Purchases and Sales Made in Q1 2024 in Lockheed Martin Corp (LMT)
This table provides information about the institutional ownership of Lockheed Martin Corp (LMT) during Q1 2024. 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 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-44- 10.43% |
$18.4K - $20.4K
|
378
$205K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-44- 4.95% |
$18.4K - $20.4K
|
845
$458K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-45- 1.34% |
$18.8K - $20.8K
|
3.3K
$1.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-45- 27.61% |
$18.8K - $20.8K
|
118
$64K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-45- 0.41% |
$18.8K - $20.8K
|
10.8K
$5.88M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-45- 6.9% |
$18.8K - $20.8K
|
607
$329K
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-45- 2.09% |
$18.8K - $20.8K
|
2.11K
$1.14M
|
|
|
May 10, 2024
Q1 2024
|
Ascension Asset Management LLC
|
SELL
|
- |
-45- 0.75% |
$18.8K - $20.8K
|
5.96K
$3.23M
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-45- 1.39% |
$18.8K - $20.8K
|
3.2K
$1.74M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-45- 2.12% |
$18.8K - $20.8K
|
2.08K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-45- 1.79% |
$18.8K - $20.8K
|
2.47K
$1.34M
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-46- 1.75% |
$19.2K - $21.3K
|
2.59K
$1.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Sitrin Capital Management LLC
|
SELL
|
- |
-46- 0.49% |
$19.2K - $21.3K
|
9.31K
$5.05M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-46- 4.07% |
$19.2K - $21.3K
|
1.08K
$587K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-47- 1.17% |
$19.7K - $21.8K
|
3.97K
$2.15M
|
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-47- 2.94% |
$19.7K - $21.8K
|
1.55K
$840K
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-47- 0.9% |
$19.7K - $21.8K
|
5.18K
$2.81M
|
|
|
May 10, 2024
Q1 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-48- 8.08% |
$20.1K - $22.2K
|
546
$296K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-48- 6.23% |
$20.1K - $22.2K
|
722
$391K
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-50- 16.29% |
$20.9K - $23.2K
|
257
$139K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-50- 32.26% |
$20.9K - $23.2K
|
105
$56.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-50- 1.29% |
$20.9K - $23.2K
|
3.82K
$2.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Saratoga Research & Investment Management
|
SELL
|
- |
-50- 5.68% |
$20.9K - $23.2K
|
830
$450K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-50- 2.75% |
$20.9K - $23.2K
|
1.77K
$958K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
SELL
|
- |
-50- 10.0% |
$20.9K - $23.2K
|
450
$244K
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-51- 9.39% |
$21.3K - $23.6K
|
492
$267K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-51- 6.07% |
$21.3K - $23.6K
|
789
$428K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-51- 0.46% |
$21.3K - $23.6K
|
11K
$5.96M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-52- 3.24% |
$21.7K - $24.1K
|
1.55K
$842K
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-53- 3.01% |
$22.2K - $24.5K
|
1.71K
$927K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-53- 2.26% |
$22.2K - $24.5K
|
2.29K
$1.24M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-54- 6.72% |
$22.6K - $25K
|
750
$407K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-54- 35.76% |
$22.6K - $25K
|
97
$52.6K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-54- 3.79% |
$22.6K - $25K
|
1.37K
$743K
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-55- 9.48% |
$23K - $25.5K
|
525
$285K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-55- 1.67% |
$23K - $25.5K
|
3.23K
$1.75M
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-55- 1.98% |
$23K - $25.5K
|
2.72K
$1.47M
|
|
|
Apr 22, 2024
Q1 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-56- 1.59% |
$23.4K - $25.9K
|
3.47K
$1.88M
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-56- 8.27% |
$23.4K - $25.9K
|
621
$337K
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-56- 10.26% |
$23.4K - $25.9K
|
490
$266K
|
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-57- 5.64% |
$23.8K - $26.4K
|
954
$517K
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-57- 2.93% |
$23.8K - $26.4K
|
1.89K
$1.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-58- 6.91% |
$24.3K - $26.9K
|
781
$423K
|
|
|
Apr 29, 2024
Q1 2024
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-58- 0.28% |
$24.3K - $26.9K
|
20.6K
$11.2M
|
|
|
May 14, 2024
Q1 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-58- 9.56% |
$24.3K - $26.9K
|
549
$298K
|
|
|
May 15, 2024
Q1 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-58- 6.21% |
$24.3K - $26.9K
|
876
$475K
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-59- 3.07% |
$24.7K - $27.3K
|
1.86K
$1.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-59- 0.92% |
$24.7K - $27.3K
|
6.39K
$3.46M
|
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-59- 5.88% |
$24.7K - $27.3K
|
944
$512K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-60- 0.9% |
$25.1K - $27.8K
|
6.59K
$3.57M
|