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 26, 2023
Q2 2023
|
Oak Thistle LLC
|
BUY
|
- |
725+ 128.09% |
$321K - $364K
|
1.29K
$630K
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
725+ 46.83% |
$321K - $364K
|
2.27K
$1.11M
|
|
Aug 14, 2023
Q2 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
724+ 12.95% |
$321K - $363K
|
6.32K
$3.08M
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
724+ 1.9% |
$321K - $363K
|
38.9K
$19M
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
711New |
$315K - $357K
|
711
$347K
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
711+ 6.57% |
$315K - $357K
|
11.5K
$5.63M
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
709+ 0.88% |
$314K - $355K
|
81K
$39.5M
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
706+ 6.23% |
$313K - $354K
|
12K
$5.87M
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
698+ 5.74% |
$309K - $350K
|
12.9K
$6.28M
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
695New |
$308K - $348K
|
695
$339K
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
681+ 15.66% |
$302K - $341K
|
5.03K
$2.45M
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
677+ 2.86% |
$300K - $339K
|
24.4K
$11.9M
|
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
672+ 4.37% |
$298K - $337K
|
16K
$7.83M
|
|
Aug 02, 2023
Q2 2023
|
Hgk Asset Management Inc
|
BUY
|
- |
668+ 5.67% |
$296K - $335K
|
12.5K
$6.08M
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
668+ 20.32% |
$296K - $335K
|
3.96K
$1.93M
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
665+ 10.29% |
$294K - $333K
|
7.13K
$3.48M
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
659+ 42.65% |
$292K - $330K
|
2.2K
$1.08M
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
653New |
$289K - $327K
|
653
$319K
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
651+ 4.55% |
$288K - $326K
|
14.9K
$7.3M
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
650+ 5.06% |
$288K - $326K
|
13.5K
$6.58M
|
|
Jul 26, 2023
Q2 2023
|
Close Asset Management LTD
|
BUY
|
- |
646+ 4.56% |
$286K - $324K
|
14.8K
$7.23M
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
645New |
$286K - $323K
|
645
$315K
|
|
Jul 28, 2023
Q2 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
645+ 13.77% |
$286K - $323K
|
5.33K
$2.6M
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
BUY
|
- |
642+ 59.67% |
$284K - $322K
|
1.72K
$839K
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
627New |
$278K - $314K
|
627
$306K
|
|
Jul 18, 2023
Q2 2023
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
625+ 1.42% |
$277K - $313K
|
44.7K
$21.8M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
614+ 24.32% |
$272K - $308K
|
3.14K
$1.53M
|
|
Nov 15, 2023
Q2 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
609New |
$270K - $305K
|
609
$297K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
605New |
$268K - $303K
|
605
$295K
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
BUY
|
- |
596New |
$264K - $299K
|
596
$291K
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
595+ 334.27% |
$263K - $298K
|
773
$377K
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
594+ 10.23% |
$263K - $298K
|
6.4K
$3.13M
|
|
Aug 15, 2023
Q2 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
593+ 36.16% |
$263K - $297K
|
2.23K
$1.09M
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
592New |
$262K - $297K
|
592
$289K
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
591+ 3.98% |
$262K - $296K
|
15.5K
$7.54M
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
585New |
$259K - $293K
|
585
$286K
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
582New |
$258K - $292K
|
582
$284K
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
578New |
$256K - $290K
|
578
$282K
|
|
Aug 07, 2023
Q2 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
574+ 3.02% |
$254K - $288K
|
19.6K
$9.56M
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
570+ 56.32% |
$252K - $286K
|
1.58K
$772K
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
568+ 71.72% |
$252K - $285K
|
1.36K
$664K
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
568+ 23.3% |
$252K - $285K
|
3.01K
$1.47M
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
567+ 16.64% |
$251K - $284K
|
3.98K
$1.94M
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
563New |
$249K - $282K
|
563
$275K
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
563+ 224.3% |
$249K - $282K
|
814
$397K
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
BUY
|
- |
562+ 13.58% |
$249K - $282K
|
4.7K
$2.29M
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
560New |
$248K - $281K
|
560
$273K
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
555+ 21.9% |
$246K - $278K
|
3.09K
$1.51M
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
554+ 2.74% |
$245K - $278K
|
20.7K
$10.1M
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
548New |
$243K - $275K
|
548
$267K
|