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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-586- 11.18% |
$259K - $294K
|
4.66K
$2.19M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-590- 16.23% |
$261K - $296K
|
3.05K
$1.43M
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-594- 1.83% |
$263K - $298K
|
31.9K
$15M
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-597- 56.86% |
$264K - $299K
|
453
$213K
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-615- 42.18% |
$272K - $308K
|
843
$396K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-619- 15.44% |
$274K - $310K
|
3.39K
$1.59M
|
|
|
Jul 18, 2023
Q2 2023
|
Security National Bank
|
SELL
|
- |
-632- 3.92% |
$280K - $317K
|
15.5K
$7.28M
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-635- 2.86% |
$281K - $318K
|
21.5K
$10.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-640- 57.25% |
$283K - $321K
|
478
$224K
|
|
|
Aug 11, 2023
Q2 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-648- 1.08% |
$287K - $325K
|
59.4K
$27.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-661- 89.45% |
$293K - $331K
|
78
$36.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-665- 6.17% |
$294K - $333K
|
10.1K
$4.75M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-667- 7.3% |
$295K - $334K
|
8.48K
$3.98M
|
|
|
Jul 27, 2023
Q2 2023
|
Leisure Capital Management
|
SELL
|
- |
-673- 15.34% |
$298K - $337K
|
3.71K
$1.74M
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
SELL
|
- |
-687- 4.6% |
$304K - $344K
|
14.2K
$6.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Epacria Capital Partners, LLC
Boulder, CO |
SELL
|
- |
-700- 15.22% |
$310K - $351K
|
3.9K
$1.83M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-701- 7.04% |
$310K - $351K
|
9.25K
$4.34M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-710- 8.87% |
$314K - $356K
|
7.29K
$3.42M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-725- 3.41% |
$321K - $364K
|
20.5K
$9.63M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-734- 25.86% |
$325K - $368K
|
2.1K
$987K
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-734- 8.59% |
$325K - $368K
|
7.81K
$3.66M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-734- 25.86% |
$325K - $368K
|
2.1K
$987K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-735- 1.98% |
$325K - $369K
|
36.3K
$17M
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-743- 59.63% |
$329K - $373K
|
503
$236K
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-752- 4.17% |
$333K - $377K
|
17.3K
$8.11M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-769- 6.41% |
$341K - $386K
|
11.2K
$5.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-782- 9.48% |
$346K - $392K
|
7.46K
$3.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-810- 23.8% |
$359K - $406K
|
2.59K
$1.22M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-810- 23.8% |
$359K - $406K
|
2.59K
$1.22M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-833- 12.84% |
$369K - $418K
|
5.66K
$2.65M
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
SELL
|
- |
-850- 10.27% |
$376K - $426K
|
7.43K
$3.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-853- 4.28% |
$378K - $428K
|
19.1K
$8.95M
|
|
|
Jul 06, 2023
Q2 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-863- 4.41% |
$382K - $433K
|
18.7K
$8.79M
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-874- 26.28% |
$387K - $438K
|
2.45K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-889- 15.84% |
$394K - $446K
|
4.72K
$2.22M
|
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-900- 6.08% |
$399K - $451K
|
13.9K
$6.52M
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-901- 19.45% |
$399K - $452K
|
3.73K
$1.75M
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-902- 4.48% |
$399K - $452K
|
19.3K
$9.03M
|
|
|
Jul 28, 2023
Q2 2023
|
Tufton Capital Management
|
SELL
|
- |
-905- 4.19% |
$401K - $454K
|
20.7K
$9.72M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-919- 12.63% |
$407K - $461K
|
6.36K
$2.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-925- 52.8% |
$410K - $464K
|
827
$388K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-947- 23.8% |
$419K - $475K
|
3.03K
$1.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-953- 3.42% |
$422K - $478K
|
26.9K
$12.6M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
SELL
|
- |
-956- 25.53% |
$423K - $479K
|
2.79K
$1.31M
|
|
|
Jul 18, 2023
Q2 2023
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-967- 1.52% |
$428K - $485K
|
62.6K
$29.4M
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-1K- 1.42% |
$443K - $501K
|
69.5K
$32.6M
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-1K- 47.04% |
$443K - $501K
|
1.13K
$528K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.01K- 33.94% |
$447K - $506K
|
1.96K
$922K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-1.01K- 65.91% |
$448K - $507K
|
523
$245K
|
|
|
Jan 28, 2025
Q2 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-1.01K- 65.44% |
$448K - $507K
|
534
$251K
|