Purchases and Sales Made in Q3 2023 in Lockheed Martin Corp (LMT)
This table provides information about the institutional ownership of Lockheed Martin Corp (LMT) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.37K+ 5.05% |
$559K - $643K
|
28.5K
$13.3M
|
|
Oct 03, 2024
Q3 2023
|
Windward Capital Management CO
|
BUY
|
- |
1.37K+ 2.37% |
$559K - $643K
|
59.1K
$27.7M
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.36K+ 63.05% |
$556K - $639K
|
3.52K
$1.65M
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
1.36KNew |
$555K - $638K
|
1.36K
$636K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.35K+ 540.0% |
$552K - $634K
|
1.6K
$749K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.34K+ 5.7% |
$547K - $629K
|
24.8K
$11.6M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.33K+ 227.05% |
$542K - $623K
|
1.91K
$894K
|
|
Nov 01, 2023
Q3 2023
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
1.31K+ 46.27% |
$535K - $615K
|
4.14K
$1.94M
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.28K+ 60.88% |
$524K - $602K
|
3.39K
$1.58M
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.28K+ 60.88% |
$524K - $602K
|
3.39K
$1.58M
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
1.26KNew |
$515K - $593K
|
1.26K
$590K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.26K+ 2.05% |
$514K - $591K
|
62.6K
$29.3M
|
|
Nov 01, 2023
Q3 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
1.26KNew |
$513K - $590K
|
1.26K
$587K
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.24K+ 12.23% |
$508K - $585K
|
11.4K
$5.34M
|
|
Oct 27, 2023
Q3 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
1.23KNew |
$504K - $579K
|
1.23K
$577K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.23K+ 7.63% |
$501K - $577K
|
17.3K
$8.1M
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.22K+ 47.65% |
$498K - $572K
|
3.77K
$1.77M
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.21KNew |
$495K - $570K
|
1.21K
$567K
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.21K+ 71.84% |
$494K - $568K
|
2.89K
$1.35M
|
|
Nov 06, 2023
Q3 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
1.21K+ 79.78% |
$493K - $567K
|
2.72K
$1.27M
|
|
Nov 14, 2023
Q3 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
1.21K+ 148.34% |
$493K - $567K
|
2.02K
$945K
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.2KNew |
$491K - $564K
|
1.2K
$562K
|
|
Nov 14, 2023
Q3 2023
|
Harvey Capital Management Inc
|
BUY
|
- |
1.2KNew |
$490K - $564K
|
1.2K
$562K
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.2K+ 19.65% |
$490K - $563K
|
7.3K
$3.42M
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.18K+ 195.04% |
$482K - $555K
|
1.79K
$835K
|
|
Nov 06, 2023
Q3 2023
|
Versor Investments LP
|
BUY
|
- |
1.16K+ 55.42% |
$475K - $546K
|
3.26K
$1.52M
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.15K+ 6.4% |
$470K - $540K
|
19.1K
$8.94M
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.13KNew |
$460K - $529K
|
1.13K
$527K
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.12K+ 6.74% |
$456K - $524K
|
17.7K
$8.27M
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.11KNew |
$455K - $523K
|
1.11K
$521K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.11K+ 2.92% |
$454K - $522K
|
39.1K
$18.3M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.11K+ 7.12% |
$453K - $521K
|
16.7K
$7.8M
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
1.1K+ 158.85% |
$451K - $519K
|
1.8K
$842K
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.1KNew |
$449K - $516K
|
1.1K
$514K
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.1K+ 14.58% |
$449K - $516K
|
8.63K
$4.04M
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.1KNew |
$448K - $515K
|
1.1K
$513K
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.09K+ 125.06% |
$447K - $514K
|
1.97K
$921K
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.07K+ 10.61% |
$439K - $504K
|
11.2K
$5.24M
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.07KNew |
$436K - $501K
|
1.07K
$499K
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.07K+ 5.15% |
$435K - $501K
|
21.8K
$10.2M
|
|
Nov 02, 2023
Q3 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.06K+ 207.0% |
$435K - $500K
|
1.58K
$739K
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
1.05K+ 3.72% |
$431K - $495K
|
29.4K
$13.8M
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.04KNew |
$425K - $488K
|
1.04K
$486K
|
|
Oct 10, 2023
Q3 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
1.03KNew |
$421K - $484K
|
1.03K
$482K
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.02K+ 13.6% |
$419K - $481K
|
8.55K
$4M
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
BUY
|
- |
1.02K+ 104.73% |
$416K - $479K
|
1.99K
$932K
|
|
Nov 14, 2023
Q3 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
1.02KNew |
$415K - $477K
|
1.02K
$475K
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.01K+ 1235.37% |
$414K - $476K
|
1.1K
$513K
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.01K+ 27.71% |
$413K - $475K
|
4.66K
$2.18M
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
1.01K+ 90.72% |
$412K - $473K
|
2.12K
$991K
|