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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
17+ 5.52% |
$325 - $438
|
325
$10.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 100.0% |
$191 - $258
|
20
$649
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
10+ 2.02% |
$191 - $258
|
505
$16.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9+ 2.15% |
$172 - $232
|
427
$13.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
8New |
$153 - $206
|
8
$260
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
6New |
$115 - $155
|
6
$195
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
5+ 0.01% |
$95.6 - $129
|
88.2K
$2.86M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4+ 18.18% |
$76.4 - $103
|
26
$844
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4+ 2.13% |
$76.4 - $103
|
192
$6.23K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 1.89% |
$19.1 - $25.8
|
54
$1.75K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 2.44% |
$19.1 - $25.8
|
42
$1.36K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 5.26% |
$19.1 - $25.8
|
20
$649
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-11- 2.49% |
$210 - $283
|
430
$14K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-19- 22.62% |
$363 - $489
|
65
$2.11K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-25Closed |
$478 - $644
|
0
$0
|
|
|
Aug 25, 2023
Q2 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-25- 0.16% |
$478 - $644
|
15.7K
$509K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-40- 0.37% |
$764 - $1.03K
|
10.9K
$353K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-46- 33.33% |
$879 - $1.18K
|
92
$2.99K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-48- 68.57% |
$917 - $1.24K
|
22
$714
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-59- 0.14% |
$1.13K - $1.52K
|
42.1K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-101- 33.33% |
$1.93K - $2.6K
|
202
$6.56K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-108- 16.27% |
$2.06K - $2.78K
|
556
$18.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-118- 0.4% |
$2.25K - $3.04K
|
29.7K
$966K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-122- 12.09% |
$2.33K - $3.14K
|
887
$28.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-137- 3.27% |
$2.62K - $3.53K
|
4.06K
$132K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-142- 69.27% |
$2.71K - $3.66K
|
63
$2.05K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-142- 69.27% |
$2.71K - $3.66K
|
63
$2.05K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-147- 1.21% |
$2.81K - $3.79K
|
12K
$389K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-162- 2.35% |
$3.1K - $4.17K
|
6.72K
$218K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-165- 13.1% |
$3.15K - $4.25K
|
1.1K
$35.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-175- 17.69% |
$3.34K - $4.51K
|
814
$26.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-194- 90.23% |
$3.71K - $5K
|
21
$682
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-200- 1.57% |
$3.82K - $5.15K
|
12.5K
$406K
|
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-212- 4.12% |
$4.05K - $5.46K
|
4.94K
$160K
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-227- 1.82% |
$4.34K - $5.85K
|
12.3K
$398K
|
|
|
Aug 04, 2023
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-227- 1.82% |
$4.34K - $5.85K
|
12.3K
$398K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-236- 28.96% |
$4.51K - $6.08K
|
579
$18.8K
|
|
|
Jul 19, 2023
Q2 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-240- 2.08% |
$4.59K - $6.18K
|
11.3K
$366K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-240- 20.12% |
$4.59K - $6.18K
|
953
$30.9K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-240- 20.12% |
$4.59K - $6.18K
|
953
$30.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-250- 1.87% |
$4.78K - $6.44K
|
13.1K
$427K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-254- 33.29% |
$4.85K - $6.54K
|
509
$16.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-267- 51.54% |
$5.1K - $6.88K
|
251
$8.15K
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
SELL
|
- |
-305- 3.07% |
$5.83K - $7.86K
|
9.63K
$313K
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-340- 0.46% |
$6.5K - $8.76K
|
73.8K
$2.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-385- 46.67% |
$7.36K - $9.92K
|
440
$14.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-413- 33.82% |
$7.89K - $10.6K
|
808
$26.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-470- 48.91% |
$8.98K - $12.1K
|
491
$15.9K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-472- 2.15% |
$9.02K - $12.2K
|
21.4K
$696K
|
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 5.0% |
$9.56K - $12.9K
|
9.5K
$308K
|