US536797AF03 - Lithia Motors Inc. Azioni - Prezzo delle azioni, proprietà istituzionale, azionisti

Statistiche di base
Proprietari istituzionali 1 total, 1 long only, 0 short only, 0 long/short - change of -2,14% MRQ
Allocazione media del portafoglio 0.1822 % - change of -0,38% MRQ
Azioni istituzionali (Long) 220.000 (ex 13D/G) - change of -0,14MM shares -39,73% MRQ
Valore istituzionale (Long) $ 209 USD ($1000)
Proprietà istituzionale e azionisti

Lithia Motors Inc. (US:US536797AF03) ha 1 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 220,000 azioni. I maggiori azionisti includono MXIOX - Great-West Inflation-Protected Securities Fund Institutional Class .

(Lithia Motors Inc. (US536797AF03) la struttura proprietaria istituzionale mostra le attuali posizioni nella società da parte di istituzioni e fondi, nonché le ultime variazioni nella dimensione della posizione. I principali azionisti possono essere singoli investitori, fondi comuni, hedge fund o istituzioni. L'allegato 13D indica che l'investitore detiene (o ha detenuto) più del 5% della società e intende (o intendeva) perseguire attivamente un cambiamento nella strategia aziendale. L'allegato 13G indica un investimento passivo superiore al 5%.

US536797AF03 / Lithia Motors Inc. - 4.375% 2031-01-15 Institutional Ownership
AI+ Ask Fintel’s AI assistant about Lithia Motors Inc..
Thinking of good questions…
Depositi 13F e NPORT

Le informazioni relative ai depositi 13F sono gratuite. Per accedere alle informazioni relative ai depositi NP è necessario un'abbonamento premium. Le righe verdi indicano le nuove posizioni. Le righe rosse indicano le posizioni chiuse. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.

Esegui l'upgrade per sbloccare i dati premium ed esportarli in Excel .

Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)		 Azioni Δ Azioni
(%)		 Valore
dichiarato
($ 1000)		 Δ Valore
(%)		 Allocazione del portafoglio
(%)
2025-07-25 NP BHYB - Xtrackers USD High Yield BB-B ex Financials ETF 391 -9,30
2025-07-29 NP JHHBX - John Hancock High Yield Fund Class A 2.589 1,53
2025-08-29 NP PUBAX - PIMCO Dynamic Bond Fund A -14 -96,05
2025-05-28 NP CUBAX - Calvert Absolute Return Bond Fund CLASS A 1.289 -0,39
2025-07-25 NP INEAX - Columbia High Yield Bond Fund Class A 1.562 1,56
2025-09-25 NP AMECX - INCOME FUND OF AMERICA Class A 4.283 2,37
2025-09-26 NP EVIBX - Eaton Vance Income Fund of Boston Class A 9.050 -7,87
2025-08-22 NP DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 190 -45,40
2025-09-29 NP INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Select ETF 41 2,50
2025-07-29 NP ACCEX - Invesco Corporate Bond Fund Class C 579 -15,25
2025-08-29 NP OAKBX - Oakmark Equity and Income Fund Investor Class 4.754 4,94
2025-09-29 NP LSYUX - Lord Abbett Short Duration High Yield Fund Class R6 3.991 -47,31
2025-08-29 NP JMUAX - Janus Henderson Multi-Sector Income Fund Class A 6.360 4,95
2025-09-26 NP High Income Opportunities Portfolio - High Income Opportunities Portfolio 3.138 2,38
2025-08-27 NP TMARX - Touchstone Credit Opportunities II Fund Class A 1.162 4,78
2025-07-28 NP PTCRX - Performance Trust Credit Fund - Institutional Class 938 1,63
2025-08-26 NP SGVAX - Western Asset Mortgage Total Return Fund Class A 952 4,97
2025-07-30 NP AMHYX - INVESCO High Yield Fund Class A 5.867 -14,19
2025-07-30 NP UNIY - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 22 0,00
2025-09-26 NP NUHY - Nuveen ESG High Yield Corporate Bond ETF This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 292 2,46
2025-09-24 NP AIOAX - Columbia Income Opportunities Fund Class A 817 2,25
2025-05-19 NP CSIFX - Calvert Balanced Fund Class A 144 0,00
2025-08-29 NP NEFRX - Loomis Sayles Core Plus Bond Fund Class A 7.970 4,95
2025-08-29 NP JAHDX - Active Bond Trust NAV 324 23,66
2025-09-29 NP PTBD - Pacer Trendpilot US Bond ETF 71 -14,63
2025-07-25 NP CBLAX - Columbia Balanced Fund Class A 113 1,82
2025-09-24 NP HYBB - iShares BB Rated Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 226 49,01
2025-07-28 NP JSCP - JPMorgan Short Duration Core Plus ETF 29 3,57
2025-07-28 NP PWTAX - UBS U.S. Allocation Fund Class A 71 51,06
2025-09-24 NP USHY - iShares Broad USD High Yield Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10.686 17,26
2025-08-25 NP IHYAX - Voya High Yield Bond Fund Class A 1.042 0,77
2025-07-29 NP Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 High Yield Corporate Bond ETF 164 32,26
2025-07-25 NP HYLB - Xtrackers USD High Yield Corporate Bond ETF 2.018 20,19
2025-09-29 NP AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 612 2,35
2025-07-30 NP FPCIX - Strategic Advisers Core Income Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 45 0,00
2025-08-25 NP VVITX - Voya VACS Series HYB Fund 909 72,95
2025-07-29 NP AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco SMA High Yield Bond Fund 53 -1,89
2025-07-25 NP COSIX - Columbia Strategic Income Fund Class A 1.243 1,55
2025-09-26 NP USHYX - High Income Fund Shares 6.530 -7,96
2025-09-23 NP SGHAX - DWS Global High Income Fund Class A 611 2,35
2025-08-25 NP ISIAX - Voya Strategic Income Opportunities Fund Class A 466 -29,07
2025-09-25 NP Wells Fargo Income Opportunities Fund 1.891 2,38
2025-08-26 NP EKSAX - Wells Fargo Diversified Income Builder Fund Class A 480 5,03
2025-08-27 NP TPHAX - Timothy Plan High Yield Bond Fund Class A 951 39,85
2025-08-29 NP JAEMX - High Yield Trust NAV 377 5,03
2025-07-29 NP JDYRX - PGIM HIGH YIELD FUND Class R 656 1,55
2025-09-26 NP John Hancock Income Securities Trust 135 21,62
2025-05-19 NP CFICX - Calvert Income Fund Class A 2.062 -0,39
2025-08-22 NP KHYAX - DWS High Income Fund Class A 2.258 -45,27
2025-08-26 NP Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II 1.209 4,95
2025-09-26 NP JHCP - John Hancock Core Plus Bond ETF 132 6,50
2025-08-28 NP RIMOX - City National Rochdale Fixed Income Opportunities Fund Class N 1.027 4,80
2025-07-28 NP HLIPX - JPMorgan Core Plus Bond Fund Class I 1.511 1,55
2025-08-19 NP GSHIX - Goldman Sachs High Yield Fund Institutional 811 4,92
2025-08-27 NP CYBAX - Calvert High Yield Bond Fund Class A 1.260 4,92
2025-08-22 NP Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 19 5,56
2025-05-19 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 91 0,00
2025-06-23 NP EAAMX - Eaton Vance Multi-Asset Credit Fund Class A 416 -0,24
2025-08-25 NP MIAVX - American Funds Multi-Sector Income Fund Class T This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 238 4,87
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 237 4,89
2025-05-19 NP CSIBX - Calvert Bond Fund Class A 7.027 -0,40
2025-09-25 NP JNBAX - JPMorgan Income Builder Fund Class A 1.509 2,38
2025-09-24 NP HYXF - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 228 32,56
2025-08-18 NP PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 5 -97,06
2025-08-18 NP PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 966 16,41
2025-08-20 NP HWHAX - Hotchkis & Wiley High Yield Fund Class A 3.939 -13,28
2025-08-22 NP Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 309 4,76
2025-08-27 NP Eaton Vance Ltd Duration Income Fund 1.114 5,00
2025-08-26 NP CBPSX - Virtus Seix Total Return Bond Fund Class A 604 -6,80
2025-07-28 NP PTIAX - Performance Trust Strategic Bond Fund - Institutional Class 6.569 1,61
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 666 5,05
2025-08-28 NP PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 95
2025-08-28 NP VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I 335 5,03
