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
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-592- 1.53% |
$235K - $271K
|
38.2K
$17.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-598- 53.2% |
$238K - $274K
|
526
$246K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-598- 2.72% |
$238K - $274K
|
21.4K
$9.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-598- 11.91% |
$238K - $274K
|
4.42K
$2.06M
|
|
|
Feb 01, 2024
Q4 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-600- 3.02% |
$238K - $275K
|
19.3K
$8.99M
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
SELL
|
- |
-603- 2.85% |
$240K - $276K
|
20.6K
$9.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-619- 1.91% |
$246K - $284K
|
31.9K
$14.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-627- 12.17% |
$249K - $287K
|
4.52K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-630- 12.05% |
$250K - $289K
|
4.6K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-630- 1.48% |
$250K - $289K
|
41.8K
$19.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-635- 9.39% |
$252K - $291K
|
6.13K
$2.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-644- 2.81% |
$256K - $295K
|
22.3K
$10.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-651- 3.11% |
$259K - $298K
|
20.3K
$9.47M
|
|
|
Feb 02, 2024
Q4 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-652- 0.5% |
$259K - $299K
|
129K
$60.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-658- 20.91% |
$261K - $301K
|
2.49K
$1.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-672- 2.27% |
$267K - $308K
|
28.9K
$13.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-695- 2.8% |
$276K - $318K
|
24.1K
$11.3M
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-700- 1.04% |
$278K - $321K
|
66.7K
$31.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-700- 23.19% |
$278K - $321K
|
2.32K
$1.08M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-705- 4.9% |
$280K - $323K
|
13.7K
$6.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-714- 3.86% |
$284K - $327K
|
17.8K
$8.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-721- 1.56% |
$286K - $330K
|
45.6K
$21.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-724- 1.0% |
$288K - $332K
|
71.6K
$33.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-727- 1.16% |
$289K - $333K
|
61.9K
$28.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-730- 0.63% |
$290K - $334K
|
115K
$53.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-731- 1.76% |
$290K - $335K
|
40.8K
$19.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-737- 5.65% |
$293K - $338K
|
12.3K
$5.75M
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-739- 4.75% |
$294K - $338K
|
14.8K
$6.92M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-754- 8.27% |
$300K - $345K
|
8.37K
$3.91M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-760- 27.13% |
$302K - $348K
|
2.04K
$953K
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-769- 8.85% |
$306K - $352K
|
7.92K
$3.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-779- 5.94% |
$310K - $357K
|
12.3K
$5.76M
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-795- 5.7% |
$316K - $364K
|
13.2K
$6.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-801- 10.59% |
$318K - $367K
|
6.77K
$3.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-803- 96.63% |
$319K - $368K
|
28
$13.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-810- 4.69% |
$322K - $371K
|
16.5K
$7.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-813- 39.29% |
$323K - $372K
|
1.26K
$586K
|
|
|
Feb 08, 2024
Q4 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-815- 8.24% |
$324K - $373K
|
9.08K
$4.24M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-815- 20.23% |
$324K - $373K
|
3.21K
$1.5M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-817- 6.9% |
$325K - $374K
|
11K
$5.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-826- 20.97% |
$328K - $378K
|
3.11K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-851- 2.7% |
$338K - $390K
|
30.7K
$14.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-854- 46.06% |
$339K - $391K
|
1K
$467K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-871- 4.33% |
$346K - $399K
|
19.2K
$8.98M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-890- 18.51% |
$354K - $408K
|
3.92K
$1.83M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-899- 1.64% |
$357K - $412K
|
53.8K
$25.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-900- 10.71% |
$358K - $412K
|
7.5K
$3.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-915- 11.57% |
$364K - $419K
|
6.99K
$3.26M
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-921- 38.3% |
$366K - $422K
|
1.48K
$693K
|
|
|
Jan 18, 2024
Q4 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-926- 2.78% |
$368K - $424K
|
32.4K
$15.1M
|