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 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.39K- 16.34% |
$610K - $669K
|
7.1K
$3.39M
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.4K- 1.8% |
$615K - $675K
|
76.3K
$36.4M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.43K- 16.61% |
$626K - $687K
|
7.16K
$3.42M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.45K- 20.42% |
$637K - $699K
|
5.65K
$2.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-1.47K- 2.27% |
$644K - $707K
|
63.2K
$30.2M
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.47K- 5.58% |
$647K - $709K
|
24.9K
$11.9M
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1.47K- 2.39% |
$647K - $709K
|
60K
$28.7M
|
|
|
May 15, 2023
Q1 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-1.47K- 4.48% |
$647K - $709K
|
31.4K
$15M
|
|
|
Apr 19, 2023
Q1 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-1.49K- 63.33% |
$652K - $716K
|
860
$411K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.5K- 11.1% |
$659K - $722K
|
12K
$5.73M
|
|
|
May 11, 2023
Q1 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-1.51K- 18.75% |
$663K - $728K
|
6.55K
$3.13M
|
|
|
Feb 13, 2024
Q1 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-1.51K- 18.75% |
$663K - $728K
|
6.55K
$3.13M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.53K- 2.79% |
$672K - $737K
|
53.3K
$25.5M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.57K- 27.67% |
$688K - $754K
|
4.09K
$1.95M
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-1.61K- 16.91% |
$707K - $775K
|
7.91K
$3.78M
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.62K- 72.11% |
$712K - $781K
|
627
$299K
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.64K- 1.97% |
$718K - $788K
|
81.2K
$38.8M
|
|
|
May 15, 2023
Q1 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-1.64K- 18.51% |
$719K - $789K
|
7.21K
$3.44M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.65K- 76.75% |
$725K - $796K
|
500
$239K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.68K- 20.72% |
$738K - $810K
|
6.43K
$3.07M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.77K- 21.89% |
$778K - $854K
|
6.32K
$3.02M
|
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.78K- 1.91% |
$782K - $857K
|
91.4K
$43.6M
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.84K- 2.28% |
$810K - $888K
|
79.1K
$37.8M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-1.91K- 4.57% |
$839K - $920K
|
39.9K
$19.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.94K- 21.32% |
$854K - $937K
|
7.17K
$3.43M
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-1.97K- 8.89% |
$864K - $948K
|
20.2K
$9.63M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.97K- 0.79% |
$865K - $949K
|
247K
$118M
|
|
|
May 11, 2023
Q1 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-1.97K- 77.62% |
$865K - $949K
|
568
$271K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.99K- 4.97% |
$875K - $960K
|
38.1K
$18.2M
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-2.02K- 67.09% |
$887K - $974K
|
991
$473K
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-2.07K- 3.1% |
$908K - $996K
|
64.5K
$30.8M
|
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-2.08K- 3.9% |
$913K - $1M
|
51.2K
$24.5M
|
|
|
May 12, 2023
Q1 2023
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-2.1K- 32.31% |
$923K - $1.01M
|
4.4K
$2.1M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-2.11K- 18.76% |
$925K - $1.02M
|
9.12K
$4.36M
|
|
|
May 08, 2023
Q1 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-2.12K- 3.2% |
$929K - $1.02M
|
63.9K
$30.5M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-2.16K- 4.49% |
$947K - $1.04M
|
45.9K
$21.9M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.19K- 17.41% |
$964K - $1.06M
|
10.4K
$4.97M
|
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-2.22K- 5.51% |
$974K - $1.07M
|
38K
$18.2M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-2.22K- 9.43% |
$977K - $1.07M
|
21.4K
$10.2M
|
|
|
May 11, 2023
Q1 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.23K- 9.13% |
$978K - $1.07M
|
22.2K
$10.6M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.25K- 18.25% |
$988K - $1.08M
|
10.1K
$4.81M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-2.25K- 2.63% |
$990K - $1.09M
|
83.4K
$39.8M
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-2.27K- 5.87% |
$996K - $1.09M
|
36.4K
$17.4M
|
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-2.29K- 8.24% |
$1.01M - $1.1M
|
25.5K
$12.2M
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.3K- 0.68% |
$1.01M - $1.11M
|
336K
$160M
|
|
|
Apr 20, 2023
Q1 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-2.32K- 10.59% |
$1.02M - $1.12M
|
19.6K
$9.36M
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.32K- 8.92% |
$1.02M - $1.12M
|
23.7K
$11.3M
|
|
|
May 09, 2023
Q1 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2.35K- 58.41% |
$1.03M - $1.13M
|
1.67K
$798K
|
|
|
May 15, 2023
Q1 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-2.39K- 17.29% |
$1.05M - $1.15M
|
11.4K
$5.46M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-2.43K- 16.85% |
$1.07M - $1.17M
|
12K
$5.73M
|