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 |
|---|---|---|---|---|---|---|---|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
34+ 4.67% |
$13.5K - $15.6K
|
762
$413K
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
33+ 6.04% |
$13.1K - $15.1K
|
579
$314K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
31+ 1.6% |
$12.3K - $14.2K
|
1.97K
$1.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
BUY
|
- |
31+ 0.82% |
$12.3K - $14.2K
|
3.81K
$2.06M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
31+ 43.66% |
$12.3K - $14.2K
|
102
$55.3K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
30+ 4.68% |
$11.9K - $13.7K
|
671
$364K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
30+ 5.24% |
$11.9K - $13.7K
|
603
$327K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
30New |
$11.9K - $13.7K
|
30
$16.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
30New |
$11.9K - $13.7K
|
30
$16.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
30New |
$11.9K - $13.7K
|
30
$16.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
30+ 0.55% |
$11.9K - $13.7K
|
5.48K
$2.97M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
29+ 0.38% |
$11.5K - $13.3K
|
7.74K
$4.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
29+ 5.03% |
$11.5K - $13.3K
|
605
$328K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
29+ 2.86% |
$11.5K - $13.3K
|
1.04K
$565K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
29+ 1.0% |
$11.5K - $13.3K
|
2.92K
$1.58M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
28+ 0.85% |
$11.1K - $12.8K
|
3.31K
$1.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
28+ 0.7% |
$11.1K - $12.8K
|
4.05K
$2.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
28+ 3.04% |
$11.1K - $12.8K
|
950
$515K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
28New |
$11.1K - $12.8K
|
28
$15.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
27+ 2.75% |
$10.7K - $12.4K
|
1.01K
$547K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
27+ 4.37% |
$10.7K - $12.4K
|
645
$350K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
27+ 0.24% |
$10.7K - $12.4K
|
11.1K
$6.02M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
27+ 1.69% |
$10.7K - $12.4K
|
1.63K
$882K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
26+ 4.08% |
$10.3K - $11.9K
|
664
$360K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
26+ 1.35% |
$10.3K - $11.9K
|
1.95K
$1.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
26+ 0.47% |
$10.3K - $11.9K
|
5.57K
$3.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
26+ 4.09% |
$10.3K - $11.9K
|
661
$358K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
26New |
$10.3K - $11.9K
|
26
$14.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
25+ 2.84% |
$9.93K - $11.5K
|
905
$491K
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
25+ 2.78% |
$9.93K - $11.5K
|
923
$500K
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
25+ 0.23% |
$9.93K - $11.5K
|
11.1K
$5.99M
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
25+ 1.26% |
$9.93K - $11.5K
|
2.01K
$1.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
25+ 19.84% |
$9.93K - $11.5K
|
151
$81.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
25+ 0.83% |
$9.93K - $11.5K
|
3.06K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
25+ 0.42% |
$9.93K - $11.5K
|
5.95K
$3.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
24+ 6.35% |
$9.54K - $11K
|
402
$218K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
24+ 2.56% |
$9.54K - $11K
|
960
$521K
|
|
|
Jan 30, 2024
Q4 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
23+ 3.34% |
$9.14K - $10.5K
|
712
$386K
|
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
23+ 4.4% |
$9.14K - $10.5K
|
546
$296K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
23New |
$9.14K - $10.5K
|
23
$12.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.8% |
$9.14K - $10.5K
|
2.9K
$1.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
23+ 3.96% |
$9.14K - $10.5K
|
604
$328K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
23+ 4.6% |
$9.14K - $10.5K
|
523
$284K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
23+ 2.48% |
$9.14K - $10.5K
|
949
$515K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
22+ 9.65% |
$8.74K - $10.1K
|
250
$136K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
22+ 18.33% |
$8.74K - $10.1K
|
142
$77K
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
22+ 3.74% |
$8.74K - $10.1K
|
611
$331K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
21+ 8.4% |
$8.34K - $9.62K
|
271
$147K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
21+ 4.06% |
$8.34K - $9.62K
|
538
$292K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
20+ 3.26% |
$7.95K - $9.16K
|
634
$344K
|