Lincoln National Corp Starboard Invt Tr Transaction History

Lincoln National Corp

$3.11 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 01, 2024	BUY	$23.95 - $26.18 $59,036 - $64,533	2,465 Added 3.96%	64,777 $1.66 Million
Q4 2023 Feb 06, 2024	BUY	$21.93 - $24.42 $13,486 - $15,018	615 Added 1.0%	62,312 $1.52 Million
Q3 2023 Nov 03, 2023	BUY	$22.53 - $24.12 $143,403 - $153,523	6,365 Added 11.5%	61,697 $1.4 Million
Q2 2023 Aug 04, 2023	SELL	$21.23 - $23.43 $50,293 - $55,505	-2,369 Reduced 4.11%	55,332 $1.3 Million
Q1 2023 May 01, 2023	BUY	$20.42 - $22.58 $426,328 - $471,425	20,878 Added 56.7%	57,701 $1.26 Million
Q4 2022 Feb 07, 2023	BUY	$19.18 - $21.71 $434,120 - $491,384	22,634 Added 159.52%	36,823 $754,000
Q3 2022 Nov 03, 2022	BUY	$19.18 - $22.68 $272,145 - $321,806	14,189 New	14,189 $272,000

Others Institutions Holding AGOX

# of Institutions

50

Shares Held

9.51M

Call Options Held

0

Put Options Held

0

Kestra Advisory Services, LLC

1.92M
Shares

$56.7 Million
0.32% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

1.4M
Shares

$41.4 Million
1.8% of portfolio
Kestra Private Wealth Services, LLC

1.05M
Shares

$30.9 Million
0.57% of portfolio
Octavia Wealth Advisors, LLC

788K
Shares

$23.3 Million
2.82% of portfolio
Envestnet Asset Management Inc

534K
Shares

$15.8 Million
0.01% of portfolio

About STARBOARD INVT TR

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