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 12, 2024
Q4 2023
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
1.28KNew |
$507K - $584K
|
1.28K
$682K
|
|
Feb 14, 2024
Q4 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
1.27KNew |
$505K - $582K
|
1.27K
$680K
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.27K+ 5.53% |
$504K - $581K
|
24.2K
$12.9M
|
|
Feb 09, 2024
Q4 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
1.26KNew |
$501K - $577K
|
1.26K
$674K
|
|
Feb 12, 2024
Q4 2023
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
1.24KNew |
$491K - $566K
|
1.24K
$660K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.22KNew |
$486K - $560K
|
1.22K
$654K
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.22K+ 32.03% |
$483K - $557K
|
5.01K
$2.68M
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
1.21K+ 1.07% |
$481K - $555K
|
114K
$61.2M
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.21KNew |
$481K - $555K
|
1.21K
$648K
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.21K+ 111.12% |
$480K - $554K
|
2.3K
$1.23M
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 61.21% |
$478K - $551K
|
3.17K
$1.7M
|
|
Jan 26, 2024
Q4 2023
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
1.2KNew |
$476K - $549K
|
1.2K
$641K
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
1.19K+ 662.78% |
$474K - $546K
|
1.37K
$734K
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.19KNew |
$472K - $544K
|
1.19K
$635K
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.18K+ 195.06% |
$470K - $542K
|
1.79K
$958K
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
1.18KNew |
$469K - $540K
|
1.18K
$631K
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.18K+ 3.02% |
$469K - $540K
|
40.3K
$21.5M
|
|
Jan 19, 2024
Q4 2023
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
1.17K+ 2.67% |
$466K - $537K
|
45.1K
$24.1M
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
1.17KNew |
$463K - $534K
|
1.17K
$623K
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.16K+ 39.11% |
$460K - $530K
|
4.12K
$2.2M
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.14KNew |
$453K - $523K
|
1.14K
$610K
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.14K+ 96.28% |
$452K - $521K
|
2.32K
$1.24M
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.14K+ 96.28% |
$452K - $521K
|
2.32K
$1.24M
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.13K+ 41.39% |
$447K - $515K
|
3.84K
$2.05M
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.13KNew |
$447K - $515K
|
1.13K
$602K
|
|
Feb 13, 2024
Q4 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.12KNew |
$446K - $514K
|
1.12K
$600K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.12K+ 12.56% |
$444K - $512K
|
10K
$5.36M
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.11K+ 62.89% |
$441K - $508K
|
2.88K
$1.54M
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.1K+ 12.87% |
$437K - $504K
|
9.65K
$5.16M
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1.1KNew |
$437K - $503K
|
1.1K
$588K
|
|
Jan 18, 2024
Q4 2023
|
Ocean Capital Management, LLC
|
BUY
|
- |
1.08K+ 13.08% |
$428K - $493K
|
9.31K
$4.98M
|
|
Feb 05, 2024
Q4 2023
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
1.08KNew |
$428K - $493K
|
1.08K
$576K
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
1.07KNew |
$427K - $492K
|
1.07K
$574K
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.07K+ 1.26% |
$424K - $488K
|
85.6K
$45.8M
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.06KNew |
$421K - $486K
|
1.06K
$567K
|
|
Feb 14, 2024
Q4 2023
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
1.06KNew |
$420K - $485K
|
1.06K
$566K
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.06K+ 87.79% |
$420K - $484K
|
2.26K
$1.21M
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.05KNew |
$417K - $481K
|
1.05K
$561K
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.05K+ 5.48% |
$416K - $480K
|
20.2K
$10.8M
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.03K+ 3.25% |
$410K - $473K
|
32.8K
$17.6M
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1.03KNew |
$409K - $471K
|
1.03K
$550K
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.03KNew |
$408K - $470K
|
1.03K
$549K
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.03KNew |
$408K - $470K
|
1.03K
$549K
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.03K+ 84.17% |
$408K - $470K
|
2.25K
$1.2M
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.02K+ 5.01% |
$404K - $466K
|
21.3K
$11.4M
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.01KNew |
$401K - $462K
|
1.01K
$540K
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.01KNew |
$401K - $462K
|
1.01K
$540K
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
1.01K+ 4.08% |
$400K - $461K
|
25.7K
$13.7M
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
1KNew |
$397K - $458K
|
1K
$535K
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
990New |
$393K - $453K
|
990
$529K
|