Holdings Channel



LMT Holdings Changes image
This page summarizes the LMT holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether LMT is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing LMT Share Count
Norden Group LLC 605 20,400 +19,795 +3271.90%
Cutler Group LP 16 432 +416 +2600.00%
Sage Capital Advisors llc 634 8,092 +7,458 +1176.34%
Rise Advisors LLC 35 152 +117 +334.29%
Wiley BROS. Aintree Capital LLC 777 2,718 +1,941 +249.81%
PFG Investments LLC 2,189 7,115 +4,926 +225.03%
Aletheian Wealth Advisors LLC 879 2,066 +1,187 +135.04%
Norman Fields Gottscho Capital Management LLC 3,296 7,724 +4,428 +134.34%
Capstone Wealth Management Group LLC 928 2,018 +1,090 +117.46%
BKM Wealth Management LLC 257 523 +266 +103.50%
Sanders Morris Harris LLC 1,000 1,854 +854 +85.40%
Diversified Trust Co 4,904 8,546 +3,642 +74.27%
Chapin Davis Inc. 731 1,270 +539 +73.73%
Verde Capital Management 547 874 +327 +59.78%
Kowal Investment Group LLC 857 1,322 +465 +54.26%
Capstone Triton Financial Group LLC 955 1,425 +470 +49.21%
Accel Wealth Management 833 1,241 +408 +48.98%
Sandbox Financial Partners LLC 444 656 +212 +47.75%
Aviance Capital Partners LLC 10,520 15,495 +4,975 +47.29%
Cedrus LLC 772 1,111 +339 +43.91%
Quad Cities Investment Group LLC 1,090 1,561 +471 +43.21%
Waterway Wealth Management LLC 499 685 +186 +37.27%
Webster Bank N. A. 144 194 +50 +34.72%
Kathmere Capital Management LLC 2,209 2,947 +738 +33.41%
Southland Equity Partners LLC 720 959 +239 +33.19%
McGlone Suttner Wealth Management Inc. 690 909 +219 +31.74%
Steel Peak Wealth Management LLC 4,417 5,745 +1,328 +30.07%
Financial Synergies Wealth Advisors Inc. 70 91 +21 +30.00%
High Net Worth Advisory Group LLC 671 872 +201 +29.96%
Confluence Wealth Services Inc. 1,039 1,348 +309 +29.74%
Sage Investment Advisers LLC 4,085 5,280 +1,195 +29.25%
Retirement Guys Formula LLC 2,174 2,798 +624 +28.70%
Range Financial Group LLC 1,685 2,159 +474 +28.13%
American National Bank 28,846 36,577 +7,731 +26.80%
Crescent Sterling Ltd. 1,169 1,481 +312 +26.69%
Cornerstone Wealth Management LLC 2,120 2,627 +507 +23.92%
LVW Advisors LLC 785 972 +187 +23.82%
First Citizens Bank & Trust Co. 3,158 3,876 +718 +22.74%
Strategic Planning Group LLC 4,598 5,629 +1,031 +22.42%
Fifth Third Wealth Advisors LLC 1,637 1,997 +360 +21.99%
Gillespie Robinson & Grimm Inc. 453 548 +95 +20.97%
New Mexico Educational Retirement Board 11,697 14,097 +2,400 +20.52%
Legend Financial Advisors Inc. 39 47 +8 +20.51%
Synergy Financial Management LLC 12,061 14,466 +2,405 +19.94%
Sunburst Financial Group LLC 512 613 +101 +19.73%
Meyer Handelman Co. 3,885 4,649 +764 +19.67%
Columbus Macro LLC 1,703 2,023 +320 +18.79%
RFG Advisory LLC 4,663 5,522 +859 +18.42%
Greystone Financial Group LLC 23,227 27,487 +4,260 +18.34%
Whitener Capital Management Inc. 1,033 1,217 +184 +17.81%
Allspring Global Investments Holdings LLC 164,903 193,600 +28,697 +17.40%
Westside Investment Management Inc. 1,275 1,495 +220 +17.25%
Collective Family Office LLC 562 658 +96 +17.08%
Exchange Traded Concepts LLC 17,736 20,629 +2,893 +16.31%
HF Advisory Group LLC 1,548 1,800 +252 +16.28%
Wealthcare Advisory Partners LLC 8,390 9,681 +1,291 +15.39%
Nvest Financial LLC 1,763 2,028 +265 +15.03%
MV Capital Management Inc. 6,241 7,130 +889 +14.24%
General Partner Inc. 715 816 +101 +14.13%
Bath Savings Trust Co 7,785 8,856 +1,071 +13.76%
Howard Financial Services LTD. 569 647 +78 +13.71%
CX Institutional 13,145 14,946 +1,801 +13.70%
S.E.E.D. Planning Group LLC 9,286 10,526 +1,240 +13.35%
Nikulski Financial Inc. 2,181 2,469 +288 +13.20%
Sunbelt Securities Inc. 3,250 3,672 +422 +12.98%
Well Done LLC 701 791 +90 +12.84%
Elevated Capital Advisors LLC 819 918 +99 +12.09%
