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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
30+ 37.5% |
$769 - $962
|
110
$3.89K
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
9.66KNew |
$248K - $310K
|
9.66K
$341K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-235- 48.45% |
$6.03K - $7.54K
|
250
$8.83K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
329+ 3.83% |
$8.44K - $10.6K
|
8.91K
$315K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
688New |
$17.6K - $22.1K
|
688
$24.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Kempner Capital Management Inc.
|
SELL
|
- |
-12- 0.01% |
$308 - $385
|
159K
$5.61M
|
|
| Q4 2023 | |||||||
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-6.36K- 38.25% |
$135K - $177K
|
10.3K
$363K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-206- 64.58% |
$4.38K - $5.73K
|
113
$3.99K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5- 21.74% |
$106 - $139
|
18
$636
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-487- 94.02% |
$10.4K - $13.6K
|
31
$1.09K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
54+ 85.71% |
$1.15K - $1.5K
|
117
$4.13K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
167New |
$3.55K - $4.65K
|
167
$5.9K
|
|
|
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
$1.9M
|
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-6K- 15.96% |
$128K - $167K
|
31.6K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-159- 1.83% |
$3.38K - $4.42K
|
8.52K
$301K
|
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-2.9K- 20.28% |
$61.7K - $80.7K
|
11.4K
$403K
|
|
|
Feb 14, 2024
Q4 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
62.9K+ 106.9% |
$1.34M - $1.75M
|
122K
$4.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
9.2KNew |
$196K - $256K
|
9.2K
$325K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
7.49KNew |
$159K - $209K
|
7.49K
$265K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2+ 1.67% |
$42.5 - $55.7
|
122
$4.31K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
10+ 0.13% |
$213 - $278
|
8.01K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Mork Capital Management, LLC
Healdsburg, CA |
BUY
|
- |
36.7KNew |
$780K - $1.02M
|
36.7K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-2.01K- 19.15% |
$42.7K - $55.9K
|
8.48K
$299K
|
|
|
Feb 14, 2024
Q4 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
19KNew |
$403K - $528K
|
19K
$670K
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
13.1KNew |
$279K - $366K
|
13.1K
$464K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
2.03KNew |
$43.2K - $56.6K
|
2.03K
$71.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-2.49K- 15.68% |
$52.8K - $69.2K
|
13.4K
$472K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
40New |
$850 - $1.11K
|
40
$1.41K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9+ 2.07% |
$191 - $250
|
443
$15.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
643K+ 128.11% |
$13.7M - $17.9M
|
1.15M
$40.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
109New |
$2.32K - $3.03K
|
109
$3.85K
|
|
|
Feb 13, 2024
Q4 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-4.72K- 30.99% |
$100K - $131K
|
10.5K
$371K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
17KNew |
$362K - $473K
|
17K
$601K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
380New |
$8.08K - $10.6K
|
380
$13.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
111+ 1110.0% |
$2.36K - $3.09K
|
121
$4.27K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
6KNew |
$128K - $167K
|
6K
$212K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.03K- 18.28% |
$43.2K - $56.5K
|
9.08K
$321K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-81- 6.71% |
$1.72K - $2.25K
|
1.13K
$39.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
45K+ 75.0% |
$957K - $1.25M
|
105K
$3.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
8.98KNew |
$191K - $250K
|
8.98K
$317K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
13New |
$276 - $362
|
13
$459
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
335New |
$7.12K - $9.32K
|
335
$11.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-133- 36.44% |
$2.83K - $3.7K
|
232
$8.19K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
500New |
$10.6K - $13.9K
|
500
$17.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-401- 1.38% |
$8.53K - $11.2K
|
28.8K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.9KNew |
$210K - $276K
|
9.9K
$350K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-221- 2.82% |
$4.7K - $6.15K
|
7.62K
$269K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-800- 72.73% |
$17K - $22.3K
|
300
$10.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
83New |
$1.76K - $2.31K
|
83
$2.93K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-150- 44.78% |
$3.19K - $4.17K
|
185
$6.53K
|
|