Purchases and Sales Made in Q1 2024 in Lincoln National Corp (LNC)
This table provides information about the institutional ownership of Lincoln National Corp (LNC) during Q1 2024. The information is specifically focused on institutions that hold shares of LINCOLN NATIONAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
158+ 1.27% |
$4.05K - $5.07K
|
12.6K
$385K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
150+ 16.74% |
$3.85K - $4.81K
|
1.05K
$32K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
138+ 0.93% |
$3.54K - $4.43K
|
15K
$459K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
137+ 0.01% |
$3.51K - $4.39K
|
962K
$29.4M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
135+ 207.69% |
$3.46K - $4.33K
|
200
$6.11K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
123+ 1.52% |
$3.15K - $3.95K
|
8.22K
$251K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
120+ 8.58% |
$3.08K - $3.85K
|
1.52K
$46.4K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
113+ 34.35% |
$2.9K - $3.63K
|
442
$13.5K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
101+ 6.66% |
$2.59K - $3.24K
|
1.62K
$49.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
100+ 87.72% |
$2.56K - $3.21K
|
214
$6.54K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
100New |
$2.56K - $3.21K
|
100
$3.06K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
100New |
$2.56K - $3.21K
|
100
$3.06K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
83New |
$2.13K - $2.66K
|
83
$2.54K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
74+ 74.0% |
$1.9K - $2.37K
|
174
$5.32K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
72+ 0.9% |
$1.85K - $2.31K
|
8.04K
$246K
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
BUY
|
- |
68+ 0.79% |
$1.74K - $2.18K
|
8.72K
$266K
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
56+ 0.13% |
$1.44K - $1.8K
|
43.3K
$1.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
51New |
$1.31K - $1.64K
|
51
$1.56K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
40+ 0.24% |
$1.03K - $1.28K
|
16.5K
$503K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
37New |
$949 - $1.19K
|
37
$1.13K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
35+ 0.97% |
$897 - $1.12K
|
3.63K
$111K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
35+ 0.43% |
$897 - $1.12K
|
8.25K
$252K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
30+ 37.5% |
$769 - $962
|
110
$3.36K
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
29+ 0.1% |
$744 - $930
|
29.1K
$889K
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
27+ 0.07% |
$692 - $866
|
36.6K
$1.12M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
27+ 0.31% |
$692 - $866
|
8.83K
$270K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
25+ 4.59% |
$641 - $802
|
570
$17.4K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
24+ 1.72% |
$615 - $770
|
1.42K
$43.3K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
23+ 0.35% |
$590 - $738
|
6.55K
$200K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
14+ 0.12% |
$359 - $449
|
11.4K
$349K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
12+ 31.58% |
$308 - $385
|
50
$1.53K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
9+ 1.72% |
$231 - $289
|
533
$16.3K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
7+ 1.25% |
$179 - $225
|
567
$17.3K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3+ 1.51% |
$76.9 - $96.2
|
202
$6.17K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 1.44% |
$76.9 - $96.2
|
211
$6.45K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 2.56% |
$51.3 - $64.2
|
80
$2.44K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 16.67% |
$51.3 - $64.2
|
14
$428
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
2+ 0.0% |
$51.3 - $64.2
|
83K
$2.53M
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.09% |
$25.6 - $32.1
|
1.1K
$33.5K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-5- 83.33% |
$128 - $160
|
1
$30.6
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 16.67% |
$154 - $192
|
30
$917
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-7- 2.97% |
$179 - $225
|
229
$7K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-11- 0.6% |
$282 - $353
|
1.81K
$55.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Kempner Capital Management Inc.
|
SELL
|
- |
-12- 0.01% |
$308 - $385
|
159K
$4.85M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-13- 0.17% |
$333 - $417
|
7.57K
$231K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-17- 0.37% |
$436 - $545
|
4.59K
$140K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-20- 0.05% |
$513 - $642
|
38.4K
$1.17M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-21- 0.37% |
$538 - $674
|
5.7K
$174K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-25- 3.7% |
$641 - $802
|
650
$19.9K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-28- 0.32% |
$718 - $898
|
8.68K
$265K
|