Purchases and Sales Made in Q1 2023 in Lockheed Martin Corp (LMT)
This table provides information about the institutional ownership of Lockheed Martin Corp (LMT) during Q1 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 |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
95+ 12.6% |
$41.7K - $45.8K
|
849
$415K
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
95+ 0.62% |
$41.7K - $45.8K
|
15.4K
$7.54M
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
94+ 1.47% |
$41.3K - $45.3K
|
6.49K
$3.17M
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
94+ 3.53% |
$41.3K - $45.3K
|
2.75K
$1.35M
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
94+ 10.46% |
$41.3K - $45.3K
|
993
$486K
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
92+ 2.68% |
$40.4K - $44.3K
|
3.52K
$1.72M
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
92+ 3.65% |
$40.4K - $44.3K
|
2.61K
$1.28M
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
92+ 3.34% |
$40.4K - $44.3K
|
2.84K
$1.39M
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
92+ 9.28% |
$40.4K - $44.3K
|
1.08K
$530K
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
91+ 14.7% |
$40K - $43.9K
|
710
$347K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
91+ 1.66% |
$40K - $43.9K
|
5.58K
$2.73M
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
91New |
$40K - $43.9K
|
91
$44.5K
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
88+ 19.78% |
$38.7K - $42.4K
|
533
$261K
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
88+ 6.18% |
$38.7K - $42.4K
|
1.51K
$739K
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
88+ 12.59% |
$38.7K - $42.4K
|
787
$385K
|
|
May 11, 2023
Q1 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
87+ 0.8% |
$38.2K - $41.9K
|
11K
$5.38M
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
87+ 12.76% |
$38.2K - $41.9K
|
769
$376K
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
86+ 8.69% |
$37.8K - $41.4K
|
1.08K
$526K
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
86+ 8.0% |
$37.8K - $41.4K
|
1.16K
$568K
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
86+ 0.28% |
$37.8K - $41.4K
|
30.7K
$15M
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
86+ 5.12% |
$37.8K - $41.4K
|
1.77K
$863K
|
|
May 10, 2023
Q1 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
83+ 1.6% |
$36.5K - $40K
|
5.27K
$2.58M
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
82+ 1.15% |
$36K - $39.5K
|
7.21K
$3.53M
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
81+ 8.04% |
$35.6K - $39K
|
1.09K
$532K
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
BUY
|
- |
81+ 2.0% |
$35.6K - $39K
|
4.14K
$2.02M
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
81New |
$35.6K - $39K
|
81
$39.6K
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
80+ 3.75% |
$35.1K - $38.6K
|
2.22K
$1.08M
|
|
May 04, 2023
Q1 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
80+ 17.78% |
$35.1K - $38.6K
|
530
$259K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
80+ 21.62% |
$35.1K - $38.6K
|
450
$220K
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
80New |
$35.1K - $38.6K
|
80
$39.1K
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
79+ 8.54% |
$34.7K - $38.1K
|
1K
$491K
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
78+ 13.24% |
$34.3K - $37.6K
|
667
$326K
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
78+ 4.53% |
$34.3K - $37.6K
|
1.8K
$879K
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
77+ 3.39% |
$33.8K - $37.1K
|
2.35K
$1.15M
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
77+ 4.47% |
$33.8K - $37.1K
|
1.8K
$880K
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
77+ 1.61% |
$33.8K - $37.1K
|
4.85K
$2.37M
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
77+ 4.67% |
$33.8K - $37.1K
|
1.73K
$844K
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
76+ 8.25% |
$33.4K - $36.6K
|
997
$488K
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
75+ 0.6% |
$32.9K - $36.1K
|
12.6K
$6.18M
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
75New |
$32.9K - $36.1K
|
75
$36.7K
|
|
Apr 17, 2023
Q1 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
74+ 9.88% |
$32.5K - $35.7K
|
823
$402K
|
|
Apr 25, 2023
Q1 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
74+ 1.47% |
$32.5K - $35.7K
|
5.11K
$2.5M
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
74+ 2.65% |
$32.5K - $35.7K
|
2.87K
$1.4M
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
74+ 4.16% |
$32.5K - $35.7K
|
1.85K
$905K
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
74+ 2.01% |
$32.5K - $35.7K
|
3.75K
$1.84M
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
BUY
|
- |
73+ 3.51% |
$32.1K - $35.2K
|
2.15K
$1.05M
|
|
Mar 27, 2024
Q1 2023
|
Belfer Management LLC
|
BUY
|
- |
73+ 9.68% |
$32.1K - $35.2K
|
827
$404K
|
|
Apr 11, 2023
Q1 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
72+ 5.3% |
$31.6K - $34.7K
|
1.43K
$700K
|
|
May 10, 2023
Q1 2023
|
Ns Partners LTD
|
BUY
|
- |
72+ 0.21% |
$31.6K - $34.7K
|
33.8K
$16.5M
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
72+ 0.27% |
$31.6K - $34.7K
|
26.9K
$13.2M
|