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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
41+ 6.45% |
$18.2K - $20.6K
|
677
$330K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
41+ 1.75% |
$18.2K - $20.6K
|
2.38K
$1.16M
|
|
|
Jul 11, 2023
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
40+ 0.05% |
$17.7K - $20.1K
|
75.6K
$36.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
40+ 8.71% |
$17.7K - $20.1K
|
499
$244K
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
40+ 41.67% |
$17.7K - $20.1K
|
136
$66.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
40+ 1.28% |
$17.7K - $20.1K
|
3.16K
$1.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Square, LLC
|
BUY
|
- |
40+ 2.87% |
$17.7K - $20.1K
|
1.43K
$700K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
40+ 0.77% |
$17.7K - $20.1K
|
5.25K
$2.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
40+ 4.06% |
$17.7K - $20.1K
|
1.03K
$501K
|
|
|
Mar 07, 2024
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
40+ 0.05% |
$17.7K - $20.1K
|
75.6K
$36.9M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
39+ 21.08% |
$17.3K - $19.6K
|
224
$109K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
39+ 24.07% |
$17.3K - $19.6K
|
201
$98.1K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
39+ 5.46% |
$17.3K - $19.6K
|
753
$368K
|
|
|
Aug 07, 2023
Q2 2023
|
Univest Financial Corp
|
BUY
|
- |
38+ 3.87% |
$16.8K - $19.1K
|
1.02K
$497K
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
37New |
$16.4K - $18.6K
|
37
$18.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
BUY
|
- |
37+ 2.14% |
$16.4K - $18.6K
|
1.77K
$863K
|
|
|
Aug 09, 2023
Q2 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
37+ 1.63% |
$16.4K - $18.6K
|
2.31K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
37New |
$16.4K - $18.6K
|
37
$18.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
36+ 5.15% |
$15.9K - $18.1K
|
735
$359K
|
|
|
Jul 14, 2023
Q2 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
36+ 4.5% |
$15.9K - $18.1K
|
836
$408K
|
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
36+ 0.37% |
$15.9K - $18.1K
|
9.74K
$4.75M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
36+ 1.5% |
$15.9K - $18.1K
|
2.44K
$1.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
36+ 12.2% |
$15.9K - $18.1K
|
331
$162K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
35+ 20.11% |
$15.5K - $17.5K
|
209
$102K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
35+ 6.57% |
$15.5K - $17.5K
|
568
$277K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
35+ 3.86% |
$15.5K - $17.5K
|
942
$460K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
35+ 0.29% |
$15.5K - $17.5K
|
12.2K
$5.94M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
35+ 0.13% |
$15.5K - $17.5K
|
27.1K
$13.3M
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
35+ 43.75% |
$15.5K - $17.5K
|
115
$56.1K
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
34+ 5.11% |
$15.1K - $17K
|
699
$341K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
34+ 2.81% |
$15.1K - $17K
|
1.25K
$608K
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
33+ 2.47% |
$14.6K - $16.5K
|
1.37K
$669K
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
33+ 0.59% |
$14.6K - $16.5K
|
5.61K
$2.74M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
33+ 3.72% |
$14.6K - $16.5K
|
919
$449K
|
|
|
Jul 26, 2023
Q2 2023
|
Founders Capital Management, LLC
|
BUY
|
- |
33+ 0.2% |
$14.6K - $16.5K
|
16.7K
$8.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
33+ 660.0% |
$14.6K - $16.5K
|
38
$18.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
33+ 1.6% |
$14.6K - $16.5K
|
2.09K
$1.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
33+ 1.71% |
$14.6K - $16.5K
|
1.96K
$959K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
33+ 4.97% |
$14.6K - $16.5K
|
697
$340K
|
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
32+ 3.29% |
$14.2K - $16K
|
1K
$490K
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
32+ 4.26% |
$14.2K - $16K
|
784
$383K
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
32+ 6.39% |
$14.2K - $16K
|
533
$260K
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
32+ 0.85% |
$14.2K - $16K
|
3.79K
$1.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
32+ 2.85% |
$14.2K - $16K
|
1.15K
$563K
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
31+ 4.61% |
$13.7K - $15.5K
|
704
$344K
|
|
|
Jul 31, 2023
Q2 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
31+ 5.0% |
$13.7K - $15.5K
|
651
$318K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
31+ 0.43% |
$13.7K - $15.5K
|
7.25K
$3.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
31+ 2.87% |
$13.7K - $15.5K
|
1.11K
$543K
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
30+ 6.21% |
$13.3K - $15K
|
513
$250K
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
30+ 0.19% |
$13.3K - $15K
|
15.7K
$7.66M
|