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 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
797New |
$326K - $375K
|
797
$389K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
793+ 0.45% |
$324K - $373K
|
176K
$85.8M
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
790+ 1926.83% |
$323K - $371K
|
831
$406K
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
787+ 7.79% |
$322K - $370K
|
10.9K
$5.32M
|
|
Oct 30, 2023
Q3 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
786New |
$321K - $369K
|
786
$384K
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
783+ 6.1% |
$320K - $368K
|
13.6K
$6.65M
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
779+ 3.26% |
$318K - $366K
|
24.7K
$12.1M
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
770+ 3.79% |
$315K - $362K
|
21.1K
$10.3M
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
767+ 198.7% |
$313K - $360K
|
1.15K
$563K
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
762+ 19.05% |
$311K - $358K
|
4.76K
$2.32M
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
757+ 199.74% |
$309K - $356K
|
1.14K
$555K
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
756+ 14.63% |
$309K - $355K
|
5.92K
$2.89M
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
752+ 10.58% |
$307K - $353K
|
7.86K
$3.84M
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
749+ 10.1% |
$306K - $352K
|
8.16K
$3.98M
|
|
Nov 14, 2023
Q3 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
748+ 18.75% |
$306K - $352K
|
4.74K
$2.31M
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
747New |
$305K - $351K
|
747
$365K
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
747New |
$305K - $351K
|
747
$365K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
745+ 0.91% |
$304K - $350K
|
82.6K
$40.3M
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
745+ 47.91% |
$304K - $350K
|
2.3K
$1.12M
|
|
Nov 13, 2023
Q3 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
740+ 10.45% |
$302K - $348K
|
7.82K
$3.82M
|
|
Oct 10, 2023
Q3 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
717+ 3.88% |
$293K - $337K
|
19.2K
$9.37M
|
|
Nov 08, 2023
Q3 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
717+ 2.31% |
$293K - $337K
|
31.8K
$15.5M
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
709New |
$290K - $333K
|
709
$346K
|
|
Nov 14, 2023
Q3 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
707+ 3.39% |
$289K - $332K
|
21.6K
$10.5M
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
704+ 4.03% |
$288K - $331K
|
18.2K
$8.87M
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
704+ 1.83% |
$288K - $331K
|
39.3K
$19.2M
|
|
Nov 13, 2023
Q3 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
703+ 0.55% |
$287K - $330K
|
129K
$62.8M
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
700+ 6.37% |
$286K - $329K
|
11.7K
$5.71M
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
700+ 7.98% |
$286K - $329K
|
9.47K
$4.62M
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
696+ 16.09% |
$284K - $327K
|
5.02K
$2.45M
|
|
Nov 07, 2023
Q3 2023
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
695New |
$284K - $327K
|
695
$339K
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
693+ 155.03% |
$283K - $326K
|
1.14K
$556K
|
|
Nov 29, 2023
Q3 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
693New |
$283K - $326K
|
693
$338K
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
687+ 21.06% |
$281K - $323K
|
3.95K
$1.93M
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
687New |
$281K - $323K
|
687
$335K
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
684+ 24.51% |
$280K - $321K
|
3.48K
$1.7M
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
684New |
$280K - $321K
|
684
$334K
|
|
Nov 13, 2023
Q3 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
670+ 12.48% |
$274K - $315K
|
6.04K
$2.95M
|
|
Oct 25, 2023
Q3 2023
|
Ocean Capital Management, LLC
|
BUY
|
- |
669+ 8.84% |
$273K - $314K
|
8.23K
$4.02M
|
|
Nov 14, 2023
Q3 2023
|
Verde Capital Management
|
BUY
|
- |
665New |
$272K - $313K
|
665
$325K
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Advisors, Inc.
|
BUY
|
- |
664+ 3.24% |
$271K - $312K
|
21.2K
$10.3M
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
663+ 2.98% |
$271K - $312K
|
22.9K
$11.2M
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
663+ 4.02% |
$271K - $312K
|
17.2K
$8.37M
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
655+ 4.19% |
$268K - $308K
|
16.3K
$7.95M
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
642+ 6.65% |
$262K - $302K
|
10.3K
$5.02M
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
638+ 2.26% |
$261K - $300K
|
28.9K
$14.1M
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
637New |
$260K - $299K
|
637
$311K
|
|
Nov 01, 2023
Q3 2023
|
Bancreek Capital Management, LP
Santa Monica, CA |
BUY
|
- |
632+ 10.16% |
$258K - $297K
|
6.85K
$3.34M
|
|
Oct 20, 2023
Q3 2023
|
Hgk Asset Management Inc
|
BUY
|
- |
631+ 5.07% |
$258K - $297K
|
13.1K
$6.39M
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
630+ 8.8% |
$257K - $296K
|
7.79K
$3.8M
|