Lincoln National Corp Innovator U.S. Equity Buffer E Transaction History

Lincoln National Corp

$3.11 Billion
Q4 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 01, 2024	BUY	$40.34 - $43.54 $271,125 - $292,632	6,721 Added 37.25%	24,762 $1.08 Million
Q4 2023 Feb 06, 2024	BUY	$35.4 - $40.91 $337,857 - $390,445	9,544 Added 112.32%	18,041 $737,000
Q3 2023 Nov 03, 2023	SELL	$36.63 - $38.52 $31,318 - $32,934	-855 Reduced 9.14%	8,497 $312,000
Q1 2022 May 09, 2022	BUY	$34.0 - $37.45 $54,502 - $60,032	1,603 Added 20.69%	9,352 $338,000
Q1 2021 May 10, 2021	BUY	$32.37 - $34.15 $250,835 - $264,628	7,749 New	7,749 $265,000
Q3 2019 Nov 06, 2019	SELL	$28.06 - $29.32 $281,441 - $294,079	-10,030 Closed	0 $0
Q1 2019 May 15, 2019	BUY	$24.82 - $27.91 $248,944 - $279,937	10,030 New	10,030 $279,000

Others Institutions Holding BJAN

# of Institutions

115

Shares Held

3.78M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

469K
Shares

$22.9 Million
0.03% of portfolio
Crown Wealth Group, LLC

335K
Shares

$16.4 Million
7.26% of portfolio
Penserra Capital Management LLC Orinda, CA

278K
Shares

$13.6 Million
0.28% of portfolio
Integral Investment Advisors, Inc.

241K
Shares

$11.8 Million
3.12% of portfolio
High Tower Advisors, LLC Chicago, IL

148K
Shares

$7.24 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

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