Latest Institutional Transactions on Lockheed Martin Corp (LMT)
This table provides information on the latest institutional transactions involving Lockheed Martin Corp (LMT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
5+ 1.11% |
$2.4K - $3.07K
|
454
$210K
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
3+ 0.41% |
$1.44K - $1.84K
|
735
$340K
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1+ 3.57% |
$480 - $615
|
29
$13.4K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.73K+ 21.05% |
$1.79M - $2.29M
|
21.4K
$9.92M
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-19- 1.26% |
$9.11K - $11.7K
|
1.49K
$692K
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-174- 20.14% |
$83.5K - $107K
|
690
$319K
|
|
Jan 22, 2025
Q4 2024
|
Canal Insurance CO
|
SELL
|
- |
-5K- 13.66% |
$2.4M - $3.07M
|
31.6K
$14.6M
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
462+ 19.26% |
$222K - $284K
|
2.86K
$1.32M
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.67% |
$480 - $615
|
149
$69K
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
6+ 0.7% |
$2.88K - $3.69K
|
858
$397K
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
1.42KNew |
$680K - $872K
|
1.42K
$656K
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
114+ 6.71% |
$54.7K - $70.1K
|
1.81K
$839K
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
526New |
$252K - $323K
|
526
$244K
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
6+ 1.22% |
$2.88K - $3.69K
|
499
$231K
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-157- 22.92% |
$75.3K - $96.5K
|
528
$244K
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-705- 7.26% |
$338K - $433K
|
9K
$4.17M
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-571- 2.1% |
$274K - $351K
|
26.7K
$12.3M
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
36+ 23.84% |
$17.3K - $22.1K
|
187
$86.6K
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-4- 0.11% |
$1.92K - $2.46K
|
3.48K
$1.61M
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-138- 16.01% |
$66.2K - $84.8K
|
724
$335K
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
305+ 9.06% |
$146K - $187K
|
3.67K
$1.7M
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-4- 0.43% |
$1.92K - $2.46K
|
925
$428K
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-2- 0.29% |
$959 - $1.23K
|
687
$318K
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
75+ 5.82% |
$36K - $46.1K
|
1.36K
$631K
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
103+ 0.48% |
$49.4K - $63.3K
|
21.6K
$10M
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
750+ 89.5% |
$360K - $461K
|
1.59K
$735K
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
6+ 1.29% |
$2.88K - $3.69K
|
471
$218K
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
11+ 1.9% |
$5.28K - $6.76K
|
591
$274K
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
12+ 1.03% |
$5.76K - $7.38K
|
1.18K
$546K
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
2.61KNew |
$1.25M - $1.61M
|
2.61K
$1.21M
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-104- 14.63% |
$49.9K - $63.9K
|
607
$281K
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
BUY
|
- |
1.15K+ 3.15% |
$552K - $707K
|
37.6K
$17.4M
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
387+ 0.37% |
$186K - $238K
|
105K
$48.7M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.79K+ 30.11% |
$2.3M - $2.95M
|
20.7K
$9.59M
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
1.09K+ 43.18% |
$520K - $667K
|
3.6K
$1.67M
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
57+ 0.86% |
$27.3K - $35K
|
6.65K
$3.08M
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
200+ 53.05% |
$95.9K - $123K
|
577
$267K
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-566- 17.15% |
$271K - $348K
|
2.74K
$1.27M
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
4.45K+ 23.57% |
$2.13M - $2.73M
|
23.3K
$10.8M
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-5.42K- 5.97% |
$2.6M - $3.33M
|
85.4K
$39.5M
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
57+ 6.9% |
$27.3K - $35K
|
883
$409K
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
30+ 0.36% |
$14.4K - $18.4K
|
8.43K
$3.9M
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
2.3KNew |
$1.1M - $1.41M
|
2.3K
$1.06M
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-80- 5.09% |
$38.4K - $49.2K
|
1.49K
$690K
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1+ 0.09% |
$480 - $615
|
1.12K
$519K
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
490New |
$235K - $301K
|
490
$227K
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-145- 2.65% |
$69.6K - $89.1K
|
5.32K
$2.46M
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
568New |
$272K - $349K
|
568
$263K
|
|
Jan 21, 2025
Q4 2024
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-37- 0.18% |
$17.7K - $22.7K
|
20.3K
$9.41M
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
133+ 30.79% |
$63.8K - $81.7K
|
565
$262K
|