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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2022
Q1 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-3.13KClosed |
$182K - $233K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-35Closed |
$2.04K - $2.6K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-856Closed |
$49.8K - $63.7K
|
0
$0
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-278Closed |
$16.2K - $20.7K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-725Closed |
$45.6K - $55.2K
|
0
$0
|
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
8.5KNew |
$534K - $647K
|
8.5K
$276K
|
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
25.3KNew |
$1.59M - $1.93M
|
25.3K
$821K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
736New |
$46.3K - $56K
|
736
$23.9K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-3.51KClosed |
$220K - $267K
|
0
$0
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.39KNew |
$276K - $334K
|
4.39K
$142K
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-345Closed |
$21.7K - $26.3K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-91Closed |
$5.72K - $6.93K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-21- 0.27% |
$1.32K - $1.6K
|
7.65K
$248K
|
|
|
Feb 14, 2022
Q4 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-13.5KClosed |
$848K - $1.03M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wms Partners, LLC
|
SELL
|
- |
-5.1KClosed |
$321K - $388K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-218Closed |
$13.7K - $16.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-6.71KClosed |
$422K - $511K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-134KClosed |
$8.41M - $10.2M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-8.48KClosed |
$533K - $646K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
SELL
|
- |
-99.8KClosed |
$6.27M - $7.6M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-34.8KClosed |
$2.19M - $2.65M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-4.78KClosed |
$301K - $364K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-2K- 29.93% |
$126K - $152K
|
4.68K
$152K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3Closed |
$189 - $228
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
350New |
$22K - $26.6K
|
350
$11.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-180Closed |
$11.3K - $13.7K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-24KClosed |
$1.51M - $1.83M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
5.18KNew |
$325K - $394K
|
5.18K
$168K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
13New |
$817 - $990
|
13
$422
|
|
|
Feb 08, 2022
Q4 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-291Closed |
$18.3K - $22.2K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-110Closed |
$6.91K - $8.37K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-9.1KClosed |
$572K - $692K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
43New |
$2.7K - $3.27K
|
43
$1.4K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-53Closed |
$3.33K - $4.03K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-59Closed |
$3.71K - $4.49K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
112New |
$7.04K - $8.53K
|
112
$3.64K
|
|
|
Jan 24, 2022
Q4 2021
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-7.19K- 17.93% |
$452K - $548K
|
32.9K
$1.07M
|
|
|
Jan 20, 2022
Q4 2021
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-50KClosed |
$3.14M - $3.81M
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-250Closed |
$15.7K - $19K
|
0
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-270- 5.56% |
$17K - $20.6K
|
4.59K
$149K
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-114Closed |
$7.17K - $8.68K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.81KNew |
$217K - $274K
|
3.81K
$124K
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-157- 49.06% |
$8.95K - $11.3K
|
163
$5.29K
|
|
|
Nov 16, 2021
Q3 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-6.86KClosed |
$391K - $493K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-3.18KClosed |
$181K - $229K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-767Closed |
$43.7K - $55.1K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-1K- 16.67% |
$57K - $71.9K
|
5K
$162K
|
|
|
Nov 15, 2021
Q3 2021
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
PUT |
-95.9KClosed |
$5.47M - $6.89M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-352Closed |
$20.1K - $25.3K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Zimmer Partners, LP
New York, NY |
SELL
|
- |
-92.5KClosed |
$5.27M - $6.65M
|
0
$0
|
|