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 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
215+ 2.78% |
$85.4K - $98.5K
|
7.96K
$4.32M
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
210+ 18.55% |
$83.4K - $96.2K
|
1.34K
$728K
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
BUY
|
- |
210+ 1.07% |
$83.4K - $96.2K
|
19.8K
$10.7M
|
|
Feb 15, 2024
Q4 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
210+ 1.06% |
$83.4K - $96.2K
|
20K
$10.9M
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
208+ 10.27% |
$82.6K - $95.3K
|
2.23K
$1.21M
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
207+ 8.62% |
$82.3K - $94.8K
|
2.61K
$1.41M
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
207+ 2.22% |
$82.3K - $94.8K
|
9.54K
$5.17M
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
206+ 30.12% |
$81.9K - $94.4K
|
890
$483K
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
205+ 8.14% |
$81.5K - $93.9K
|
2.72K
$1.48M
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
204+ 3.28% |
$81.1K - $93.4K
|
6.42K
$3.48M
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
204+ 26.91% |
$81.1K - $93.4K
|
962
$522K
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
203+ 1.02% |
$80.7K - $93K
|
20K
$10.9M
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
202+ 3.74% |
$80.3K - $92.5K
|
5.61K
$3.04M
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
201+ 3.7% |
$79.9K - $92.1K
|
5.63K
$3.05M
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
200+ 20.0% |
$79.5K - $91.6K
|
1.2K
$651K
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
BUY
|
- |
200+ 31.95% |
$79.5K - $91.6K
|
826
$448K
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
200+ 28.17% |
$79.5K - $91.6K
|
910
$493K
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
199+ 3.84% |
$79.1K - $91.1K
|
5.38K
$2.92M
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
199+ 3.28% |
$79.1K - $91.1K
|
6.26K
$3.39M
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
196+ 26.24% |
$77.9K - $89.8K
|
943
$511K
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
191+ 5.05% |
$75.9K - $87.5K
|
3.98K
$2.16M
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
191+ 107.3% |
$75.9K - $87.5K
|
369
$200K
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
190+ 7.58% |
$75.5K - $87K
|
2.7K
$1.46M
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
189+ 10.88% |
$75.1K - $86.6K
|
1.93K
$1.04M
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
189+ 32.14% |
$75.1K - $86.6K
|
777
$421K
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
187+ 11.77% |
$74.3K - $85.7K
|
1.78K
$963K
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
187+ 3.21% |
$74.3K - $85.7K
|
6.02K
$3.26M
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
186+ 1.29% |
$73.9K - $85.2K
|
14.6K
$7.93M
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
186New |
$73.9K - $85.2K
|
186
$101K
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
185+ 6.67% |
$73.5K - $84.7K
|
2.96K
$1.6M
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
185New |
$73.5K - $84.7K
|
185
$100K
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
182+ 6.78% |
$72.3K - $83.4K
|
2.87K
$1.55M
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
182+ 4.03% |
$72.3K - $83.4K
|
4.7K
$2.55M
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
181+ 0.6% |
$71.9K - $82.9K
|
30.6K
$16.6M
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
BUY
|
- |
179+ 4.48% |
$71.1K - $82K
|
4.17K
$2.26M
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
177+ 0.7% |
$70.3K - $81.1K
|
25.6K
$13.9M
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
177+ 8.18% |
$70.3K - $81.1K
|
2.34K
$1.27M
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
175New |
$69.5K - $80.2K
|
175
$94.9K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
172+ 10.15% |
$68.3K - $78.8K
|
1.87K
$1.01M
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
170New |
$67.5K - $77.9K
|
170
$92.2K
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
168+ 8.61% |
$66.8K - $77K
|
2.12K
$1.15M
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
168+ 12.18% |
$66.8K - $77K
|
1.55K
$839K
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
165+ 2.71% |
$65.6K - $75.6K
|
6.24K
$3.39M
|
|
Jan 22, 2024
Q4 2023
|
Nvest Financial, LLC
|
BUY
|
- |
164+ 10.26% |
$65.2K - $75.1K
|
1.76K
$956K
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
163+ 2.06% |
$64.8K - $74.7K
|
8.07K
$4.37M
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
163New |
$64.8K - $74.7K
|
163
$88.4K
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
163+ 4.9% |
$64.8K - $74.7K
|
3.49K
$1.89M
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
162+ 5.13% |
$64.4K - $74.2K
|
3.32K
$1.8M
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
161+ 8.44% |
$64K - $73.7K
|
2.07K
$1.12M
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
161+ 25.84% |
$64K - $73.7K
|
784
$425K
|