GoalVest Advisory LLC 2,472 2,770 +298 +12.06%
Mcdonald Partners LLC 2,234 2,503 +269 +12.04%
Austin Private Wealth LLC 787 880 +93 +11.82%
Independence Bank of Kentucky 2,147 2,394 +247 +11.50%
Park National Corp OH 69,517 77,378 +7,861 +11.31%
Cypress Financial Planning LLC 1,681 1,871 +190 +11.30%
Tempus Wealth Planning LLC 623 693 +70 +11.24%
Ballentine Partners LLC 3,450 3,833 +383 +11.10%
Pallas Capital Advisors LLC 1,200 1,332 +132 +11.00%
BKD Wealth Advisors LLC 1,004 1,113 +109 +10.86%
Wendell David Associates Inc. 5,284 5,852 +568 +10.75%
Financial Management Professionals Inc. 1,111 1,229 +118 +10.62%
Financial Advisory Corp UT ADV 449 496 +47 +10.47%
Community Bank & Trust Waco Texas 18,999 20,960 +1,961 +10.32%
Courier Capital LLC 13,620 15,013 +1,393 +10.23%
Wealth Enhancement Advisory Services LLC 120,641 132,611 +11,970 +9.92%
Vicus Capital 2,176 2,388 +212 +9.74%
RDA Financial Network 2,407 2,638 +231 +9.60%
Coastal Investment Advisors Inc. 2,757 3,011 +254 +9.21%
BluePath Capital Management LLC 2,957 3,225 +268 +9.06%
Signal Advisors Wealth LLC 488 532 +44 +9.02%
Lee Johnson Capital Management LLC 836 908 +72 +8.61%
FCG Investment Co 3,381 3,672 +291 +8.61%
MinichMacGregor Wealth Management LLC 5,024 5,445 +421 +8.38%
MBM Wealth Consultants LLC 2,417 2,618 +201 +8.32%
Royal Fund Management LLC 3,023 3,253 +230 +7.61%
Brookstone Capital Management 31,279 33,536 +2,257 +7.22%
Rowland & Co. Investment Counsel ADV 352 377 +25 +7.10%
Amplius Wealth Advisors LLC 733 785 +52 +7.09%
Salem Investment Counselors Inc. 777 832 +55 +7.08%
Davis Capital Management 1,603 1,716 +113 +7.05%
Trifecta Capital Advisors LLC 7,759 8,289 +530 +6.83%
Prentice Wealth Management LLC 988 1,054 +66 +6.68%
Gulf International Bank UK Ltd 1,351 1,439 +88 +6.51%
First National Bank 478 508 +30 +6.28%
BancFirst Trust & Investment Management 453 481 +28 +6.18%
Arthur M. Cohen & Associates LLC 1,050 1,113 +63 +6.00%
Wealth Alliance Advisory Group LLC 712 754 +42 +5.90%
Eagle Rock Investment Company LLC 3,047 3,217 +170 +5.58%
Woodmont Investment Counsel LLC 18,706 19,728 +1,022 +5.46%
Chesley Taft & Associates LLC 1,901 2,001 +100 +5.26%
Allied Investment Advisors LLC 17,181 18,040 +859 +5.00%
Grandview Asset Management LLC 1,199 1,259 +60 +5.00%
Gateway Investment Advisers LLC 5,190 5,446 +256 +4.93%
Red Door Wealth Management LLC 8,210 8,615 +405 +4.93%
MCF Advisors LLC 1,081 1,134 +53 +4.90%
Traynor Capital Management Inc. 8,391 8,797 +406 +4.84%
D. B. Root & Company LLC 3,308 3,466 +158 +4.78%
Stratos Wealth Partners LTD. 10,020 10,494 +474 +4.73%
Grimes & Company Inc. 17,003 17,805 +802 +4.72%
Nicholas Hoffman & Company LLC. 2,757 2,887 +130 +4.72%
Montecito Bank & Trust 582 609 +27 +4.64%
Relyea Zuckerberg Hanson LLC 784 820 +36 +4.59%
Claro Advisors LLC 3,690 3,858 +168 +4.55%
Fragasso Group Inc. 443 463 +20 +4.51%
Exeter Financial LLC 4,172 4,356 +184 +4.41%
OLD National Bancorp IN 26,850 28,031 +1,181 +4.40%
Veracity Capital LLC 2,580 2,691 +111 +4.30%
Wela Strategies Inc. 1,388 1,446 +58 +4.18%
Flagship Harbor Advisors LLC 3,323 3,455 +132 +3.97%
LVM Capital Management Ltd. MI 32,059 33,304 +1,245 +3.88%
SignalPoint Asset Management LLC 1,309 1,359 +50 +3.82%
Stokes Capital Advisors LLC 12,952 13,443 +491 +3.79%
Fort Pitt Capital Group LLC 6,267 6,501 +234 +3.73%
Plimoth Trust Co. LLC 4,875 5,050 +175 +3.59%
Alhambra Investment Partners LLC 482 499 +17 +3.53%
Chemung Canal Trust Co. 2,126 2,199 +73 +3.43%
TruWealth Advisors LLC 24,183 25,013 +830 +3.43%
Norwood Financial Corp 735 760 +25 +3.40%
First PREMIER Bank 1,978 2,045 +67 +3.39%
Simon Quick Advisors LLC 475 491 +16 +3.37%
Welch Group LLC 111,685 115,366 +3,681 +3.30%
