Latest Institutional Purchases of Lincoln National Corp (LNC)
This list provides information on the latest institutional transactions involving Lincoln National Corp (LNC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
8.5KNew |
$534K - $647K
|
8.5K
$275K
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
5.18KNew |
$325K - $394K
|
5.18K
$168K
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.39KNew |
$276K - $334K
|
4.39K
$142K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
736New |
$46.3K - $56K
|
736
$23.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
350New |
$22K - $26.6K
|
350
$11.3K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
112New |
$7.04K - $8.53K
|
112
$3.63K
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
43New |
$2.7K - $3.27K
|
43
$1.39K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
13New |
$817 - $990
|
13
$421
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
240KNew |
$13.7M - $17.3M
|
240K
$7.77M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
6.12KNew |
$349K - $440K
|
6.12K
$198K
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.81KNew |
$217K - $274K
|
3.81K
$123K
|
|
|
Nov 12, 2021
Q3 2021
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
1.56K+ 37.03% |
$88.8K - $112K
|
5.77K
$187K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
181New |
$10.3K - $13K
|
181
$5.86K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
158New |
$9.01K - $11.4K
|
158
$5.11K
|
|
|
Nov 10, 2021
Q3 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
38+ 0.18% |
$2.17K - $2.73K
|
20.7K
$671K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Boit C F David
Boston, MA |
BUY
|
- |
24KNew |
$1.43M - $1.71M
|
24K
$777K
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
5.57KNew |
$331K - $396K
|
5.57K
$180K
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
258New |
$11.7K - $16.6K
|
258
$8.35K
|
|
| Q4 2020 | |||||||
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
7.73K+ 95.31% |
$247K - $423K
|
15.8K
$513K
|
|
|
Jan 20, 2021
Q4 2020
|
Welch & Forbes LLC
|
BUY
|
- |
6KNew |
$191K - $328K
|
6K
$194K
|
|
|
Feb 02, 2021
Q4 2020
|
Sky Oak Wealth, LLC
|
BUY
|
- |
4.41KNew |
$141K - $241K
|
4.41K
$143K
|
|
|
Feb 11, 2021
Q4 2020
|
Annapolis Financial Services, LLC
|
BUY
|
- |
250New |
$7.97K - $13.7K
|
250
$8.09K
|
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
246New |
$7.84K - $13.5K
|
246
$7.96K
|
|
|
Feb 10, 2021
Q4 2020
|
Ckw Financial Group
|
BUY
|
- |
200New |
$6.38K - $10.9K
|
200
$6.47K
|
|
| Q2 2020 | |||||||
|
Aug 12, 2020
Q2 2020
|
Park Circle CO
|
BUY
|
- |
14K+ 80.0% |
$328K - $701K
|
31.5K
$1.02M
|
|
|
Aug 26, 2020
Q2 2020
|
Advisor Net Financial, Inc
|
BUY
|
CALL |
100+ 100.0% |
$2.35K - $5K
|
200
$6.47K
|
|
|
Aug 06, 2024
Q2 2020
|
Hantz Financial Services, Inc.
|
BUY
|
- |
23New |
$540 - $1.15K
|
23
$745
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Arbiter Partners Capital Management LLC
New York, NY |
BUY
|
CALL |
47.6KNew |
$812K - $2.91M
|
47.6K
$1.54M
|
|
|
May 14, 2020
Q1 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
9.8KNew |
$167K - $599K
|
9.8K
$317K
|
|
|
May 13, 2020
Q1 2020
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
565New |
$9.64K - $34.6K
|
565
$18.3K
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Ack Asset Management LLC
Greenwich, CT |
BUY
|
- |
14.3KNew |
$735K - $956K
|
14.3K
$463K
|
|
|
Oct 18, 2019
Q3 2019
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.89KNew |
$200K - $260K
|
3.89K
$126K
|
|
|
Oct 31, 2019
Q3 2019
|
Fulcrum Capital LLC
|
BUY
|
- |
2.1KNew |
$108K - $140K
|
2.1K
$68K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.25KNew |
$312K - $352K
|
5.25K
$170K
|
|
|
Aug 15, 2019
Q2 2019
|
Covington Capital Management
|
BUY
|
- |
39+ 3.93% |
$2.32K - $2.62K
|
1.03K
$33.4K
|
|
| Q1 2019 | |||||||
|
Mar 24, 2023
Q1 2019
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
328+ 47.88% |
$16.7K - $20.8K
|
1.01K
$32.8K
|
|
| Q4 2018 | |||||||
|
Feb 15, 2019
Q4 2018
|
Algebris (Uk) LTD
London, X0 |
BUY
|
CALL |
90KNew |
$4.39M - $6.35M
|
90K
$2.91M
|
|
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.99KNew |
$244K - $352K
|
4.99K
$162K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
8.98KNew |
$565K - $632K
|
8.98K
$291K
|
|
|
Nov 13, 2018
Q3 2018
|
Bloom Tree Partners, LLC
New York, NY |
BUY
|
- |
283+ 0.05% |
$17.8K - $19.9K
|
589K
$19.1M
|
|
| Q2 2018 | |||||||
|
Jul 27, 2018
Q2 2018
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2.6K+ 11.83% |
$161K - $187K
|
24.5K
$794K
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Wolverine Asset Management LLC
|
BUY
|
CALL |
16.5KNew |
$1.16M - $1.42M
|
16.5K
$534K
|
|
|
May 11, 2018
Q1 2018
|
Gifford Fong Associates
Lafayette, CA |
BUY
|
- |
10KNew |
$704K - $859K
|
10K
$324K
|
|
|
Oct 04, 2024
Q1 2018
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
851+ 25.58% |
$59.9K - $73.1K
|
4.18K
$135K
|
|
|
Apr 12, 2018
Q1 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
127+ 11.48% |
$8.94K - $10.9K
|
1.23K
$39.9K
|
|
| Q4 2017 | |||||||
|
Feb 13, 2018
Q4 2017
|
Laurion Capital Management LP
New York, NY |
BUY
|
PUT |
16.4KNew |
$1.2M - $1.29M
|
16.4K
$531K
|
|
|
Feb 14, 2018
Q4 2017
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
105New |
$7.68K - $8.25K
|
105
$3.4K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
210New |
$13.7K - $15.6K
|
210
$6.8K
|
|
| Q4 2016 | |||||||
|
Aug 13, 2018
Q4 2016
|
Pflug Koory, LLC
|
BUY
|
- |
86New |
N/A
|
86
$2.78K
|
|
| Q2 2010 | |||||||
|
Aug 05, 2021
Q2 2010
|
Antonetti Capital Management LLC
|
BUY
|
- |
60New |
N/A
|
60
$1.94K
|
|