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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-19- 3.2% |
$8.35K - $9.16K
|
575
$275K
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-19- 0.12% |
$8.35K - $9.16K
|
15.7K
$7.48M
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.52% |
$8.35K - $9.16K
|
3.64K
$1.74M
|
|
|
May 05, 2023
Q1 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-19- 3.49% |
$8.35K - $9.16K
|
526
$251K
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-19- 3.68% |
$8.35K - $9.16K
|
498
$238K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-19- 3.69% |
$8.35K - $9.16K
|
496
$237K
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-20- 5.01% |
$8.79K - $9.64K
|
379
$181K
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-20- 3.77% |
$8.79K - $9.64K
|
511
$244K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-20- 11.11% |
$8.79K - $9.64K
|
160
$76.4K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-20- 0.87% |
$8.79K - $9.64K
|
2.29K
$1.09M
|
|
|
Apr 20, 2023
Q1 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-21- 4.49% |
$9.23K - $10.1K
|
447
$214K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-21- 1.24% |
$9.23K - $10.1K
|
1.68K
$802K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-21- 3.83% |
$9.23K - $10.1K
|
527
$252K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-21- 84.0% |
$9.23K - $10.1K
|
4
$1.91K
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-21- 0.68% |
$9.23K - $10.1K
|
3.07K
$1.47M
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-22- 0.03% |
$9.66K - $10.6K
|
81.3K
$38.8M
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-22- 2.84% |
$9.66K - $10.6K
|
752
$359K
|
|
|
Apr 10, 2023
Q1 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-23- 1.63% |
$10.1K - $11.1K
|
1.39K
$662K
|
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-23- 3.1% |
$10.1K - $11.1K
|
718
$343K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-23- 1.93% |
$10.1K - $11.1K
|
1.17K
$559K
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-23- 2.89% |
$10.1K - $11.1K
|
772
$369K
|
|
|
May 12, 2023
Q1 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-23- 46.94% |
$10.1K - $11.1K
|
26
$12.4K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-24- 1.18% |
$10.5K - $11.6K
|
2.01K
$961K
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-24- 66.67% |
$10.5K - $11.6K
|
12
$5.73K
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-24- 0.47% |
$10.5K - $11.6K
|
5.08K
$2.42M
|
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-24- 4.56% |
$10.5K - $11.6K
|
502
$240K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-24- 4.84% |
$10.5K - $11.6K
|
472
$225K
|
|
|
Apr 07, 2023
Q1 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-25- 1.42% |
$11K - $12K
|
1.73K
$826K
|
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-25- 1.52% |
$11K - $12K
|
1.62K
$775K
|
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-25- 0.03% |
$11K - $12K
|
75.6K
$36.1M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-25- 0.75% |
$11K - $12K
|
3.32K
$1.59M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-25- 3.78% |
$11K - $12K
|
636
$304K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-25- 38.46% |
$11K - $12K
|
40
$19.1K
|
|
|
May 09, 2023
Q1 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-25- 3.31% |
$11K - $12K
|
731
$349K
|
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-25- 1.46% |
$11K - $12K
|
1.69K
$808K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-25- 0.28% |
$11K - $12K
|
8.98K
$4.29M
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-25- 0.2% |
$11K - $12K
|
12.3K
$5.87M
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-26- 4.67% |
$11.4K - $12.5K
|
531
$254K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-26- 8.7% |
$11.4K - $12.5K
|
273
$130K
|
|
|
Dec 13, 2024
Q1 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-26- 4.84% |
$11.4K - $12.5K
|
511
$244K
|
|
|
May 02, 2023
Q1 2023
|
Investment Management Associates Inc
|
SELL
|
- |
-27- 0.84% |
$11.9K - $13K
|
3.18K
$1.52M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-27- 1.01% |
$11.9K - $13K
|
2.64K
$1.26M
|
|
|
May 12, 2023
Q1 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-27- 0.13% |
$11.9K - $13K
|
20.5K
$9.78M
|
|
|
May 05, 2023
Q1 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-28- 1.02% |
$12.3K - $13.5K
|
2.73K
$1.3M
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-28- 1.5% |
$12.3K - $13.5K
|
1.84K
$876K
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-28- 1.62% |
$12.3K - $13.5K
|
1.7K
$812K
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-29- 5.66% |
$12.7K - $14K
|
483
$231K
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
SELL
|
- |
-30- 5.84% |
$13.2K - $14.5K
|
484
$231K
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-30- 2.97% |
$13.2K - $14.5K
|
980
$468K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
SELL
|
- |
-30- 1.45% |
$13.2K - $14.5K
|
2.03K
$971K
|