Means Investment CO. Inc. 1,798 1,856 +58 +3.23%
Lantz Financial LLC 4,611 4,759 +148 +3.21%
Aurum Wealth Management Group LLC 1,961 2,024 +63 +3.21%
Canandaigua National Bank & Trust Co. 13,156 13,553 +397 +3.02%
Stockman Wealth Management Inc. 16,599 17,099 +500 +3.01%
Sivia Capital Partners LLC 588 605 +17 +2.89%
Madrona Financial Services LLC 598 615 +17 +2.84%
Dakota Community Bank & Trust NA 601 618 +17 +2.83%
Congress Park Capital LLC 910 935 +25 +2.75%
Thomasville National Bank 8,854 9,091 +237 +2.68%
Tompkins Financial Corp 113 116 +3 +2.65%
Legacy Wealth Asset Management LLC 1,555 1,595 +40 +2.57%
AdvisorNet Financial Inc 7,741 7,936 +195 +2.52%
Stonegate Investment Group LLC 96,888 99,281 +2,393 +2.47%
M&R Capital Management Inc. 180 184 +4 +2.22%
IAM Advisory LLC 3,832 3,913 +81 +2.11%
Oak Harvest Investment Services 17,882 18,259 +377 +2.11%
RBA Wealth Management LLC 10,584 10,805 +221 +2.09%
Capital Advisors Ltd. LLC 970 990 +20 +2.06%
Trinity Street Asset Management LLP 41,768 42,624 +856 +2.05%
Valley National Advisers Inc. 19,246 19,632 +386 +2.01%
Cullinan Associates Inc. 27,272 27,811 +539 +1.98%
180 Wealth Advisors LLC 5,288 5,384 +96 +1.82%
Hengehold Capital Management LLC 6,720 6,840 +120 +1.79%
Security National Bank 15,407 15,682 +275 +1.78%
First National Bank of Mount Dora Trust Investment Services 6,747 6,866 +119 +1.76%
DB Fitzpatrick & Co Inc 2,690 2,736 +46 +1.71%
Applied Capital LLC FL 4,848 4,927 +79 +1.63%
Dumont & Blake Investment Advisors LLC 627 637 +10 +1.59%
Clifford Swan Investment Counsel LLC 13,054 13,252 +198 +1.52%
Hodges Capital Management Inc. 870 883 +13 +1.49%
Capital Investment Advisors LLC 92,725 94,102 +1,377 +1.49%
Hexagon Capital Partners LLC 422 428 +6 +1.42%
Berger Financial Group Inc 14,698 14,888 +190 +1.29%
Hi Line Capital Management LLC 16,451 16,631 +180 +1.09%
Thrive Wealth Management LLC 3,697 3,736 +39 +1.05%
Helen Stephens Group LLC 2,190 2,213 +23 +1.05%
Portside Wealth Group LLC 1,446 1,461 +15 +1.04%
Powers Advisory Group LLC 4,498 4,544 +46 +1.02%
Butensky & Cohen Financial Security Inc. 10,097 10,199 +102 +1.01%
Park Avenue Securities LLC 18,210 18,392 +182 +1.00%
Eagle Capital Management LLC LA 10,732 10,838 +106 +0.99%
Cooper Financial Group 2,865 2,893 +28 +0.98%
Shilanski & Associates Inc. 5,403 5,454 +51 +0.94%
Berry Wealth Group LP 1,077 1,087 +10 +0.93%
Aua Capital Management LLC 567 572 +5 +0.88%
Private Capital Management LLC 1,139 1,149 +10 +0.88%
Tealwood Asset Management Inc. 5,813 5,863 +50 +0.86%
New Hampshire Trust 3,325 3,352 +27 +0.81%
Jeppson Wealth Management LLC 21,751 21,924 +173 +0.80%
NorthCrest Asset Manangement LLC 53,038 53,463 +425 +0.80%
Kennedy Investment Group 760 765 +5 +0.66%
Genesee Capital Advisors LLC 923 929 +6 +0.65%
Symphony Financial Ltd. Co. 2,078 2,091 +13 +0.63%
Donaldson Capital Management LLC 122,951 123,704 +753 +0.61%
Kaydan Wealth Management Inc. 678 682 +4 +0.59%
Toth Financial Advisory Corp 1,317 1,324 +7 +0.53%
B & T Capital Management DBA Alpha Capital Management 9,435 9,483 +48 +0.51%
Bill Few Associates Inc. 798 802 +4 +0.50%
Abner Herrman & Brock LLC 5,228 5,253 +25 +0.48%
Clarius Group LLC 1,882 1,891 +9 +0.48%
Cullen Investment Group LTD. 849 853 +4 +0.47%
Harbor Group Inc. 868 872 +4 +0.46%
Everett Harris & Co. CA 60,123 60,392 +269 +0.45%
Coston McIsaac & Partners 271 272 +1 +0.37%
Cedar Brook Financial Partners LLC 910 913 +3 +0.33%
Wolff Wiese Magana LLC 3,590 3,599 +9 +0.25%
Massmutual Trust Co. FSB ADV 24,364 24,417 +53 +0.22%
Mirador Capital Partners LP 567 568 +1 +0.18%
Ridgecrest Wealth Partners LLC 561 562 +1 +0.18%
Sapient Capital LLC 57,539 57,638 +99 +0.17%
