Purchases and Sales Made in Q4 2023 in Lockheed Martin Corp (LMT)
This table provides information about the institutional ownership of Lockheed Martin Corp (LMT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-328- 2.09% |
$130K - $150K
|
15.4K
$7.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-329- 3.12% |
$131K - $151K
|
10.2K
$4.98M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-330- 32.67% |
$131K - $151K
|
680
$332K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-332- 7.98% |
$132K - $152K
|
3.83K
$1.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-333- 2.3% |
$132K - $153K
|
14.1K
$6.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-335- 34.93% |
$133K - $153K
|
624
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-339- 4.7% |
$135K - $155K
|
6.87K
$3.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-340- 4.73% |
$135K - $156K
|
6.85K
$3.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-343- 17.35% |
$136K - $157K
|
1.63K
$798K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-349- 5.75% |
$139K - $160K
|
5.72K
$2.79M
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-349- 8.04% |
$139K - $160K
|
3.99K
$1.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-349- 84.1% |
$139K - $160K
|
66
$32.2K
|
|
|
Jan 11, 2024
Q4 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-350- 0.39% |
$139K - $160K
|
88.6K
$43.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-351- 14.45% |
$139K - $161K
|
2.08K
$1.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-354- 3.6% |
$141K - $162K
|
9.48K
$4.63M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-354- 13.67% |
$141K - $162K
|
2.24K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-355- 4.54% |
$141K - $163K
|
7.46K
$3.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-355- 1.51% |
$141K - $163K
|
23.2K
$11.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-365- 7.0% |
$145K - $167K
|
4.85K
$2.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-365- 0.58% |
$145K - $167K
|
62.1K
$30.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-365- 30.62% |
$145K - $167K
|
827
$404K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-365- 87.95% |
$145K - $167K
|
50
$24.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-370- 1.43% |
$147K - $169K
|
25.4K
$12.4M
|
|
|
Feb 01, 2024
Q4 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-372- 27.25% |
$148K - $170K
|
993
$485K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-373- 2.07% |
$148K - $171K
|
17.7K
$8.62M
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-373- 0.1% |
$148K - $171K
|
362K
$177M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-375- 3.37% |
$149K - $172K
|
10.8K
$5.25M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-376- 18.78% |
$149K - $172K
|
1.63K
$794K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-377- 8.41% |
$150K - $173K
|
4.1K
$2M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-379- 5.36% |
$151K - $174K
|
6.69K
$3.27M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-380- 14.87% |
$151K - $174K
|
2.18K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-381- 2.52% |
$151K - $175K
|
14.7K
$7.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-383- 0.75% |
$152K - $175K
|
51K
$24.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-384- 31.32% |
$153K - $176K
|
842
$411K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-396- 3.27% |
$157K - $181K
|
11.7K
$5.72M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-400- 4.27% |
$159K - $183K
|
8.96K
$4.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-407- 1.54% |
$162K - $186K
|
26.1K
$12.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-417- 31.66% |
$166K - $191K
|
900
$439K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-418- 1.66% |
$166K - $191K
|
24.7K
$12.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-419- 5.75% |
$166K - $192K
|
6.87K
$3.35M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-425- 8.69% |
$169K - $195K
|
4.47K
$2.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-425- 33.92% |
$169K - $195K
|
828
$404K
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
SELL
|
- |
-430- 3.25% |
$171K - $197K
|
12.8K
$6.25M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-432- 1.74% |
$172K - $198K
|
24.4K
$11.9M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-446- 17.58% |
$177K - $204K
|
2.09K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-455- 0.54% |
$181K - $208K
|
83.6K
$40.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-455- 3.96% |
$181K - $208K
|
11K
$5.39M
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-460- 26.11% |
$183K - $211K
|
1.3K
$636K
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-462- 11.76% |
$184K - $212K
|
3.47K
$1.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-462- 3.64% |
$184K - $212K
|
12.2K
$5.97M
|