Purchases and Sales Made in Q4 2023 in Martin Marietta Materials Inc (MLM)
This table provides information about the institutional ownership of Martin Marietta Materials Inc (MLM) during Q4 2023. The information is specifically focused on institutions that hold shares of MARTIN MARIETTA MATERIALS INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2New |
$796 - $999
|
2
$1.23K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2+ 13.33% |
$796 - $999
|
17
$10.5K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2+ 13.33% |
$796 - $999
|
17
$10.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2+ 20.0% |
$796 - $999
|
12
$7.4K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2New |
$796 - $999
|
2
$1.23K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2+ 0.15% |
$796 - $999
|
1.36K
$840K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1+ 0.1% |
$398 - $500
|
958
$591K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$398 - $500
|
4.61K
$2.84M
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 1.52% |
$398 - $500
|
67
$41.3K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 11.11% |
$398 - $500
|
10
$6.17K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 1.52% |
$398 - $500
|
67
$41.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1+ 4.76% |
$398 - $500
|
22
$13.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
1+ 0.09% |
$398 - $500
|
1.12K
$690K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1+ 0.03% |
$398 - $500
|
2.94K
$1.81M
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
1+ 0.18% |
$398 - $500
|
554
$342K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
1+ 0.1% |
$398 - $500
|
993
$613K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
1+ 1.79% |
$398 - $500
|
57
$35.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1+ 0.2% |
$398 - $500
|
513
$316K
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 12.5% |
$398 - $500
|
7
$4.32K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-1- 0.35% |
$398 - $500
|
287
$177K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-1- 0.1% |
$398 - $500
|
1.02K
$630K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1- 0.1% |
$398 - $500
|
971
$599K
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-2- 5.0% |
$796 - $999
|
38
$23.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-2- 0.26% |
$796 - $999
|
757
$467K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 25.0% |
$796 - $999
|
6
$3.7K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2Closed |
$796 - $999
|
0
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 3.03% |
$1.19K - $1.5K
|
96
$59.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-5- 83.33% |
$1.99K - $2.5K
|
1
$617
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-5- 0.33% |
$1.99K - $2.5K
|
1.5K
$924K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-5- 3.23% |
$1.99K - $2.5K
|
150
$92.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
SELL
|
- |
-5- 0.6% |
$1.99K - $2.5K
|
835
$515K
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-6- 0.07% |
$2.39K - $3K
|
8.93K
$5.51M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-9- 8.65% |
$3.58K - $4.5K
|
95
$58.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-9- 0.07% |
$3.58K - $4.5K
|
12.8K
$7.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-9- 0.62% |
$3.58K - $4.5K
|
1.44K
$886K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
SELL
|
- |
-9- 0.55% |
$3.58K - $4.5K
|
1.62K
$997K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-10- 1.11% |
$3.98K - $5K
|
889
$548K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-10- 1.23% |
$3.98K - $5K
|
805
$497K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-10- 0.51% |
$3.98K - $5K
|
1.96K
$1.21M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-10- 0.82% |
$3.98K - $5K
|
1.21K
$747K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-10- 0.76% |
$3.98K - $5K
|
1.31K
$806K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-12- 1.09% |
$4.77K - $6K
|
1.09K
$669K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-13- 14.13% |
$5.17K - $6.5K
|
79
$48.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-13- 0.71% |
$5.17K - $6.5K
|
1.82K
$1.12M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-15- 1.59% |
$5.97K - $7.49K
|
926
$571K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-15- 0.8% |
$5.97K - $7.49K
|
1.85K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-16- 2.79% |
$6.37K - $7.99K
|
558
$344K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-17- 0.5% |
$6.76K - $8.49K
|
3.36K
$2.07M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-17- 13.39% |
$6.76K - $8.49K
|
110
$67.9K
|