Latest Institutional Transactions on Lincoln National Corp (LNC)
This table provides information on the latest institutional transactions involving Lincoln National Corp (LNC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.85KNew |
$239K - $289K
|
7.85K
$295K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
436+ 0.89% |
$13.3K - $16.1K
|
49.4K
$1.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-1.57K- 9.18% |
$47.8K - $57.8K
|
15.5K
$583K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
2.8KNew |
$85.3K - $103K
|
2.8K
$105K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
257KNew |
$7.83M - $9.47M
|
257K
$9.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
33.1KNew |
$1.01M - $1.22M
|
33.1K
$1.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
15.7K+ 190.9% |
$478K - $578K
|
23.9K
$897K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
205+ 0.8% |
$6.24K - $7.55K
|
25.8K
$969K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-842- 1.99% |
$25.6K - $31K
|
41.4K
$1.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
42+ 0.26% |
$1.28K - $1.55K
|
15.9K
$598K
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-1.63K- 4.85% |
$49.5K - $59.9K
|
31.9K
$1.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-571- 56.15% |
$17.4K - $21K
|
446
$16.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.07K+ 112.49% |
$63.1K - $76.3K
|
3.91K
$147K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.1K+ 93.18% |
$400K - $484K
|
27.2K
$1.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.13KNew |
$34.5K - $41.7K
|
1.13K
$42.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Access Investment Management LLC
Atlanta, GA |
SELL
|
- |
-5K- 2.48% |
$152K - $184K
|
197K
$7.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-24.9K- 83.18% |
$759K - $917K
|
5.03K
$189K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.22K+ 8.21% |
$37.2K - $45K
|
16.1K
$605K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
21.2K+ 14.83% |
$646K - $781K
|
164K
$6.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2- -0.0% |
$60.9 - $73.7
|
53.2K
$2M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-16.7K- 48.57% |
$508K - $615K
|
17.7K
$664K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
36New |
$1.1K - $1.33K
|
36
$1.35K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
8.1K+ 30.22% |
$247K - $298K
|
34.9K
$1.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
21KNew |
$640K - $774K
|
21K
$789K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-858- 6.1% |
$26.1K - $31.6K
|
13.2K
$496K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-210- 2.73% |
$6.4K - $7.74K
|
7.47K
$281K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-164- 17.21% |
$5K - $6.04K
|
789
$29.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-264- 0.95% |
$8.04K - $9.73K
|
27.5K
$1.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
110+ 0.58% |
$3.35K - $4.05K
|
19.1K
$716K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
338+ 3.11% |
$10.3K - $12.5K
|
11.2K
$421K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 2.22% |
$30.5 - $36.8
|
46
$1.73K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.14MNew |
$95.8M - $116M
|
3.14M
$118M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-11.1K- 20.2% |
$337K - $408K
|
43.7K
$1.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-10.4K- 5.59% |
$317K - $383K
|
176K
$6.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-3.61K- 6.22% |
$110K - $133K
|
54.5K
$2.05M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.76K- 10.04% |
$83.9K - $101K
|
24.7K
$927K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.8K- 34.12% |
$207K - $251K
|
13.1K
$493K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-71- 3.41% |
$2.16K - $2.62K
|
2.01K
$75.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
9.29KNew |
$283K - $342K
|
9.29K
$349K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-501- 4.09% |
$15.3K - $18.5K
|
11.7K
$441K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-6.5K- 6.73% |
$198K - $239K
|
90.1K
$3.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
5New |
$152 - $184
|
5
$188
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-151- 9.79% |
$4.6K - $5.56K
|
1.39K
$52.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.52K+ 3.47% |
$46.3K - $56K
|
45.4K
$1.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-12K- 64.55% |
$365K - $442K
|
6.59K
$247K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
76+ 1.04% |
$2.31K - $2.8K
|
7.37K
$277K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
343+ 5.47% |
$10.4K - $12.6K
|
6.61K
$248K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.02K+ 26.46% |
$61.4K - $74.2K
|
9.63K
$362K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.04K- 76.34% |
$31.6K - $38.3K
|
322
$12.1K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-600- 0.27% |
$18.3K - $22.1K
|
224K
$8.41M
|