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 |
---|---|---|---|---|---|---|---|
Nov 13, 2019
Q3 2019
|
Ack Asset Management LLC
Greenwich, CT |
BUY
|
- |
14.3KNew |
$735K - $956K
|
14.3K
$464K
|
|
Nov 13, 2019
Q3 2019
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-12.4KClosed |
$638K - $830K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Next Capital Management LLC
|
SELL
|
- |
-56Closed |
$2.88K - $3.75K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-24.6KClosed |
$1.27M - $1.65M
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Premier Fund Managers LTD
|
SELL
|
- |
-81.3KClosed |
$4.18M - $5.44M
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-150Closed |
$7.71K - $10K
|
0
$0
|
|
Nov 07, 2019
Q3 2019
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.37KClosed |
$173K - $225K
|
0
$0
|
|
Nov 06, 2019
Q3 2019
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-701Closed |
$36K - $46.9K
|
0
$0
|
|
Nov 01, 2019
Q3 2019
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-6.96KClosed |
$358K - $465K
|
0
$0
|
|
Nov 01, 2019
Q3 2019
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-13.3KClosed |
$684K - $890K
|
0
$0
|
|
Oct 31, 2019
Q3 2019
|
American Research & Management Co.
|
SELL
|
- |
-300Closed |
$15.4K - $20.1K
|
0
$0
|
|
Oct 31, 2019
Q3 2019
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-3.27KClosed |
$168K - $218K
|
0
$0
|
|
Oct 31, 2019
Q3 2019
|
Fulcrum Capital LLC
|
BUY
|
- |
2.1KNew |
$108K - $140K
|
2.1K
$68.2K
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-378Closed |
$19.4K - $25.3K
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
James Investment Research Inc
|
SELL
|
- |
-480Closed |
$24.7K - $32.1K
|
0
$0
|
|
Oct 25, 2019
Q3 2019
|
Meritage Portfolio Management
|
SELL
|
- |
-15.4KClosed |
$794K - $1.03M
|
0
$0
|
|
Oct 21, 2019
Q3 2019
|
Calamos Advisors LLC
|
SELL
|
- |
-9KClosed |
$463K - $602K
|
0
$0
|
|
Oct 18, 2019
Q3 2019
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.89KNew |
$200K - $260K
|
3.89K
$126K
|
|
Oct 17, 2019
Q3 2019
|
First Bank & Trust
|
SELL
|
- |
-51Closed |
$2.62K - $3.41K
|
0
$0
|
|
Oct 15, 2019
Q3 2019
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-51.3KClosed |
$2.64M - $3.43M
|
0
$0
|
|
Oct 15, 2019
Q3 2019
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-2KClosed |
$103K - $134K
|
0
$0
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-350Closed |
$18K - $23.4K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 15, 2019
Q2 2019
|
Covington Capital Management
|
BUY
|
- |
39+ 3.93% |
$2.32K - $2.62K
|
1.03K
$33.5K
|
|
Aug 14, 2019
Q2 2019
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.25KNew |
$312K - $352K
|
5.25K
$170K
|
|
Aug 14, 2019
Q2 2019
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-915Closed |
$54.4K - $61.4K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-20.6KClosed |
$1.22M - $1.38M
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Hilton Capital Management, LLC
|
SELL
|
- |
-651Closed |
$38.7K - $43.7K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-8Closed |
$476 - $537
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-24Closed |
$1.43K - $1.61K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-32Closed |
$1.9K - $2.15K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-14.1KClosed |
$837K - $945K
|
0
$0
|
|
Aug 09, 2019
Q2 2019
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-46.1KClosed |
$2.74M - $3.1M
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Banco Santander, S.A.
|
SELL
|
- |
-4.28KClosed |
$255K - $288K
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-87Closed |
$5.17K - $5.84K
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-58Closed |
$3.45K - $3.89K
|
0
$0
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-209Closed |
$12.4K - $14K
|
0
$0
|
|
Aug 05, 2019
Q2 2019
|
Trust CO Of Virginia
|
SELL
|
- |
-6.95KClosed |
$413K - $467K
|
0
$0
|
|
Aug 05, 2019
Q2 2019
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-6.6KClosed |
$392K - $443K
|
0
$0
|
|
Aug 05, 2019
Q2 2019
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-6.33KClosed |
$376K - $425K
|
0
$0
|
|
Jul 29, 2019
Q2 2019
|
Bray Capital Advisors
|
SELL
|
- |
-150Closed |
$8.92K - $10.1K
|
0
$0
|
|
Jul 23, 2019
Q2 2019
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-21.4KClosed |
$1.27M - $1.44M
|
0
$0
|
|
Jul 22, 2019
Q2 2019
|
Moody National Bank Trust Division
|
SELL
|
- |
-276Closed |
$16.4K - $18.5K
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-1.29KClosed |
$76.6K - $86.6K
|
0
$0
|
|
Jul 10, 2019
Q2 2019
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-20KClosed |
$1.19M - $1.34M
|
0
$0
|
|
Q1 2019 | |||||||
Mar 24, 2023
Q1 2019
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
328+ 47.88% |
$16.7K - $20.8K
|
1.01K
$32.9K
|
|
May 15, 2019
Q1 2019
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-49.9KClosed |
$2.54M - $3.16M
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Spectrum Financial Alliance LTD LLC
|
SELL
|
- |
-350Closed |
$17.8K - $22.2K
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Bloom Tree Partners, LLC
New York, NY |
SELL
|
CALL |
-1MClosed |
$50.8M - $63.4M
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-12KClosed |
$610K - $760K
|
0
$0
|
|
May 13, 2019
Q1 2019
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-1.05MClosed |
$53.3M - $66.4M
|
0
$0
|