Purchases and Sales Made in Q2 2023 in Lincoln National Corp (LNC)
This table provides information about the institutional ownership of Lincoln National Corp (LNC) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
11.1KNew |
$212K - $285K
|
11.1K
$360K
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
11K+ 34.63% |
$210K - $283K
|
42.7K
$1.38M
|
|
|
Jul 25, 2023
Q2 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
10.7KNew |
$204K - $275K
|
10.7K
$347K
|
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
10.6K+ 16.74% |
$203K - $274K
|
74.1K
$2.41M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10.6KNew |
$203K - $273K
|
10.6K
$345K
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
10.6KNew |
$202K - $272K
|
10.6K
$343K
|
|
|
Jul 24, 2023
Q2 2023
|
Brave Asset Management Inc
|
BUY
|
- |
10.5KNew |
$201K - $270K
|
10.5K
$341K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
10.4K+ 73.94% |
$199K - $268K
|
24.4K
$794K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10.4KNew |
$198K - $267K
|
10.4K
$337K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
10.3KNew |
$197K - $265K
|
10.3K
$334K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
10.3KNew |
$197K - $265K
|
10.3K
$334K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.97K+ 15.24% |
$191K - $257K
|
75.4K
$2.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
9.73KNew |
$186K - $251K
|
9.73K
$316K
|
|
|
Jul 17, 2023
Q2 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
9.59KNew |
$183K - $247K
|
9.59K
$311K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
9.09K+ 23.71% |
$174K - $234K
|
47.4K
$1.54M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.87K+ 5.72% |
$169K - $228K
|
164K
$5.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
8.71K+ 61.08% |
$166K - $224K
|
23K
$746K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
8.57KNew |
$164K - $221K
|
8.57K
$278K
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
8.39KNew |
$160K - $216K
|
8.39K
$273K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
8.29K+ 42.89% |
$158K - $214K
|
27.6K
$897K
|
|
|
Aug 14, 2023
Q2 2023
|
Msd Partners, L.P.
New York, NY |
BUY
|
- |
8.24KNew |
$157K - $212K
|
8.24K
$268K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
8.22KNew |
$157K - $212K
|
8.22K
$267K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.22K+ 71.76% |
$157K - $212K
|
19.7K
$639K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
8.12KNew |
$155K - $209K
|
8.12K
$263K
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
8.11K+ 16.63% |
$155K - $209K
|
56.9K
$1.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
8KNew |
$153K - $206K
|
8K
$260K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.94KNew |
$152K - $204K
|
7.94K
$258K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
7.9KNew |
$151K - $203K
|
7.9K
$256K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7.89KNew |
$151K - $203K
|
7.89K
$256K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.05K+ 29.1% |
$135K - $182K
|
31.3K
$1.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.98K+ 60.94% |
$133K - $180K
|
18.4K
$598K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
6.86K+ 4.89% |
$131K - $177K
|
147K
$4.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.82K+ 69.83% |
$130K - $176K
|
16.6K
$539K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.68K+ 68.43% |
$128K - $172K
|
16.4K
$534K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
6.58K+ 409.27% |
$126K - $170K
|
8.19K
$266K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
6.58K+ 409.27% |
$126K - $170K
|
8.19K
$266K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
6.44K+ 139.03% |
$123K - $166K
|
11.1K
$360K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
6.31K+ 19.43% |
$121K - $163K
|
38.8K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.24K+ 925.22% |
$119K - $161K
|
6.91K
$224K
|
|
|
Aug 02, 2023
Q2 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
6.12K+ 5.65% |
$117K - $158K
|
115K
$3.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.04KNew |
$115K - $155K
|
6.04K
$196K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.83K+ 24.34% |
$111K - $150K
|
29.8K
$967K
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
5.2K+ 6.63% |
$99.3K - $134K
|
83.5K
$2.71M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.08K+ 4.29% |
$97.2K - $131K
|
124K
$4.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
5K+ 3676.47% |
$95.6K - $129K
|
5.14K
$167K
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
BUY
|
- |
4.9K+ 22.85% |
$93.7K - $126K
|
26.4K
$856K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.61K+ 97.51% |
$88.2K - $119K
|
9.34K
$303K
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
BUY
|
- |
4.61K+ 170.59% |
$88.1K - $119K
|
7.31K
$237K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.6K+ 15.54% |
$87.9K - $118K
|
34.2K
$1.11M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.45K+ 45.14% |
$85.1K - $115K
|
14.3K
$465K
|