Purchases and Sales Made in Q4 2021 in Lithia Motors Inc (LAD)
This table provides information about the institutional ownership of Lithia Motors Inc (LAD) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
12+ 21.82% |
$3.35K - $4.1K
|
67
$25.2K
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
12New |
$3.35K - $4.1K
|
12
$4.52K
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
11New |
$3.07K - $3.76K
|
11
$4.14K
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8New |
$2.23K - $2.74K
|
8
$3.01K
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
8New |
$2.23K - $2.74K
|
8
$3.01K
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
6+ 60.0% |
$1.67K - $2.05K
|
16
$6.02K
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
5New |
$1.4K - $1.71K
|
5
$1.88K
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
5+ 0.27% |
$1.4K - $1.71K
|
1.84K
$693K
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
5New |
$1.4K - $1.71K
|
5
$1.88K
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 6.67% |
$1.4K - $1.71K
|
80
$30.1K
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
4New |
$1.12K - $1.37K
|
4
$1.51K
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4+ 44.44% |
$1.12K - $1.37K
|
13
$4.89K
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
4New |
$1.12K - $1.37K
|
4
$1.51K
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 200.0% |
$1.12K - $1.37K
|
6
$2.26K
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3New |
$837 - $1.03K
|
3
$1.13K
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
2New |
$558 - $684
|
2
$753
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2New |
$558 - $684
|
2
$753
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2New |
$558 - $684
|
2
$753
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1New |
$279 - $342
|
1
$377
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1+ 1.22% |
$279 - $342
|
83
$31.3K
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 14.29% |
$279 - $342
|
8
$3.01K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1- 4.0% |
$279 - $342
|
24
$9.04K
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2- 6.67% |
$558 - $684
|
28
$10.5K
|
|
Jan 24, 2022
Q4 2021
|
Arden Trust CO
|
SELL
|
- |
-2- 0.26% |
$558 - $684
|
764
$288K
|
|
Jan 20, 2022
Q4 2021
|
Bridge City Capital, LLC
Lake Oswego, OR |
SELL
|
- |
-2- 0.02% |
$558 - $684
|
12K
$4.53M
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 23.08% |
$837 - $1.03K
|
10
$3.77K
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-4- 44.44% |
$1.12K - $1.37K
|
5
$1.88K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4Closed |
$1.12K - $1.37K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-5- 0.98% |
$1.4K - $1.71K
|
503
$189K
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-5Closed |
$1.4K - $1.71K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Eulav Asset Management
|
SELL
|
- |
-6- 0.06% |
$1.67K - $2.05K
|
9.5K
$3.58M
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9- 0.17% |
$2.51K - $3.08K
|
5.24K
$1.97M
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-10Closed |
$2.79K - $3.42K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-10- 0.82% |
$2.79K - $3.42K
|
1.21K
$456K
|
|
Feb 14, 2022
Q4 2021
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-11- 1.14% |
$3.07K - $3.76K
|
953
$359K
|
|
Feb 02, 2022
Q4 2021
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-15- 1.45% |
$4.19K - $5.13K
|
1.02K
$384K
|
|
Feb 15, 2022
Q4 2021
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-16- 10.26% |
$4.46K - $5.47K
|
140
$52.7K
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-25- 3.39% |
$6.98K - $8.55K
|
712
$268K
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-28Closed |
$7.81K - $9.58K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-30Closed |
$8.37K - $10.3K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
SELL
|
- |
-31- 1.87% |
$8.65K - $10.6K
|
1.63K
$613K
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-32- 47.06% |
$8.93K - $10.9K
|
36
$13.6K
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-41- 75.93% |
$11.4K - $14K
|
13
$4.89K
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-43- 18.22% |
$12K - $14.7K
|
193
$72.7K
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-43- 22.16% |
$12K - $14.7K
|
151
$56.9K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-54Closed |
$15.1K - $18.5K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-62Closed |
$17.3K - $21.2K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Xponance, Inc.
|
SELL
|
- |
-65- 1.77% |
$18.1K - $22.2K
|
3.6K
$1.36M
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-68- 0.66% |
$19K - $23.3K
|
10.2K
$3.83M
|