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 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3- 1.83% |
$1.19K - $1.37K
|
161
$87.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-3- 0.49% |
$1.19K - $1.37K
|
604
$328K
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-3- 0.06% |
$1.19K - $1.37K
|
4.97K
$2.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-3- 1.99% |
$1.19K - $1.37K
|
148
$80.2K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-3- 0.16% |
$1.19K - $1.37K
|
1.84K
$999K
|
|
|
Feb 09, 2024
Q4 2023
|
Saratoga Research & Investment Management
|
SELL
|
- |
-3- 0.34% |
$1.19K - $1.37K
|
880
$477K
|
|
|
Feb 13, 2024
Q4 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-3- 0.42% |
$1.19K - $1.37K
|
717
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-3- 0.08% |
$1.19K - $1.37K
|
3.65K
$1.98M
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-4- 0.1% |
$1.59K - $1.83K
|
4.02K
$2.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-4- 0.34% |
$1.59K - $1.83K
|
1.19K
$644K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-4- 0.33% |
$1.59K - $1.83K
|
1.2K
$648K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-4- 0.22% |
$1.59K - $1.83K
|
1.8K
$975K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-4- 0.06% |
$1.59K - $1.83K
|
6.5K
$3.52M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-4- 0.45% |
$1.59K - $1.83K
|
889
$482K
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-4- 0.08% |
$1.59K - $1.83K
|
5.02K
$2.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-5- 0.9% |
$1.99K - $2.29K
|
548
$297K
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-5- 0.52% |
$1.99K - $2.29K
|
955
$518K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-5- 2.34% |
$1.99K - $2.29K
|
209
$113K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-5- 0.49% |
$1.99K - $2.29K
|
1.01K
$547K
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-5- 0.56% |
$1.99K - $2.29K
|
890
$483K
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
SELL
|
- |
-5- 7.46% |
$1.99K - $2.29K
|
62
$33.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-5- 2.34% |
$1.99K - $2.29K
|
209
$113K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-5- 12.82% |
$1.99K - $2.29K
|
34
$18.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-5- 2.28% |
$1.99K - $2.29K
|
214
$116K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-5- 50.0% |
$1.99K - $2.29K
|
5
$2.71K
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-5- 0.7% |
$1.99K - $2.29K
|
713
$387K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-6- 0.55% |
$2.38K - $2.75K
|
1.09K
$591K
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.45% |
$2.38K - $2.75K
|
1.33K
$720K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-6- 0.42% |
$2.38K - $2.75K
|
1.42K
$772K
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
SELL
|
- |
-6- 0.28% |
$2.38K - $2.75K
|
2.17K
$1.18M
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-7- 1.02% |
$2.78K - $3.21K
|
678
$368K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-7- 0.67% |
$2.78K - $3.21K
|
1.04K
$563K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-7- 0.68% |
$2.78K - $3.21K
|
1.02K
$554K
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-8- 1.09% |
$3.18K - $3.66K
|
726
$394K
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-8- 0.36% |
$3.18K - $3.66K
|
2.22K
$1.2M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-8- 0.18% |
$3.18K - $3.66K
|
4.51K
$2.44M
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-9- 1.01% |
$3.58K - $4.12K
|
879
$477K
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-9- 0.56% |
$3.58K - $4.12K
|
1.59K
$860K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-9- 0.97% |
$3.58K - $4.12K
|
923
$500K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-9- 0.56% |
$3.58K - $4.12K
|
1.6K
$866K
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-9- 0.74% |
$3.58K - $4.12K
|
1.22K
$659K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-10- 23.26% |
$3.97K - $4.58K
|
33
$17.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-10- 0.74% |
$3.97K - $4.58K
|
1.34K
$724K
|
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-10- 0.57% |
$3.97K - $4.58K
|
1.73K
$940K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-10- 0.15% |
$3.97K - $4.58K
|
6.65K
$3.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-10- 0.64% |
$3.97K - $4.58K
|
1.56K
$844K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-10- 2.5% |
$3.97K - $4.58K
|
390
$211K
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-10- 1.51% |
$3.97K - $4.58K
|
651
$353K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-10- 2.7% |
$3.97K - $4.58K
|
361
$196K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-10- 2.03% |
$3.97K - $4.58K
|
483
$262K
|