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 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
840+ 24.46% |
$369K - $405K
|
4.27K
$2.09M
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
837+ 3.23% |
$368K - $403K
|
26.8K
$13.1M
|
|
Apr 14, 2023
Q1 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
832New |
$366K - $401K
|
832
$406K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
826+ 249.55% |
$363K - $398K
|
1.16K
$565K
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
804+ 4.29% |
$353K - $388K
|
19.6K
$9.55M
|
|
May 12, 2023
Q1 2023
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
804+ 2.09% |
$353K - $388K
|
39.3K
$19.2M
|
|
May 02, 2023
Q1 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
800+ 41.67% |
$351K - $386K
|
2.72K
$1.33M
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
799+ 23.87% |
$351K - $385K
|
4.15K
$2.02M
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
782+ 127.57% |
$344K - $377K
|
1.4K
$681K
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
782+ 10.37% |
$344K - $377K
|
8.32K
$4.06M
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
774+ 37.5% |
$340K - $373K
|
2.84K
$1.39M
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
765+ 15.99% |
$336K - $369K
|
5.55K
$2.71M
|
|
May 05, 2023
Q1 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
762+ 4.79% |
$335K - $367K
|
16.7K
$8.14M
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
756+ 2.46% |
$332K - $364K
|
31.4K
$15.4M
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
756New |
$332K - $364K
|
756
$369K
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
751New |
$330K - $362K
|
751
$367K
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
750+ 2.22% |
$329K - $361K
|
34.5K
$16.8M
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
743+ 2.61% |
$326K - $358K
|
29.2K
$14.3M
|
|
May 15, 2023
Q1 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
741New |
$326K - $357K
|
741
$362K
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
740New |
$325K - $357K
|
740
$361K
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
739+ 0.24% |
$325K - $356K
|
308K
$150M
|
|
May 15, 2023
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
736+ 736.0% |
$323K - $355K
|
836
$408K
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
736+ 736.0% |
$323K - $355K
|
836
$408K
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
BUY
|
- |
721+ 21.1% |
$317K - $348K
|
4.14K
$2.02M
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
720New |
$316K - $347K
|
720
$351K
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
711+ 6.78% |
$312K - $343K
|
11.2K
$5.47M
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
704New |
$309K - $339K
|
704
$344K
|
|
Apr 18, 2023
Q1 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
700+ 57.14% |
$308K - $337K
|
1.93K
$940K
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
699+ 19.89% |
$307K - $337K
|
4.21K
$2.06M
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
697+ 75.03% |
$306K - $336K
|
1.63K
$794K
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
695+ 39.2% |
$305K - $335K
|
2.47K
$1.2M
|
|
May 15, 2023
Q1 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
677New |
$297K - $326K
|
677
$330K
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
676+ 6.6% |
$297K - $326K
|
10.9K
$5.33M
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
675New |
$297K - $325K
|
675
$329K
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
671New |
$295K - $323K
|
671
$328K
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
667New |
$293K - $321K
|
667
$326K
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
BUY
|
- |
653+ 0.88% |
$287K - $315K
|
74.6K
$36.4M
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
645+ 4.23% |
$283K - $311K
|
15.9K
$7.75M
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
642+ 4.78% |
$282K - $309K
|
14.1K
$6.87M
|
|
May 02, 2023
Q1 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
639+ 90.0% |
$281K - $308K
|
1.35K
$658K
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
636+ 2.96% |
$279K - $307K
|
22.2K
$10.8M
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
635New |
$279K - $306K
|
635
$310K
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
631+ 5.11% |
$277K - $304K
|
13K
$6.34M
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
BUY
|
- |
628+ 122.66% |
$276K - $303K
|
1.14K
$556K
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
626+ 5.86% |
$275K - $302K
|
11.3K
$5.52M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
625+ 1.89% |
$275K - $301K
|
33.6K
$16.4M
|
|
Apr 18, 2023
Q1 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
623+ 0.83% |
$274K - $300K
|
75.6K
$36.9M
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
622New |
$273K - $300K
|
622
$304K
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
616+ 15.33% |
$271K - $297K
|
4.63K
$2.26M
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
616+ 6.37% |
$271K - $297K
|
10.3K
$5.02M
|