Purchases and Sales Made in Q1 2023 in Lockheed Martin Corp (LMT)
This table provides information about the institutional ownership of Lockheed Martin Corp (LMT) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
296+ 9.35% |
$130K - $143K
|
3.46K
$1.62M
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
294+ 21.57% |
$129K - $142K
|
1.66K
$776K
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
BUY
|
- |
293+ 36.31% |
$129K - $141K
|
1.1K
$515K
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
292+ 0.45% |
$128K - $141K
|
65.1K
$30.5M
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
BUY
|
- |
290+ 62.5% |
$127K - $140K
|
754
$353K
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
289+ 40.08% |
$127K - $139K
|
1.01K
$473K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
286+ 5.84% |
$126K - $138K
|
5.19K
$2.43M
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
285+ 4.14% |
$125K - $137K
|
7.17K
$3.36M
|
|
|
May 09, 2023
Q1 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
285+ 1.49% |
$125K - $137K
|
19.5K
$9.11M
|
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
284+ 1.85% |
$125K - $137K
|
15.7K
$7.33M
|
|
|
May 11, 2023
Q1 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
283+ 1.79% |
$124K - $136K
|
16.1K
$7.53M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
280+ 12.11% |
$123K - $135K
|
2.59K
$1.21M
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
BUY
|
- |
277+ 11.98% |
$122K - $134K
|
2.59K
$1.21M
|
|
|
May 08, 2023
Q1 2023
|
Old West Investment Management, LLC
Los Angeles, CA |
BUY
|
- |
276+ 0.9% |
$121K - $133K
|
30.9K
$14.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
275+ 40.98% |
$121K - $133K
|
946
$443K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
271+ 4.08% |
$119K - $131K
|
6.91K
$3.23M
|
|
|
May 09, 2023
Q1 2023
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
270+ 24.68% |
$119K - $130K
|
1.36K
$638K
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
269+ 24.57% |
$118K - $130K
|
1.36K
$638K
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
269+ 15.13% |
$118K - $130K
|
2.05K
$958K
|
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
266+ 2.64% |
$117K - $128K
|
10.3K
$4.84M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
265+ 30.53% |
$116K - $128K
|
1.13K
$530K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
262+ 47.64% |
$115K - $126K
|
812
$380K
|
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
259+ 10.19% |
$114K - $125K
|
2.8K
$1.31M
|
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
257+ 8.67% |
$113K - $124K
|
3.22K
$1.51M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
256+ 7.54% |
$112K - $123K
|
3.65K
$1.71M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
255+ 30.5% |
$112K - $123K
|
1.09K
$511K
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
BUY
|
- |
255+ 0.79% |
$112K - $123K
|
32.5K
$15.2M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
253+ 17.35% |
$111K - $122K
|
1.71K
$801K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
252+ 19.16% |
$111K - $121K
|
1.57K
$733K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
250+ 6.72% |
$110K - $120K
|
3.97K
$1.86M
|
|
|
May 02, 2023
Q1 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
250+ 13.85% |
$110K - $120K
|
2.06K
$962K
|
|
|
Apr 17, 2023
Q1 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
249+ 1.6% |
$109K - $120K
|
15.9K
$7.42M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
246+ 1.86% |
$108K - $119K
|
13.4K
$6.29M
|
|
|
May 15, 2023
Q1 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
246+ 22.24% |
$108K - $119K
|
1.35K
$633K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
245+ 35.2% |
$108K - $118K
|
941
$440K
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
244+ 20.78% |
$107K - $118K
|
1.42K
$664K
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
244+ 4.14% |
$107K - $118K
|
6.14K
$2.88M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
240+ 315.79% |
$105K - $116K
|
316
$148K
|
|
|
May 12, 2023
Q1 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
240+ 3.5% |
$105K - $116K
|
7.09K
$3.32M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
238+ 0.0% |
$105K - $115K
|
21.9M
$10.3B
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
235+ 1.37% |
$103K - $113K
|
17.4K
$8.14M
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
235New |
$103K - $113K
|
235
$110K
|
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
233+ 6.07% |
$102K - $112K
|
4.07K
$1.9M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
233+ 20.31% |
$102K - $112K
|
1.38K
$646K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
231+ 3.28% |
$101K - $111K
|
7.27K
$3.4M
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
230+ 1.94% |
$101K - $111K
|
12.1K
$5.66M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
228+ 3.0% |
$100K - $110K
|
7.82K
$3.66M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
228+ 13.31% |
$100K - $110K
|
1.94K
$908K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
227+ 8.14% |
$99.7K - $109K
|
3.01K
$1.41M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
224+ 2.17% |
$98.4K - $108K
|
10.5K
$4.93M
|