Purchases and Sales Made in Q2 2023 in Lithia Motors Inc (LAD)
This table provides information about the institutional ownership of Lithia Motors Inc (LAD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
14+ 16.09% |
$2.9K - $4.26K
|
101
$34.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
11+ 0.07% |
$2.28K - $3.35K
|
14.9K
$5.16M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11New |
$2.28K - $3.35K
|
11
$3.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10+ 11.76% |
$2.07K - $3.04K
|
95
$32.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
9+ 20.93% |
$1.86K - $2.74K
|
52
$18K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9+ 0.27% |
$1.86K - $2.74K
|
3.37K
$1.16M
|
|
|
Aug 16, 2023
Q2 2023
|
Bridge City Capital, LLC
Lake Oswego, OR |
BUY
|
- |
5+ 0.04% |
$1.04K - $1.52K
|
12.2K
$4.23M
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4New |
$829 - $1.22K
|
4
$1.38K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4+ 11.11% |
$829 - $1.22K
|
40
$13.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4+ 133.33% |
$829 - $1.22K
|
7
$2.42K
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4+ 0.24% |
$829 - $1.22K
|
1.64K
$568K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
4+ 200.0% |
$829 - $1.22K
|
6
$2.07K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
3+ 12.0% |
$621 - $912
|
28
$9.67K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2New |
$414 - $608
|
2
$691
|
|
|
Aug 14, 2023
Q2 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
1+ 0.05% |
$207 - $304
|
2.15K
$743K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 7.69% |
$207 - $304
|
12
$4.15K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 3.13% |
$207 - $304
|
31
$10.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 12.5% |
$207 - $304
|
7
$2.42K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-1- 4.76% |
$207 - $304
|
20
$6.91K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 5.56% |
$207 - $304
|
17
$5.87K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2- 0.02% |
$414 - $608
|
11K
$3.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2- 20.0% |
$414 - $608
|
8
$2.76K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2- 20.0% |
$414 - $608
|
8
$2.76K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 75.0% |
$621 - $912
|
1
$345
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-4- 22.22% |
$829 - $1.22K
|
14
$4.84K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5- 71.43% |
$1.04K - $1.52K
|
2
$691
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6- 66.67% |
$1.24K - $1.82K
|
3
$1.04K
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-7- 0.59% |
$1.45K - $2.13K
|
1.18K
$407K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-7- 9.21% |
$1.45K - $2.13K
|
69
$23.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-9- 28.13% |
$1.86K - $2.74K
|
23
$7.95K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-9- 0.57% |
$1.86K - $2.74K
|
1.58K
$546K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13- 0.92% |
$2.69K - $3.95K
|
1.4K
$484K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-14- 9.52% |
$2.9K - $4.26K
|
133
$45.9K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-16Closed |
$3.31K - $4.87K
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-18- 1.11% |
$3.73K - $5.47K
|
1.61K
$556K
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-19- 0.24% |
$3.94K - $5.78K
|
7.96K
$2.75M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-26- 5.33% |
$5.39K - $7.91K
|
462
$160K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-29- 12.83% |
$6.01K - $8.82K
|
197
$68.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-30- 0.25% |
$6.21K - $9.12K
|
11.8K
$4.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-34- 59.65% |
$7.04K - $10.3K
|
23
$7.95K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-35- 3.99% |
$7.25K - $10.6K
|
843
$291K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-35- 0.44% |
$7.25K - $10.6K
|
7.89K
$2.73M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-41- 74.55% |
$8.49K - $12.5K
|
14
$4.84K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-41- 74.55% |
$8.49K - $12.5K
|
14
$4.84K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-42- 1.36% |
$8.7K - $12.8K
|
3.04K
$1.05M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-44- 80.0% |
$9.11K - $13.4K
|
11
$3.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-46- 57.5% |
$9.53K - $14K
|
34
$11.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-51- 1.67% |
$10.6K - $15.5K
|
3K
$1.04M
|
|
|
Jul 28, 2023
Q2 2023
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-52- 5.01% |
$10.8K - $15.8K
|
986
$341K
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-54- 4.89% |
$11.2K - $16.4K
|
1.05K
$363K
|