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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.61K- 25.83% |
$289K - $319K
|
21.8K
$896K
|
|
|
Jan 20, 2026
Q4 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
5+ 0.96% |
$190 - $210
|
527
$21.6K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.01% |
$38 - $42
|
17.9K
$736K
|
|
|
Jan 20, 2026
Q4 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-300- 3.19% |
$11.4K - $12.6K
|
9.1K
$373K
|
|
|
Jan 20, 2026
Q4 2025
|
Trust Investment Advisors
|
BUY
|
- |
1.17K+ 2.97% |
$44.6K - $49.3K
|
40.7K
$1.67M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-10- 3.01% |
$380 - $420
|
322
$13.2K
|
|
|
Jan 16, 2026
Q4 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
9.15KNew |
$348K - $384K
|
9.15K
$375K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
SELL
|
- |
-113- 90.4% |
$4.3K - $4.75K
|
12
$492
|
|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
BUY
|
- |
15.9KNew |
$604K - $667K
|
15.9K
$651K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.26% |
$7.61K - $8.4K
|
77.4K
$3.18M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
321K+ 157.26% |
$12.2M - $13.5M
|
525K
$21.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-735- 1.07% |
$28K - $30.9K
|
67.9K
$2.79M
|
|
|
Jan 15, 2026
Q4 2025
|
Range Financial Group LLC
|
SELL
|
- |
-2.87K- 7.61% |
$109K - $120K
|
34.8K
$1.43M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.27% |
$571 - $630
|
5.67K
$232K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.8K- 1.55% |
$68.4K - $75.5K
|
114K
$4.69M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
18+ 20.93% |
$685 - $756
|
104
$4.27K
|
|
|
Jan 15, 2026
Q4 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
4.8KNew |
$183K - $202K
|
4.8K
$197K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
20+ 0.26% |
$761 - $840
|
7.85K
$322K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.72K- 5.37% |
$65.5K - $72.3K
|
30.3K
$1.25M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
264+ 0.24% |
$10K - $11.1K
|
111K
$4.56M
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.5KNew |
$171K - $189K
|
4.5K
$185K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
19New |
$723 - $798
|
19
$780
|
|
|
Jan 14, 2026
Q4 2025
|
Woodstock Corp
|
SELL
|
- |
-300- 0.45% |
$11.4K - $12.6K
|
66.5K
$2.73M
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
7.6KNew |
$289K - $319K
|
7.6K
$312K
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-13.6K- 74.62% |
$518K - $572K
|
4.64K
$190K
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
465+ 3.98% |
$17.7K - $19.5K
|
12.2K
$499K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
52+ 57.14% |
$1.98K - $2.18K
|
143
$5.87K
|
|
|
Jan 12, 2026
Q4 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-384- 2.37% |
$14.6K - $16.1K
|
15.8K
$649K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-2.79K- 0.61% |
$106K - $117K
|
451K
$18.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Kempner Capital Management Inc.
|
SELL
|
- |
-10.7K- 13.07% |
$407K - $449K
|
71.1K
$2.92M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
61+ 0.31% |
$2.32K - $2.56K
|
19.6K
$804K
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
21+ 0.32% |
$799 - $882
|
6.58K
$270K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
8.48K+ 29.24% |
$323K - $356K
|
37.5K
$1.54M
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
25+ 0.2% |
$951 - $1.05K
|
12.5K
$514K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3+ 6.25% |
$114 - $126
|
51
$2.09K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
619+ 5.7% |
$23.5K - $26K
|
11.5K
$471K
|
|
|
Jan 08, 2026
Q4 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
63+ 0.1% |
$2.4K - $2.65K
|
60.1K
$2.47M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.11K+ 9.66% |
$118K - $131K
|
35.3K
$1.45M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-576- 4.49% |
$21.9K - $24.2K
|
12.2K
$502K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-34- 0.81% |
$1.29K - $1.43K
|
4.16K
$171K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2- 2.35% |
$76.1 - $84
|
83
$3.41K
|
|
|
Jan 08, 2026
Q4 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
3+ 1.36% |
$114 - $126
|
223
$9.15K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-72- 0.54% |
$2.74K - $3.02K
|
13.2K
$541K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
65+ 14.19% |
$2.47K - $2.73K
|
523
$21.5K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7.61K+ 3.51% |
$290K - $320K
|
224K
$9.21M
|
|
|
Jan 05, 2026
Q4 2025
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-290- 0.31% |
$11K - $12.2K
|
92.3K
$3.79M
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
243New |
$9.24K - $10.2K
|
243
$9.97K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
808+ 9.47% |
$30.7K - $33.9K
|
9.34K
$383K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.8K+ 9.49% |
$127K - $164K
|
43.8K
$1.8M
|
|