Purchases and Sales Made in Q4 2023 in Lockheed Martin Corp (LMT)
This table provides information about the institutional ownership of Lockheed Martin Corp (LMT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
126+ 22.34% |
$50.1K - $57.7K
|
690
$324K
|
|
|
Apr 22, 2025
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
126+ 3.86% |
$50.1K - $57.7K
|
3.39K
$1.59M
|
|
|
Feb 01, 2024
Q4 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
124+ 4.62% |
$49.3K - $56.8K
|
2.81K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
124+ 0.91% |
$49.3K - $56.8K
|
13.7K
$6.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
124+ 11.95% |
$49.3K - $56.8K
|
1.16K
$545K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
122+ 2.4% |
$48.5K - $55.9K
|
5.21K
$2.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
122+ 19.15% |
$48.5K - $55.9K
|
759
$356K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
122New |
$48.5K - $55.9K
|
122
$57.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
121+ 1.98% |
$48.1K - $55.4K
|
6.24K
$2.93M
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
121+ 3.67% |
$48.1K - $55.4K
|
3.42K
$1.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
BUY
|
- |
120+ 7.83% |
$47.7K - $55K
|
1.65K
$775K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
119+ 15.87% |
$47.3K - $54.5K
|
869
$408K
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
118+ 6.56% |
$46.9K - $54K
|
1.92K
$899K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
118+ 138.82% |
$46.9K - $54K
|
203
$95.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Bancreek Capital Management, LP
Santa Monica, CA |
BUY
|
- |
117+ 1.71% |
$46.5K - $53.6K
|
6.97K
$3.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
115+ 2.56% |
$45.7K - $52.7K
|
4.61K
$2.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
115+ 3.27% |
$45.7K - $52.7K
|
3.63K
$1.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
115+ 4.87% |
$45.7K - $52.7K
|
2.47K
$1.16M
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
114+ 6.31% |
$45.3K - $52.2K
|
1.92K
$901K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
114+ 10.97% |
$45.3K - $52.2K
|
1.15K
$541K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
113+ 4.98% |
$44.9K - $51.8K
|
2.38K
$1.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Abrdn PLC
|
BUY
|
- |
113+ 0.21% |
$44.9K - $51.8K
|
53.5K
$25.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
113+ 2.09% |
$44.9K - $51.8K
|
5.52K
$2.59M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
113+ 4.27% |
$44.9K - $51.8K
|
2.76K
$1.29M
|
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
113+ 2.15% |
$44.9K - $51.8K
|
5.38K
$2.52M
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
112+ 9.08% |
$44.5K - $51.3K
|
1.35K
$631K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
112+ 3.32% |
$44.5K - $51.3K
|
3.48K
$1.63M
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
110+ 15.51% |
$43.7K - $50.4K
|
819
$384K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
110+ 29.65% |
$43.7K - $50.4K
|
481
$226K
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
110+ 12.36% |
$43.7K - $50.4K
|
1K
$469K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
109+ 5.24% |
$43.3K - $49.9K
|
2.19K
$1.03M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
109+ 19.68% |
$43.3K - $49.9K
|
663
$311K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
109+ 1.78% |
$43.3K - $49.9K
|
6.24K
$2.93M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
108+ 7.82% |
$42.9K - $49.5K
|
1.49K
$699K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
108+ 14.77% |
$42.9K - $49.5K
|
839
$394K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
108+ 1.46% |
$42.9K - $49.5K
|
7.52K
$3.53M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
107+ 16.85% |
$42.5K - $49K
|
742
$348K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
106+ 5.32% |
$42.1K - $48.6K
|
2.1K
$984K
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
105+ 12.68% |
$41.7K - $48.1K
|
933
$438K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
104+ 14.96% |
$41.3K - $47.6K
|
799
$375K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
103+ 14.03% |
$40.9K - $47.2K
|
837
$393K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
102+ 9.16% |
$40.5K - $46.7K
|
1.22K
$570K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
101+ 131.17% |
$40.1K - $46.3K
|
178
$83.5K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
101+ 11.85% |
$40.1K - $46.3K
|
953
$447K
|
|
|
Jan 29, 2025
Q4 2023
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
101New |
$40.1K - $46.3K
|
101
$47.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
100+ 48.31% |
$39.7K - $45.8K
|
307
$144K
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
100+ 19.61% |
$39.7K - $45.8K
|
610
$286K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
100New |
$39.7K - $45.8K
|
100
$46.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
100New |
$39.7K - $45.8K
|
100
$46.9K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
100New |
$39.7K - $45.8K
|
100
$46.9K
|