Purchases and Sales Made in Q2 2023 in Lockheed Martin Corp (LMT)
This table provides information about the institutional ownership of Lockheed Martin Corp (LMT) during Q2 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 |
---|---|---|---|---|---|---|---|
Oct 04, 2023
Q2 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
60+ 0.71% |
$26.6K - $30.1K
|
8.53K
$4.16M
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
59+ 3.99% |
$26.1K - $29.6K
|
1.54K
$751K
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
58+ 89.23% |
$25.7K - $29.1K
|
123
$60K
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
57+ 6.2% |
$25.2K - $28.6K
|
977
$477K
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
57+ 0.19% |
$25.2K - $28.6K
|
30.8K
$15M
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
57+ 0.89% |
$25.2K - $28.6K
|
6.49K
$3.17M
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
57+ 5.0% |
$25.2K - $28.6K
|
1.2K
$584K
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
56+ 0.93% |
$24.8K - $28.1K
|
6.09K
$2.97M
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
56+ 13.11% |
$24.8K - $28.1K
|
483
$236K
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
56+ 1.96% |
$24.8K - $28.1K
|
2.91K
$1.42M
|
|
Aug 03, 2023
Q2 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
55+ 10.38% |
$24.4K - $27.6K
|
585
$286K
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
55+ 4.74% |
$24.4K - $27.6K
|
1.22K
$593K
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
55+ 1.43% |
$24.4K - $27.6K
|
3.89K
$1.9M
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
55+ 5.37% |
$24.4K - $27.6K
|
1.08K
$527K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
55+ 1.74% |
$24.4K - $27.6K
|
3.21K
$1.57M
|
|
Aug 21, 2023
Q2 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
55+ 3.0% |
$24.4K - $27.6K
|
1.89K
$923K
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
54+ 2.92% |
$23.9K - $27.1K
|
1.91K
$930K
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
54+ 12.24% |
$23.9K - $27.1K
|
495
$242K
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
54+ 5.52% |
$23.9K - $27.1K
|
1.03K
$504K
|
|
Aug 11, 2023
Q2 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
54+ 2.27% |
$23.9K - $27.1K
|
2.43K
$1.19M
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
54+ 8.1% |
$23.9K - $27.1K
|
721
$352K
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
54+ 5.61% |
$23.9K - $27.1K
|
1.02K
$496K
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
53+ 3.89% |
$23.5K - $26.6K
|
1.42K
$692K
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
53+ 0.52% |
$23.5K - $26.6K
|
10.3K
$5.02M
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
53+ 0.28% |
$23.5K - $26.6K
|
19K
$9.28M
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
52+ 3.2% |
$23K - $26.1K
|
1.68K
$819K
|
|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
52+ 0.2% |
$23K - $26.1K
|
25.6K
$12.5M
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
52+ 1.12% |
$23K - $26.1K
|
4.69K
$2.29M
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
51+ 6.55% |
$22.6K - $25.6K
|
830
$405K
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
51+ 7.92% |
$22.6K - $25.6K
|
695
$339K
|
|
Aug 11, 2023
Q2 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
50+ 0.15% |
$22.1K - $25.1K
|
33.4K
$16.3M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
49+ 0.41% |
$21.7K - $24.6K
|
12K
$5.84M
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
49New |
$21.7K - $24.6K
|
49
$23.9K
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
48+ 8.96% |
$21.3K - $24.1K
|
584
$285K
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
47+ 0.44% |
$20.8K - $23.6K
|
10.7K
$5.23M
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
47+ 3.35% |
$20.8K - $23.6K
|
1.45K
$707K
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
46+ 1.04% |
$20.4K - $23.1K
|
4.48K
$2.18M
|
|
Aug 10, 2023
Q2 2023
|
Bancreek Capital Management, LP
Santa Monica, CA |
BUY
|
- |
46+ 0.75% |
$20.4K - $23.1K
|
6.22K
$3.04M
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
45+ 8.93% |
$19.9K - $22.6K
|
549
$268K
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
45+ 9.91% |
$19.9K - $22.6K
|
499
$244K
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
45+ 20.0% |
$19.9K - $22.6K
|
270
$132K
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
44+ 1.23% |
$19.5K - $22.1K
|
3.61K
$1.76M
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
44+ 4.27% |
$19.5K - $22.1K
|
1.07K
$524K
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
44+ 1.86% |
$19.5K - $22.1K
|
2.41K
$1.18M
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
44+ 11.49% |
$19.5K - $22.1K
|
427
$208K
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
43+ 0.59% |
$19K - $21.6K
|
7.38K
$3.6M
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
42+ 1.16% |
$18.6K - $21.1K
|
3.68K
$1.79M
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
41New |
$18.2K - $20.6K
|
41
$20K
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
41+ 0.42% |
$18.2K - $20.6K
|
9.91K
$4.84M
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
41+ 3.58% |
$18.2K - $20.6K
|
1.19K
$578K
|