Latest Institutional Transactions on Lithia Motors Inc (LAD)
This table provides information on the latest institutional transactions involving Lithia Motors Inc (LAD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-295- 74.31% |
$83K - $95.8K
|
102
$30K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-52- 24.76% |
$14.6K - $16.9K
|
158
$46.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-11- 52.38% |
$3.1K - $3.57K
|
10
$2.94K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
3.24KNew |
$912K - $1.05M
|
3.24K
$952K
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-600- 9.68% |
$169K - $195K
|
5.6K
$1.65M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-507- 33.94% |
$143K - $165K
|
987
$290K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-373- 34.16% |
$105K - $121K
|
719
$211K
|
|
|
Apr 19, 2024
Q1 2024
|
Denali Advisors LLC
|
BUY
|
- |
1+ 0.97% |
$281 - $325
|
104
$30.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-23- 88.46% |
$6.47K - $7.47K
|
3
$882
|
|
|
Apr 16, 2024
Q1 2024
|
Wd Rutherford LLC
|
BUY
|
- |
80New |
$22.5K - $26K
|
80
$23.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
20+ 66.67% |
$5.63K - $6.5K
|
50
$14.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
60New |
$16.9K - $19.5K
|
60
$17.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-156- 16.92% |
$43.9K - $50.7K
|
766
$225K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-49- 3.87% |
$13.8K - $15.9K
|
1.22K
$358K
|
|
| Q4 2023 | |||||||
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
203New |
$47.6K - $66.8K
|
203
$59.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Towle & CO
Denver, CO |
SELL
|
- |
-560- 14.0% |
$131K - $184K
|
3.44K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
375New |
$87.9K - $123K
|
375
$110K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-38- 3.01% |
$8.91K - $12.5K
|
1.23K
$360K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.95KNew |
$456K - $641K
|
1.95K
$572K
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
5K+ 50.0% |
$1.17M - $1.65M
|
15K
$4.41M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
799New |
$187K - $263K
|
799
$235K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
53New |
$12.4K - $17.5K
|
53
$15.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-1.16K- 7.24% |
$271K - $380K
|
14.8K
$4.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.01KNew |
$470K - $660K
|
2.01K
$589K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
21New |
$4.92K - $6.91K
|
21
$6.17K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1- 16.67% |
$234 - $329
|
5
$1.47K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
15New |
$3.52K - $4.94K
|
15
$4.41K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
4New |
$938 - $1.32K
|
4
$1.18K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.39KNew |
$326K - $459K
|
1.39K
$410K
|
|
|
Jan 29, 2024
Q4 2023
|
Smith, Graham & Co., Investment Advisors, LP
|
SELL
|
- |
-249- 0.6% |
$58.4K - $82K
|
41.2K
$12.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
18New |
$4.22K - $5.93K
|
18
$5.29K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
18.4KNew |
$4.32M - $6.07M
|
18.4K
$5.42M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
189+ 3.9% |
$44.3K - $62.2K
|
5.04K
$1.48M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
PUT |
2KNew |
$469K - $659K
|
2K
$588K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1New |
$234 - $329
|
1
$294
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
25New |
$5.86K - $8.23K
|
25
$7.35K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-115- 15.46% |
$27K - $37.9K
|
629
$185K
|
|
| Q3 2023 | |||||||
|
Aug 15, 2025
Q3 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
5New |
$1.43K - $1.63K
|
5
$1.47K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
5KNew |
$1.43M - $1.63M
|
5K
$1.47M
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-465- 98.52% |
$133K - $151K
|
7
$2.06K
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-2.67K- 78.57% |
$764K - $868K
|
728
$214K
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.08K- 5.88% |
$308K - $350K
|
17.2K
$5.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Kensico Capital Management Corp
Greenwich, CT |
BUY
|
- |
33K+ 41.25% |
$9.45M - $10.7M
|
113K
$33.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
- |
24.5KNew |
$7.02M - $7.98M
|
24.5K
$7.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-2.35K- 75.07% |
$672K - $763K
|
779
$229K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-462- 4.22% |
$132K - $150K
|
10.5K
$3.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.82KNew |
$521K - $592K
|
1.82K
$535K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
24+ 150.0% |
$6.87K - $7.81K
|
40
$11.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
17.7KNew |
$5.07M - $5.76M
|
17.7K
$5.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
34New |
$9.73K - $11.1K
|
34
$10K
|
|