Palumbo Wealth Management LLC 666 667 +1 +0.15%
Cyndeo Wealth Partners LLC 5,253 5,261 +8 +0.15%
Lockerman Financial Group Inc. 704 705 +1 +0.14%
Werlinich Asset Management LLC 15,080 15,095 +15 +0.10%
Alliance Wealth Advisors LLC 1,078 1,079 +1 +0.09%
Dominguez Wealth Management Solutions Inc. 4,029 4,032 +3 +0.07%
Pure Financial Advisors Inc. 3,524 3,525 +1 +0.03%
Procyon Private Wealth Partners LLC 3,848 3,849 +1 +0.03%
13F Filers Reporting New Positions In LMT
Level Financial Advisors Inc. 0 0 UNCH 100%
MJP Associates Inc. ADV 0 639 +639 +100%
American National Bank & Trust Co. VA 0 1,990 +1,990 +100%
Hennessy Advisors Inc. 0 6,100 +6,100 +100%
Thompson Investment Management Inc. 0 83 +83 +100%
Tributary Capital Management LLC 0 11 +11 +100%
Confluence Investment Management LLC 0 332,847 +332,847 +100%
Annex Advisory Services LLC 0 484 +484 +100%
Alaska Permanent Fund Corp 0 478 +478 +100%
Richardson Capital Management LLC 0 100 +100 +100%
IFM Investors Pty Ltd 0 8,475 +8,475 +100%
Trilogy Capital Inc. 0 6,706 +6,706 +100%
Oak Asset Management LLC 0 1,812 +1,812 +100%
Cornerstone Wealth Group LLC 0 1,555 +1,555 +100%
O Keefe Stevens Advisory Inc. 0 539 +539 +100%
Xcel Wealth Management LLC 0 625 +625 +100%
Epiq Partners LLC 0 500 +500 +100%
Investment Research & Advisory Group Inc. 0 4,742 +4,742 +100%
RMR Wealth Builders 0 2,365 +2,365 +100%
Falcon Wealth Planning 0 1,562 +1,562 +100%
Constitution Capital LLC 0 500 +500 +100%
Clarity Financial LLC 0 460 +460 +100%
Mezzasalma Advisors LLC 0 507 +507 +100%
Strategic Financial Concepts LLC 0 480 +480 +100%
Redmont Wealth Advisors LLC 0 24 +24 +100%
Global Assets Advisory LLC 0 162,651 +162,651 +100%
Core Wealth Partners LLC 0 520 +520 +100%
New Century Financial Group LLC 0 450 +450 +100%
Duncan Williams Asset Management LLC 0 1,971 +1,971 +100%
13F Filers With Unchanged Share Count
Rockland Trust Co. 770 770 UNCH 0.00%
First National Corp MA ADV 663 663 UNCH 0.00%
Orrstown Financial Services Inc. 666 666 UNCH 0.00%
Stewart & Patten Co. LLC 750 750 UNCH 0.00%
Folger Nolan Fleming Douglas Capital Management Inc. 1,929 1,929 UNCH 0.00%
Barrett & Company Inc. 1,007 1,007 UNCH 0.00%
Beese Fulmer Investment Management Inc. 1,091 1,091 UNCH 0.00%
Guyasuta Investment Advisors Inc. 5,058 5,058 UNCH 0.00%
Optimum Investment Advisors 3,350 3,350 UNCH 0.00%
Spirit of America Management Corp NY 650 650 UNCH 0.00%
Atwood & Palmer Inc. 68,027 68,027 UNCH 0.00%
Jacobs & Co. CA 550 550 UNCH 0.00%
Total Investment Management Inc. 479 479 UNCH 0.00%
First National Bank Sioux Falls 993 993 UNCH 0.00%
Norris Perne & French LLP MI 905 905 UNCH 0.00%
Burke & Herbert Bank & Trust Co. 622 622 UNCH 0.00%
Chatham Capital Group Inc. 1,404 1,404 UNCH 0.00%
Trust Co. of Virginia VA 955 955 UNCH 0.00%
Viking Fund Management LLC 7,000 7,000 UNCH 0.00%
AlphaMark Advisors LLC 924 924 UNCH 0.00%
Baker Ellis Asset Management LLC 455 455 UNCH 0.00%
Liberty Capital Management Inc. 946 946 UNCH 0.00%
First Dallas Securities Inc. 575 575 UNCH 0.00%
Merrion Investment Management Co LLC 455 455 UNCH 0.00%
Hanson & Doremus Investment Management 146 146 UNCH 0.00%
Atlas Capital Advisors LLC 4 4 UNCH 0.00%
Eagle Ridge Investment Management 1,281 1,281 UNCH 0.00%
Cohen Klingenstein LLC 6,200 6,200 UNCH 0.00%
Retirement Planning Group 576 576 UNCH 0.00%
Perkins Coie Trust Co 744 744 UNCH 0.00%
Kessler Investment Group LLC 5 5 UNCH 0.00%
KAMES CAPITAL plc 857 857 UNCH 0.00%
Smith & Howard Wealth Management LLC 537 537 UNCH 0.00%
Stonehearth Capital Management LLC 478 478 UNCH 0.00%
Murphy Pohlad Asset Management LLC 1,361 1,361 UNCH 0.00%
Private Ocean LLC 429 429 UNCH 0.00%
Grassi Investment Management 25,867 25,867 UNCH 0.00%
