Purchases and Sales Made in Q1 2023 in Lithia Motors Inc (LAD)
This table provides information about the institutional ownership of Lithia Motors Inc (LAD) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
80+ 19.61% |
$16.1K - $23.5K
|
488
$169K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
65+ 4.81% |
$13.1K - $19.1K
|
1.42K
$490K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
61+ 32.8% |
$12.3K - $18K
|
247
$85.3K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
60+ 0.25% |
$12.1K - $17.7K
|
23.8K
$8.23M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
59+ 1.08% |
$11.9K - $17.4K
|
5.54K
$1.91M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
58+ 34.52% |
$11.7K - $17.1K
|
226
$78.1K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
57New |
$11.5K - $16.8K
|
57
$19.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
55+ 4.1% |
$11.1K - $16.2K
|
1.4K
$482K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
41+ 292.86% |
$8.24K - $12.1K
|
55
$19K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
35+ 175.0% |
$7.04K - $10.3K
|
55
$19K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
34+ 21.52% |
$6.84K - $10K
|
192
$66.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
31+ 0.99% |
$6.23K - $9.12K
|
3.16K
$1.09M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
30New |
$6.03K - $8.83K
|
30
$10.4K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
28+ 5.48% |
$5.63K - $8.24K
|
539
$186K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
22+ 366.67% |
$4.42K - $6.47K
|
28
$9.67K
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
20+ 0.0% |
$4.02K - $5.89K
|
2.8M
$968M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18New |
$3.62K - $5.3K
|
18
$6.22K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
15+ 0.12% |
$3.02K - $4.41K
|
12.3K
$4.25M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
14New |
$2.82K - $4.12K
|
14
$4.84K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13New |
$2.61K - $3.83K
|
13
$4.49K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
12+ 60.0% |
$2.41K - $3.53K
|
32
$11.1K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
9New |
$1.81K - $2.65K
|
9
$3.11K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
9New |
$1.81K - $2.65K
|
9
$3.11K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9New |
$1.81K - $2.65K
|
9
$3.11K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8+ 800.0% |
$1.61K - $2.35K
|
9
$3.11K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
8+ 80.0% |
$1.61K - $2.35K
|
18
$6.22K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
8+ 9.88% |
$1.61K - $2.35K
|
89
$30.7K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5New |
$1.01K - $1.47K
|
5
$1.73K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 166.67% |
$1.01K - $1.47K
|
8
$2.76K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
4+ 2.84% |
$804 - $1.18K
|
145
$50.1K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 28.57% |
$804 - $1.18K
|
18
$6.22K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
4+ 10.26% |
$804 - $1.18K
|
43
$14.9K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
3+ 300.0% |
$603 - $883
|
4
$1.38K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
2+ 0.13% |
$402 - $589
|
1.59K
$549K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2+ 25.0% |
$402 - $589
|
10
$3.45K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
2New |
$402 - $589
|
2
$691
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
2New |
$402 - $589
|
2
$691
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 16.67% |
$201 - $294
|
7
$2.42K
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1- 1.14% |
$201 - $294
|
87
$30.1K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1Closed |
$201 - $294
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1- 1.16% |
$201 - $294
|
85
$29.4K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1- 3.13% |
$201 - $294
|
31
$10.7K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2- 8.33% |
$402 - $589
|
22
$7.6K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2- 40.0% |
$402 - $589
|
3
$1.04K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-4- 0.34% |
$804 - $1.18K
|
1.18K
$409K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6- 6.67% |
$1.21K - $1.77K
|
84
$29K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-7- 18.42% |
$1.41K - $2.06K
|
31
$10.7K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-10Closed |
$2.01K - $2.94K
|
0
$0
|