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
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-216- 2.26% |
$85.8K - $98.9K
|
9.33K
$4.36M
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-216- 2.75% |
$85.8K - $98.9K
|
7.63K
$3.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-217- 4.69% |
$86.2K - $99.4K
|
4.41K
$2.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-217- 2.55% |
$86.2K - $99.4K
|
8.3K
$3.88M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-218- 4.79% |
$86.6K - $99.9K
|
4.34K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-220- 18.8% |
$87.4K - $101K
|
950
$443K
|
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-220- 2.19% |
$87.4K - $101K
|
9.85K
$4.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Chase Investment Counsel Corp
|
SELL
|
- |
-221- 6.88% |
$87.8K - $101K
|
2.99K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-221- 1.86% |
$87.8K - $101K
|
11.6K
$5.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-223- 3.73% |
$88.6K - $102K
|
5.76K
$2.69M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-224- 10.13% |
$89K - $103K
|
1.99K
$928K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-228- 3.15% |
$90.6K - $104K
|
7.02K
$3.27M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-233- 5.69% |
$92.6K - $107K
|
3.86K
$1.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-235- 8.98% |
$93.4K - $108K
|
2.38K
$1.11M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-237- 3.13% |
$94.2K - $109K
|
7.33K
$3.42M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-237- 20.19% |
$94.2K - $109K
|
937
$437K
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-238- 2.55% |
$94.6K - $109K
|
9.08K
$4.24M
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-239- 10.8% |
$95K - $109K
|
1.97K
$921K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-239- 3.04% |
$95K - $109K
|
7.62K
$3.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-240- 1.44% |
$95.4K - $110K
|
16.4K
$7.67M
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-241- 2.17% |
$95.8K - $110K
|
10.9K
$5.08M
|
|
|
Jan 31, 2024
Q4 2023
|
River Road Asset Management, LLC
|
SELL
|
- |
-241- 3.28% |
$95.8K - $110K
|
7.11K
$3.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-241- 2.95% |
$95.8K - $110K
|
7.92K
$3.7M
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-242- 9.72% |
$96.2K - $111K
|
2.25K
$1.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-245- 0.59% |
$97.4K - $112K
|
40.9K
$19.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-249- 3.35% |
$98.9K - $114K
|
7.18K
$3.35M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-250- 35.26% |
$99.3K - $115K
|
459
$214K
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-250- 19.64% |
$99.3K - $115K
|
1.02K
$478K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-250- 4.53% |
$99.3K - $115K
|
5.27K
$2.46M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-252- 35.69% |
$100K - $115K
|
454
$212K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-254- 2.12% |
$101K - $116K
|
11.7K
$5.47M
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
SELL
|
- |
-255- 1.54% |
$101K - $117K
|
16.3K
$7.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-258- 5.57% |
$103K - $118K
|
4.38K
$2.04M
|
|
|
Jan 23, 2024
Q4 2023
|
Founders Capital Management, LLC
|
SELL
|
- |
-259- 1.61% |
$103K - $119K
|
15.8K
$7.39M
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
SELL
|
- |
-260- 8.46% |
$103K - $119K
|
2.81K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-262- 0.93% |
$104K - $120K
|
28K
$13.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-267- 10.5% |
$106K - $122K
|
2.28K
$1.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-270- 7.97% |
$107K - $124K
|
3.12K
$1.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-272- 3.73% |
$108K - $125K
|
7.03K
$3.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-272- 1.0% |
$108K - $125K
|
26.8K
$12.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-276- 2.94% |
$110K - $126K
|
9.1K
$4.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-284- 2.55% |
$113K - $130K
|
10.9K
$5.08M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-285- 13.04% |
$113K - $131K
|
1.9K
$887K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-285- 3.07% |
$113K - $131K
|
8.99K
$4.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Washington Capital Management Inc
|
SELL
|
- |
-290- 11.65% |
$115K - $133K
|
2.2K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-292- 24.7% |
$116K - $134K
|
890
$415K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-298- 10.95% |
$118K - $136K
|
2.42K
$1.13M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-299- 7.97% |
$119K - $137K
|
3.45K
$1.61M
|
|
|
May 20, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-300- 2.98% |
$119K - $137K
|
9.77K
$4.56M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-303- 13.38% |
$120K - $139K
|
1.96K
$915K
|