Burt Wealth Advisors 447 447 UNCH 0.00%
S. R. Schill & Associates 707 707 UNCH 0.00%
Tradewinds Capital Management LLC 87 87 UNCH 0.00%
Ironwood Financial llc 1,387 1,387 UNCH 0.00%
Northside Capital Management LLC 710 710 UNCH 0.00%
Westhampton Capital LLC 3,598 3,598 UNCH 0.00%
Moisand Fitzgerald Tamayo LLC 161 161 UNCH 0.00%
Harbour Capital Advisors LLC 1,943 1,943 UNCH 0.00%
Radnor Capital Management LLC 2,750 2,750 UNCH 0.00%
Perennial Advisors LLC 533 533 UNCH 0.00%
Symmetry Partners LLC 2,091 2,091 UNCH 0.00%
Northwest Quadrant Wealth Management LLC 2,526 2,526 UNCH 0.00%
Pinnacle Bank 193 193 UNCH 0.00%
Affiance Financial LLC 1,000 1,000 UNCH 0.00%
Northwest Capital Management Inc 89 89 UNCH 0.00%
Murphy Middleton Hinkle & Parker Inc. 477 477 UNCH 0.00%
Divergent Planning LLC 622 622 UNCH 0.00%
Red Cedar Investment Management LLC 3,341 3,341 UNCH 0.00%
Chicago Capital LLC 1,586 1,586 UNCH 0.00%
Pflug Koory LLC 3,353 3,353 UNCH 0.00%
Essex Savings Bank 2,765 2,765 UNCH 0.00%
Ellis Investment Partners LLC 570 570 UNCH 0.00%
Insight Financial Services 13 13 UNCH 0.00%
Criterion Capital Advisors LLC 91 91 UNCH 0.00%
Shulman DeMeo Asset Management LLC 1,879 1,879 UNCH 0.00%
Aspire Private Capital LLC 10 10 UNCH 0.00%
HBW Advisory Services LLC 5,722 5,722 UNCH 0.00%
BCS Wealth Management 1,358 1,358 UNCH 0.00%
Cedar Mountain Advisors LLC 3 3 UNCH 0.00%
Birch Capital Management LLC 15 15 UNCH 0.00%
Lion Street Advisors LLC 1,199 1,199 UNCH 0.00%
Powell Investment Advisors LLC 737 737 UNCH 0.00%
TL Private Wealth 1,935 1,935 UNCH 0.00%
Game Plan Financial Advisors LLC 100 100 UNCH 0.00%
Rebalance LLC 566 566 UNCH 0.00%
Iron Horse Wealth Management LLC 81 81 UNCH 0.00%
Touchstone Capital Inc. 613 613 UNCH 0.00%
Greenhouse Wealth Management LLC 1,024 1,024 UNCH 0.00%
DHJJ Financial Advisors Ltd. 1 1 UNCH 0.00%
Williams Financial LLC 2,084 2,084 UNCH 0.00%
JTC Employer Solutions Trusteee Ltd 118 118 UNCH 0.00%
Epic Trust Investment Advisors LLC 828 828 UNCH 0.00%
Five Oceans Advisors 582 582 UNCH 0.00%
McElhenny Sheffield Capital Management LLC 1,587 1,587 UNCH 0.00%
PayPay Securities Corp 10 10 UNCH 0.00%
Red Tortoise LLC 16 16 UNCH 0.00%
Global Wealth Strategies & Associates 539 539 UNCH 0.00%
FSC Wealth Advisors LLC 150 150 UNCH 0.00%
Armstrong Advisory Group Inc. 361 361 UNCH 0.00%
Signature Resources Capital Management LLC 11 11 UNCH 0.00%
Horizons Wealth Management 8 8 UNCH 0.00%
Stephens Consulting LLC 45 45 UNCH 0.00%
Forza Wealth Management LLC 2,341 2,341 UNCH 0.00%
Seed Wealth Management Inc. 476 476 UNCH 0.00%
Breakwater Capital Group 1,121 1,121 UNCH 0.00%
River Street Advisors LLC 548 548 UNCH 0.00%
Compass Wealth Management LLC 751 751 UNCH 0.00%
WFA Asset Management Corp 2 2 UNCH 0.00%
Peoples Bank KS 887 887 UNCH 0.00%
Barlow Wealth Partners Inc. 1,508 1,508 UNCH 0.00%
PFS Partners LLC 37 37 UNCH 0.00%
Financial Perspectives Inc 26 26 UNCH 0.00%
Partnership Wealth Management LLC 100 100 UNCH 0.00%
13F Filers Decreasing LMT Share Count
Stratos Wealth Advisors LLC 7,754 921 -6,833 -88.12%
Annapolis Financial Services LLC 14 2 -12 -85.71%
Maryland Capital Advisors Inc. 50 13 -37 -74.00%
Ferguson Wellman Capital Management Inc. 104,915 38,244 -66,671 -63.55%
TrueMark Investments LLC 4,717 1,786 -2,931 -62.14%
Advisor Resource Council 1,165 445 -720 -61.80%
Kingswood Wealth Advisors LLC 14,158 6,123 -8,035 -56.75%
Baldwin Brothers Inc. MA 70 31 -39 -55.71%
Farmers Trust Co. 12,808 7,305 -5,503 -42.97%
Silverleafe Capital Partners LLC 15,834 9,370 -6,464 -40.82%
Congress Wealth Management LLC DE 4,166 2,480 -1,686 -40.47%
Octavia Wealth Advisors LLC 1,547 959 -588 -38.01%
Clearview Wealth Advisors LLC 3,024 1,922 -1,102 -36.44%
