Purchases and Sales Made in Q1 2025 in Lincoln National Corp (LNC)
This table provides information about the institutional ownership of Lincoln National Corp (LNC) during Q1 2025. 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, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
29+ 1.12% |
$872 - $1.14K
|
2.63K
$90.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
29New |
$872 - $1.14K
|
29
$1K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
27+ 20.93% |
$812 - $1.06K
|
156
$5.38K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
24New |
$721 - $942
|
24
$828
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
24+ 266.67% |
$721 - $942
|
33
$1.14K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
24+ 0.28% |
$721 - $942
|
8.54K
$294K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
22+ 1.99% |
$661 - $863
|
1.13K
$38.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
22+ 61.11% |
$661 - $863
|
58
$2K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
20New |
$601 - $785
|
20
$690
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
20New |
$601 - $785
|
20
$690
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
19New |
$571 - $745
|
19
$655
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
15New |
$451 - $588
|
15
$517
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 0.23% |
$451 - $588
|
6.5K
$224K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15+ 14.85% |
$451 - $588
|
116
$4K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
14+ 1.02% |
$421 - $549
|
1.39K
$47.9K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
14+ 6.73% |
$421 - $549
|
222
$7.65K
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
12+ 0.11% |
$361 - $471
|
10.5K
$364K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
10+ 1000.0% |
$301 - $392
|
11
$379
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
7+ 1.4% |
$210 - $275
|
506
$17.4K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6+ 21.43% |
$180 - $235
|
34
$1.17K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$150 - $196
|
5
$172
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
5New |
$150 - $196
|
5
$172
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.01% |
$90.2 - $118
|
20.5K
$708K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 10.34% |
$90.2 - $118
|
32
$1.1K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3New |
$90.2 - $118
|
3
$103
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 2.17% |
$30.1 - $39.2
|
47
$1.62K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 12.5% |
$30.1 - $39.2
|
7
$241
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2- 0.02% |
$60.1 - $78.5
|
8.27K
$285K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-4- 14.81% |
$120 - $157
|
23
$793
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-10- 41.67% |
$301 - $392
|
14
$483
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-10- 0.14% |
$301 - $392
|
7.35K
$253K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-10- 0.85% |
$301 - $392
|
1.17K
$40.4K
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-11- 0.07% |
$331 - $432
|
16.7K
$575K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-16- 14.16% |
$481 - $628
|
97
$3.34K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-17- 0.16% |
$511 - $667
|
10.5K
$362K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-20- 0.11% |
$601 - $785
|
18.2K
$627K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-21- 17.36% |
$631 - $824
|
100
$3.45K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-25- 0.35% |
$752 - $981
|
7.18K
$247K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-36- 0.34% |
$1.08K - $1.41K
|
10.6K
$366K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-38- 4.82% |
$1.14K - $1.49K
|
751
$25.9K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-43- 8.27% |
$1.29K - $1.69K
|
477
$16.4K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-49- 0.2% |
$1.47K - $1.92K
|
24.6K
$850K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-49- 0.2% |
$1.47K - $1.92K
|
24K
$826K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-50- 0.46% |
$1.5K - $1.96K
|
10.9K
$376K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-50- 8.39% |
$1.5K - $1.96K
|
546
$18.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-54- 0.51% |
$1.62K - $2.12K
|
10.5K
$363K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-75- 0.47% |
$2.25K - $2.94K
|
15.9K
$547K
|
|
|
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 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-86- 1.36% |
$2.59K - $3.37K
|
6.23K
$215K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-90- 0.8% |
$2.71K - $3.53K
|
11.1K
$383K
|