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
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-16- 1.89% |
$6.54K - $7.52K
|
831
$406K
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-16- 1.48% |
$6.54K - $7.52K
|
1.06K
$519K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-17- 1.05% |
$6.95K - $7.99K
|
1.6K
$781K
|
|
|
Oct 25, 2023
Q3 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-17- 2.31% |
$6.95K - $7.99K
|
718
$350K
|
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-18- 2.65% |
$7.36K - $8.46K
|
660
$322K
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-18- 2.39% |
$7.36K - $8.46K
|
734
$358K
|
|
|
Nov 13, 2023
Q3 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-18- 2.28% |
$7.36K - $8.46K
|
770
$376K
|
|
|
Nov 13, 2023
Q3 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-18- 33.96% |
$7.36K - $8.46K
|
35
$17.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Menlo Advisors LLC
|
SELL
|
- |
-19- 0.15% |
$7.77K - $8.93K
|
12.4K
$6.07M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-19- 1.21% |
$7.77K - $8.93K
|
1.55K
$755K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
SELL
|
- |
-19- 2.63% |
$7.77K - $8.93K
|
703
$343K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-19- 4.77% |
$7.77K - $8.93K
|
379
$185K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
SELL
|
- |
-20- 0.2% |
$8.17K - $9.4K
|
10K
$4.88M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-20- 0.86% |
$8.17K - $9.4K
|
2.31K
$1.13M
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-20- 1.4% |
$8.17K - $9.4K
|
1.4K
$685K
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-20- 0.3% |
$8.17K - $9.4K
|
6.66K
$3.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-20- 66.67% |
$8.17K - $9.4K
|
10
$4.88K
|
|
|
Oct 16, 2023
Q3 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-21- 3.39% |
$8.58K - $9.87K
|
598
$292K
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-21- 3.26% |
$8.58K - $9.87K
|
624
$305K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-21- 0.34% |
$8.58K - $9.87K
|
6.22K
$3.04M
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-21- 3.35% |
$8.58K - $9.87K
|
606
$296K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-22- 0.54% |
$8.99K - $10.3K
|
4.03K
$1.97M
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-22- 1.51% |
$8.99K - $10.3K
|
1.44K
$702K
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-22- 0.66% |
$8.99K - $10.3K
|
3.34K
$1.63M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-22- 2.94% |
$8.99K - $10.3K
|
726
$354K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-22- 0.08% |
$8.99K - $10.3K
|
28K
$13.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-22- 1.58% |
$8.99K - $10.3K
|
1.37K
$668K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-23- 0.67% |
$9.4K - $10.8K
|
3.4K
$1.66M
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-23- 0.11% |
$9.4K - $10.8K
|
21.5K
$10.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-24- 1.66% |
$9.81K - $11.3K
|
1.43K
$696K
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-24- 2.55% |
$9.81K - $11.3K
|
919
$449K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-24- 1.31% |
$9.81K - $11.3K
|
1.81K
$884K
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-24- 0.3% |
$9.81K - $11.3K
|
7.85K
$3.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-25- 14.79% |
$10.2K - $11.7K
|
144
$70.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-25- 1.47% |
$10.2K - $11.7K
|
1.68K
$820K
|
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
SELL
|
- |
-25- 1.41% |
$10.2K - $11.7K
|
1.75K
$856K
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-25- 0.92% |
$10.2K - $11.7K
|
2.68K
$1.31M
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-25- 3.68% |
$10.2K - $11.7K
|
654
$319K
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
SELL
|
- |
-25- 1.27% |
$10.2K - $11.7K
|
1.94K
$946K
|
|
|
Nov 03, 2023
Q3 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-25- 1.03% |
$10.2K - $11.7K
|
2.41K
$1.17M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-25- 0.98% |
$10.2K - $11.7K
|
2.53K
$1.23M
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-25- 14.71% |
$10.2K - $11.7K
|
145
$70.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-25- 1.58% |
$10.2K - $11.7K
|
1.56K
$760K
|
|
|
Nov 13, 2023
Q3 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-25- 3.84% |
$10.2K - $11.7K
|
626
$306K
|
|
|
Nov 13, 2023
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-25- 0.38% |
$10.2K - $11.7K
|
6.52K
$3.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-25- 2.37% |
$10.2K - $11.7K
|
1.03K
$504K
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-25- 1.68% |
$10.2K - $11.7K
|
1.46K
$712K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-25- 1.07% |
$10.2K - $11.7K
|
2.31K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-25- 2.5% |
$10.2K - $11.7K
|
977
$477K
|
|
|
Feb 13, 2024
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-25- 0.38% |
$10.2K - $11.7K
|
6.52K
$3.18M
|