Purchases and Sales Made in Q1 2024 in Lockheed Martin Corp (LMT)
This table provides information about the institutional ownership of Lockheed Martin Corp (LMT) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
859+ 18.42% |
$359K - $398K
|
5.52K
$2.74M
|
|
|
Apr 11, 2024
Q1 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
859+ 5.0% |
$359K - $398K
|
18K
$8.97M
|
|
|
Apr 12, 2024
Q1 2024
|
Trinity Street Asset Management LLP
|
BUY
|
- |
856+ 2.05% |
$358K - $396K
|
42.6K
$21.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
854+ 85.4% |
$357K - $396K
|
1.85K
$921K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
853+ 13.44% |
$357K - $395K
|
7.2K
$3.58M
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
851+ 0.82% |
$356K - $394K
|
105K
$52.3M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
851+ 31.58% |
$356K - $394K
|
3.55K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
840+ 67.85% |
$351K - $389K
|
2.08K
$1.03M
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
832New |
$348K - $385K
|
832
$413K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
830+ 3.43% |
$347K - $384K
|
25K
$12.4M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
826New |
$345K - $383K
|
826
$410K
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
816New |
$341K - $378K
|
816
$406K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
810+ 14.64% |
$339K - $375K
|
6.34K
$3.15M
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
803+ 27.58% |
$336K - $372K
|
3.72K
$1.85M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
802+ 4.72% |
$335K - $371K
|
17.8K
$8.85M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
801+ 2.1% |
$335K - $371K
|
38.9K
$19.3M
|
|
|
May 14, 2024
Q1 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
800+ 33.33% |
$335K - $371K
|
3.2K
$1.59M
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
799+ 4.24% |
$334K - $370K
|
19.7K
$9.77M
|
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
BUY
|
- |
764+ 19.67% |
$319K - $354K
|
4.65K
$2.31M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
757+ 1.85% |
$317K - $351K
|
41.6K
$20.7M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
756New |
$316K - $350K
|
756
$376K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
753+ 0.61% |
$315K - $349K
|
124K
$61.5M
|
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
753+ 20.96% |
$315K - $349K
|
4.35K
$2.16M
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
752New |
$314K - $348K
|
752
$374K
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
751+ 73.41% |
$314K - $348K
|
1.77K
$882K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
750+ 9.65% |
$314K - $347K
|
8.52K
$4.24M
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
BUY
|
- |
749+ 5.45% |
$313K - $347K
|
14.5K
$7.2M
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
748New |
$313K - $346K
|
748
$372K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
746+ 6.48% |
$312K - $346K
|
12.3K
$6.09M
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
745New |
$312K - $345K
|
745
$370K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
743+ 444.91% |
$311K - $344K
|
910
$452K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
738+ 33.41% |
$309K - $342K
|
2.95K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
732+ 9.44% |
$306K - $339K
|
8.49K
$4.22M
|
|
|
Apr 29, 2024
Q1 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
729New |
$305K - $338K
|
729
$362K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
727+ 2596.43% |
$304K - $337K
|
755
$375K
|
|
|
Apr 26, 2024
Q1 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
722+ 45.47% |
$302K - $334K
|
2.31K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
719+ 10.46% |
$301K - $333K
|
7.59K
$3.77M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
718+ 22.74% |
$300K - $333K
|
3.88K
$1.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
716+ 6.62% |
$299K - $332K
|
11.5K
$5.73M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
715+ 7.53% |
$299K - $331K
|
10.2K
$5.07M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
712+ 95.57% |
$298K - $330K
|
1.46K
$724K
|
|
|
Sep 20, 2024
Q1 2024
|
Windward Capital Management CO
|
BUY
|
- |
705+ 1.22% |
$295K - $327K
|
58.4K
$29M
|
|
|
May 15, 2024
Q1 2024
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
703New |
$294K - $326K
|
703
$349K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
700+ 102.94% |
$293K - $324K
|
1.38K
$686K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
697+ 2.12% |
$291K - $323K
|
33.6K
$16.7M
|
|
|
May 15, 2024
Q1 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
693New |
$290K - $321K
|
693
$344K
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
687+ 1.88% |
$287K - $318K
|
37.2K
$18.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
686+ 19.01% |
$287K - $318K
|
4.3K
$2.13M
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
686+ 20.5% |
$287K - $318K
|
4.03K
$2M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
684+ 33.32% |
$286K - $317K
|
2.74K
$1.36M
|