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
|
Traynor Capital Management, Inc.
|
BUY
|
- |
434+ 6.05% |
$192K - $218K
|
7.6K
$3.71M
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
434+ 2.14% |
$192K - $218K
|
20.7K
$10.1M
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
430+ 12.94% |
$190K - $216K
|
3.75K
$1.83M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
428+ 26.72% |
$190K - $215K
|
2.03K
$991K
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
424+ 10.05% |
$188K - $213K
|
4.64K
$2.27M
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
422+ 4.09% |
$187K - $212K
|
10.7K
$5.24M
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
421+ 2.98% |
$186K - $211K
|
14.6K
$7.11M
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
420+ 21.58% |
$186K - $211K
|
2.37K
$1.15M
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
420+ 49.01% |
$186K - $211K
|
1.28K
$623K
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
419+ 67.26% |
$186K - $210K
|
1.04K
$509K
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
412+ 4.51% |
$182K - $207K
|
9.54K
$4.66M
|
|
Aug 25, 2023
Q2 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
406+ 1.04% |
$180K - $204K
|
39.5K
$19.3M
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
405+ 13.69% |
$179K - $203K
|
3.36K
$1.64M
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
405+ 86.17% |
$179K - $203K
|
875
$427K
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
404+ 2.55% |
$179K - $203K
|
16.2K
$7.93M
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
391+ 5.71% |
$173K - $196K
|
7.24K
$3.53M
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
391+ 5.75% |
$173K - $196K
|
7.19K
$3.51M
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
386+ 10.94% |
$171K - $194K
|
3.92K
$1.91M
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
384+ 39.79% |
$170K - $193K
|
1.35K
$658K
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
383+ 0.13% |
$170K - $192K
|
291K
$142M
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
380+ 8.86% |
$168K - $191K
|
4.67K
$2.28M
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
379+ 0.75% |
$168K - $190K
|
51K
$24.9M
|
|
Aug 14, 2023
Q2 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
376+ 53.41% |
$167K - $189K
|
1.08K
$527K
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
BUY
|
- |
374+ 1.51% |
$166K - $188K
|
25.2K
$12.3M
|
|
Aug 11, 2023
Q2 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
374+ 1.83% |
$166K - $188K
|
20.8K
$10.2M
|
|
Aug 11, 2023
Q2 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
369+ 6.19% |
$163K - $185K
|
6.33K
$3.09M
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
365+ 14.09% |
$162K - $183K
|
2.96K
$1.44M
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
BUY
|
- |
363+ 0.49% |
$161K - $182K
|
75K
$36.6M
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
353+ 0.13% |
$156K - $177K
|
267K
$130M
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
353+ 34.31% |
$156K - $177K
|
1.38K
$675K
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
352+ 1.95% |
$156K - $176K
|
18.4K
$9M
|
|
Jul 26, 2023
Q2 2023
|
Cadinha & CO LLC
|
BUY
|
- |
338+ 1.08% |
$150K - $169K
|
31.7K
$15.5M
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
337+ 1.21% |
$149K - $169K
|
28.3K
$13.8M
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
334+ 5.78% |
$148K - $167K
|
6.11K
$2.98M
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
333+ 6.04% |
$147K - $167K
|
5.85K
$2.86M
|
|
Jul 10, 2023
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
331+ 0.96% |
$147K - $166K
|
34.8K
$17M
|
|
Jul 28, 2023
Q2 2023
|
Pachira Investments Inc.
|
BUY
|
- |
331+ 8.38% |
$147K - $166K
|
4.28K
$2.09M
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
327+ 39.11% |
$145K - $164K
|
1.16K
$568K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
322+ 2.32% |
$143K - $161K
|
14.2K
$6.93M
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
322+ 1.82% |
$143K - $161K
|
18K
$8.78M
|
|
Aug 14, 2023
Q2 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
322New |
$143K - $161K
|
322
$157K
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
321+ 1.48% |
$142K - $161K
|
22.1K
$10.8M
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
320+ 1.02% |
$142K - $160K
|
31.7K
$15.5M
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
319+ 4.94% |
$141K - $160K
|
6.78K
$3.31M
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
319+ 52.9% |
$141K - $160K
|
922
$450K
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
317+ 50.56% |
$140K - $159K
|
944
$461K
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
316+ 7.36% |
$140K - $158K
|
4.61K
$2.25M
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
311+ 21.73% |
$138K - $156K
|
1.74K
$850K
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
BUY
|
- |
310+ 69.51% |
$137K - $155K
|
756
$369K
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
308+ 4.49% |
$136K - $154K
|
7.17K
$3.5M
|