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 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-899- 1.64% |
$357K - $412K
|
53.8K
$24.8M
|
|
Feb 12, 2024
Q4 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-900- 10.71% |
$358K - $412K
|
7.5K
$3.45M
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-915- 11.57% |
$364K - $419K
|
6.99K
$3.22M
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-921- 38.3% |
$366K - $422K
|
1.48K
$683K
|
|
Jan 18, 2024
Q4 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-926- 2.78% |
$368K - $424K
|
32.4K
$14.9M
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-946- 6.53% |
$376K - $433K
|
13.5K
$6.24M
|
|
Jan 30, 2024
Q4 2023
|
Spectrum Financial Alliance LTD LLC
|
SELL
|
- |
-947- 1.71% |
$376K - $434K
|
54.4K
$25M
|
|
Feb 13, 2024
Q4 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-965- 20.37% |
$383K - $442K
|
3.77K
$1.74M
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-969- 2.17% |
$385K - $444K
|
43.6K
$20.1M
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-969- 3.16% |
$385K - $444K
|
29.7K
$13.7M
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-970- 11.33% |
$385K - $444K
|
7.6K
$3.5M
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-970- 19.43% |
$385K - $444K
|
4.02K
$1.85M
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-978- 20.99% |
$389K - $448K
|
3.68K
$1.7M
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-986- 13.23% |
$392K - $452K
|
6.47K
$2.98M
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-1K- 1.45% |
$397K - $458K
|
68K
$31.3M
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.02K- 12.39% |
$404K - $465K
|
7.18K
$3.31M
|
|
Feb 02, 2024
Q4 2023
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-1.05K- 0.32% |
$418K - $482K
|
332K
$153M
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.06K- 7.21% |
$419K - $483K
|
13.6K
$6.25M
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.06K- 12.85% |
$420K - $484K
|
7.17K
$3.3M
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.07K- 3.1% |
$426K - $491K
|
33.5K
$15.4M
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.08K- 6.85% |
$428K - $493K
|
14.6K
$6.74M
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-1.1K- 12.24% |
$438K - $505K
|
7.91K
$3.64M
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.12K- 50.34% |
$443K - $511K
|
1.1K
$507K
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.12K- 4.45% |
$444K - $512K
|
24K
$11M
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
SELL
|
- |
-1.13K- 71.18% |
$449K - $518K
|
458
$211K
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.13K- 5.48% |
$449K - $518K
|
19.5K
$8.98M
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.13K- 9.93% |
$450K - $519K
|
10.3K
$4.73M
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-1.14K- 22.42% |
$451K - $520K
|
3.93K
$1.81M
|
|
Feb 13, 2024
Q4 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-1.14K- 0.75% |
$451K - $520K
|
151K
$69.4M
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.14K- 8.1% |
$453K - $522K
|
12.9K
$5.95M
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.17K- 6.67% |
$463K - $534K
|
16.3K
$7.52M
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.17K- 12.96% |
$463K - $534K
|
7.83K
$3.61M
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1.2K- 33.83% |
$476K - $548K
|
2.34K
$1.08M
|
|
Jan 25, 2024
Q4 2023
|
Focused Investors LLC
|
SELL
|
- |
-1.2K- 0.53% |
$477K - $550K
|
225K
$104M
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.25K- 10.97% |
$497K - $573K
|
10.2K
$4.68M
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.25K- 13.63% |
$498K - $574K
|
7.95K
$3.66M
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1.26K- 5.2% |
$499K - $575K
|
22.9K
$10.5M
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.29K- 18.68% |
$513K - $591K
|
5.62K
$2.59M
|
|
Feb 02, 2024
Q4 2023
|
Stack Financial Management, Inc
|
SELL
|
- |
-1.3K- 2.65% |
$515K - $593K
|
47.5K
$21.9M
|
|
Jan 24, 2024
Q4 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-1.31K- 5.98% |
$519K - $598K
|
20.5K
$9.45M
|
|
May 15, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-1.31K- 55.92% |
$520K - $599K
|
1.03K
$475K
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.33K- 5.14% |
$530K - $611K
|
24.6K
$11.3M
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.35K- 12.66% |
$537K - $619K
|
9.33K
$4.3M
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.36K- 29.92% |
$541K - $624K
|
3.19K
$1.47M
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.38K- 39.22% |
$547K - $630K
|
2.13K
$982K
|
|
Feb 08, 2024
Q4 2023
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-1.38K- 52.66% |
$548K - $631K
|
1.24K
$571K
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-1.39K- 59.34% |
$554K - $639K
|
955
$440K
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.42K- 39.48% |
$563K - $649K
|
2.17K
$1M
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-1.42K- 9.76% |
$565K - $651K
|
13.1K
$6.05M
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.43K- 24.3% |
$569K - $656K
|
4.46K
$2.05M
|