True North Advisors LLC 1,237 795 -442 -35.73%
Monument Capital Management 2,045 1,318 -727 -35.55%
Apexium Financial LP 777 519 -258 -33.20%
Banque Cantonale Vaudoise 155 105 -50 -32.26%
Byrne Asset Management LLC 593 414 -179 -30.19%
Lowe Wealth Advisors LLC 302 217 -85 -28.15%
Los Angeles Capital Management & Equity Research Inc. 110,961 80,382 -30,579 -27.56%
Carlson Capital Management 606 444 -162 -26.73%
Mayfair Advisory Group LLC 609 450 -159 -26.11%
SeaCrest Wealth Management LLC 5,236 3,891 -1,345 -25.69%
Everpar Advisors LLC 961 715 -246 -25.60%
Founders Financial Securities LLC 2,731 2,093 -638 -23.36%
Sterling Financial Group Inc. 1,444 1,116 -328 -22.71%
JJJ Advisors Inc. 3,986 3,100 -886 -22.23%
Seamount Financial Group Inc. 574 451 -123 -21.43%
Versant Capital Management Inc 33 26 -7 -21.21%
Calton & Associates Inc. 1,256 994 -262 -20.86%
Ignite Planners LLC 869 693 -176 -20.25%
Bangor Savings Bank 1,365 1,097 -268 -19.63%
Financial Management Network Inc. 706 570 -136 -19.26%
Indiana Trust & Investment Management CO 872 716 -156 -17.89%
Harbor Investment Advisory LLC 3,660 3,016 -644 -17.60%
Legacy Private Trust Co. 11,051 9,167 -1,884 -17.05%
Mather Group LLC. 1,283 1,070 -213 -16.60%
Ausdal Financial Partners Inc. 1,806 1,509 -297 -16.45%
Halpern Financial Inc. 307 257 -50 -16.29%
WESPAC Advisors SoCal LLC 4,445 3,750 -695 -15.64%
Arvest Investments Inc. 6,342 5,412 -930 -14.66%
Galvin Gaustad & Stein LLC 582 497 -85 -14.60%
Hennion & Walsh Asset Management Inc. 7,168 6,136 -1,032 -14.40%
Rheos Capital Works Inc. 31,300 26,800 -4,500 -14.38%
Trust Point Inc. 921 793 -128 -13.90%
International Assets Investment Management LLC 3,006 2,599 -407 -13.54%
Financial Advisory Partners LLC 8,470 7,351 -1,119 -13.21%
Sound Income Strategies LLC 795 696 -99 -12.45%
Capital Advisors Wealth Management LLC 1,182 1,036 -146 -12.35%
Opal Wealth Advisors LLC 697 612 -85 -12.20%
Peoples Financial Services CORP. 2,728 2,401 -327 -11.99%
Keel Point LLC 886 781 -105 -11.85%
First Financialcorp IN 3,207 2,831 -376 -11.72%
Opinicus Capital Inc. 874 774 -100 -11.44%
Wedmont Private Capital 2,474 2,197 -277 -11.20%
Dynamic Advisor Solutions LLC 13,017 11,598 -1,419 -10.90%
Keystone Financial Planning Inc. 2,175 1,938 -237 -10.90%
Fundamentun LLC 3,728 3,331 -397 -10.65%
Bruce G. Allen Investments LLC 282 252 -30 -10.64%
ARK Investment Management LLC 29,050 26,050 -3,000 -10.33%
Cypress Wealth Services LLC 749 674 -75 -10.01%
Bay Rivers Group 500 450 -50 -10.00%
Patten Group Inc. 2,629 2,366 -263 -10.00%
Riverview Trust Co 1,012 912 -100 -9.88%
Abacus Wealth Partners LLC 580 525 -55 -9.48%
Veriti Management LLC 5,926 5,373 -553 -9.33%
Manning & Napier Group LLC 63,485 57,883 -5,602 -8.82%
First Hawaiian Bank 2,512 2,296 -216 -8.60%
Perpetual Ltd 2,979 2,730 -249 -8.36%
CHICAGO TRUST Co NA 7,326 6,735 -591 -8.07%
West Oak Capital LLC 5,114 4,704 -410 -8.02%
True Link Financial Advisors LLC 6,196 5,703 -493 -7.96%
Appleton Partners Inc. MA 17,789 16,430 -1,359 -7.64%
SJS Investment Consulting Inc. 27 25 -2 -7.41%
First Financial Bank Trust Division 3,410 3,164 -246 -7.21%
Fox Hill Wealth Management 1,905 1,769 -136 -7.14%
Wealthfront Advisers LLC 21,909 20,396 -1,513 -6.91%
Fortitude Family Office LLC 1,009 940 -69 -6.84%
Occidental Asset Management LLC 804 750 -54 -6.72%
Hartford Investment Management Co. 14,872 13,878 -994 -6.68%
Lake Street Financial LLC 2,041 1,906 -135 -6.61%
Investors Asset Management of Georgia Inc. GA ADV 3,990 3,728 -262 -6.57%
Financial Security Advisor Inc. 2,497 2,335 -162 -6.49%
Piscataqua Savings Bank 96 90 -6 -6.25%
Capital Asset Advisory Services LLC 1,916 1,801 -115 -6.00%
