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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
4.04K+ 1.36% |
$117K - $151K
|
300K
$10.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
6.74K+ 4.06% |
$195K - $251K
|
173K
$5.96M
|
|
|
Jul 18, 2025
Q2 2025
|
Westhampton Capital, LLC
|
BUY
|
- |
9.39KNew |
$272K - $350K
|
9.39K
$324K
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
4.95K+ 3.68% |
$143K - $184K
|
140K
$4.81M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-227- 22.1% |
$6.57K - $8.46K
|
800
$27.6K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
125New |
$3.62K - $4.66K
|
125
$4.31K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-18- 90.0% |
$521 - $671
|
2
$69
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.98K+ 4.9% |
$86.2K - $111K
|
63.7K
$2.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
8.28K+ 5.36% |
$240K - $309K
|
163K
$5.61M
|
|
|
Jul 18, 2025
Q2 2025
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-274- 0.29% |
$7.93K - $10.2K
|
93.1K
$3.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
20.5K+ 215.79% |
$593K - $764K
|
30K
$1.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
6.18K+ 1188.65% |
$179K - $230K
|
6.7K
$231K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.34K- 6.0% |
$38.8K - $49.9K
|
21K
$724K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
66.6K+ 36.01% |
$1.93M - $2.48M
|
252K
$8.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-273- 2.57% |
$7.9K - $10.2K
|
10.4K
$357K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.83K- 31.88% |
$82K - $106K
|
6.05K
$209K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
13.3K+ 64.76% |
$385K - $496K
|
33.8K
$1.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.87K+ 17.76% |
$54.2K - $69.8K
|
12.4K
$428K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
7.35K+ 7.79% |
$213K - $274K
|
102K
$3.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-15- 0.16% |
$434 - $559
|
9.55K
$329K
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-3.21K- 33.73% |
$93K - $120K
|
6.32K
$218K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-226- 1.27% |
$6.54K - $8.42K
|
17.6K
$608K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
378+ 4.82% |
$10.9K - $14.1K
|
8.22K
$284K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-9- 28.13% |
$261 - $335
|
23
$793
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-484- 2.02% |
$14K - $18K
|
23.5K
$809K
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
13.5KNew |
$391K - $503K
|
13.5K
$465K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
496+ 0.88% |
$14.4K - $18.5K
|
56.8K
$1.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-2- 0.02% |
$57.9 - $74.5
|
8.28K
$286K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-10- 9.09% |
$290 - $373
|
100
$3.45K
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-22- 0.84% |
$637 - $820
|
2.58K
$89K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.02K- 11.55% |
$29.6K - $38.1K
|
7.82K
$270K
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
607+ 1.55% |
$17.6K - $22.6K
|
39.8K
$1.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
12.1KNew |
$351K - $452K
|
12.1K
$419K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
91+ 216.67% |
$2.63K - $3.39K
|
133
$4.59K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-5- 0.08% |
$145 - $186
|
6.56K
$226K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
23+ 3.1% |
$666 - $857
|
765
$26.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
1.31K+ 354.18% |
$38K - $49K
|
1.69K
$58.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
158+ 1.46% |
$4.57K - $5.89K
|
11K
$378K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
235+ 134.29% |
$6.8K - $8.76K
|
410
$14.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
311+ 2.98% |
$9K - $11.6K
|
10.7K
$371K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-702- 2.23% |
$20.3K - $26.2K
|
30.7K
$1.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.32K- 1.72% |
$38.2K - $49.1K
|
75.3K
$2.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-165- 0.98% |
$4.78K - $6.15K
|
16.7K
$577K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
18+ 22.22% |
$521 - $671
|
99
$3.41K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-4- 7.02% |
$116 - $149
|
53
$1.83K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.16K- 21.67% |
$62.5K - $80.5K
|
7.8K
$269K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-5.97K- 39.7% |
$173K - $223K
|
9.07K
$313K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.52KNew |
$218K - $280K
|
7.52K
$259K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
17New |
$492 - $634
|
17
$586
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
1.69K+ 4.77% |
$48.9K - $63K
|
37.1K
$1.28M
|