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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
BUY
|
- |
592+ 1.6% |
$19.8K - $25.6K
|
37.7K
$1.55M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-47- 35.34% |
$1.57K - $2.03K
|
86
$3.53K
|
|
|
Oct 16, 2025
Q3 2025
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
1.15K+ 1.28% |
$38.4K - $49.9K
|
91K
$3.74M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10+ 3.11% |
$334 - $433
|
332
$13.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
2+ 0.92% |
$66.7 - $86.6
|
220
$9.03K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11+ 1.07% |
$367 - $476
|
1.04K
$42.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
61New |
$2.04K - $2.64K
|
61
$2.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Kempner Capital Management Inc.
|
SELL
|
- |
-77.1K- 48.54% |
$2.57M - $3.34M
|
81.8K
$3.36M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.07K- 2.77% |
$35.7K - $46.4K
|
37.5K
$1.54M
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-745- 5.32% |
$24.9K - $32.3K
|
13.3K
$544K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-444- 7.43% |
$14.8K - $19.2K
|
5.53K
$227K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-2.24K- 27.01% |
$74.6K - $96.8K
|
6.05K
$248K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-14.7K- 43.0% |
$492K - $638K
|
19.5K
$802K
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-294- 4.65% |
$9.81K - $12.7K
|
6.02K
$247K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5KNew |
$167K - $216K
|
5K
$205K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.11K- 8.38% |
$37K - $48.1K
|
12.1K
$498K
|
|
|
Oct 14, 2025
Q3 2025
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-522- 0.56% |
$17.4K - $22.6K
|
92.6K
$3.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
35.4K+ 47.06% |
$1.18M - $1.53M
|
111K
$4.54M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-3- 0.01% |
$100 - $130
|
29.3K
$1.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
24+ 0.27% |
$801 - $1.04K
|
8.98K
$368K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-666- 6.07% |
$22.2K - $28.8K
|
10.3K
$423K
|
|
|
Oct 14, 2025
Q3 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
5.1KNew |
$170K - $221K
|
5.1K
$209K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-12K- 17.33% |
$399K - $518K
|
57.1K
$2.34M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.85K- 2.19% |
$162K - $210K
|
217K
$8.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-227- 3.39% |
$7.57K - $9.83K
|
6.47K
$266K
|
|
|
Oct 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-528- 3.16% |
$17.6K - $22.9K
|
16.2K
$665K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4+ 57.14% |
$133 - $173
|
11
$451
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-33.4K- 25.98% |
$1.11M - $1.44M
|
95K
$3.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
300+ 3.99% |
$10K - $13K
|
7.82K
$321K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
117+ 1.09% |
$3.9K - $5.06K
|
10.9K
$446K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-936- 5.16% |
$31.2K - $40.5K
|
17.2K
$707K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
581+ 2.96% |
$19.4K - $25.2K
|
20.2K
$830K
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
BUY
|
- |
18.2K+ 181.9% |
$606K - $787K
|
28.2K
$1.16M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5.78KNew |
$193K - $250K
|
5.78K
$237K
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
5KNew |
$167K - $216K
|
5K
$205K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
712+ 9.11% |
$23.8K - $30.8K
|
8.53K
$350K
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
SELL
|
- |
-13.1K- 82.27% |
$379K - $488K
|
2.82K
$116K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.02M+ 259.11% |
$29.6M - $38.2M
|
1.42M
$58.2M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-206- 1.96% |
$5.96K - $7.68K
|
10.3K
$423K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-350- 27.11% |
$10.1K - $13K
|
941
$38.6K
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
29.4KNew |
$852K - $1.1M
|
29.4K
$1.21M
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
43.6K+ 52.1% |
$1.26M - $1.63M
|
127K
$5.23M
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
1.2K+ 19.67% |
$34.7K - $44.7K
|
7.3K
$300K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-2.51K- 31.02% |
$72.8K - $93.7K
|
5.59K
$229K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
CALL |
-2.4K- 25.0% |
$69.5K - $89.4K
|
7.2K
$295K
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-4.74K- 4.96% |
$137K - $177K
|
90.8K
$3.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
221KNew |
$6.41M - $8.25M
|
221K
$9.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
26.9KNew |
$777K - $1M
|
26.9K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-2.55K- 3.43% |
$73.7K - $94.9K
|
71.8K
$2.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
360New |
$10.4K - $13.4K
|
360
$14.8K
|
|