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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
783New |
$311K - $359K
|
783
$346K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
779+ 1.31% |
$310K - $357K
|
60.1K
$26.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
764+ 17.26% |
$304K - $350K
|
5.19K
$2.29M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
741New |
$294K - $339K
|
741
$327K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
732New |
$291K - $335K
|
732
$323K
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
732New |
$291K - $335K
|
732
$323K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
731New |
$290K - $335K
|
731
$323K
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
727+ 1.23% |
$289K - $333K
|
59.7K
$26.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
725+ 8.38% |
$288K - $332K
|
9.37K
$4.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
709New |
$282K - $325K
|
709
$313K
|
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
707New |
$281K - $324K
|
707
$312K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
707New |
$281K - $324K
|
707
$312K
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
705+ 4.1% |
$280K - $323K
|
17.9K
$7.89M
|
|
|
Feb 13, 2024
Q4 2023
|
J. Stern & Co. LLP
London, X0 |
BUY
|
- |
705New |
$280K - $323K
|
705
$311K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
703New |
$279K - $322K
|
703
$310K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
702New |
$279K - $322K
|
702
$310K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
691+ 2.26% |
$275K - $317K
|
31.3K
$13.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
691+ 39.97% |
$275K - $317K
|
2.42K
$1.07M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
671+ 32.04% |
$267K - $307K
|
2.77K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
662+ 31.55% |
$263K - $303K
|
2.76K
$1.22M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
656+ 0.68% |
$261K - $300K
|
96.6K
$42.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
653New |
$259K - $299K
|
653
$288K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
650+ 38.85% |
$258K - $298K
|
2.32K
$1.03M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
650+ 38.85% |
$258K - $298K
|
2.32K
$1.03M
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
643New |
$255K - $295K
|
643
$284K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
642New |
$255K - $294K
|
642
$283K
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
641New |
$255K - $294K
|
641
$283K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
638+ 3.9% |
$254K - $292K
|
17K
$7.51M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
635+ 22.05% |
$252K - $291K
|
3.52K
$1.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
635+ 11.27% |
$252K - $291K
|
6.27K
$2.77M
|
|
|
Feb 13, 2025
Q4 2023
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
628New |
$250K - $288K
|
628
$277K
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
623New |
$248K - $285K
|
623
$275K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
621+ 6.9% |
$247K - $284K
|
9.62K
$4.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
611New |
$243K - $280K
|
611
$270K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
609+ 3.99% |
$242K - $279K
|
15.9K
$7.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
605+ 34.89% |
$240K - $277K
|
2.34K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Old West Investment Management, LLC
Los Angeles, CA |
BUY
|
- |
605+ 2.55% |
$240K - $277K
|
24.4K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
605+ 18.23% |
$240K - $277K
|
3.92K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
603+ 67.6% |
$240K - $276K
|
1.5K
$660K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
598+ 33.3% |
$238K - $274K
|
2.39K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Hgk Asset Management Inc
|
BUY
|
- |
597+ 4.56% |
$237K - $273K
|
13.7K
$6.04M
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
594+ 8.14% |
$236K - $272K
|
7.9K
$3.49M
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
BUY
|
- |
593New |
$236K - $272K
|
593
$262K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
590+ 20.27% |
$234K - $270K
|
3.5K
$1.55M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
589+ 1472.5% |
$234K - $270K
|
629
$278K
|
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
588+ 58.8% |
$234K - $269K
|
1.59K
$701K
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
588New |
$234K - $269K
|
588
$260K
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
585New |
$232K - $268K
|
585
$258K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
583+ 51.28% |
$232K - $267K
|
1.72K
$759K
|
|
|
Nov 13, 2024
Q4 2023
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
583New |
$232K - $267K
|
583
$257K
|