Purchases and Sales Made in Q4 2024 in Lithia Motors Inc (LAD)
This table provides information about the institutional ownership of Lithia Motors Inc (LAD) during Q4 2024. 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 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
130KNew |
$39.4M - $51.3M
|
130K
$45M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.53K+ 1073.73% |
$768K - $999K
|
2.77K
$957K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.06K+ 19.63% |
$321K - $418K
|
6.46K
$2.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
905+ 11.04% |
$274K - $357K
|
9.1K
$3.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
693New |
$210K - $273K
|
693
$239K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
650New |
$197K - $256K
|
650
$225K
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
625New |
$189K - $246K
|
625
$216K
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
604+ 4.63% |
$183K - $238K
|
13.6K
$4.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
566New |
$172K - $223K
|
566
$196K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
275+ 35.44% |
$83.4K - $108K
|
1.05K
$363K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
166+ 2.99% |
$50.3K - $65.4K
|
5.72K
$1.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
147+ 3.23% |
$44.6K - $58K
|
4.7K
$1.62M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
99+ 14.82% |
$30K - $39K
|
767
$265K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
97+ 48.5% |
$29.4K - $38.2K
|
297
$103K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
51+ 69.86% |
$15.5K - $20.1K
|
124
$42.8K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
39+ 30.47% |
$11.8K - $15.4K
|
167
$57.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
31New |
$9.4K - $12.2K
|
31
$10.7K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
30New |
$9.09K - $11.8K
|
30
$10.4K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
23+ 0.57% |
$6.97K - $9.07K
|
4.03K
$1.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10New |
$3.03K - $3.94K
|
10
$3.45K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5+ 20.0% |
$1.52K - $1.97K
|
30
$10.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2New |
$606 - $789
|
2
$691
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
2+ 0.15% |
$606 - $789
|
1.35K
$465K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2+ 12.5% |
$606 - $789
|
18
$6.22K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.52% |
$303 - $394
|
192
$66.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 14.29% |
$303 - $394
|
6
$2.07K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6- 0.09% |
$1.82K - $2.37K
|
6.94K
$2.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-17- 0.31% |
$5.15K - $6.7K
|
5.47K
$1.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-18- 7.35% |
$5.46K - $7.1K
|
227
$78.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-36- 2.45% |
$10.9K - $14.2K
|
1.43K
$495K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-160- 6.47% |
$48.5K - $63.1K
|
2.31K
$799K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-540- 31.16% |
$164K - $213K
|
1.19K
$412K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-566- 11.49% |
$172K - $223K
|
4.36K
$1.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-654- 0.66% |
$198K - $258K
|
98.7K
$34.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-986- 24.34% |
$299K - $389K
|
3.07K
$1.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.8K- 63.67% |
$545K - $709K
|
1.03K
$354K
|