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 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
37New |
$14.7K - $16.9K
|
37
$17.7K
|
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
36+ 0.54% |
$14.3K - $16.5K
|
6.75K
$3.22M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
36+ 0.82% |
$14.3K - $16.5K
|
4.45K
$2.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
36+ 0.35% |
$14.3K - $16.5K
|
10.3K
$4.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
36New |
$14.3K - $16.5K
|
36
$17.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
35+ 2.11% |
$13.9K - $16K
|
1.7K
$810K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
35+ 2.51% |
$13.9K - $16K
|
1.43K
$684K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
34+ 4.67% |
$13.5K - $15.6K
|
762
$364K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
34+ 1.13% |
$13.5K - $15.6K
|
3.05K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
34+ 5.89% |
$13.5K - $15.6K
|
611
$292K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
34+ 4.67% |
$13.5K - $15.6K
|
762
$364K
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
33+ 6.04% |
$13.1K - $15.1K
|
579
$277K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
31+ 1.6% |
$12.3K - $14.2K
|
1.97K
$941K
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
BUY
|
- |
31+ 0.82% |
$12.3K - $14.2K
|
3.81K
$1.82M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
31+ 43.66% |
$12.3K - $14.2K
|
102
$48.7K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
30+ 4.68% |
$11.9K - $13.7K
|
671
$320K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
30+ 5.24% |
$11.9K - $13.7K
|
603
$288K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
30New |
$11.9K - $13.7K
|
30
$14.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
30New |
$11.9K - $13.7K
|
30
$14.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
30New |
$11.9K - $13.7K
|
30
$14.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
30+ 0.55% |
$11.9K - $13.7K
|
5.48K
$2.62M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
29+ 0.38% |
$11.5K - $13.3K
|
7.74K
$3.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
29+ 5.03% |
$11.5K - $13.3K
|
605
$289K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
29+ 2.86% |
$11.5K - $13.3K
|
1.04K
$498K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
29+ 1.0% |
$11.5K - $13.3K
|
2.92K
$1.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
28+ 0.85% |
$11.1K - $12.8K
|
3.31K
$1.58M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
28+ 0.7% |
$11.1K - $12.8K
|
4.05K
$1.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
28+ 3.04% |
$11.1K - $12.8K
|
950
$454K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
28New |
$11.1K - $12.8K
|
28
$13.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
27+ 2.75% |
$10.7K - $12.4K
|
1.01K
$481K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
27+ 4.37% |
$10.7K - $12.4K
|
645
$308K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
27+ 0.24% |
$10.7K - $12.4K
|
11.1K
$5.31M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
27+ 1.69% |
$10.7K - $12.4K
|
1.63K
$777K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
26+ 4.08% |
$10.3K - $11.9K
|
664
$317K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
26+ 1.35% |
$10.3K - $11.9K
|
1.95K
$930K
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
26+ 0.47% |
$10.3K - $11.9K
|
5.57K
$2.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
26+ 4.09% |
$10.3K - $11.9K
|
661
$316K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
26New |
$10.3K - $11.9K
|
26
$12.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
25+ 2.84% |
$9.93K - $11.5K
|
905
$432K
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
25+ 2.78% |
$9.93K - $11.5K
|
923
$441K
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
25+ 0.23% |
$9.93K - $11.5K
|
11.1K
$5.28M
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
25+ 1.26% |
$9.93K - $11.5K
|
2.01K
$961K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
25+ 19.84% |
$9.93K - $11.5K
|
151
$72.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
25+ 0.83% |
$9.93K - $11.5K
|
3.06K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
25+ 0.42% |
$9.93K - $11.5K
|
5.95K
$2.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
24+ 6.35% |
$9.54K - $11K
|
402
$192K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
24+ 2.56% |
$9.54K - $11K
|
960
$459K
|
|
|
Jan 30, 2024
Q4 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
23+ 3.34% |
$9.14K - $10.5K
|
712
$340K
|
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
23+ 4.4% |
$9.14K - $10.5K
|
546
$261K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
23New |
$9.14K - $10.5K
|
23
$11K
|