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 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-19- 0.24% |
$7.55K - $8.7K
|
7.75K
$3.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-19- 0.82% |
$7.55K - $8.7K
|
2.3K
$1.07M
|
|
|
Jan 30, 2024
Q4 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-20- 1.02% |
$7.95K - $9.16K
|
1.94K
$907K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-20- 2.18% |
$7.95K - $9.16K
|
899
$420K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-20- 4.07% |
$7.95K - $9.16K
|
471
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-20- 10.99% |
$7.95K - $9.16K
|
162
$75.6K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-20- 22.22% |
$7.95K - $9.16K
|
70
$32.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-21- 3.57% |
$8.34K - $9.62K
|
567
$265K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-21- 0.2% |
$8.34K - $9.62K
|
10.5K
$4.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-21- 2.09% |
$8.34K - $9.62K
|
985
$460K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-21- 1.96% |
$8.34K - $9.62K
|
1.05K
$491K
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-21- 0.89% |
$8.34K - $9.62K
|
2.34K
$1.09M
|
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-22- 3.05% |
$8.74K - $10.1K
|
699
$326K
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-22- 2.02% |
$8.74K - $10.1K
|
1.07K
$499K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-22- 0.65% |
$8.74K - $10.1K
|
3.36K
$1.57M
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-22- 1.53% |
$8.74K - $10.1K
|
1.42K
$662K
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-22- 1.82% |
$8.74K - $10.1K
|
1.19K
$556K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-23- 1.63% |
$9.14K - $10.5K
|
1.39K
$647K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-23- 0.57% |
$9.14K - $10.5K
|
4.02K
$1.87M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-23- 0.43% |
$9.14K - $10.5K
|
5.29K
$2.47M
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-23- 2.3% |
$9.14K - $10.5K
|
978
$457K
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-23- 1.22% |
$9.14K - $10.5K
|
1.87K
$872K
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-23- 4.4% |
$9.14K - $10.5K
|
500
$233K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-24- 17.52% |
$9.54K - $11K
|
113
$52.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-24- 2.1% |
$9.54K - $11K
|
1.12K
$523K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-25- 2.67% |
$9.93K - $11.5K
|
910
$425K
|
|
|
Jan 19, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-25- 1.82% |
$9.93K - $11.5K
|
1.35K
$630K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-25Closed |
$9.93K - $11.5K
|
0
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-25- 2.85% |
$9.93K - $11.5K
|
852
$398K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-25- 10.68% |
$9.93K - $11.5K
|
209
$97.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-25- 96.15% |
$9.93K - $11.5K
|
1
$467
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-25- 1.49% |
$9.93K - $11.5K
|
1.66K
$773K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-25Closed |
$9.93K - $11.5K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-25- 0.41% |
$9.93K - $11.5K
|
6.01K
$2.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-25- 3.69% |
$9.93K - $11.5K
|
653
$305K
|
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-25- 1.64% |
$9.93K - $11.5K
|
1.5K
$699K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-26- 1.46% |
$10.3K - $11.9K
|
1.76K
$821K
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-26- 0.39% |
$10.3K - $11.9K
|
6.58K
$3.07M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-26- 2.18% |
$10.3K - $11.9K
|
1.16K
$543K
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-26- 1.95% |
$10.3K - $11.9K
|
1.31K
$611K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-27- 0.58% |
$10.7K - $12.4K
|
4.6K
$2.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-27- 3.55% |
$10.7K - $12.4K
|
733
$342K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-27- 3.48% |
$10.7K - $12.4K
|
749
$350K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-27- 0.85% |
$10.7K - $12.4K
|
3.15K
$1.47M
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-27- 2.29% |
$10.7K - $12.4K
|
1.15K
$537K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-27- 3.73% |
$10.7K - $12.4K
|
696
$325K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-27- 0.43% |
$10.7K - $12.4K
|
6.24K
$2.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-27- 0.17% |
$10.7K - $12.4K
|
15.7K
$7.34M
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-28- 0.84% |
$11.1K - $12.8K
|
3.33K
$1.55M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-28- 0.85% |
$11.1K - $12.8K
|
3.26K
$1.52M
|