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
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
3+ 0.57% |
$1.32K - $1.45K
|
531
$260K
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3+ 0.45% |
$1.32K - $1.45K
|
665
$325K
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2+ 0.37% |
$879 - $964
|
539
$264K
|
|
Apr 03, 2023
Q1 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
2+ 0.45% |
$879 - $964
|
446
$218K
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2+ 0.4% |
$879 - $964
|
506
$247K
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
2+ 0.07% |
$879 - $964
|
2.8K
$1.37M
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.76% |
$879 - $964
|
265
$130K
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 1.31% |
$879 - $964
|
155
$75.8K
|
|
Apr 24, 2023
Q1 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
2+ 0.2% |
$879 - $964
|
983
$481K
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
2+ 0.47% |
$879 - $964
|
428
$209K
|
|
Apr 27, 2023
Q1 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2+ 0.44% |
$879 - $964
|
454
$222K
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2+ 0.06% |
$879 - $964
|
3.63K
$1.78M
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$879 - $964
|
2
$978
|
|
May 04, 2023
Q1 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
2+ 0.46% |
$879 - $964
|
437
$214K
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 0.82% |
$879 - $964
|
246
$120K
|
|
May 08, 2023
Q1 2023
|
Weil Company, Inc.
|
BUY
|
- |
2+ 0.46% |
$879 - $964
|
439
$215K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2+ 0.04% |
$879 - $964
|
5.21K
$2.55M
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
2+ 0.24% |
$879 - $964
|
853
$417K
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2+ 0.07% |
$879 - $964
|
2.87K
$1.4M
|
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
2+ 9.52% |
$879 - $964
|
23
$11.2K
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.09% |
$879 - $964
|
2.18K
$1.07M
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1+ 0.16% |
$439 - $482
|
616
$301K
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.15% |
$439 - $482
|
688
$336K
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
1+ 0.19% |
$439 - $482
|
540
$264K
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.4% |
$439 - $482
|
253
$124K
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 7.14% |
$439 - $482
|
15
$7.33K
|
|
Apr 20, 2023
Q1 2023
|
Edmp, Inc.
|
BUY
|
- |
1+ 0.11% |
$439 - $482
|
938
$459K
|
|
Apr 20, 2023
Q1 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
1+ 0.21% |
$439 - $482
|
467
$228K
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.51% |
$439 - $482
|
198
$96.8K
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
1+ 0.19% |
$439 - $482
|
516
$252K
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1+ 0.23% |
$439 - $482
|
436
$213K
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.58% |
$439 - $482
|
173
$84.6K
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.42% |
$439 - $482
|
241
$118K
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1+ 0.2% |
$439 - $482
|
509
$249K
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
1+ 0.04% |
$439 - $482
|
2.72K
$1.33M
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1+ 0.22% |
$439 - $482
|
453
$222K
|
|
Sep 13, 2023
Q1 2023
|
Ims Capital Management
|
BUY
|
- |
1+ 0.05% |
$439 - $482
|
1.94K
$948K
|
|
Sep 18, 2023
Q1 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
1+ 0.13% |
$439 - $482
|
795
$389K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1- 0.01% |
$439 - $482
|
18.4K
$9M
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1- 0.19% |
$439 - $482
|
517
$253K
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1- 0.3% |
$439 - $482
|
335
$164K
|
|
May 08, 2023
Q1 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1- 0.13% |
$439 - $482
|
785
$384K
|
|
May 10, 2023
Q1 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-1- 0.14% |
$439 - $482
|
692
$338K
|
|
Apr 25, 2023
Q1 2023
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-2- 0.32% |
$879 - $964
|
617
$302K
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-2- 0.31% |
$879 - $964
|
639
$312K
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-2- 0.41% |
$879 - $964
|
480
$235K
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-2- 0.12% |
$879 - $964
|
1.69K
$826K
|
|
May 19, 2023
Q1 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-2- 0.06% |
$879 - $964
|
3.23K
$1.58M
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-3- 0.29% |
$1.32K - $1.45K
|
1.04K
$509K
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-3- 0.63% |
$1.32K - $1.45K
|
475
$232K
|