Latest Institutional Purchases of Lithia Motors Inc (LAD)
This list provides information on the latest institutional transactions involving Lithia Motors Inc (LAD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.05KNew |
$1.28M - $1.57M
|
5.05K
$1.74M
|
|
Aug 04, 2022
Q2 2022
|
Aviva PLC
|
BUY
|
- |
3.34K+ 47.46% |
$851K - $1.04M
|
10.4K
$3.59M
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.55KNew |
$395K - $482K
|
1.55K
$535K
|
|
Aug 11, 2022
Q2 2022
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
1.53KNew |
$389K - $475K
|
1.53K
$528K
|
|
Aug 04, 2022
Q2 2022
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
961New |
$245K - $299K
|
961
$332K
|
|
Aug 11, 2022
Q2 2022
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
901New |
$229K - $280K
|
901
$311K
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
788New |
$201K - $245K
|
788
$272K
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
550+ 115.79% |
$140K - $171K
|
1.03K
$354K
|
|
Jul 28, 2022
Q2 2022
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
411New |
$105K - $128K
|
411
$142K
|
|
Aug 15, 2022
Q2 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
288+ 11.56% |
$73.3K - $89.6K
|
2.78K
$960K
|
|
Aug 02, 2022
Q2 2022
|
Wright Investors Service Inc
|
BUY
|
- |
244+ 12.48% |
$62.1K - $75.9K
|
2.2K
$760K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
50New |
$12.7K - $15.6K
|
50
$17.3K
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
50+ 100.0% |
$12.7K - $15.6K
|
100
$34.5K
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
17New |
$4.33K - $5.29K
|
17
$5.87K
|
|
Jul 08, 2022
Q2 2022
|
First Community Trust Na
|
BUY
|
- |
10New |
$2.55K - $3.11K
|
10
$3.45K
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7+ 31.82% |
$1.78K - $2.18K
|
29
$10K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5New |
$1.27K - $1.56K
|
5
$1.73K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
2New |
$509 - $622
|
2
$691
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$255 - $311
|
1
$345
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Winmill & Co. Inc
Millbrook, NY |
BUY
|
- |
5.23K+ 25.0% |
$1.46M - $1.81M
|
26.1K
$9.03M
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
935New |
$262K - $323K
|
935
$323K
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
877New |
$246K - $303K
|
877
$303K
|
|
May 16, 2022
Q1 2022
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
745New |
$209K - $258K
|
745
$257K
|
|
May 16, 2022
Q1 2022
|
Stamina Capital Management LP
New York, NY |
BUY
|
PUT |
450New |
$126K - $156K
|
450
$155K
|
|
May 05, 2022
Q1 2022
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
385+ 3.74% |
$108K - $133K
|
10.7K
$3.69M
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
39New |
$10.9K - $13.5K
|
39
$13.5K
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
18+ 10.29% |
$5.04K - $6.23K
|
193
$66.7K
|
|
Q4 2021 | |||||||
Feb 10, 2022
Q4 2021
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
875+ 16.98% |
$244K - $299K
|
6.03K
$2.08M
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
14New |
$3.91K - $4.79K
|
14
$4.84K
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
8New |
$2.23K - $2.74K
|
8
$2.76K
|
|
Q3 2021 | |||||||
Nov 02, 2021
Q3 2021
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
CALL |
46.1KNew |
$14.6M - $17.6M
|
46.1K
$15.9M
|
|
Nov 15, 2021
Q3 2021
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
PUT |
44.6K+ 89.2% |
$14.1M - $17M
|
94.6K
$32.7M
|
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
4.35K+ 107.35% |
$1.38M - $1.66M
|
8.41K
$2.9M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
3KNew |
$951K - $1.14M
|
3K
$1.04M
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
23New |
$7.29K - $8.77K
|
23
$7.95K
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
21New |
$6.66K - $8.01K
|
21
$7.26K
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
3New |
$951 - $1.14K
|
3
$1.04K
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1New |
$317 - $382
|
1
$345
|
|
Q2 2021 | |||||||
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
10.1KNew |
$3.16M - $4.07M
|
10.1K
$3.49M
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
45New |
$14.1K - $18.1K
|
45
$15.5K
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
6New |
$1.88K - $2.42K
|
6
$2.07K
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Shellback Capital, LP
Boston, MA |
BUY
|
PUT |
37.6KNew |
$10.7M - $15.6M
|
37.6K
$13M
|
|
May 14, 2021
Q1 2021
|
Avalon Global Asset Management LLC
San Francisco, CA |
BUY
|
- |
15KNew |
$4.26M - $6.21M
|
15K
$5.18M
|
|
Mar 07, 2024
Q1 2021
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
604New |
$172K - $250K
|
604
$209K
|
|
Dec 01, 2022
Q1 2021
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
532New |
$151K - $220K
|
532
$184K
|
|
Q4 2020 | |||||||
Feb 02, 2021
Q4 2020
|
Addison Advisors LLC
|
BUY
|
- |
100New |
$23K - $30.9K
|
100
$34.5K
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
21New |
$3.25K - $5.74K
|
21
$7.26K
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
17New |
$2.06K - $2.78K
|
17
$5.87K
|
|
Q3 2019 | |||||||
Nov 13, 2019
Q3 2019
|
Ack Asset Management LLC
Greenwich, CT |
BUY
|
- |
1.81KNew |
$210K - $247K
|
1.81K
$625K
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Park West Asset Management LLC
Larkspur, CA |
BUY
|
CALL |
250KNew |
$17.3M - $22.7M
|
250K
$86.4M
|