Ipswich Investment Management Co. Inc. 2,508 2,358 -150 -5.98%
West Paces Advisors Inc. 1,872 1,763 -109 -5.82%
Hudson Valley Investment Advisors Inc. ADV 1,988 1,873 -115 -5.78%
Saratoga Research & Investment Management 880 830 -50 -5.68%
Jackson Square Capital LLC 1,011 954 -57 -5.64%
Kovack Advisors Inc. 2,907 2,745 -162 -5.57%
Atticus Wealth Management LLC 55 52 -3 -5.45%
CWM LLC 66,113 62,537 -3,576 -5.41%
Washington Capital Management Inc. 2,200 2,085 -115 -5.23%
Fidelity D & D Bancorp Inc. 718 683 -35 -4.87%
Rosenberg Matthew Hamilton 844 803 -41 -4.86%
Ashton Thomas Private Wealth LLC 3,917 3,728 -189 -4.83%
Astoria Portfolio Advisors LLC. 2,624 2,498 -126 -4.80%
Park Place Capital Corp 1,892 1,804 -88 -4.65%
Lynch & Associates IN 16,319 15,560 -759 -4.65%
Nilsine Partners LLC 2,423 2,312 -111 -4.58%
Tilia Fiduciary Partners Inc. 1,822 1,740 -82 -4.50%
Moseley Investment Management Inc. 5,381 5,143 -238 -4.42%
Wynn Capital LLC 2,054 1,965 -89 -4.33%
Pachira Investments Inc. 4,701 4,504 -197 -4.19%
Wealth Effects LLC 742 711 -31 -4.18%
Altfest L J & Co. Inc. 3,454 3,311 -143 -4.14%
Horizon Bancorp Inc. IN 121 116 -5 -4.13%
Valeo Financial Advisors LLC 15,891 15,244 -647 -4.07%
Global Trust Asset Management LLC 2,380 2,286 -94 -3.95%
Arlington Trust Co LLC 308 296 -12 -3.90%
Parsons Capital Management Inc. RI 11,292 10,855 -437 -3.87%
Trust Co. of Toledo NA OH 9,207 8,868 -339 -3.68%
Caldwell Sutter Capital Inc. 1,731 1,668 -63 -3.64%
Walker Asset Management LLC 2,374 2,289 -85 -3.58%
GAMMA Investing LLC 1,605 1,553 -52 -3.24%
Gilman Hill Asset Management LLC 1,921 1,862 -59 -3.07%
Clarus Wealth Advisors 2,453 2,379 -74 -3.02%
OneAscent Financial Services LLC 899 872 -27 -3.00%
Buckingham Capital Management Inc. 611 593 -18 -2.95%
Burns J W & Co. Inc. NY 1,948 1,891 -57 -2.93%
Steigerwald Gordon & Koch Inc. 1,401 1,361 -40 -2.86%
Cohen Investment Advisors LLC 1,374 1,335 -39 -2.84%
Register Financial Advisors LLC 1,079 1,049 -30 -2.78%
Carret Asset Management LLC 1,816 1,766 -50 -2.75%
Arden Trust Co 960 934 -26 -2.71%
Exchange Bank 528 514 -14 -2.65%
Bank of New Hampshire 943 918 -25 -2.65%
LongView Wealth Management 509 496 -13 -2.55%
Daymark Wealth Partners LLC 21,000 20,471 -529 -2.52%
Griffin Asset Management Inc. 9,869 9,620 -249 -2.52%
Central Bank & Trust Co. 3,742 3,651 -91 -2.43%
Atlantic Union Bankshares Corp 726 709 -17 -2.34%
Citizens Business Bank 5,769 5,635 -134 -2.32%
City Holding Co. 526 514 -12 -2.28%
State of Michigan Retirement System 66,718 65,218 -1,500 -2.25%
Czech National Bank 38,679 37,840 -839 -2.17%
Asset Dedication LLC 3,632 3,556 -76 -2.09%
CIC Wealth LLC 1,776 1,739 -37 -2.08%
Romano Brothers AND Company 529 518 -11 -2.08%
Silverlake Wealth Management LLC 902 884 -18 -2.00%
Fiduciary Alliance LLC 13,836 13,559 -277 -2.00%
State of Alaska Department of Revenue 26,714 26,204 -510 -1.91%
MBL Wealth LLC 526 516 -10 -1.90%
Capital Market Strategies LLC 1,886 1,851 -35 -1.86%
Foster & Motley Inc. 10,148 9,963 -185 -1.82%
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 3,752 3,684 -68 -1.81%
Maryland State Retirement & Pension System 17,247 16,942 -305 -1.77%
Purus Wealth Management LLC 2,635 2,589 -46 -1.75%
Acropolis Investment Management LLC 4,031 3,961 -70 -1.74%
Sumitomo Mitsui Trust Holdings Inc. 621,806 611,178 -10,628 -1.71%
Strategic Advisors LLC 2,034 2,000 -34 -1.67%
Greenfield Savings Bank 5,000 4,920 -80 -1.60%
OMNI 360 Wealth Inc. 1,009 993 -16 -1.59%
Tsfg LLC 381 375 -6 -1.57%
Panoramic Investment Advisors LLC 596 587 -9 -1.51%
Garrett Investment Advisors LLC 669 659 -10 -1.49%
Franklin Street Advisors Inc. NC 32,390 31,909 -481 -1.49%
Fulton Bank N.A. 4,599 4,533 -66 -1.44%
