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
|
Collective Family Office LLC
|
SELL
|
- |
-11- 1.92% |
$4.37K - $5.04K
|
562
$305K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-11- 0.64% |
$4.37K - $5.04K
|
1.71K
$925K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-12- 0.44% |
$4.77K - $5.5K
|
2.71K
$1.47M
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-12- 0.68% |
$4.77K - $5.5K
|
1.75K
$946K
|
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-12- 2.44% |
$4.77K - $5.5K
|
479
$260K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-12- 0.2% |
$4.77K - $5.5K
|
6.11K
$3.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-12- 0.37% |
$4.77K - $5.5K
|
3.22K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-12- 1.95% |
$4.77K - $5.5K
|
604
$328K
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-13- 0.27% |
$5.17K - $5.95K
|
4.85K
$2.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-13- 0.08% |
$5.17K - $5.95K
|
16.3K
$8.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-13- 1.35% |
$5.17K - $5.95K
|
949
$515K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-14- 1.36% |
$5.56K - $6.41K
|
1.02K
$551K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-14- 1.85% |
$5.56K - $6.41K
|
744
$403K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-14- 2.26% |
$5.56K - $6.41K
|
606
$329K
|
|
|
Jan 30, 2024
Q4 2023
|
Sippican Capital Advisors
|
SELL
|
- |
-14- 0.54% |
$5.56K - $6.41K
|
2.56K
$1.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-14- 0.77% |
$5.56K - $6.41K
|
1.8K
$974K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-14- 2.39% |
$5.56K - $6.41K
|
571
$310K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-14- 1.55% |
$5.56K - $6.41K
|
892
$484K
|
|
|
Jan 10, 2024
Q4 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-15- 1.27% |
$5.96K - $6.87K
|
1.17K
$634K
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-15- 1.88% |
$5.96K - $6.87K
|
785
$426K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-15- 2.29% |
$5.96K - $6.87K
|
639
$346K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-15- 1.14% |
$5.96K - $6.87K
|
1.31K
$708K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-15- 0.51% |
$5.96K - $6.87K
|
2.95K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-15- 0.07% |
$5.96K - $6.87K
|
20.9K
$11.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-16- 1.38% |
$6.36K - $7.33K
|
1.14K
$620K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-16- 2.26% |
$6.36K - $7.33K
|
692
$375K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-16- 0.5% |
$6.36K - $7.33K
|
3.16K
$1.72M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-17- 1.13% |
$6.75K - $7.79K
|
1.49K
$805K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-17- 0.83% |
$6.75K - $7.79K
|
2.03K
$1.1M
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-18- 0.36% |
$7.15K - $8.24K
|
5K
$2.71M
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-18- 0.18% |
$7.15K - $8.24K
|
9.87K
$5.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-18- 0.14% |
$7.15K - $8.24K
|
13.1K
$7.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-18- 1.43% |
$7.15K - $8.24K
|
1.24K
$672K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-18- 2.86% |
$7.15K - $8.24K
|
612
$332K
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
SELL
|
- |
-18- 0.65% |
$7.15K - $8.24K
|
2.76K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
SELL
|
- |
-18- 0.12% |
$7.15K - $8.24K
|
15.4K
$8.35M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-18- 2.28% |
$7.15K - $8.24K
|
770
$418K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-19- 0.6% |
$7.55K - $8.7K
|
3.16K
$1.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-19- 0.17% |
$7.55K - $8.7K
|
10.8K
$5.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-19- 0.24% |
$7.55K - $8.7K
|
7.75K
$4.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-19- 0.82% |
$7.55K - $8.7K
|
2.3K
$1.25M
|
|
|
Jan 30, 2024
Q4 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-20- 1.02% |
$7.95K - $9.16K
|
1.94K
$1.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-20- 2.18% |
$7.95K - $9.16K
|
899
$487K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-20- 4.07% |
$7.95K - $9.16K
|
471
$255K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-20- 10.99% |
$7.95K - $9.16K
|
162
$87.8K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-20- 22.22% |
$7.95K - $9.16K
|
70
$38K
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-21- 3.57% |
$8.34K - $9.62K
|
567
$307K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-21- 0.2% |
$8.34K - $9.62K
|
10.5K
$5.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-21- 2.09% |
$8.34K - $9.62K
|
985
$534K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-21- 1.96% |
$8.34K - $9.62K
|
1.05K
$570K
|