Purchases and Sales Made in Q2 2023 in Lockheed Martin Corp (LMT)
This table provides information about the institutional ownership of Lockheed Martin Corp (LMT) during Q2 2023. The information is specifically focused on institutions that hold shares of LOCKHEED MARTIN CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-296- 10.39% |
$131K - $148K
|
2.55K
$1.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-299- 29.6% |
$132K - $150K
|
711
$334K
|
|
|
Aug 14, 2023
Q2 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-299- 0.95% |
$132K - $150K
|
31.1K
$14.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-304- 27.41% |
$135K - $152K
|
805
$378K
|
|
|
Aug 01, 2023
Q2 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-306- 3.64% |
$136K - $153K
|
8.11K
$3.81M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-309- 4.82% |
$137K - $155K
|
6.1K
$2.86M
|
|
|
Aug 04, 2023
Q2 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-315- 7.75% |
$139K - $158K
|
3.75K
$1.76M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-319- 25.81% |
$141K - $160K
|
917
$430K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-320- 1.22% |
$142K - $160K
|
26K
$12.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-323- 6.91% |
$143K - $162K
|
4.35K
$2.04M
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-325- 11.73% |
$144K - $163K
|
2.45K
$1.15M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-325- 2.46% |
$144K - $163K
|
12.9K
$6.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-325- 16.14% |
$144K - $163K
|
1.69K
$792K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-326- 1.7% |
$144K - $163K
|
18.9K
$8.86M
|
|
|
Jul 26, 2023
Q2 2023
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-327- 18.31% |
$145K - $164K
|
1.46K
$685K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-332- 13.86% |
$147K - $166K
|
2.06K
$968K
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-338- 5.5% |
$150K - $169K
|
5.81K
$2.72M
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-340- 6.02% |
$151K - $170K
|
5.31K
$2.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-341- 3.35% |
$151K - $171K
|
9.82K
$4.61M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-342- 14.85% |
$151K - $171K
|
1.96K
$920K
|
|
|
Aug 07, 2023
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-345- 11.67% |
$153K - $173K
|
2.61K
$1.23M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-350- 1.3% |
$155K - $175K
|
26.5K
$12.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-351- 11.43% |
$155K - $176K
|
2.72K
$1.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-351- 4.87% |
$155K - $176K
|
6.86K
$3.22M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-354- 2.3% |
$157K - $177K
|
15K
$7.06M
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
SELL
|
- |
-357- 0.62% |
$158K - $179K
|
57.5K
$27M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-360- 3.42% |
$159K - $181K
|
10.2K
$4.77M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-364- 2.82% |
$161K - $183K
|
12.6K
$5.89M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-364- 22.92% |
$161K - $183K
|
1.22K
$574K
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-371- 1.49% |
$164K - $186K
|
24.5K
$11.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-377- 3.47% |
$167K - $189K
|
10.5K
$4.92M
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-387- 5.4% |
$171K - $194K
|
6.78K
$3.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-392- 5.4% |
$174K - $197K
|
6.86K
$3.22M
|
|
|
Aug 02, 2023
Q2 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-392- 2.19% |
$174K - $197K
|
17.5K
$8.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-392- 4.08% |
$174K - $197K
|
9.22K
$4.33M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-397- 2.72% |
$176K - $199K
|
14.2K
$6.67M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-400- 1.68% |
$177K - $201K
|
23.5K
$11M
|
|
|
Aug 08, 2023
Q2 2023
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-401- 0.12% |
$178K - $201K
|
333K
$156M
|
|
|
Aug 03, 2023
Q2 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-404- 19.66% |
$179K - $203K
|
1.65K
$775K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-405- 7.67% |
$179K - $203K
|
4.88K
$2.29M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-408- 1.73% |
$181K - $205K
|
23.2K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-409- 7.34% |
$181K - $205K
|
5.17K
$2.42M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-410- 15.86% |
$182K - $206K
|
2.18K
$1.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-412- 13.93% |
$182K - $207K
|
2.55K
$1.19M
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
SELL
|
- |
-416- 7.15% |
$184K - $209K
|
5.4K
$2.53M
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-420- 0.7% |
$186K - $211K
|
59.7K
$28M
|
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-425- 0.66% |
$188K - $213K
|
64.1K
$30.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-428- 3.48% |
$190K - $215K
|
11.9K
$5.57M
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-430- 2.81% |
$190K - $216K
|
14.8K
$6.97M
|
|
|
Jul 11, 2023
Q2 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-431- 4.29% |
$191K - $216K
|
9.62K
$4.51M
|