$573 - $651
|
9
$3.11K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 100.0% |
$573 - $651
|
4
$1.38K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 12.5% |
$286 - $325
|
9
$3.11K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1New |
$286 - $325
|
1
$345
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1+ 33.33% |
$286 - $325
|
4
$1.38K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 1.92% |
$286 - $325
|
53
$18.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1+ 3.57% |
$286 - $325
|
29
$10K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1- 7.14% |
$286 - $325
|
13
$4.49K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1- 3.57% |
$286 - $325
|
27
$9.33K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2- 2.9% |
$573 - $651
|
67
$23.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-3- 13.04% |
$859 - $976
|
20
$6.91K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3- 21.43% |
$859 - $976
|
11
$3.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3- 21.43% |
$859 - $976
|
11
$3.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-6- 0.1% |
$1.72K - $1.95K
|
6.11K
$2.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-7Closed |
$2K - $2.28K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-14- 2.82% |
$4.01K - $4.55K
|
483
$167K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-18- 1.53% |
$5.15K - $5.85K
|
1.16K
$400K
|
|
|
Nov 07, 2023
Q3 2023
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-21- 2.13% |
$6.01K - $6.83K
|
965
$333K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-25- 0.95% |
$7.16K - $8.13K
|
2.62K
$905K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-26- 0.97% |
$7.44K - $8.46K
|
2.65K
$915K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-26- 76.47% |
$7.44K - $8.46K
|
8
$2.76K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-26- 1.65% |
$7.44K - $8.46K
|
1.55K
$537K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-34- 1.89% |
$9.73K - $11.1K
|
1.77K
$610K
|
|
|
Nov 13, 2023
Q3 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-35- 0.15% |
$10K - $11.4K
|
23K
$7.93M
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-41- 2.13% |
$11.7K - $13.3K
|
1.89K
$651K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-48- 5.54% |
$13.7K - $15.6K
|
818
$283K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-49- 2.38% |
$14K - $15.9K
|
2.01K
$693K
|
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-52- 0.08% |
$14.9K - $16.9K
|
65.2K
$22.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-57- 1.5% |
$16.3K - $18.5K
|
3.74K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-63- 3.29% |
$18K - $20.5K
|
1.85K
$639K
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-63- 2.57% |
$18K - $20.5K
|
2.39K
$826K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-63- 1.39% |
$18K - $20.5K
|
4.48K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Towle & CO
Denver, CO |
SELL
|
- |
-70- 1.72% |
$20K - $22.8K
|
4K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-71- 5.27% |
$20.3K - $23.1K
|
1.28K
$441K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-80- 7.33% |
$22.9K - $26K
|
1.01K
$350K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-81- 4.34% |
$23.2K - $26.3K
|
1.79K
$617K
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-84- 10.11% |
$24K - $27.3K
|
747
$258K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-96- 0.37% |
$27.5K - $31.2K
|
25.5K
$8.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-99- 11.74% |
$28.3K - $32.2K
|
744
$257K
|