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 |
---|---|---|---|---|---|---|---|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-57Closed |
$3.32K - $4.24K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-60Closed |
$3.49K - $4.46K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Kendall Capital Management
|
SELL
|
- |
-2.94KClosed |
$171K - $219K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.37KClosed |
$196K - $251K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Scott & Selber, Inc.
|
SELL
|
- |
-38.1KClosed |
$2.22M - $2.83M
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-163Closed |
$9.48K - $12.1K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-24.5KClosed |
$1.42M - $1.82M
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-538Closed |
$31.3K - $40K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
CALL |
-34- 1.85% |
$1.98K - $2.53K
|
1.81K
$63.8K
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-67Closed |
$3.9K - $4.98K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
SELL
|
- |
-2.93KClosed |
$171K - $218K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Amarillo National Bank
|
BUY
|
- |
87+ 1.21% |
$5.06K - $6.47K
|
7.29K
$257K
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-390Closed |
$22.7K - $29K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Scout Investments, Inc.
|
SELL
|
- |
-102KClosed |
$5.93M - $7.58M
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-3.13KClosed |
$182K - $233K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-35Closed |
$2.04K - $2.6K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-856Closed |
$49.8K - $63.7K
|
0
$0
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-278Closed |
$16.2K - $20.7K
|
0
$0
|
|
Q4 2021 | |||||||
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-725Closed |
$45.6K - $55.2K
|
0
$0
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
8.5KNew |
$534K - $647K
|
8.5K
$300K
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
25.3KNew |
$1.59M - $1.93M
|
25.3K
$894K
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
736New |
$46.3K - $56K
|
736
$26K
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-3.51KClosed |
$220K - $267K
|
0
$0
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.39KNew |
$276K - $334K
|
4.39K
$155K
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-345Closed |
$21.7K - $26.3K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-91Closed |
$5.72K - $6.93K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-21- 0.27% |
$1.32K - $1.6K
|
7.65K
$270K
|
|
Feb 14, 2022
Q4 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-13.5KClosed |
$848K - $1.03M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wms Partners, LLC
|
SELL
|
- |
-5.1KClosed |
$321K - $388K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-218Closed |
$13.7K - $16.6K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-6.71KClosed |
$422K - $511K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-134KClosed |
$8.41M - $10.2M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-8.48KClosed |
$533K - $646K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
SELL
|
- |
-99.8KClosed |
$6.27M - $7.6M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-34.8KClosed |
$2.19M - $2.65M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-4.78KClosed |
$301K - $364K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-2K- 29.93% |
$126K - $152K
|
4.68K
$165K
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3Closed |
$189 - $228
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
350New |
$22K - $26.6K
|
350
$12.4K
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-180Closed |
$11.3K - $13.7K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-24KClosed |
$1.51M - $1.83M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
5.18KNew |
$325K - $394K
|
5.18K
$183K
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
13New |
$817 - $990
|
13
$459
|
|
Feb 08, 2022
Q4 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-291Closed |
$18.3K - $22.2K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-110Closed |
$6.91K - $8.37K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-9.1KClosed |
$572K - $692K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
43New |
$2.7K - $3.27K
|
43
$1.52K
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-53Closed |
$3.33K - $4.03K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-59Closed |
$3.71K - $4.49K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
112New |
$7.04K - $8.53K
|
112
$3.96K
|