Purchases and Sales Made in Q4 2023 in Lockheed Martin Corp (LMT)
This table provides information about the institutional ownership of Lockheed Martin Corp (LMT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
357+ 9.86% |
$142K - $164K
|
3.98K
$2.16M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
356New |
$141K - $163K
|
356
$193K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
356+ 11.0% |
$141K - $163K
|
3.59K
$1.95M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
353+ 11.72% |
$140K - $162K
|
3.37K
$1.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
352+ 31.26% |
$140K - $161K
|
1.48K
$801K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
350+ 6.68% |
$139K - $160K
|
5.59K
$3.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
347+ 5.27% |
$138K - $159K
|
6.93K
$3.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
346+ 2.34% |
$137K - $158K
|
15.1K
$8.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
344+ 8.07% |
$137K - $158K
|
4.61K
$2.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
344+ 9.54% |
$137K - $158K
|
3.95K
$2.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
344New |
$137K - $158K
|
344
$187K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
337+ 3.33% |
$134K - $154K
|
10.5K
$5.67M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
336+ 1.83% |
$134K - $154K
|
18.7K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
336+ 1.56% |
$134K - $154K
|
21.9K
$11.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
335+ 6.74% |
$133K - $153K
|
5.31K
$2.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
332+ 7.39% |
$132K - $152K
|
4.83K
$2.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
332+ 2.08% |
$132K - $152K
|
16.3K
$8.82M
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
328+ 46.52% |
$130K - $150K
|
1.03K
$560K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
328+ 3.19% |
$130K - $150K
|
10.6K
$5.76M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
326+ 1.44% |
$130K - $149K
|
23K
$12.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
325+ 1.93% |
$129K - $149K
|
17.2K
$9.32M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
323+ 15.03% |
$128K - $148K
|
2.47K
$1.34M
|
|
|
Jan 09, 2024
Q4 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
322+ 23.69% |
$128K - $147K
|
1.68K
$911K
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
316+ 25.65% |
$126K - $145K
|
1.55K
$839K
|
|
|
Feb 14, 2024
Q4 2023
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
316+ 8.06% |
$126K - $145K
|
4.24K
$2.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
312+ 0.55% |
$124K - $143K
|
57.3K
$31.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
310+ 32.29% |
$123K - $142K
|
1.27K
$689K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
307+ 1.06% |
$122K - $141K
|
29.2K
$15.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
307+ 41.43% |
$122K - $141K
|
1.05K
$568K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
302+ 54.41% |
$120K - $138K
|
857
$465K
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
301+ 7.35% |
$120K - $138K
|
4.4K
$2.39M
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
300+ 8.89% |
$119K - $137K
|
3.68K
$1.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
300+ 57.47% |
$119K - $137K
|
822
$446K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
300+ 163.93% |
$119K - $137K
|
483
$262K
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
300New |
$119K - $137K
|
300
$163K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
296+ 31.03% |
$118K - $136K
|
1.25K
$678K
|
|
|
Jan 17, 2024
Q4 2023
|
Meyer Handelman CO
|
BUY
|
- |
295+ 8.22% |
$117K - $135K
|
3.89K
$2.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
295+ 2.82% |
$117K - $135K
|
10.8K
$5.83M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
294+ 3.87% |
$117K - $135K
|
7.89K
$4.28M
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
294+ 3.06% |
$117K - $135K
|
9.91K
$5.37M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
294+ 11.25% |
$117K - $135K
|
2.91K
$1.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
294+ 18.83% |
$117K - $135K
|
1.86K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
294+ 2.14% |
$117K - $135K
|
14.1K
$7.62M
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
292+ 1.79% |
$116K - $134K
|
16.6K
$9M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
292+ 14.22% |
$116K - $134K
|
2.35K
$1.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
291+ 5.02% |
$116K - $133K
|
6.09K
$3.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
286+ 6.19% |
$114K - $131K
|
4.9K
$2.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
285+ 28.56% |
$113K - $131K
|
1.28K
$696K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
283+ 0.9% |
$112K - $130K
|
31.8K
$17.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
283+ 3.05% |
$112K - $130K
|
9.57K
$5.19M
|