Latest Institutional Purchases of Lincoln National Corp (LNC)
This list provides information on the latest institutional transactions involving Lincoln National Corp (LNC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
100New |
$2.56K - $3.21K
|
100
$3.75K
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
83New |
$2.13K - $2.66K
|
83
$3.12K
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
51New |
$1.31K - $1.64K
|
51
$1.92K
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
37New |
$949 - $1.19K
|
37
$1.39K
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
30+ 37.5% |
$769 - $962
|
110
$4.13K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3+ 1.51% |
$76.9 - $96.2
|
202
$7.59K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
643K+ 128.11% |
$13.7M - $17.9M
|
1.15M
$43M
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
115KNew |
$2.44M - $3.2M
|
115K
$4.32M
|
|
Feb 12, 2024
Q4 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
45K+ 75.0% |
$957K - $1.25M
|
105K
$3.94M
|
|
Feb 14, 2024
Q4 2023
|
Mork Capital Management, LLC
Healdsburg, CA |
BUY
|
- |
36.7KNew |
$780K - $1.02M
|
36.7K
$1.38M
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
30.2KNew |
$642K - $841K
|
30.2K
$1.13M
|
|
Feb 14, 2024
Q4 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
19KNew |
$403K - $528K
|
19K
$712K
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
17KNew |
$362K - $473K
|
17K
$639K
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
PUT |
15KNew |
$319K - $417K
|
15K
$563K
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
10.2KNew |
$217K - $284K
|
10.2K
$383K
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.9KNew |
$210K - $276K
|
9.9K
$372K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
9.2KNew |
$196K - $256K
|
9.2K
$345K
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
8.98KNew |
$191K - $250K
|
8.98K
$337K
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
7.49KNew |
$159K - $209K
|
7.49K
$281K
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
6.51K+ 22.94% |
$138K - $181K
|
34.9K
$1.31M
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
6KNew |
$128K - $167K
|
6K
$225K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.4KNew |
$72.3K - $94.6K
|
3.4K
$128K
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
2.03KNew |
$43.2K - $56.6K
|
2.03K
$76.3K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.38KNew |
$29.2K - $38.3K
|
1.38K
$51.6K
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1K+ 200.0% |
$21.3K - $27.8K
|
1.5K
$56.3K
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
848New |
$18K - $23.6K
|
848
$31.8K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
500New |
$10.6K - $13.9K
|
500
$18.8K
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
380New |
$8.08K - $10.6K
|
380
$14.3K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
335New |
$7.12K - $9.32K
|
335
$12.6K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
328New |
$6.97K - $9.13K
|
328
$12.3K
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
210New |
$4.46K - $5.84K
|
210
$7.89K
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
167New |
$3.55K - $4.65K
|
167
$6.27K
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
111+ 1110.0% |
$2.36K - $3.09K
|
121
$4.54K
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
109New |
$2.32K - $3.03K
|
109
$4.09K
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
100+ 0.19% |
$2.13K - $2.78K
|
53.7K
$2.02M
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
87New |
$1.85K - $2.42K
|
87
$3.27K
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
83New |
$1.76K - $2.31K
|
83
$3.12K
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
54+ 85.71% |
$1.15K - $1.5K
|
117
$4.39K
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
53New |
$1.13K - $1.47K
|
53
$1.99K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
42New |
$893 - $1.17K
|
42
$1.58K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
40New |
$850 - $1.11K
|
40
$1.5K
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
21New |
$446 - $584
|
21
$789
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
20New |
$425 - $557
|
20
$751
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
13New |
$276 - $362
|
13
$488
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
10+ 0.13% |
$213 - $278
|
8.01K
$301K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9+ 2.07% |
$191 - $250
|
443
$16.6K
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2+ 1.67% |
$42.5 - $55.7
|
122
$4.58K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
PUT |
141KNew |
$3.37M - $3.97M
|
141K
$5.28M
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
96KNew |
$2.3M - $2.71M
|
96K
$3.6M
|
|
Nov 13, 2023
Q3 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
27KNew |
$647K - $763K
|
27K
$1.01M
|