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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
71+ 5.17% |
$28.2K - $32.5K
|
1.44K
$783K
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
71+ 1.18% |
$28.2K - $32.5K
|
6.09K
$3.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
71+ 7.59% |
$28.2K - $32.5K
|
1.01K
$546K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
70+ 2.05% |
$27.8K - $32.1K
|
3.48K
$1.89M
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
70+ 0.58% |
$27.8K - $32.1K
|
12.1K
$6.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
70+ 5.62% |
$27.8K - $32.1K
|
1.32K
$713K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
70+ 7.52% |
$27.8K - $32.1K
|
1K
$543K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
69+ 1.11% |
$27.4K - $31.6K
|
6.26K
$3.39M
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
BUY
|
- |
68+ 6.12% |
$27K - $31.1K
|
1.18K
$639K
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
68+ 1.36% |
$27K - $31.1K
|
5.06K
$2.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
68+ 12.59% |
$27K - $31.1K
|
608
$330K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
67+ 4.19% |
$26.6K - $30.7K
|
1.67K
$904K
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
67+ 3.32% |
$26.6K - $30.7K
|
2.09K
$1.13M
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
66+ 3.59% |
$26.2K - $30.2K
|
1.91K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
66+ 2.03% |
$26.2K - $30.2K
|
3.32K
$1.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
65+ 12.97% |
$25.8K - $29.8K
|
566
$307K
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
65+ 0.53% |
$25.8K - $29.8K
|
12.2K
$6.63M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
64+ 2.26% |
$25.4K - $29.3K
|
2.9K
$1.57M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
64+ 2.63% |
$25.4K - $29.3K
|
2.5K
$1.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital, LLC
|
BUY
|
- |
64+ 1.3% |
$25.4K - $29.3K
|
5.01K
$2.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
64+ 9.94% |
$25.4K - $29.3K
|
708
$384K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
64+ 4.35% |
$25.4K - $29.3K
|
1.54K
$832K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
62+ 1.45% |
$24.6K - $28.4K
|
4.34K
$2.35M
|
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
BUY
|
- |
61+ 0.8% |
$24.2K - $27.9K
|
7.68K
$4.16M
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
60+ 1200.0% |
$23.8K - $27.5K
|
65
$35.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
60+ 206.9% |
$23.8K - $27.5K
|
89
$48.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
60+ 1.09% |
$23.8K - $27.5K
|
5.54K
$3M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
60+ 0.99% |
$23.8K - $27.5K
|
6.14K
$3.33M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
58+ 1.46% |
$23K - $26.6K
|
4.02K
$2.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
58+ 10.18% |
$23K - $26.6K
|
628
$341K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
57+ 10.07% |
$22.6K - $26.1K
|
623
$338K
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
57New |
$22.6K - $26.1K
|
57
$30.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
56+ 0.73% |
$22.3K - $25.7K
|
7.75K
$4.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
BUY
|
- |
56+ 0.38% |
$22.3K - $25.7K
|
14.8K
$8.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
56+ 1.38% |
$22.3K - $25.7K
|
4.13K
$2.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
54+ 0.62% |
$21.5K - $24.7K
|
8.82K
$4.78M
|
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
53+ 0.33% |
$21.1K - $24.3K
|
16.4K
$8.87M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
53+ 1.02% |
$21.1K - $24.3K
|
5.25K
$2.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
52+ 2.94% |
$20.7K - $23.8K
|
1.82K
$987K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
52+ 0.94% |
$20.7K - $23.8K
|
5.58K
$3.03M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
51+ 6.52% |
$20.3K - $23.4K
|
833
$452K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
51+ 1.2% |
$20.3K - $23.4K
|
4.29K
$2.33M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
50+ 1.52% |
$19.9K - $22.9K
|
3.35K
$1.82M
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
50+ 9.16% |
$19.9K - $22.9K
|
596
$323K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
50+ 5.43% |
$19.9K - $22.9K
|
970
$526K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
50+ 1.98% |
$19.9K - $22.9K
|
2.58K
$1.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
50+ 9.09% |
$19.9K - $22.9K
|
600
$325K
|
|
|
Feb 09, 2024
Q4 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
50+ 8.08% |
$19.9K - $22.9K
|
669
$363K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
50+ 4.21% |
$19.9K - $22.9K
|
1.24K
$671K
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
49+ 8.24% |
$19.5K - $22.4K
|
644
$349K
|