Purchases and Sales Made in Q3 2023 in Lockheed Martin Corp (LMT)
This table provides information about the institutional ownership of Lockheed Martin Corp (LMT) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
276+ 10.09% |
$113K - $130K
|
3.01K
$1.47M
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
275+ 0.14% |
$112K - $129K
|
203K
$98.9M
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
275+ 2.29% |
$112K - $129K
|
12.3K
$6.01M
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
274+ 6.6% |
$112K - $129K
|
4.43K
$2.16M
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
274+ 37.28% |
$112K - $129K
|
1.01K
$493K
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
274+ 8.63% |
$112K - $129K
|
3.45K
$1.68M
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
273+ 14.4% |
$112K - $128K
|
2.17K
$1.06M
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
273+ 97.5% |
$112K - $128K
|
553
$270K
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
270+ 9.2% |
$110K - $127K
|
3.21K
$1.56M
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
265+ 7.83% |
$108K - $125K
|
3.65K
$1.78M
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
265+ 3.12% |
$108K - $125K
|
8.76K
$4.28M
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
265+ 18.38% |
$108K - $125K
|
1.71K
$833K
|
|
Oct 31, 2023
Q3 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
260+ 4.61% |
$106K - $122K
|
5.89K
$2.88M
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
259+ 17.2% |
$106K - $122K
|
1.77K
$862K
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
256+ 4.45% |
$105K - $120K
|
6.01K
$2.93M
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
254+ 5.38% |
$104K - $119K
|
4.97K
$2.43M
|
|
Oct 25, 2023
Q3 2023
|
Keating Investment Counselors Inc
|
BUY
|
- |
252+ 1.44% |
$103K - $118K
|
17.7K
$8.65M
|
|
Nov 06, 2023
Q3 2023
|
Meyer Handelman CO
|
BUY
|
- |
250+ 7.49% |
$102K - $117K
|
3.59K
$1.75M
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
249+ 53.09% |
$102K - $117K
|
718
$350K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
247+ 1.64% |
$101K - $116K
|
15.3K
$7.46M
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
247+ 48.15% |
$101K - $116K
|
760
$371K
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
247+ 3.17% |
$101K - $116K
|
8.03K
$3.92M
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
240+ 7.13% |
$98.1K - $113K
|
3.6K
$1.76M
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
237+ 22.83% |
$96.9K - $111K
|
1.28K
$622K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
236+ 39.33% |
$96.5K - $111K
|
836
$408K
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
BUY
|
- |
235+ 12.92% |
$96K - $110K
|
2.05K
$1M
|
|
Nov 07, 2023
Q3 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
235+ 1.97% |
$96K - $110K
|
12.2K
$5.94M
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
234+ 5.84% |
$95.6K - $110K
|
4.24K
$2.07M
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
233+ 32.32% |
$95.2K - $110K
|
954
$466K
|
|
Nov 14, 2023
Q3 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
231+ 1.18% |
$94.4K - $109K
|
19.8K
$9.67M
|
|
Oct 27, 2023
Q3 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
228+ 0.68% |
$93.2K - $107K
|
33.6K
$16.4M
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
227+ 1.05% |
$92.8K - $107K
|
21.8K
$10.7M
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
227+ 9.39% |
$92.8K - $107K
|
2.64K
$1.29M
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
225+ 20.76% |
$92K - $106K
|
1.31K
$639K
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
BUY
|
- |
221+ 1.7% |
$90.3K - $104K
|
13.2K
$6.45M
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
218+ 5.11% |
$89.1K - $102K
|
4.48K
$2.19M
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
217+ 20.39% |
$88.7K - $102K
|
1.28K
$625K
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
211+ 13.83% |
$86.2K - $99.2K
|
1.74K
$848K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
211+ 0.22% |
$86.2K - $99.2K
|
96.8K
$47.2M
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
209+ 2.19% |
$85.4K - $98.2K
|
9.75K
$4.76M
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
208+ 4.44% |
$85K - $97.8K
|
4.89K
$2.39M
|
|
Nov 09, 2023
Q3 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
208+ 44.73% |
$85K - $97.8K
|
673
$329K
|
|
Oct 10, 2023
Q3 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
207+ 13.16% |
$84.6K - $97.3K
|
1.78K
$869K
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
206+ 14.85% |
$84.2K - $96.8K
|
1.59K
$778K
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
205+ 41.75% |
$83.8K - $96.3K
|
696
$340K
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
204+ 8.1% |
$83.4K - $95.9K
|
2.72K
$1.33M
|
|
Oct 25, 2023
Q3 2023
|
Groesbeck Investment Management Corp
|
BUY
|
- |
201+ 13.78% |
$82.2K - $94.5K
|
1.66K
$810K
|
|
Oct 31, 2023
Q3 2023
|
Elite Wealth Management, Inc.
|
BUY
|
- |
201+ 33.78% |
$82.2K - $94.5K
|
796
$389K
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
201+ 27.88% |
$82.2K - $94.5K
|
922
$450K
|
|
Nov 14, 2023
Q3 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
200+ 5.36% |
$81.7K - $94K
|
3.93K
$1.92M
|