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 |
---|---|---|---|---|---|---|---|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
20KNew |
$382K - $515K
|
20K
$611K
|
|
Aug 03, 2023
Q2 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-18.7K- 67.17% |
$357K - $482K
|
9.14K
$279K
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
38.7KNew |
$740K - $998K
|
38.7K
$1.18M
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.18K- 35.61% |
$22.5K - $30.3K
|
2.13K
$64.9K
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
166+ 13.67% |
$3.17K - $4.28K
|
1.38K
$42.2K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-40- 0.37% |
$764 - $1.03K
|
10.9K
$332K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-500- 88.97% |
$9.56K - $12.9K
|
62
$1.89K
|
|
Jul 31, 2023
Q2 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-10.4K- 22.95% |
$200K - $269K
|
35.1K
$1.07M
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
8New |
$153 - $206
|
8
$244
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.93K- 17.65% |
$36.9K - $49.8K
|
9.02K
$275K
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-1KClosed |
$19.1K - $25.8K
|
0
$0
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 1.89% |
$19.1 - $25.8
|
54
$1.65K
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
946+ 1197.47% |
$18.1K - $24.4K
|
1.03K
$31.3K
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-7.69K- 15.37% |
$147K - $198K
|
42.3K
$1.29M
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
167New |
$3.19K - $4.3K
|
167
$5.1K
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-719- 0.8% |
$13.7K - $18.5K
|
88.8K
$2.71M
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-165- 13.1% |
$3.15K - $4.25K
|
1.1K
$33.5K
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
48New |
$917 - $1.24K
|
48
$1.47K
|
|
Jul 19, 2023
Q2 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-3.96K- 24.25% |
$75.7K - $102K
|
12.4K
$378K
|
|
Jul 19, 2023
Q2 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-240- 2.08% |
$4.59K - $6.18K
|
11.3K
$345K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
36New |
$688 - $927
|
36
$1.1K
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
10.6KNew |
$202K - $272K
|
10.6K
$322K
|
|
Jul 17, 2023
Q2 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
9.59KNew |
$183K - $247K
|
9.59K
$293K
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
143New |
$2.73K - $3.68K
|
143
$4.37K
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
72.9K+ 26.34% |
$1.39M - $1.88M
|
349K
$10.7M
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
133+ 0.73% |
$2.54K - $3.43K
|
18.3K
$558K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 5.26% |
$19.1 - $25.8
|
20
$611
|
|
Jul 06, 2023
Q2 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-2.7K- 9.15% |
$51.6K - $69.6K
|
26.8K
$819K
|
|
Q1 2023 | |||||||
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-67.2KClosed |
$1.36M - $2.43M
|
0
$0
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
3.7K+ 1643.56% |
$75.1K - $133K
|
3.92K
$120K
|
|
May 19, 2023
Q1 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-6.84K- 18.81% |
$139K - $247K
|
29.5K
$902K
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
10New |
$203 - $361
|
10
$306
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
249+ 2.94% |
$5.05K - $8.99K
|
8.72K
$266K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-122- 19.06% |
$2.48K - $4.4K
|
518
$15.8K
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
52.2KNew |
$1.06M - $1.88M
|
52.2K
$1.59M
|
|
May 15, 2023
Q1 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
14.4KNew |
$292K - $520K
|
14.4K
$440K
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
19.5K+ 50.35% |
$396K - $705K
|
58.3K
$1.78M
|
|
May 15, 2023
Q1 2023
|
Deer Park Road Corp
Steamboat Springs, CO |
BUY
|
PUT |
1MNew |
$20.3M - $36.1M
|
1M
$30.6M
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
173KNew |
$3.5M - $6.23M
|
173K
$5.27M
|
|
May 15, 2023
Q1 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
3.49K+ 43.91% |
$70.9K - $126K
|
11.4K
$350K
|
|
May 15, 2023
Q1 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
21KNew |
$426K - $758K
|
21K
$641K
|
|
May 12, 2023
Q1 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-91.4K- 92.79% |
$1.86M - $3.3M
|
7.11K
$217K
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
867+ 368.94% |
$17.6K - $31.3K
|
1.1K
$33.7K
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
700+ 233.33% |
$14.2K - $25.3K
|
1K
$30.6K
|
|
May 12, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
8.53KNew |
$173K - $308K
|
8.53K
$261K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-60.4K- 95.06% |
$1.23M - $2.18M
|
3.14K
$95.9K
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
692+ 230.67% |
$14K - $25K
|
992
$30.3K
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
9.82K+ 675.71% |
$199K - $354K
|
11.3K
$344K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.2KNew |
$24.4K - $43.3K
|
1.2K
$36.7K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
20KNew |
$406K - $722K
|
20K
$611K
|