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 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
254+ 1.18% |
$8.48K - $11K
|
21.9K
$897K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.28K+ 19.5% |
$42.8K - $55.5K
|
7.86K
$322K
|
|
|
Oct 24, 2025
Q3 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
20.2K+ 50.81% |
$675K - $876K
|
60.1K
$2.47M
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
16.6K+ 308.02% |
$554K - $718K
|
22K
$902K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-3.07K- 1.51% |
$103K - $133K
|
200K
$8.22M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
94+ 1.41% |
$3.14K - $4.07K
|
6.75K
$277K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.01KNew |
$167K - $217K
|
5.01K
$206K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-311Closed |
$10.4K - $13.5K
|
0
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
13.8K+ 39.09% |
$461K - $597K
|
49.1K
$2.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.27K+ 10.8% |
$75.6K - $98.1K
|
23.3K
$954K
|
|
|
Oct 23, 2025
Q3 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
27.8KNew |
$926K - $1.2M
|
27.8K
$1.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
431+ 1.51% |
$14.4K - $18.7K
|
29K
$1.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.09K- 4.46% |
$69.6K - $90.3K
|
44.7K
$1.83M
|
|
|
Oct 23, 2025
Q3 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-150- 1.57% |
$5.01K - $6.49K
|
9.4K
$386K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
68.8K+ 145.55% |
$2.3M - $2.98M
|
116K
$4.77M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-16.8K- 16.55% |
$562K - $729K
|
84.9K
$3.48M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-814- 2.1% |
$27.2K - $35.2K
|
38K
$1.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-3.87K- 2.82% |
$129K - $168K
|
133K
$5.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
144K+ 101.85% |
$4.8M - $6.23M
|
285K
$11.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-9.85K- 2.12% |
$329K - $426K
|
454K
$18.6M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.74K- 7.51% |
$58.1K - $75.4K
|
21.5K
$881K
|
|
|
Oct 22, 2025
Q3 2025
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-3.95K- 6.62% |
$132K - $171K
|
55.6K
$2.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-204- 38.71% |
$6.81K - $8.83K
|
323
$13.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-347- 4.91% |
$11.6K - $15K
|
6.72K
$276K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-32- 0.31% |
$1.07K - $1.39K
|
10.3K
$424K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.2K- 2.76% |
$73.4K - $95.2K
|
77.6K
$3.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
867+ 372.1% |
$28.9K - $37.5K
|
1.1K
$45.1K
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 2.13% |
$33.4 - $43.3
|
48
$1.97K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.79K+ 13.3% |
$193K - $250K
|
49.3K
$2.02M
|
|
|
Oct 22, 2025
Q3 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.14K- 2.6% |
$37.9K - $49.1K
|
42.5K
$1.75M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
19+ 28.79% |
$634 - $823
|
85
$3.49K
|
|
|
Oct 21, 2025
Q3 2025
|
Brave Asset Management Inc
|
BUY
|
- |
400+ 4.8% |
$13.3K - $17.3K
|
8.74K
$359K
|
|
|
Oct 21, 2025
Q3 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
4.23K+ 5.13% |
$141K - $183K
|
86.6K
$3.55M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
297+ 1.68% |
$9.91K - $12.9K
|
17.9K
$736K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-166- 2.75% |
$5.54K - $7.19K
|
5.87K
$241K
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
78+ 0.63% |
$2.6K - $3.38K
|
12.5K
$513K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-72- 5.16% |
$2.4K - $3.12K
|
1.32K
$54.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-120- 1.22% |
$4K - $5.19K
|
9.73K
$399K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-155- 2.67% |
$5.17K - $6.71K
|
5.65K
$232K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
5+ 0.08% |
$167 - $216
|
6.56K
$269K
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-1.6K- 21.42% |
$53.4K - $69.3K
|
5.87K
$241K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
38+ 0.41% |
$1.27K - $1.65K
|
9.4K
$386K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
47.4K+ 30.3% |
$1.58M - $2.05M
|
204K
$8.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
8.02K+ 24.05% |
$267K - $347K
|
41.3K
$1.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
13New |
$434 - $563
|
13
$534
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
773New |
$25.8K - $33.5K
|
773
$31.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
962New |
$32.1K - $41.6K
|
962
$39.5K
|
|
|
Oct 17, 2025
Q3 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-4K- 42.6% |
$133K - $173K
|
5.39K
$221K
|
|
|
Oct 17, 2025
Q3 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
116+ 4.49% |
$3.87K - $5.02K
|
2.7K
$111K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-12.4K- 48.4% |
$414K - $537K
|
13.2K
$543K
|
|