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 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
2.58K+ 1.07% |
$1.03M - $1.18M
|
245K
$133M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
2.55KNew |
$1.01M - $1.17M
|
2.55K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.53KNew |
$1M - $1.16M
|
2.53K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Waverton Investment Management LTD
|
BUY
|
- |
2.47KNew |
$981K - $1.13M
|
2.47K
$1.34M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
2.46K+ 8.29% |
$975K - $1.12M
|
32.1K
$17.4M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.41K+ 7.54% |
$957K - $1.1M
|
34.3K
$18.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
2.36K+ 0.48% |
$937K - $1.08M
|
493K
$267M
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
2.31K+ 4.01% |
$918K - $1.06M
|
60K
$32.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.29K+ 2.42% |
$911K - $1.05M
|
96.9K
$52.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.28K+ 7.23% |
$905K - $1.04M
|
33.8K
$18.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.27K+ 3.52% |
$904K - $1.04M
|
66.9K
$36.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
2.25K+ 2.05% |
$892K - $1.03M
|
112K
$60.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.23K+ 74.37% |
$888K - $1.02M
|
5.24K
$2.84M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
2.23K+ 137.82% |
$886K - $1.02M
|
3.85K
$2.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.21K+ 2.68% |
$880K - $1.01M
|
84.8K
$46M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.2K+ 11.13% |
$872K - $1.01M
|
21.9K
$11.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.19K+ 5.59% |
$872K - $1M
|
41.4K
$22.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.17K+ 15.7% |
$861K - $993K
|
16K
$8.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
2.16K+ 57.48% |
$859K - $991K
|
5.93K
$3.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
2.16K+ 2322.58% |
$858K - $989K
|
2.25K
$1.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.15KNew |
$854K - $984K
|
2.15K
$1.16M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.13K+ 19.51% |
$844K - $973K
|
13K
$7.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.11KNew |
$838K - $966K
|
2.11K
$1.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Ing Groep Nv
|
BUY
|
- |
2.09K+ 7.43% |
$831K - $958K
|
30.2K
$16.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.08K+ 249.16% |
$828K - $954K
|
2.92K
$1.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.06K+ 4.41% |
$818K - $943K
|
48.7K
$26.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
2.05KNew |
$816K - $941K
|
2.05K
$1.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.05KNew |
$816K - $940K
|
2.05K
$1.11M
|
|
|
Jan 22, 2024
Q4 2023
|
Alta Capital Management LLC
|
BUY
|
- |
2.03K+ 53.62% |
$807K - $930K
|
5.82K
$3.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2K+ 10.83% |
$794K - $915K
|
20.4K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.94K+ 356.72% |
$770K - $887K
|
2.48K
$1.34M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.93K+ 17.31% |
$768K - $886K
|
13.1K
$7.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.93K+ 22.6% |
$768K - $885K
|
10.5K
$5.68M
|
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
1.93KNew |
$766K - $884K
|
1.93K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.92KNew |
$764K - $881K
|
1.92K
$1.04M
|
|
|
Apr 17, 2024
Q4 2023
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
1.91KNew |
$757K - $873K
|
1.91K
$1.03M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.88K+ 64.4% |
$746K - $860K
|
4.79K
$2.6M
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.87K+ 23.28% |
$743K - $857K
|
9.9K
$5.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
1.86KNew |
$740K - $853K
|
1.86K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.85K+ 11.56% |
$735K - $848K
|
17.9K
$9.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.83K+ 5.28% |
$728K - $839K
|
36.5K
$19.8M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.82KNew |
$722K - $833K
|
1.82K
$986K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
1.82K+ 19.66% |
$722K - $832K
|
11.1K
$5.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.81KNew |
$720K - $830K
|
1.81K
$983K
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.8KNew |
$716K - $825K
|
1.8K
$977K
|
|
|
Feb 08, 2024
Q4 2023
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
1.8KNew |
$715K - $824K
|
1.8K
$976K
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
1.79K+ 13.54% |
$711K - $819K
|
15K
$8.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.78K+ 44475.0% |
$707K - $815K
|
1.78K
$967K
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.77K+ 2.77% |
$703K - $811K
|
65.8K
$35.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
1.77KNew |
$703K - $810K
|
1.77K
$959K
|