Purchases and Sales Made in Q4 2023 in Martin Marietta Materials Inc (MLM)
This table provides information about the institutional ownership of Martin Marietta Materials Inc (MLM) during Q4 2023. The information is specifically focused on institutions that hold shares of MARTIN MARIETTA MATERIALS INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1+ 0.1% |
$398 - $500
|
958
$511K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1+ 0.03% |
$398 - $500
|
2.94K
$1.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1+ 4.76% |
$398 - $500
|
22
$11.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1+ 0.2% |
$398 - $500
|
513
$274K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$398 - $500
|
4.61K
$2.46M
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
1+ 0.18% |
$398 - $500
|
554
$295K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 11.11% |
$398 - $500
|
10
$5.33K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
1+ 0.1% |
$398 - $500
|
993
$529K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 1.52% |
$398 - $500
|
67
$35.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
1+ 0.09% |
$398 - $500
|
1.12K
$596K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 12.5% |
$398 - $500
|
7
$3.73K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-1- 0.35% |
$398 - $500
|
287
$153K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-1- 0.1% |
$398 - $500
|
1.02K
$545K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1- 0.1% |
$398 - $500
|
971
$518K
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-2- 5.0% |
$796 - $999
|
38
$20.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-2- 0.26% |
$796 - $999
|
757
$404K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 25.0% |
$796 - $999
|
6
$3.2K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2Closed |
$796 - $999
|
0
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 3.03% |
$1.19K - $1.5K
|
96
$51.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-5- 0.33% |
$1.99K - $2.5K
|
1.5K
$799K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-5- 83.33% |
$1.99K - $2.5K
|
1
$533
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-5- 3.23% |
$1.99K - $2.5K
|
150
$80K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
SELL
|
- |
-5- 0.6% |
$1.99K - $2.5K
|
835
$445K
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-6- 0.07% |
$2.39K - $3K
|
8.93K
$4.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
SELL
|
- |
-9- 0.55% |
$3.58K - $4.5K
|
1.62K
$862K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-9- 8.65% |
$3.58K - $4.5K
|
95
$50.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-9- 0.62% |
$3.58K - $4.5K
|
1.44K
$766K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-9- 0.07% |
$3.58K - $4.5K
|
12.8K
$6.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-10- 0.76% |
$3.98K - $5K
|
1.31K
$696K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-10- 1.23% |
$3.98K - $5K
|
805
$429K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-10- 0.51% |
$3.98K - $5K
|
1.96K
$1.04M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-10- 0.82% |
$3.98K - $5K
|
1.21K
$646K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-10- 1.11% |
$3.98K - $5K
|
889
$474K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-12- 1.09% |
$4.77K - $6K
|
1.09K
$579K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-13- 0.71% |
$5.17K - $6.5K
|
1.82K
$968K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-13- 14.13% |
$5.17K - $6.5K
|
79
$42.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-15- 0.8% |
$5.97K - $7.49K
|
1.85K
$987K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-15- 1.59% |
$5.97K - $7.49K
|
926
$494K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-16- 2.79% |
$6.37K - $7.99K
|
558
$298K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-17- 13.39% |
$6.76K - $8.49K
|
110
$58.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-17- 0.5% |
$6.76K - $8.49K
|
3.36K
$1.79M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-19- 0.36% |
$7.56K - $9.49K
|
5.23K
$2.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-20- 0.97% |
$7.96K - $9.99K
|
2.05K
$1.09M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-20- 31.75% |
$7.96K - $9.99K
|
43
$22.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-21- 4.28% |
$8.36K - $10.5K
|
470
$251K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-22- 27.85% |
$8.75K - $11K
|
57
$30.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-22- 3.29% |
$8.75K - $11K
|
647
$345K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-23- 7.88% |
$9.15K - $11.5K
|
269
$143K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-23- 4.65% |
$9.15K - $11.5K
|
472
$252K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-25- 4.52% |
$9.95K - $12.5K
|
528
$282K
|