Purchases and Sales Made in Q4 2025 in Lincoln National Corp (LNC)
This table provides information about the institutional ownership of Lincoln National Corp (LNC) during Q4 2025. The information is specifically focused on institutions that hold shares of LINCOLN NATIONAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
321K+ 157.26% |
$12.2M - $13.5M
|
525K
$21.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
BUY
|
- |
15.9KNew |
$604K - $667K
|
15.9K
$651K
|
|
|
Jan 16, 2026
Q4 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
9.15KNew |
$348K - $384K
|
9.15K
$375K
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
8.94K+ 68.0% |
$340K - $376K
|
22.1K
$907K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
8.48K+ 29.24% |
$323K - $356K
|
37.5K
$1.54M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7.61K+ 3.51% |
$290K - $320K
|
224K
$9.21M
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
7.6KNew |
$289K - $319K
|
7.6K
$312K
|
|
|
Jan 23, 2026
Q4 2025
|
Burney CO
Reston, VA |
BUY
|
- |
5.94KNew |
$226K - $249K
|
5.94K
$244K
|
|
|
Jan 15, 2026
Q4 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
4.8KNew |
$183K - $202K
|
4.8K
$197K
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.5KNew |
$171K - $189K
|
4.5K
$185K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
3.96KNew |
$151K - $166K
|
3.96K
$163K
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
BUY
|
- |
3.31K+ 606.41% |
$126K - $139K
|
3.86K
$158K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.11K+ 9.66% |
$118K - $131K
|
35.3K
$1.45M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.05K+ 29.58% |
$116K - $128K
|
13.4K
$548K
|
|
|
Jan 21, 2026
Q4 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.6K+ 5.4% |
$61K - $67.3K
|
31.3K
$1.28M
|
|
|
Jan 20, 2026
Q4 2025
|
Trust Investment Advisors
|
BUY
|
- |
1.17K+ 2.97% |
$44.6K - $49.3K
|
40.7K
$1.67M
|
|
|
Jan 23, 2026
Q4 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.12K+ 1.32% |
$42.6K - $47.1K
|
86K
$3.53M
|
|
|
Jan 26, 2026
Q4 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
914+ 2.44% |
$34.8K - $38.4K
|
38.4K
$1.58M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
808+ 9.47% |
$30.7K - $33.9K
|
9.34K
$383K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
620+ 2.79% |
$23.6K - $26K
|
22.8K
$936K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
619+ 5.7% |
$23.5K - $26K
|
11.5K
$471K
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
465+ 3.98% |
$17.7K - $19.5K
|
12.2K
$499K
|
|
|
Jan 23, 2026
Q4 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
433+ 0.5% |
$16.5K - $18.2K
|
87K
$3.57M
|
|
|
Jan 23, 2026
Q4 2025
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
400+ 0.72% |
$15.2K - $16.8K
|
56K
$2.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
264+ 0.24% |
$10K - $11.1K
|
111K
$4.56M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
255+ 2.1% |
$9.7K - $10.7K
|
12.4K
$509K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
243New |
$9.24K - $10.2K
|
243
$9.97K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
210+ 3.24% |
$7.99K - $8.82K
|
6.68K
$274K
|
|
|
Jan 21, 2026
Q4 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
167+ 1.62% |
$6.35K - $7.01K
|
10.5K
$431K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
119+ 1.27% |
$4.53K - $5K
|
9.52K
$391K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
65+ 14.19% |
$2.47K - $2.73K
|
523
$21.5K
|
|
|
Jan 08, 2026
Q4 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
63+ 0.1% |
$2.4K - $2.65K
|
60.1K
$2.47M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
61+ 0.31% |
$2.32K - $2.56K
|
19.6K
$804K
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
55New |
$2.09K - $2.31K
|
55
$2.26K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
52+ 57.14% |
$1.98K - $2.18K
|
143
$5.87K
|
|
|
Jan 26, 2026
Q4 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
42+ 0.19% |
$1.6K - $1.76K
|
21.9K
$899K
|
|
|
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
|
Diversified Trust CO
|
BUY
|
- |
21+ 0.32% |
$799 - $882
|
6.58K
$270K
|
|
|
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
|
Spire Wealth Management
|
BUY
|
- |
19New |
$723 - $798
|
19
$780
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
18+ 20.93% |
$685 - $756
|
104
$4.27K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.27% |
$571 - $630
|
5.67K
$232K
|
|
|
Jan 20, 2026
Q4 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
5+ 0.96% |
$190 - $210
|
527
$21.6K
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
BUY
|
- |
5+ 12.5% |
$190 - $210
|
45
$1.85K
|
|
|
Jan 21, 2026
Q4 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.01% |
$114 - $126
|
30.3K
$1.24M
|
|
|
Jan 08, 2026
Q4 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
3+ 1.36% |
$114 - $126
|
223
$9.15K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3+ 6.25% |
$114 - $126
|
51
$2.09K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.01% |
$38 - $42
|
17.9K
$736K
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2- 2.35% |
$76.1 - $84
|
83
$3.41K
|
|