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 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
27+ 3.54% |
$11.9K - $13K
|
789
$386K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
26+ 0.27% |
$11.4K - $12.5K
|
9.49K
$4.64M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
26+ 2.34% |
$11.4K - $12.5K
|
1.14K
$557K
|
|
|
Apr 11, 2023
Q1 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
25+ 2.71% |
$11K - $12K
|
946
$463K
|
|
|
Apr 11, 2023
Q1 2023
|
Grassi Investment Management
|
BUY
|
- |
25+ 0.1% |
$11K - $12K
|
26K
$12.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
25+ 4.15% |
$11K - $12K
|
627
$307K
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
BUY
|
- |
24+ 1.48% |
$10.5K - $11.6K
|
1.64K
$803K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
24+ 0.38% |
$10.5K - $11.6K
|
6.29K
$3.08M
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
24+ 2.15% |
$10.5K - $11.6K
|
1.14K
$557K
|
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
24+ 3.52% |
$10.5K - $11.6K
|
706
$345K
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
23+ 4.84% |
$10.1K - $11.1K
|
498
$244K
|
|
|
Apr 19, 2023
Q1 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
23+ 1.75% |
$10.1K - $11.1K
|
1.34K
$656K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
23+ 2.36% |
$10.1K - $11.1K
|
997
$488K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
23+ 0.94% |
$10.1K - $11.1K
|
2.47K
$1.21M
|
|
|
May 10, 2023
Q1 2023
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
23+ 1.89% |
$10.1K - $11.1K
|
1.24K
$607K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
23+ 0.08% |
$10.1K - $11.1K
|
27.8K
$13.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
22+ 4.85% |
$9.66K - $10.6K
|
476
$233K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
22+ 40.0% |
$9.66K - $10.6K
|
77
$37.7K
|
|
|
May 11, 2023
Q1 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
22+ 1.99% |
$9.66K - $10.6K
|
1.13K
$552K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
22+ 0.41% |
$9.66K - $10.6K
|
5.35K
$2.62M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
22+ 2.82% |
$9.66K - $10.6K
|
803
$393K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
BUY
|
- |
21+ 1.33% |
$9.23K - $10.1K
|
1.6K
$780K
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
21+ 2.64% |
$9.23K - $10.1K
|
815
$399K
|
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
BUY
|
- |
21+ 0.48% |
$9.23K - $10.1K
|
4.39K
$2.15M
|
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
BUY
|
- |
21+ 0.99% |
$9.23K - $10.1K
|
2.14K
$1.05M
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
BUY
|
- |
20+ 4.68% |
$8.79K - $9.64K
|
447
$219K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
20+ 1.09% |
$8.79K - $9.64K
|
1.85K
$906K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
20+ 1.08% |
$8.79K - $9.64K
|
1.87K
$912K
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
20+ 1.35% |
$8.79K - $9.64K
|
1.5K
$734K
|
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
20+ 3.71% |
$8.79K - $9.64K
|
559
$273K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
20+ 27.4% |
$8.79K - $9.64K
|
93
$45.5K
|
|
|
May 09, 2023
Q1 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
20+ 2.36% |
$8.79K - $9.64K
|
868
$424K
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
19+ 0.99% |
$8.35K - $9.16K
|
1.95K
$952K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
19+ 1.8% |
$8.35K - $9.16K
|
1.07K
$524K
|
|
|
May 15, 2023
Q1 2023
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
19+ 0.07% |
$8.35K - $9.16K
|
26.6K
$13M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
18+ 0.43% |
$7.91K - $8.68K
|
4.22K
$2.06M
|
|
|
May 04, 2023
Q1 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
18+ 0.63% |
$7.91K - $8.68K
|
2.86K
$1.4M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
18+ 0.91% |
$7.91K - $8.68K
|
2K
$978K
|
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
18+ 2.81% |
$7.91K - $8.68K
|
659
$322K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
18+ 0.2% |
$7.91K - $8.68K
|
9.13K
$4.46M
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
17+ 2.81% |
$7.47K - $8.19K
|
622
$304K
|
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
17+ 2.62% |
$7.47K - $8.19K
|
665
$325K
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
17+ 2.8% |
$7.47K - $8.19K
|
625
$306K
|
|
|
Jul 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
17+ 0.08% |
$7.47K - $8.19K
|
22.4K
$11M
|
|
|
Apr 17, 2023
Q1 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
16+ 0.73% |
$7.03K - $7.71K
|
2.21K
$1.08M
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
16+ 1.3% |
$7.03K - $7.71K
|
1.25K
$609K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
16+ 5.73% |
$7.03K - $7.71K
|
295
$144K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
16+ 0.64% |
$7.03K - $7.71K
|
2.51K
$1.23M
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
15+ 1.28% |
$6.59K - $7.23K
|
1.18K
$578K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
15+ 2.47% |
$6.59K - $7.23K
|
623
$305K
|