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 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-2- 0.1% |
$817 - $940
|
1.98K
$946K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-2- 0.39% |
$817 - $940
|
510
$244K
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-2- 0.36% |
$817 - $940
|
546
$261K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3- 0.27% |
$1.23K - $1.41K
|
1.1K
$523K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3- 0.25% |
$1.23K - $1.41K
|
1.19K
$566K
|
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-3- 0.24% |
$1.23K - $1.41K
|
1.25K
$598K
|
|
|
Oct 19, 2023
Q3 2023
|
Mendel Capital Management LLC
|
SELL
|
- |
-3- 0.12% |
$1.23K - $1.41K
|
2.42K
$1.16M
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-3- 17.65% |
$1.23K - $1.41K
|
14
$6.69K
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-3- 0.14% |
$1.23K - $1.41K
|
2.12K
$1.01M
|
|
|
Oct 10, 2023
Q3 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-4- 0.06% |
$1.63K - $1.88K
|
6.71K
$3.21M
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-4- 0.06% |
$1.63K - $1.88K
|
7.13K
$3.41M
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-4- 0.24% |
$1.63K - $1.88K
|
1.68K
$800K
|
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
SELL
|
- |
-4- 0.66% |
$1.63K - $1.88K
|
601
$287K
|
|
|
Oct 26, 2023
Q3 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-4- 1.12% |
$1.63K - $1.88K
|
352
$168K
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-4- 0.61% |
$1.63K - $1.88K
|
654
$312K
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-4- 0.6% |
$1.63K - $1.88K
|
661
$316K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-4- 0.39% |
$1.63K - $1.88K
|
1.03K
$491K
|
|
|
Dec 13, 2024
Q3 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-4- 0.8% |
$1.63K - $1.88K
|
494
$236K
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-5- 0.37% |
$2.04K - $2.35K
|
1.35K
$643K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5- 0.1% |
$2.04K - $2.35K
|
5.14K
$2.46M
|
|
|
Oct 19, 2023
Q3 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-5- 0.72% |
$2.04K - $2.35K
|
687
$328K
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-5- 0.29% |
$2.04K - $2.35K
|
1.7K
$810K
|
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-5- 0.74% |
$2.04K - $2.35K
|
670
$320K
|
|
|
Nov 07, 2023
Q3 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-5- 0.69% |
$2.04K - $2.35K
|
724
$346K
|
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-5- 0.75% |
$2.04K - $2.35K
|
664
$317K
|
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-5- 0.09% |
$2.04K - $2.35K
|
5.45K
$2.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-5- 0.04% |
$2.04K - $2.35K
|
11.9K
$5.67M
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
SELL
|
- |
-6- 50.0% |
$2.45K - $2.82K
|
6
$2.87K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-6- 0.26% |
$2.45K - $2.82K
|
2.27K
$1.08M
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 35.29% |
$2.45K - $2.82K
|
11
$5.25K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-6- 2.56% |
$2.45K - $2.82K
|
228
$109K
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-6- 0.64% |
$2.45K - $2.82K
|
936
$447K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-6- 12.24% |
$2.45K - $2.82K
|
43
$20.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-6- 1.02% |
$2.45K - $2.82K
|
580
$277K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-6- 0.5% |
$2.45K - $2.82K
|
1.19K
$568K
|
|
|
Oct 05, 2023
Q3 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-7- 0.01% |
$2.86K - $3.29K
|
64.6K
$30.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.91% |
$2.86K - $3.29K
|
760
$363K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-7- 0.23% |
$2.86K - $3.29K
|
3.1K
$1.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-7- 1.14% |
$2.86K - $3.29K
|
607
$290K
|
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.72% |
$3.27K - $3.76K
|
1.11K
$529K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-8- 3.98% |
$3.27K - $3.76K
|
193
$92.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-8- 0.11% |
$3.27K - $3.76K
|
7.24K
$3.46M
|
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-8- 0.28% |
$3.27K - $3.76K
|
2.88K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-8- 0.73% |
$3.27K - $3.76K
|
1.1K
$523K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-8- 0.16% |
$3.27K - $3.76K
|
4.99K
$2.38M
|
|
|
Mar 11, 2025
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-8- 0.72% |
$3.27K - $3.76K
|
1.11K
$528K
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-9- 0.27% |
$3.68K - $4.23K
|
3.35K
$1.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-9- 0.43% |
$3.68K - $4.23K
|
2.09K
$996K
|
|
|
Oct 20, 2023
Q3 2023
|
Reston Wealth Management LLC
|
SELL
|
- |
-9- 1.66% |
$3.68K - $4.23K
|
534
$255K
|
|
|
Oct 20, 2023
Q3 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-9- 0.33% |
$3.68K - $4.23K
|
2.72K
$1.3M
|