Lincoln National Corp Innovator U.S. Small Cap Power Transaction History

Lincoln National Corp

$3.11 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 01, 2024	SELL	$28.13 - $31.16 $56,513 - $62,600	-2,009 Reduced 2.51%	77,948 $2.43 Million
Q4 2023 Feb 06, 2024	BUY	$25.57 - $29.42 $189,882 - $218,472	7,426 Added 10.24%	79,957 $2.33 Million
Q3 2023 Nov 03, 2023	BUY	$26.55 - $28.31 $261,305 - $278,627	9,842 Added 15.7%	72,531 $1.94 Million
Q1 2023 May 01, 2023	BUY	$25.22 - $26.64 $14,324 - $15,131	568 Added 0.91%	62,689 $1.67 Million
Q3 2022 Nov 03, 2022	SELL	$23.93 - $26.6 $144,632 - $160,770	-6,044 Reduced 8.87%	62,121 $1.49 Million
Q2 2022 Aug 02, 2022	BUY	$23.66 - $26.92 $577,398 - $656,955	24,404 Added 55.77%	68,165 $1.64 Million
Q2 2021 Aug 13, 2021	BUY	$26.55 - $27.83 $396,683 - $415,808	14,941 Added 51.84%	43,761 $1.21 Million
Q1 2021 May 10, 2021	BUY	$26.82 - $27.08 $772,952 - $780,445	28,820 New	28,820 $780,000

Others Institutions Holding KAPR

# of Institutions

93

Shares Held

3.24M

Call Options Held

0

Put Options Held

0

Personal Cfo Solutions, LLC

353K
Shares

$12 Million
1.63% of portfolio
Commonwealth Equity Services, LLC

227K
Shares

$7.76 Million
0.01% of portfolio
O Donnell Financial Services, LLC

172K
Shares

$5.87 Million
2.64% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

159K
Shares

$5.44 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

154K
Shares

$5.25 Million
0.01% of portfolio

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