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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
672+ 4.45% |
$281K - $311K
|
15.8K
$8.43M
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
671+ 60.78% |
$281K - $311K
|
1.78K
$949K
|
|
May 14, 2024
Q1 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
670+ 3.35% |
$280K - $310K
|
20.7K
$11.1M
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
669New |
$280K - $310K
|
669
$358K
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
658New |
$275K - $305K
|
658
$352K
|
|
May 09, 2024
Q1 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
656+ 7.9% |
$274K - $304K
|
8.96K
$4.79M
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
639New |
$267K - $296K
|
639
$342K
|
|
May 14, 2024
Q1 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
634+ 61.55% |
$265K - $294K
|
1.66K
$890K
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
625New |
$261K - $289K
|
625
$334K
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
624+ 28.7% |
$261K - $289K
|
2.8K
$1.5M
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
620New |
$259K - $287K
|
620
$332K
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
617+ 3.23% |
$258K - $286K
|
19.7K
$10.6M
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
617+ 62.2% |
$258K - $286K
|
1.61K
$860K
|
|
Apr 24, 2024
Q1 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
615+ 28.66% |
$257K - $285K
|
2.76K
$1.48M
|
|
May 13, 2024
Q1 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
613+ 7.52% |
$256K - $284K
|
8.76K
$4.69M
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
609New |
$255K - $282K
|
609
$326K
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
608New |
$254K - $282K
|
608
$325K
|
|
May 15, 2024
Q1 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
600+ 42.86% |
$251K - $278K
|
2K
$1.07M
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
599+ 17.33% |
$250K - $277K
|
4.06K
$2.17M
|
|
May 09, 2024
Q1 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
597New |
$250K - $277K
|
597
$319K
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
595New |
$249K - $276K
|
595
$318K
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
593+ 14.2% |
$248K - $275K
|
4.77K
$2.55M
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
589+ 51.08% |
$246K - $273K
|
1.74K
$931K
|
|
Apr 24, 2024
Q1 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
585+ 0.66% |
$245K - $271K
|
89.2K
$47.7M
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
BUY
|
- |
568+ 10.75% |
$238K - $263K
|
5.85K
$3.13M
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
557+ 11.54% |
$233K - $258K
|
5.38K
$2.88M
|
|
May 14, 2024
Q1 2024
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
555+ 9.23% |
$232K - $257K
|
6.57K
$3.51M
|
|
May 15, 2024
Q1 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
555New |
$232K - $257K
|
555
$297K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
554New |
$232K - $257K
|
554
$296K
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
549+ 41.97% |
$230K - $254K
|
1.86K
$993K
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
542New |
$227K - $251K
|
542
$290K
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
540+ 22.78% |
$226K - $250K
|
2.91K
$1.56M
|
|
Apr 11, 2024
Q1 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
539New |
$225K - $250K
|
539
$288K
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
539+ 73.73% |
$225K - $250K
|
1.27K
$679K
|
|
Apr 18, 2024
Q1 2024
|
Cullinan Associates Inc
|
BUY
|
- |
539+ 1.98% |
$225K - $250K
|
27.8K
$14.9M
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
539+ 6.02% |
$225K - $250K
|
9.5K
$5.08M
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
538+ 24.06% |
$225K - $249K
|
2.77K
$1.48M
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
535+ 500.0% |
$224K - $248K
|
642
$343K
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
530+ 6.83% |
$222K - $245K
|
8.29K
$4.43M
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
523+ 15.79% |
$219K - $242K
|
3.84K
$2.05M
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
520New |
$217K - $241K
|
520
$278K
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
520New |
$217K - $241K
|
520
$278K
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
514+ 15.4% |
$215K - $238K
|
3.85K
$2.06M
|
|
Apr 25, 2024
Q1 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
513New |
$215K - $238K
|
513
$274K
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
513+ 9.66% |
$215K - $238K
|
5.82K
$3.11M
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
507New |
$212K - $235K
|
507
$271K
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
507+ 23.92% |
$212K - $235K
|
2.63K
$1.4M
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
506+ 10.18% |
$212K - $234K
|
5.48K
$2.93M
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
504+ 18.59% |
$211K - $233K
|
3.22K
$1.72M
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
504+ 40.0% |
$211K - $233K
|
1.76K
$943K
|