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 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
9.7KNew |
$292K - $381K
|
9.7K
$334K
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
62+ 0.29% |
$1.86K - $2.43K
|
21.6K
$744K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.88K+ 10.02% |
$147K - $191K
|
53.5K
$1.85M
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
598+ 7.5% |
$18K - $23.5K
|
8.57K
$296K
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
7+ 1.4% |
$210 - $275
|
506
$17.4K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-193- 1.46% |
$5.8K - $7.57K
|
13K
$448K
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
23.6K+ 148.02% |
$710K - $927K
|
39.6K
$1.37M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-192- 0.51% |
$5.77K - $7.53K
|
37.3K
$1.29M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.03K+ 11.56% |
$31.1K - $40.5K
|
9.97K
$344K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-935- 26.73% |
$28.1K - $36.7K
|
2.56K
$88.4K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.7K+ 17.92% |
$533K - $695K
|
117K
$4.02M
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-16- 14.16% |
$481 - $628
|
97
$3.34K
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-54- 0.51% |
$1.62K - $2.12K
|
10.5K
$363K
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
120+ 0.94% |
$3.61K - $4.71K
|
12.9K
$445K
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
154KNew |
$4.63M - $6.04M
|
154K
$5.31M
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-942- 11.65% |
$28.3K - $37K
|
7.15K
$246K
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
904+ 3.31% |
$27.2K - $35.5K
|
28.2K
$972K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.85KNew |
$55.6K - $72.5K
|
1.85K
$63.8K
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
45+ 0.19% |
$1.35K - $1.77K
|
24.4K
$840K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-50- 8.39% |
$1.5K - $1.96K
|
546
$18.8K
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
18.1K+ 43.9% |
$543K - $708K
|
59.2K
$2.04M
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.06K- 2.63% |
$31.7K - $41.4K
|
39.1K
$1.35M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-49- 0.2% |
$1.47K - $1.92K
|
24.6K
$850K
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-128K- 4.08% |
$3.85M - $5.03M
|
3.02M
$104M
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
19.3KNew |
$581K - $758K
|
19.3K
$666K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-17- 0.16% |
$511 - $667
|
10.5K
$362K
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-78.7K- 91.82% |
$2.37M - $3.09M
|
7.02K
$242K
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-4.02K- 1.8% |
$121K - $158K
|
220K
$7.58M
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.77K- 3.33% |
$53.3K - $69.6K
|
51.4K
$1.77M
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-10- 0.14% |
$301 - $392
|
7.35K
$253K
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-38- 4.82% |
$1.14K - $1.49K
|
751
$25.9K
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
7.47KNew |
$225K - $293K
|
7.47K
$258K
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
3.51K+ 25.8% |
$106K - $138K
|
17.1K
$590K
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-219- 16.76% |
$6.58K - $8.59K
|
1.09K
$37.5K
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-3.09K- 1.88% |
$92.9K - $121K
|
161K
$5.55M
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-22.7K- 23.66% |
$681K - $889K
|
73.1K
$2.52M
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
BUY
|
- |
6.89KNew |
$207K - $270K
|
6.89K
$238K
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
51.8K+ 34.05% |
$1.56M - $2.03M
|
204K
$7.03M
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.2K+ 14.7% |
$186K - $243K
|
48.4K
$1.67M
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
2.06K+ 7.48% |
$61.9K - $80.8K
|
29.6K
$1.02M
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-65.4K- 57.99% |
$1.97M - $2.57M
|
47.4K
$1.63M
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
87New |
$2.62K - $3.41K
|
87
$3K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.46KNew |
$194K - $253K
|
6.46K
$223K
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
171New |
$5.14K - $6.71K
|
171
$5.9K
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
8.63KNew |
$259K - $339K
|
8.63K
$298K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-44.3K- 31.77% |
$1.33M - $1.74M
|
95.1K
$3.28M
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15+ 14.85% |
$451 - $588
|
116
$4K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.77K+ 38.33% |
$204K - $266K
|
24.4K
$843K
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
37New |
$1.11K - $1.45K
|
37
$1.28K
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-10- 41.67% |
$301 - $392
|
14
$483
|