2025-07-29 NP Voya Senior Income Fund 352 1,45
2025-08-22 NP NJNK - Columbia U.S. High Yield ETF 95 111,11
2025-09-24 NP PGDIX - Global Diversified Income Fund Institutional Class 1.270 2,34
2025-05-22 NP IFRAX - Voya Floating Rate Fund Class A 453 -0,44
2025-08-21 NP MXIOX - Great-West Inflation-Protected Securities Fund Institutional Class 220.000 0,00 209 5,03
2025-08-28 NP BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3.340 5,96
2025-05-27 NP Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 7 0,00
2025-09-24 NP IBHK - iShares iBonds 2031 Term High Yield and Income ETF 86 14,86
2025-08-19 NP GSAUX - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 154 -11,56
2025-08-28 NP GUHYX - Victory High Yield Fund Class A 1.513 4,92
2025-07-28 NP EKHAX - Wells Fargo High Yield Bond Fund Class A 281 -75,22
2025-08-12 13F Pacer Advisors, Inc. 71 77,50
2025-08-26 NP VMAKX - Virtus Seix High Yield MACS 48 4,44
2025-08-29 NP AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 762 1,33
2025-08-20 NP CGCP - Capital Group Core Plus Income ETF Share Class 856 4,90
2025-07-25 NP HYG - iShares iBoxx $ High Yield Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7.778 3,54
2025-05-30 NP BCONX - Barrow Hanley Credit Opportunities Fund Institutional Shares 453 0,00
2025-05-19 NP EBABX - Eaton Vance Core Plus Bond Fund Class A 2.549 -0,39
2025-05-27 NP HYPSX - Virtus Seix High Yield Fund Class A 3.139 51,20
2025-05-28 NP CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 54 0,00
2025-08-26 NP BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 135 382,14
2025-08-28 NP SPHY - SPDR Portfolio High Yield Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.404 -16,85
2025-05-30 NP WIORX - Wilshire Income Opportunities Fund Investment Class 23 0,00
2025-09-26 NP SVBAX - Balanced Fund Class A 1.292 20,97
2025-07-25 NP HYDW - Xtrackers Low Beta High Yield Bond ETF 273 30,14
2025-07-29 NP Invesco High Income Trust Ii This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 536 -5,47
2025-09-25 NP VWEHX - Vanguard High-Yield Corporate Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 16.589 2,31
2025-08-15 NP Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 189 5,00
2025-08-22 NP COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 29 3,70
2025-08-25 NP AHITX - AMERICAN HIGH INCOME TRUST Class A 16.300 4,94
2025-08-26 NP IPYSX - Voya High Yield Portfolio Class S2 928 4,86
2025-08-28 NP JNK - SPDR(R) Bloomberg Barclays High Yield Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5.191 -17,30
2025-08-11 NP Six Circles Trust - Six Circles Credit Opportunities Fund 95 5,56
2025-07-25 NP IMTB - iShares Core 5-10 Year USD Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7 0,00
2025-07-29 NP JHNBX - John Hancock Bond Fund Class A 15.314 19,46
2025-09-24 NP BlackRock ETF Trust II - BlackRock Flexible Income ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.258 295,96
2025-09-25 NP Wells Fargo Global Dividend Opportunity Fund 165 2,50
2025-08-21 NP MCFQX - Mercer Core Fixed Income Fund Class I 234 -19,03
2025-09-24 NP GHYG - iShares US & Intl High Yield Corp Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 47 4,44
2025-08-29 NP OAYCX - Oakmark Bond Fund Advisor Class 1.046 4,92
2025-07-29 NP JMADX - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio 763 116,48
2025-09-26 NP NISRX - American Beacon NIS Core Plus Bond Fund R6 Class 21 -25,93
2025-05-22 NP IIFAX - Voya Balanced Income Portfolio Class ADV 63 0,00
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 570 4,97
2025-07-25 NP EUSB - iShares ESG Advanced Total USD Bond Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 38 2,78
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 975 4,95
2025-09-26 NP CSOAX - Credit Suisse Strategic Income Fund Class A 894 2,41
2025-08-22 NP Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 805 4,95
2025-09-26 NP JHHY - John Hancock High Yield ETF 88 25,71
2025-08-29 NP AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 296 4,61
2025-09-24 NP LIIAX - Columbia Corporate Income Fund Class A 216 -7,69
2025-05-28 NP EVTR - Eaton Vance Total Return Bond ETF 3.458 61,69
2025-09-22 NP XBB - BondBloxx BB Rated USD High Yield Corporate Bond ETF 221 17,55
2025-09-25 NP IQHI - IQ MacKay ESG High Income ETF 119 2,59
2025-08-28 NP PHIYX - PIMCO High Yield Fund Institutional 4.782 425,38
2025-09-24 NP LIBAX - Columbia Total Return Bond Fund Class A 305 2,35
2025-07-25 NP SCYB - Schwab High Yield Bond ETF 434 20,56
2025-08-28 NP PHSIX - PIMCO High Yield Spectrum Fund Institutional Class 452
2025-07-29 NP Invesco Bond Fund This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 95 1,08
2025-09-22 NP XHYC - BondBloxx USD High Yield Bond Consumer Cyclicals Sector ETF 108 -12,90
2025-09-25 NP Wells Fargo Multi-sector Income Fund 630 2,44
2025-08-26 NP BlackRock ESG Capital Allocation Trust This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 124
2025-08-22 NP EVHY - Eaton Vance High Yield ETF 88 4,82
2025-09-25 NP HFHAX - The Hartford Floating Rate High Income Fund Class A 447 -51,42
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista

© 2015-2025 Fintel Ventures LLC. All rights reserved. Fintel® is a registered trademark.

This website is provided “as is” without any representations or warranties, express or implied. Fintel makes no representations or warranties in relation to this website or the information and materials provided on this website. Nothing on this website constitutes, or is meant to constitute, advice of any kind. If you require advice in relation to any financial matter you should consult an appropriate professional.

About Fintel
Features
Explore
Help Center