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 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
10+ 0.66% |
$4.43K - $5.01K
|
1.53K
$745K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
10New |
$4.43K - $5.01K
|
10
$4.88K
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
10+ 0.14% |
$4.43K - $5.01K
|
7.21K
$3.52M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10+ 0.52% |
$4.43K - $5.01K
|
1.93K
$942K
|
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
10+ 1.08% |
$4.43K - $5.01K
|
940
$459K
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
BUY
|
- |
10+ 0.33% |
$4.43K - $5.01K
|
3.08K
$1.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
10+ 2.3% |
$4.43K - $5.01K
|
444
$217K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
10+ 0.43% |
$4.43K - $5.01K
|
2.34K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
10+ 0.18% |
$4.43K - $5.01K
|
5.46K
$2.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
9+ 0.1% |
$3.99K - $4.51K
|
9.12K
$4.45M
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
9+ 0.65% |
$3.99K - $4.51K
|
1.4K
$685K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
9+ 0.93% |
$3.99K - $4.51K
|
979
$478K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
9+ 0.61% |
$3.99K - $4.51K
|
1.47K
$719K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.64% |
$3.99K - $4.51K
|
1.41K
$689K
|
|
|
Aug 08, 2023
Q2 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
9+ 0.6% |
$3.99K - $4.51K
|
1.5K
$731K
|
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
BUY
|
- |
9+ 0.86% |
$3.99K - $4.51K
|
1.05K
$514K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
8+ 0.68% |
$3.54K - $4.01K
|
1.19K
$581K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 0.68% |
$3.54K - $4.01K
|
1.19K
$580K
|
|
|
Jul 13, 2023
Q2 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
8+ 0.43% |
$3.54K - $4.01K
|
1.87K
$913K
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
8+ 0.5% |
$3.54K - $4.01K
|
1.62K
$789K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
8+ 1.3% |
$3.54K - $4.01K
|
623
$304K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8+ 0.79% |
$3.54K - $4.01K
|
1.02K
$498K
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
8+ 1.35% |
$3.54K - $4.01K
|
599
$292K
|
|
|
Jul 13, 2023
Q2 2023
|
Chronos Wealth Management, LLC
|
BUY
|
- |
7+ 0.06% |
$3.1K - $3.51K
|
11.5K
$5.59M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
7+ 0.87% |
$3.1K - $3.51K
|
809
$395K
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
7+ 0.59% |
$3.1K - $3.51K
|
1.19K
$583K
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
7+ 1.54% |
$3.1K - $3.51K
|
463
$226K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
7New |
$3.1K - $3.51K
|
7
$3.42K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 4.38% |
$3.1K - $3.51K
|
167
$81.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.28% |
$3.1K - $3.51K
|
2.53K
$1.23M
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
BUY
|
- |
6+ 1.11% |
$2.66K - $3.01K
|
548
$267K
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
6+ 0.37% |
$2.66K - $3.01K
|
1.62K
$791K
|
|
|
Jul 20, 2023
Q2 2023
|
Torray LLC
|
BUY
|
- |
6+ 0.11% |
$2.66K - $3.01K
|
5.57K
$2.72M
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
BUY
|
- |
6+ 0.29% |
$2.66K - $3.01K
|
2.08K
$1.02M
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
6+ 0.44% |
$2.66K - $3.01K
|
1.38K
$674K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
6+ 0.07% |
$2.66K - $3.01K
|
8.09K
$3.95M
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
6+ 0.34% |
$2.66K - $3.01K
|
1.78K
$869K
|
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
6+ 12.77% |
$2.66K - $3.01K
|
53
$25.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
6+ 0.55% |
$2.66K - $3.01K
|
1.09K
$532K
|
|
|
Jul 13, 2023
Q2 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
5+ 0.12% |
$2.21K - $2.51K
|
4.03K
$1.97M
|
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
5+ 0.56% |
$2.21K - $2.51K
|
892
$435K
|
|
|
Jul 17, 2023
Q2 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
5+ 0.79% |
$2.21K - $2.51K
|
640
$312K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
BUY
|
- |
5+ 0.96% |
$2.21K - $2.51K
|
525
$256K
|
|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.45% |
$2.21K - $2.51K
|
1.12K
$544K
|
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
BUY
|
- |
5+ 0.66% |
$2.21K - $2.51K
|
759
$370K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5+ 0.48% |
$2.21K - $2.51K
|
1.05K
$511K
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
5+ 1.0% |
$2.21K - $2.51K
|
507
$247K
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
5+ 0.65% |
$2.21K - $2.51K
|
777
$379K
|
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
5+ 0.91% |
$2.21K - $2.51K
|
557
$272K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5New |
$2.21K - $2.51K
|
5
$2.44K
|