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 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 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
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.2KNew |
$40K - $51.9K
|
1.2K
$49.2K
|
|
|
Dec 02, 2025
Q3 2025
|
Steadtrust LLC
Allen, TX |
BUY
|
- |
15.5KNew |
$517K - $671K
|
15.5K
$636K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.09K+ 74.33% |
$69.6K - $90.3K
|
4.89K
$201K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
19+ 0.32% |
$634 - $823
|
5.91K
$243K
|
|
|
Dec 01, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-313K- 95.49% |
$10.5M - $13.6M
|
14.8K
$608K
|
|
|
Nov 24, 2025
Q3 2025
|
Trust Investment Advisors
|
BUY
|
- |
1.68K+ 4.45% |
$56.2K - $72.9K
|
39.5K
$1.62M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.76K+ 23.39% |
$58.9K - $76.4K
|
9.31K
$382K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-10.4K- 61.72% |
$346K - $449K
|
6.44K
$264K
|
|
|
Nov 20, 2025
Q3 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
15.4KNew |
$514K - $667K
|
15.4K
$632K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
545+ 5.38% |
$18.2K - $23.6K
|
10.7K
$438K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-669- 1.29% |
$22.3K - $29K
|
51.1K
$2.1M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
195New |
$6.51K - $8.44K
|
195
$8K
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-949- 3.75% |
$31.7K - $41.1K
|
24.3K
$999K
|
|
|
Nov 18, 2025
Q3 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-16.9K- 50.62% |
$562K - $729K
|
16.4K
$675K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.07K- 1.45% |
$35.5K - $46.1K
|
72.6K
$2.98M
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.67K- 0.84% |
$55.9K - $72.5K
|
197K
$8.07M
|
|
|
Nov 17, 2025
Q3 2025
|
Caxton Associates LLP
London, |
SELL
|
- |
-58.6K- 57.42% |
$1.96M - $2.54M
|
43.4K
$1.78M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
4New |
$133 - $173
|
4
$164
|
|
|
Nov 17, 2025
Q3 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
3.85K+ 4.14% |
$128K - $167K
|
96.7K
$3.97M
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
61.4K+ 706.27% |
$2.05M - $2.66M
|
70.1K
$2.88M
|
|
|
Nov 17, 2025
Q3 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
90+ 0.43% |
$3K - $3.9K
|
20.9K
$859K
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.91K- 26.35% |
$63.7K - $82.6K
|
5.33K
$219K
|
|