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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
30+ 0.59% |
$13.3K - $15K
|
5.12K
$2.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
30New |
$13.3K - $15K
|
30
$14.6K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
30+ 1.41% |
$13.3K - $15K
|
2.16K
$1.05M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
BUY
|
- |
28+ 4.87% |
$12.4K - $14K
|
603
$294K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
28+ 5.48% |
$12.4K - $14K
|
539
$263K
|
|
|
Jul 20, 2023
Q2 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
27+ 3.22% |
$12K - $13.5K
|
865
$422K
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
27+ 0.3% |
$12K - $13.5K
|
9.17K
$4.47M
|
|
|
Aug 04, 2023
Q2 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
27+ 3.11% |
$12K - $13.5K
|
895
$437K
|
|
|
Aug 07, 2023
Q2 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
27+ 5.23% |
$12K - $13.5K
|
543
$265K
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
26+ 4.87% |
$11.5K - $13K
|
560
$273K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
26+ 0.35% |
$11.5K - $13K
|
7.45K
$3.64M
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
26+ 4.48% |
$11.5K - $13K
|
606
$296K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
26+ 6.15% |
$11.5K - $13K
|
449
$219K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
26+ 8.7% |
$11.5K - $13K
|
325
$159K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
25New |
$11.1K - $12.5K
|
25
$12.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
25+ 6.19% |
$11.1K - $12.5K
|
429
$209K
|
|
|
Jul 21, 2023
Q2 2023
|
Asset Planning Services Inc
|
BUY
|
- |
25+ 0.16% |
$11.1K - $12.5K
|
16.1K
$7.85M
|
|
|
Jul 26, 2023
Q2 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
25+ 0.33% |
$11.1K - $12.5K
|
7.7K
$3.76M
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
25+ 2.44% |
$11.1K - $12.5K
|
1.05K
$512K
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
25+ 15.82% |
$11.1K - $12.5K
|
183
$89.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
24+ 5.04% |
$10.6K - $12K
|
500
$244K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
24+ 0.56% |
$10.6K - $12K
|
4.33K
$2.11M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
24+ 1.68% |
$10.6K - $12K
|
1.45K
$708K
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
23+ 0.71% |
$10.2K - $11.5K
|
3.26K
$1.59M
|
|
|
Aug 03, 2023
Q2 2023
|
Asio Capital, LLC
|
BUY
|
- |
23+ 0.31% |
$10.2K - $11.5K
|
7.53K
$3.68M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
23+ 3.26% |
$10.2K - $11.5K
|
729
$356K
|
|
|
Nov 07, 2023
Q2 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
23+ 4.66% |
$10.2K - $11.5K
|
517
$252K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
22+ 0.68% |
$9.74K - $11K
|
3.26K
$1.59M
|
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
22+ 0.67% |
$9.74K - $11K
|
3.31K
$1.61M
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
22+ 2.89% |
$9.74K - $11K
|
784
$383K
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
22+ 2.38% |
$9.74K - $11K
|
946
$462K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
22+ 1.21% |
$9.74K - $11K
|
1.84K
$897K
|
|
|
Sep 07, 2023
Q2 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
22+ 0.33% |
$9.74K - $11K
|
6.69K
$3.26M
|
|
|
Jul 06, 2023
Q2 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
21+ 4.88% |
$9.3K - $10.5K
|
451
$220K
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
21+ 0.58% |
$9.3K - $10.5K
|
3.66K
$1.79M
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
21+ 3.05% |
$9.3K - $10.5K
|
710
$347K
|
|
|
Jul 18, 2023
Q2 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
21+ 0.22% |
$9.3K - $10.5K
|
9.61K
$4.69M
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
21+ 0.92% |
$9.3K - $10.5K
|
2.31K
$1.13M
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
21+ 6.16% |
$9.3K - $10.5K
|
362
$177K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
21+ 3.34% |
$9.3K - $10.5K
|
649
$317K
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
21+ 4.2% |
$9.3K - $10.5K
|
521
$254K
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
21+ 0.92% |
$9.3K - $10.5K
|
2.31K
$1.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Covenant Partners, LLC
|
BUY
|
- |
21+ 0.9% |
$9.3K - $10.5K
|
2.36K
$1.15M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
20+ 1.22% |
$8.86K - $10K
|
1.66K
$811K
|
|
|
Jul 20, 2023
Q2 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
20+ 1.03% |
$8.86K - $10K
|
1.96K
$958K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
20+ 0.75% |
$8.86K - $10K
|
2.68K
$1.31M
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
20+ 0.97% |
$8.86K - $10K
|
2.08K
$1.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
20+ 4.12% |
$8.86K - $10K
|
505
$247K
|
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
20+ 1.82% |
$8.86K - $10K
|
1.12K
$547K
|
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
20+ 0.99% |
$8.86K - $10K
|
2.04K
$998K
|