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 23, 2024
Q4 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-95- 0.77% |
$37.7K - $43.5K
|
12.2K
$6.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-95- 0.84% |
$37.7K - $43.5K
|
11.3K
$6.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-95- 12.34% |
$37.7K - $43.5K
|
675
$366K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-96- 9.95% |
$38.1K - $44K
|
869
$471K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-96- 10.26% |
$38.1K - $44K
|
840
$455K
|
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-97- 6.59% |
$38.5K - $44.4K
|
1.37K
$745K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-99- 27.81% |
$39.3K - $45.3K
|
257
$139K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-100- 7.48% |
$39.7K - $45.8K
|
1.24K
$671K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-100- 69.44% |
$39.7K - $45.8K
|
44
$23.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-100- 2.94% |
$39.7K - $45.8K
|
3.3K
$1.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-100- 2.54% |
$39.7K - $45.8K
|
3.83K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-100- 7.16% |
$39.7K - $45.8K
|
1.3K
$703K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-100- 1.23% |
$39.7K - $45.8K
|
8.06K
$4.37M
|
|
|
Jan 09, 2024
Q4 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-103- 0.88% |
$40.9K - $47.2K
|
11.6K
$6.26M
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
SELL
|
- |
-103- 5.59% |
$40.9K - $47.2K
|
1.74K
$942K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-105- 14.46% |
$41.7K - $48.1K
|
621
$337K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-105- 40.38% |
$41.7K - $48.1K
|
155
$84K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-105- 3.13% |
$41.7K - $48.1K
|
3.25K
$1.76M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-107- 6.89% |
$42.5K - $49K
|
1.45K
$784K
|
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-107- 1.39% |
$42.5K - $49K
|
7.6K
$4.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-108- 8.82% |
$42.9K - $49.5K
|
1.12K
$606K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-108- 4.37% |
$42.9K - $49.5K
|
2.36K
$1.28M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-109- 0.97% |
$43.3K - $49.9K
|
11.1K
$6.03M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-111- 8.47% |
$44.1K - $50.8K
|
1.2K
$651K
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
SELL
|
- |
-111- 4.12% |
$44.1K - $50.8K
|
2.58K
$1.4M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-111- 7.49% |
$44.1K - $50.8K
|
1.37K
$743K
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-112- 2.43% |
$44.5K - $51.3K
|
4.5K
$2.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-112- 6.15% |
$44.5K - $51.3K
|
1.71K
$927K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-112- 2.99% |
$44.5K - $51.3K
|
3.63K
$1.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-113- 1.49% |
$44.9K - $51.8K
|
7.48K
$4.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-115- 1.52% |
$45.7K - $52.7K
|
7.47K
$4.05M
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-117- 20.93% |
$46.5K - $53.6K
|
442
$240K
|
|
|
Jan 12, 2024
Q4 2023
|
Verde Capital Management
|
SELL
|
- |
-118- 17.74% |
$46.9K - $54K
|
547
$297K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-118- 5.25% |
$46.9K - $54K
|
2.13K
$1.15M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-118- 2.58% |
$46.9K - $54K
|
4.46K
$2.42M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-119- 3.94% |
$47.3K - $54.5K
|
2.9K
$1.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-119- 2.63% |
$47.3K - $54.5K
|
4.4K
$2.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-119- 0.94% |
$47.3K - $54.5K
|
12.5K
$6.79M
|
|
|
Jan 12, 2024
Q4 2023
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-120- 3.29% |
$47.7K - $55K
|
3.53K
$1.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-120- 4.78% |
$47.7K - $55K
|
2.39K
$1.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-121- 16.78% |
$48.1K - $55.4K
|
600
$325K
|
|
|
Jan 16, 2024
Q4 2023
|
Windward Capital Management CO
|
SELL
|
- |
-122- 0.21% |
$48.5K - $55.9K
|
59K
$32M
|
|
|
Oct 03, 2024
Q4 2023
|
Windward Capital Management CO
|
SELL
|
- |
-122- 0.21% |
$48.5K - $55.9K
|
59K
$32M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-123- 4.27% |
$48.9K - $56.3K
|
2.76K
$1.49M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-123- 2.45% |
$48.9K - $56.3K
|
4.9K
$2.66M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-124- 6.08% |
$49.3K - $56.8K
|
1.92K
$1.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-124- 4.4% |
$49.3K - $56.8K
|
2.69K
$1.46M
|
|
|
Jan 19, 2024
Q4 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-125- 11.17% |
$49.7K - $57.3K
|
994
$539K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-125- 2.61% |
$49.7K - $57.3K
|
4.67K
$2.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-125- 12.53% |
$49.7K - $57.3K
|
873
$473K
|