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 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
12+ 0.46% |
$4.77K - $5.5K
|
2.64K
$1.43M
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
12+ 1.83% |
$4.77K - $5.5K
|
666
$361K
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
12+ 1.23% |
$4.77K - $5.5K
|
988
$536K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
12+ 0.64% |
$4.77K - $5.5K
|
1.88K
$1.02M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
12+ 0.91% |
$4.77K - $5.5K
|
1.33K
$721K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
12+ 1.39% |
$4.77K - $5.5K
|
875
$474K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
12+ 0.35% |
$4.77K - $5.5K
|
3.46K
$1.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
12+ 0.68% |
$4.77K - $5.5K
|
1.78K
$967K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
11+ 0.3% |
$4.37K - $5.04K
|
3.7K
$2M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
11+ 1.39% |
$4.37K - $5.04K
|
804
$436K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
11+ 1.97% |
$4.37K - $5.04K
|
570
$309K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
11+ 84.62% |
$4.37K - $5.04K
|
24
$13K
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
11+ 0.92% |
$4.37K - $5.04K
|
1.21K
$658K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
11New |
$4.37K - $5.04K
|
11
$5.96K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
11New |
$4.37K - $5.04K
|
11
$5.96K
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
11+ 1.03% |
$4.37K - $5.04K
|
1.08K
$583K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
11New |
$4.37K - $5.04K
|
11
$5.96K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
11+ 100.0% |
$4.37K - $5.04K
|
22
$11.9K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
10New |
$3.97K - $4.58K
|
10
$5.42K
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
10+ 1.94% |
$3.97K - $4.58K
|
526
$285K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
10+ 0.16% |
$3.97K - $4.58K
|
6.16K
$3.34M
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
BUY
|
- |
10+ 0.57% |
$3.97K - $4.58K
|
1.76K
$956K
|
|
|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
10New |
$3.97K - $4.58K
|
10
$5.42K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
10+ 1.29% |
$3.97K - $4.58K
|
787
$427K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
10New |
$3.97K - $4.58K
|
10
$5.42K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
10+ 1.49% |
$3.97K - $4.58K
|
680
$369K
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
10+ 0.36% |
$3.97K - $4.58K
|
2.77K
$1.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
BUY
|
- |
10+ 0.12% |
$3.97K - $4.58K
|
8.41K
$4.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
10+ 0.48% |
$3.97K - $4.58K
|
2.1K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
10+ 0.64% |
$3.97K - $4.58K
|
1.57K
$852K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
9+ 5.26% |
$3.58K - $4.12K
|
180
$97.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
9+ 1.43% |
$3.58K - $4.12K
|
638
$346K
|
|
|
Jan 29, 2024
Q4 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
9+ 0.03% |
$3.58K - $4.12K
|
31.8K
$17.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9+ 0.24% |
$3.58K - $4.12K
|
3.8K
$2.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
9+ 0.33% |
$3.58K - $4.12K
|
2.76K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
9+ 3.73% |
$3.58K - $4.12K
|
250
$136K
|
|
|
Jan 16, 2024
Q4 2023
|
Pachira Investments Inc.
|
BUY
|
- |
8+ 0.17% |
$3.18K - $3.66K
|
4.7K
$2.55M
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
8+ 0.29% |
$3.18K - $3.66K
|
2.73K
$1.48M
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
8+ 0.52% |
$3.18K - $3.66K
|
1.56K
$844K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
8+ 44.44% |
$3.18K - $3.66K
|
26
$14.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
8+ 1.93% |
$3.18K - $3.66K
|
422
$229K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.95% |
$3.18K - $3.66K
|
849
$460K
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
8+ 0.17% |
$3.18K - $3.66K
|
4.71K
$2.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
8+ 0.47% |
$3.18K - $3.66K
|
1.73K
$937K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
8+ 4.71% |
$3.18K - $3.66K
|
178
$96.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
8+ 0.42% |
$3.18K - $3.66K
|
1.92K
$1.04M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
8New |
$3.18K - $3.66K
|
8
$4.34K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
7+ 0.64% |
$2.78K - $3.21K
|
1.1K
$598K
|
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
BUY
|
- |
7+ 0.22% |
$2.78K - $3.21K
|
3.25K
$1.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
7+ 0.55% |
$2.78K - $3.21K
|
1.29K
$698K
|