Raymond James Financial Services Advisors Inc. 256,034 252,524 -3,510 -1.37%
Buckley Wealth Management LLC 3,865 3,815 -50 -1.29%
Robbins Farley LLC 5,375 5,306 -69 -1.28%
Compton Wealth Advisory Group LLC 3,117 3,077 -40 -1.28%
CVA Family Office LLC 1,520 1,502 -18 -1.18%
Meadow Creek Wealth Advisors LLC 765 756 -9 -1.18%
Trust Co 1,876 1,854 -22 -1.17%
Allen Capital Group LLC 2,144 2,119 -25 -1.17%
CRA Financial Services LLC 2,242 2,217 -25 -1.12%
DeDora Capital Inc. 1,973 1,952 -21 -1.06%
City State Bank 1,924 1,904 -20 -1.04%
Martin Capital Partners LLC 12,618 12,492 -126 -1.00%
Albion Financial Group UT 31,799 31,487 -312 -0.98%
Northwest Investment Counselors LLC 7,170 7,102 -68 -0.95%
SOA Wealth Advisors LLC. 1,186 1,175 -11 -0.93%
NBC Securities Inc. 14,457 14,337 -120 -0.83%
Cahaba Wealth Management Inc. 608 603 -5 -0.82%
WBH Advisory Inc. 1,485 1,473 -12 -0.81%
Asio Capital LLC 7,677 7,616 -61 -0.79%
Saxon Interests Inc. 816 810 -6 -0.74%
Kesler Norman & Wride LLC 14,088 13,986 -102 -0.72%
Signature Wealth Management Group 4,578 4,547 -31 -0.68%
Aspiriant LLC 739 734 -5 -0.68%
Investment Partners LTD. 1,974 1,961 -13 -0.66%
Menlo Advisors LLC 12,457 12,380 -77 -0.62%
Vivid Wealth Management LLC 1,198 1,191 -7 -0.58%
Marotta Asset Management 766 762 -4 -0.52%
Pacifica Partners Inc. 4,023 4,003 -20 -0.50%
Compass Ion Advisors LLC 1,215 1,209 -6 -0.49%
CFM Wealth Partners LLC 1,091 1,086 -5 -0.46%
Stanley Laman Group Ltd. 8,356 8,322 -34 -0.41%
Farmers & Merchants Investments Inc. 1,557 1,551 -6 -0.39%
Oakworth Capital Inc. 3,515 3,502 -13 -0.37%
Gradient Capital Advisors LLC 1,947 1,940 -7 -0.36%
Adirondack Trust Co. 6,039 6,017 -22 -0.36%
ST Germain D J Co. Inc. 2,900 2,890 -10 -0.34%
Founders Capital Management 9,937 9,906 -31 -0.31%
Marshall Financial Group LLC 666 664 -2 -0.30%
Harbour Trust & Investment Management Co 3,118 3,109 -9 -0.29%
Stony Point Wealth Management Inc. 1,764 1,760 -4 -0.23%
Bristlecone Advisors LLC 1,366 1,363 -3 -0.22%
Reliant Investment Management LLC 9,199 9,179 -20 -0.22%
Financial Partners Group LLC 17,996 17,964 -32 -0.18%
Founders Capital Management LLC 15,836 15,809 -27 -0.17%
tru Independence LLC 808 807 -1 -0.12%
Allred Capital Management LLC 837 836 -1 -0.12%
Scharf Investments LLC 193,775 193,543 -232 -0.12%
Exchange Capital Management Inc. 6,579 6,573 -6 -0.09%
Triangle Securities Wealth Management 1,336 1,335 -1 -0.07%
Raymond James & Associates 370,857 370,650 -207 -0.06%
13F Filers Exiting LMT
Channel Wealth LLC 459 0 -459 -100.00%
Shira Ridge Wealth Management 459 0 -459 -100.00%
HFG Advisors Inc. 473 0 -473 -100.00%
Koss Olinger Consulting LLC 468 0 -468 -100.00%
Peak Financial Advisors LLC 5,176 0 -5,176 -100.00%
Navalign LLC 454 0 -454 -100.00%
Optas LLC 644 0 -644 -100.00%
Inscription Capital LLC 566 0 -566 -100.00%
Mountain Capital Investment Advisors Inc 2,067 0 -2,067 -100.00%
BlueSky Wealth Advisors LLC 492 0 -492 -100.00%
Ibex Wealth Advisors 1 0 -1 -100.00%
Transform Wealth LLC 664 0 -664 -100.00%
Douglas Lane & Associates LLC 442 0 -442 -100.00%
Roble Belko & Company Inc 30 0 -30 -100.00%
Juncture Wealth Strategies LLC 1,027 0 -1,027 -100.00%
Teamwork Financial Advisors LLC 937 0 -937 -100.00%
New England Research & Management Inc. 1,804 0 -1,804 -100.00%
Arlington Partners LLC 76 0 -76 -100.00%
Country Trust Bank 6 0 -6 -100.00%
CHURCHILL MANAGEMENT Corp 3,646 0 -3,646 -100.00%
Moody National Bank Trust Division 499 0 -499 -100.00%
Vaughan Nelson Investment Management L.P. 5 0 -5 -100.00%

See Summary: Institutional Holders of LMT
See Details: Top 10 Hedge Funds Holding LMT
Also See: LMT Insider Buying

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