Latest Institutional Transactions on Lincoln National Corp (LNC)
This table provides information on the latest institutional transactions involving Lincoln National Corp (LNC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-130- 1.74% |
$3.96K - $4.79K
|
7.36K
$244K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
10.6K+ 19.52% |
$322K - $389K
|
64.7K
$2.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
37New |
$1.13K - $1.36K
|
37
$1.23K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.2KNew |
$311K - $376K
|
10.2K
$338K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-25.2K- 14.28% |
$768K - $928K
|
151K
$5.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
34.5KNew |
$1.05M - $1.27M
|
34.5K
$1.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-25- 13.16% |
$762 - $921
|
165
$5.47K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
662+ 1.56% |
$20.2K - $24.4K
|
43.1K
$1.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
37+ 84.09% |
$1.13K - $1.36K
|
81
$2.68K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6.75KNew |
$206K - $249K
|
6.75K
$224K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
119+ 26.44% |
$3.62K - $4.38K
|
569
$18.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-5- 0.05% |
$152 - $184
|
10.6K
$351K
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-3.5K- 4.98% |
$107K - $129K
|
66.8K
$2.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
602+ 2.09% |
$18.3K - $22.2K
|
29.4K
$975K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
338+ 114.97% |
$10.3K - $12.5K
|
632
$20.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.96K+ 15.43% |
$90.2K - $109K
|
22.2K
$734K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-9- 1.11% |
$274 - $332
|
800
$26.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
1.28K+ 121.66% |
$38.8K - $47K
|
2.32K
$77K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-321K- 53.51% |
$9.78M - $11.8M
|
279K
$9.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
11.2K+ 4.08% |
$342K - $413K
|
286K
$9.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
4.21K+ 19.99% |
$128K - $155K
|
25.2K
$836K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
24+ 0.14% |
$731 - $884
|
17K
$564K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-101- 1.06% |
$3.08K - $3.72K
|
9.41K
$312K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-240- 2.4% |
$7.31K - $8.84K
|
9.78K
$324K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
1.71MNew |
$52.1M - $63M
|
1.71M
$56.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
21+ 0.22% |
$640 - $774
|
9.41K
$312K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.06K- 9.74% |
$32.1K - $38.9K
|
9.78K
$324K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.9KNew |
$119K - $144K
|
3.9K
$129K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.92% |
$60.9 - $73.7
|
220
$7.29K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.09% |
$426 - $516
|
15K
$497K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9New |
$274 - $332
|
9
$298
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
11+ 0.62% |
$335 - $405
|
1.78K
$58.9K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-924K- 95.64% |
$28.2M - $34M
|
42.2K
$1.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-442- 6.41% |
$13.5K - $16.3K
|
6.46K
$214K
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
33.9KNew |
$1.03M - $1.25M
|
33.9K
$1.12M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
51New |
$1.55K - $1.88K
|
51
$1.69K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-20.4K- 76.07% |
$621K - $751K
|
6.41K
$212K
|
|
|
Jan 03, 2025
Q4 2024
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-2.07K- 2.02% |
$62.9K - $76.1K
|
100K
$3.32M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
354+ 20.23% |
$10.8K - $13K
|
2.1K
$69.7K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
556+ 9.06% |
$16.9K - $20.5K
|
6.7K
$222K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-42.3K- 12.75% |
$1.21M - $1.44M
|
289K
$9.58M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
54.8KNew |
$1.57M - $1.86M
|
54.8K
$1.81M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
17KNew |
$488K - $579K
|
17K
$563K
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-412- 2.41% |
$11.8K - $14K
|
16.7K
$554K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-467- 3.47% |
$13.4K - $15.9K
|
13K
$431K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-178- 2.09% |
$5.11K - $6.06K
|
8.34K
$276K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.75K- 20.19% |
$165K - $196K
|
22.7K
$752K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
41KNew |
$1.18M - $1.39M
|
41K
$1.36M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
1.69K+ 2.6% |
$48.5K - $57.5K
|
66.6K
$2.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-69.9K- 30.08% |
$2.01M - $2.38M
|
163K
$5.38M
|
|