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
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
983New |
$391K - $450K
|
983
$526K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
983+ 18.33% |
$391K - $450K
|
6.35K
$3.39M
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
980+ 64.14% |
$389K - $449K
|
2.51K
$1.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
979+ 3.09% |
$389K - $448K
|
32.6K
$17.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
972New |
$386K - $445K
|
972
$520K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
965+ 122.15% |
$383K - $442K
|
1.76K
$938K
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
963New |
$383K - $441K
|
963
$515K
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
961New |
$382K - $440K
|
961
$514K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
960+ 4.38% |
$381K - $440K
|
22.9K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
955New |
$379K - $437K
|
955
$511K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
953+ 7.4% |
$379K - $437K
|
13.8K
$7.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
945+ 78.68% |
$375K - $433K
|
2.15K
$1.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
939+ 85.36% |
$373K - $430K
|
2.04K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
939New |
$373K - $430K
|
939
$502K
|
|
|
Feb 12, 2024
Q4 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
935New |
$372K - $428K
|
935
$500K
|
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
928New |
$369K - $425K
|
928
$496K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
928+ 137.48% |
$369K - $425K
|
1.6K
$857K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
921New |
$366K - $422K
|
921
$492K
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
921+ 1334.78% |
$366K - $422K
|
990
$529K
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
911+ 43.03% |
$362K - $417K
|
3.03K
$1.62M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
910+ 35.83% |
$362K - $417K
|
3.45K
$1.84M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
902+ 36.91% |
$358K - $413K
|
3.35K
$1.79M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
900+ 9.73% |
$358K - $412K
|
10.1K
$5.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
895+ 4.5% |
$356K - $410K
|
20.8K
$11.1M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
894New |
$355K - $409K
|
894
$478K
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
886+ 39.48% |
$352K - $406K
|
3.13K
$1.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
881+ 8.29% |
$350K - $404K
|
11.5K
$6.15M
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
874+ 7.81% |
$347K - $400K
|
12.1K
$6.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
874New |
$347K - $400K
|
874
$467K
|
|
|
Jan 30, 2024
Q4 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
870+ 52.5% |
$346K - $398K
|
2.53K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
869+ 17.77% |
$345K - $398K
|
5.76K
$3.08M
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
859New |
$341K - $393K
|
859
$459K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
855+ 4.51% |
$340K - $392K
|
19.8K
$10.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
850+ 8.53% |
$338K - $389K
|
10.8K
$5.78M
|
|
|
Jan 30, 2024
Q4 2023
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
849New |
$337K - $389K
|
849
$454K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
847+ 36.45% |
$337K - $388K
|
3.17K
$1.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
829+ 25.68% |
$329K - $380K
|
4.06K
$2.17M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
824+ 43.67% |
$327K - $377K
|
2.71K
$1.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
823+ 6.79% |
$327K - $377K
|
13K
$6.93M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
816New |
$324K - $374K
|
816
$436K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
BUY
|
- |
808New |
$321K - $370K
|
808
$432K
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
802New |
$319K - $367K
|
802
$429K
|
|
|
Feb 15, 2024
Q4 2023
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
802New |
$319K - $367K
|
802
$429K
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
801New |
$318K - $367K
|
801
$428K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
793+ 68.6% |
$315K - $363K
|
1.95K
$1.04M
|
|
|
Feb 02, 2024
Q4 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
790+ 41.8% |
$314K - $362K
|
2.68K
$1.43M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
786+ 12.73% |
$312K - $360K
|
6.96K
$3.72M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
784New |
$312K - $359K
|
784
$419K
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
783New |
$311K - $359K
|
783
$419K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
779+ 1.31% |
$310K - $357K
|
60.1K
$32.1M
|