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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
8+ 1.51% |
$3.27K - $3.76K
|
539
$257K
|
|
|
Oct 26, 2023
Q3 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
8+ 1.1% |
$3.27K - $3.76K
|
734
$351K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
8+ 2.2% |
$3.27K - $3.76K
|
371
$177K
|
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
8+ 0.67% |
$3.27K - $3.76K
|
1.2K
$574K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
7+ 4.27% |
$2.86K - $3.29K
|
171
$81.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
7+ 0.02% |
$2.86K - $3.29K
|
33.3K
$15.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
7+ 19.44% |
$2.86K - $3.29K
|
43
$20.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
7+ 0.19% |
$2.86K - $3.29K
|
3.75K
$1.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
7+ 0.48% |
$2.86K - $3.29K
|
1.47K
$703K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
7+ 0.42% |
$2.86K - $3.29K
|
1.67K
$799K
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
7+ 0.83% |
$2.86K - $3.29K
|
855
$408K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
7+ 0.42% |
$2.86K - $3.29K
|
1.67K
$799K
|
|
|
Oct 13, 2023
Q3 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
6+ 0.72% |
$2.45K - $2.82K
|
842
$402K
|
|
|
Oct 16, 2023
Q3 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
6+ 0.45% |
$2.45K - $2.82K
|
1.35K
$643K
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
6+ 0.76% |
$2.45K - $2.82K
|
793
$379K
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
6+ 0.01% |
$2.45K - $2.82K
|
105K
$50M
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 2.43% |
$2.45K - $2.82K
|
253
$121K
|
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
6+ 0.67% |
$2.45K - $2.82K
|
898
$429K
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
6+ 0.16% |
$2.45K - $2.82K
|
3.66K
$1.75M
|
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
6+ 0.19% |
$2.45K - $2.82K
|
3.25K
$1.55M
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
6+ 0.22% |
$2.45K - $2.82K
|
2.75K
$1.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
6+ 0.27% |
$2.45K - $2.82K
|
2.22K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
6+ 18.18% |
$2.45K - $2.82K
|
39
$18.6K
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
5+ 0.03% |
$2.04K - $2.35K
|
18.4K
$8.81M
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
5+ 11.63% |
$2.04K - $2.35K
|
48
$22.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
5+ 0.27% |
$2.04K - $2.35K
|
1.86K
$888K
|
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
5+ 0.11% |
$2.04K - $2.35K
|
4.41K
$2.11M
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5+ 27.78% |
$2.04K - $2.35K
|
23
$11K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
5New |
$2.04K - $2.35K
|
5
$2.39K
|
|
|
Oct 24, 2023
Q3 2023
|
Sippican Capital Advisors
|
BUY
|
- |
4+ 0.16% |
$1.63K - $1.88K
|
2.57K
$1.23M
|
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
BUY
|
- |
4+ 0.77% |
$1.63K - $1.88K
|
524
$250K
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
4+ 0.61% |
$1.63K - $1.88K
|
656
$313K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.72% |
$1.63K - $1.88K
|
559
$267K
|
|
|
Nov 09, 2023
Q3 2023
|
Capital Square, LLC
|
BUY
|
- |
4+ 0.28% |
$1.63K - $1.88K
|
1.44K
$687K
|
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
4+ 0.74% |
$1.63K - $1.88K
|
543
$259K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.37% |
$1.63K - $1.88K
|
1.07K
$512K
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4+ 0.12% |
$1.63K - $1.88K
|
3.45K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
4+ 0.2% |
$1.63K - $1.88K
|
1.97K
$939K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4+ 2.22% |
$1.63K - $1.88K
|
184
$87.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
4+ 0.73% |
$1.63K - $1.88K
|
551
$263K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4+ 0.21% |
$1.63K - $1.88K
|
1.87K
$891K
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
3+ 0.02% |
$1.23K - $1.41K
|
14K
$6.66M
|
|
|
Oct 13, 2023
Q3 2023
|
Nvest Financial, LLC
|
BUY
|
- |
3+ 0.19% |
$1.23K - $1.41K
|
1.6K
$764K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.58% |
$1.23K - $1.41K
|
517
$247K
|
|
|
Oct 20, 2023
Q3 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
3+ 0.32% |
$1.23K - $1.41K
|
953
$455K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
3+ 0.48% |
$1.23K - $1.41K
|
627
$299K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.83% |
$1.23K - $1.41K
|
364
$174K
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
3+ 0.53% |
$1.23K - $1.41K
|
565
$270K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.86% |
$1.23K - $1.41K
|
352
$168K
|
|
|
Nov 21, 2023
Q3 2023
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
3+ 0.2% |
$1.23K - $1.41K
|
1.52K
$727K
|