Purchases and Sales Made in Q4 2023 in Lithia Motors Inc (LAD)
This table provides information about the institutional ownership of Lithia Motors Inc (LAD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
38+ 1.1% |
$8.91K - $12.5K
|
3.49K
$1.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
37+ 2.35% |
$8.67K - $12.2K
|
1.61K
$606K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
36+ 1.07% |
$8.44K - $11.9K
|
3.4K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
30New |
$7.03K - $9.88K
|
30
$11.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
25New |
$5.86K - $8.23K
|
25
$9.41K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
24+ 3.36% |
$5.63K - $7.9K
|
738
$278K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
21New |
$4.92K - $6.91K
|
21
$7.91K
|
|
|
Jan 24, 2024
Q4 2023
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
20+ 0.37% |
$4.69K - $6.59K
|
5.44K
$2.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
20+ 32.79% |
$4.69K - $6.59K
|
81
$30.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
18+ 9.14% |
$4.22K - $5.93K
|
215
$81K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
18New |
$4.22K - $5.93K
|
18
$6.78K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
18+ 9.38% |
$4.22K - $5.93K
|
210
$79.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
17+ 2.28% |
$3.98K - $5.6K
|
764
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
17New |
$3.98K - $5.6K
|
17
$6.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
15+ 8.57% |
$3.52K - $4.94K
|
190
$71.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
15New |
$3.52K - $4.94K
|
15
$5.65K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
13+ 100.0% |
$3.05K - $4.28K
|
26
$9.79K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10+ 1.3% |
$2.34K - $3.29K
|
781
$294K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
9+ 0.15% |
$2.11K - $2.96K
|
6.12K
$2.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9+ 2.59% |
$2.11K - $2.96K
|
357
$134K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9+ 225.0% |
$2.11K - $2.96K
|
13
$4.89K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
7New |
$1.64K - $2.3K
|
7
$2.64K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6New |
$1.41K - $1.98K
|
6
$2.26K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6+ 0.34% |
$1.41K - $1.98K
|
1.79K
$675K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5+ 0.61% |
$1.17K - $1.65K
|
823
$310K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
4New |
$938 - $1.32K
|
4
$1.51K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
4New |
$938 - $1.32K
|
4
$1.51K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
4+ 36.36% |
$938 - $1.32K
|
15
$5.65K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 75.0% |
$703 - $988
|
7
$2.64K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3+ 13.04% |
$703 - $988
|
26
$9.79K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2+ 1.94% |
$469 - $659
|
105
$39.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2New |
$469 - $659
|
2
$753
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
2+ 10.0% |
$469 - $659
|
22
$8.28K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 50.0% |
$469 - $659
|
6
$2.26K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 18.18% |
$469 - $659
|
13
$4.89K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 9.09% |
$469 - $659
|
24
$9.04K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 7.69% |
$469 - $659
|
28
$10.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 200.0% |
$469 - $659
|
3
$1.13K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1+ 5.0% |
$234 - $329
|
21
$7.91K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1New |
$234 - $329
|
1
$377
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 1.89% |
$234 - $329
|
54
$20.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1New |
$234 - $329
|
1
$377
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.2% |
$234 - $329
|
498
$188K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 11.11% |
$234 - $329
|
8
$3.01K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 11.11% |
$234 - $329
|
8
$3.01K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1- 16.67% |
$234 - $329
|
5
$1.88K
|
|
|
Jan 25, 2024
Q4 2023
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-2- 0.21% |
$469 - $659
|
963
$363K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-3- 9.68% |
$703 - $988
|
28
$10.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5- 0.11% |
$1.17K - $1.65K
|
4.52K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-5- 0.03% |
$1.17K - $1.65K
|
15.6K
$5.87M
|