A detailed history of Congress Wealth Management LLC transactions in Lincoln National Corp stock. As of the latest transaction made, Congress Wealth Management LLC holds 202,340 shares of LNC stock, worth $6.27 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
202,340
Previous 122,990 64.52%
Holding current value
$6.27 Million
Previous $3.82 Million 66.71%
% of portfolio
0.09%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$28.71 - $34.05 $2.28 Million - $2.7 Million
79,350 Added 64.52%
202,340 $6.38 Million
Q2 2024

Aug 13, 2024

BUY
$26.85 - $33.31 $3.3 Million - $4.1 Million
122,990 New
122,990 $3.82 Million
Q4 2023

Feb 09, 2024

BUY
$21.26 - $27.83 $159,832 - $209,225
7,518 New
7,518 $202,000
Q2 2022

Aug 11, 2022

SELL
$45.95 - $68.67 $184,627 - $275,916
-4,018 Closed
0 $0
Q1 2022

May 16, 2022

SELL
$58.17 - $74.39 $3,722 - $4,760
-64 Reduced 1.57%
4,018 $263,000
Q4 2021

Feb 04, 2022

BUY
$62.86 - $76.13 $256,594 - $310,762
4,082 New
4,082 $278,000

Others Institutions Holding LNC

About LINCOLN NATIONAL CORP


  • Ticker LNC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Life
  • Shares Outstandng 170,226,000
  • Market Cap $5.28B
  • Description
  • Lincoln National Corporation, through its subsidiaries, operates multiple insurance and retirement businesses in the United States. It operates through four segments: Annuities, Retirement Plan Services, Life Insurance, and Group Protection. The Annuities segment offers fixed, variable, and indexed variable annuities. The Retirement Plan Service...
More about LNC
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.