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 |
---|---|---|---|---|---|---|---|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-1.7K- 4.82% |
$51.1K - $66.7K
|
33.6K
$1.16M
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
400+ 5.92% |
$12K - $15.7K
|
7.15K
$247K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
261+ 1.37% |
$7.85K - $10.2K
|
19.3K
$667K
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
26.8KNew |
$806K - $1.05M
|
26.8K
$925K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
908+ 8.78% |
$27.3K - $35.6K
|
11.3K
$388K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.8K+ 32.72% |
$596K - $778K
|
80.4K
$2.77M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.25K- 15.88% |
$37.5K - $48.9K
|
6.61K
$228K
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
SELL
|
- |
-1.85K- 2.21% |
$55.5K - $72.4K
|
81.6K
$2.81M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-747- 12.7% |
$22.5K - $29.3K
|
5.13K
$177K
|
|
May 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
74.1KNew |
$2.23M - $2.91M
|
74.1K
$2.56M
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
997+ 3.95% |
$30K - $39.1K
|
26.2K
$905K
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-82- 0.24% |
$2.46K - $3.22K
|
34.1K
$1.18M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
11.4K+ 25.21% |
$344K - $449K
|
56.8K
$1.96M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
741+ 9.87% |
$22.3K - $29.1K
|
8.25K
$284K
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-340- 0.36% |
$10.2K - $13.3K
|
93.6K
$3.23M
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-4- 14.81% |
$120 - $157
|
23
$793
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
73+ 0.86% |
$2.19K - $2.86K
|
8.53K
$294K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.29KNew |
$279K - $364K
|
9.29K
$320K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-290- 5.76% |
$8.72K - $11.4K
|
4.74K
$164K
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
33.1K+ 442.75% |
$994K - $1.3M
|
40.6K
$1.4M
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 2.17% |
$30.1 - $39.2
|
47
$1.62K
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
110KNew |
$3.3M - $4.31M
|
110K
$3.79M
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
97.6K+ 2.05% |
$2.93M - $3.83M
|
4.85M
$167M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
31+ 5.4% |
$932 - $1.22K
|
605
$20.9K
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
41.3K+ 5.03% |
$1.24M - $1.62M
|
862K
$29.7M
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
SELL
|
- |
-181- 0.46% |
$5.44K - $7.1K
|
39.5K
$1.36M
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
6KNew |
$180K - $235K
|
6K
$207K
|
|
May 02, 2025
Q1 2025
|
Easterly Investment Partners LLC
|
SELL
|
- |
-54.4K- 8.48% |
$1.63M - $2.13M
|
587K
$20.2M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-97- 0.53% |
$2.92K - $3.81K
|
18.1K
$625K
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
6.21KNew |
$187K - $244K
|
6.21K
$214K
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-700- 8.05% |
$21K - $27.5K
|
8K
$276K
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
594+ 383.23% |
$17.9K - $23.3K
|
749
$25.8K
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
10.5K+ 11.65% |
$316K - $412K
|
101K
$3.47M
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-998- 3.87% |
$30K - $39.2K
|
24.8K
$855K
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-532- 1.08% |
$16K - $20.9K
|
48.9K
$1.68M
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.1K- 2.55% |
$63.1K - $82.4K
|
80.2K
$2.77M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-225- 1.62% |
$6.76K - $8.83K
|
13.7K
$472K
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
27+ 20.93% |
$812 - $1.06K
|
156
$5.38K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.33K+ 8.23% |
$39.8K - $52K
|
17.4K
$601K
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
19New |
$571 - $745
|
19
$655
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-310- 1.13% |
$9.32K - $12.2K
|
27.2K
$938K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-86- 1.36% |
$2.59K - $3.37K
|
6.23K
$215K
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
133KNew |
$3.99M - $5.21M
|
133K
$4.58M
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-239- 21.09% |
$7.18K - $9.38K
|
894
$30.8K
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
8.25K+ 47.15% |
$248K - $324K
|
25.7K
$888K
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-546- 6.67% |
$16.4K - $21.4K
|
7.64K
$264K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.81K- 11.74% |
$114K - $149K
|
28.6K
$988K
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-10.8K- 16.65% |
$324K - $422K
|
53.9K
$1.86M
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.36K- 15.05% |
$40.9K - $53.4K
|
7.69K
$265K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
662+ 12.92% |
$19.9K - $26K
|
5.78K
$199K
|