Purchases and Sales Made in Q2 2025 in Lincoln National Corp (LNC)
This table provides information about the institutional ownership of Lincoln National Corp (LNC) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
66.6K+ 36.01% |
$1.93M - $2.48M
|
252K
$8.67M
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
20.5K+ 215.79% |
$593K - $764K
|
30K
$1.03M
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
13.5KNew |
$391K - $503K
|
13.5K
$465K
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
13.3K+ 64.76% |
$385K - $496K
|
33.8K
$1.17M
|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
12.1KNew |
$351K - $452K
|
12.1K
$419K
|
|
Jul 18, 2025
Q2 2025
|
Westhampton Capital, LLC
|
BUY
|
- |
9.39KNew |
$272K - $350K
|
9.39K
$324K
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
8.28K+ 5.36% |
$240K - $309K
|
163K
$5.61M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.52KNew |
$218K - $280K
|
7.52K
$259K
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
7.35K+ 7.79% |
$213K - $274K
|
102K
$3.51M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
6.74K+ 4.06% |
$195K - $251K
|
173K
$5.96M
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
6.18K+ 1188.65% |
$179K - $230K
|
6.7K
$231K
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
4.95K+ 3.68% |
$143K - $184K
|
140K
$4.81M
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
4.04K+ 1.36% |
$117K - $151K
|
300K
$10.4M
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.98K+ 4.9% |
$86.2K - $111K
|
63.7K
$2.2M
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.87K+ 17.76% |
$54.2K - $69.8K
|
12.4K
$428K
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
1.69K+ 4.77% |
$48.9K - $63K
|
37.1K
$1.28M
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.35K+ 45.72% |
$39.1K - $50.4K
|
4.31K
$149K
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
1.31K+ 354.18% |
$38K - $49K
|
1.69K
$58.1K
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
607+ 1.55% |
$17.6K - $22.6K
|
39.8K
$1.37M
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
496+ 0.88% |
$14.4K - $18.5K
|
56.8K
$1.96M
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
378+ 4.82% |
$10.9K - $14.1K
|
8.22K
$284K
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
311+ 2.98% |
$9K - $11.6K
|
10.7K
$371K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
250+ 33.33% |
$7.24K - $9.32K
|
1K
$34.5K
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
235+ 134.29% |
$6.8K - $8.76K
|
410
$14.1K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
158+ 1.46% |
$4.57K - $5.89K
|
11K
$378K
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
125New |
$3.62K - $4.66K
|
125
$4.31K
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
100New |
$2.9K - $3.73K
|
100
$3.45K
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
91+ 216.67% |
$2.63K - $3.39K
|
133
$4.59K
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
23+ 3.1% |
$666 - $857
|
765
$26.4K
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
18+ 22.22% |
$521 - $671
|
99
$3.41K
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
17New |
$492 - $634
|
17
$586
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-2- 0.02% |
$57.9 - $74.5
|
8.28K
$286K
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-4- 7.02% |
$116 - $149
|
53
$1.83K
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-5- 0.08% |
$145 - $186
|
6.56K
$226K
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-9- 28.13% |
$261 - $335
|
23
$793
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-10- 9.09% |
$290 - $373
|
100
$3.45K
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-15- 0.16% |
$434 - $559
|
9.55K
$329K
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-18- 90.0% |
$521 - $671
|
2
$69
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-19- 3.98% |
$550 - $708
|
458
$15.8K
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-22- 0.84% |
$637 - $820
|
2.58K
$89K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-158- 1.91% |
$4.57K - $5.89K
|
8.11K
$280K
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-165- 0.98% |
$4.78K - $6.15K
|
16.7K
$577K
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-226- 1.27% |
$6.54K - $8.42K
|
17.6K
$608K
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-227- 22.1% |
$6.57K - $8.46K
|
800
$27.6K
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-273- 2.57% |
$7.9K - $10.2K
|
10.4K
$357K
|
|
Jul 18, 2025
Q2 2025
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-274- 0.29% |
$7.93K - $10.2K
|
93.1K
$3.21M
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-484- 2.02% |
$14K - $18K
|
23.5K
$809K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-702- 2.23% |
$20.3K - $26.2K
|
30.7K
$1.06M
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.02K- 11.55% |
$29.6K - $38.1K
|
7.82K
$270K
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.32K- 1.72% |
$38.2K - $49.1K
|
75.3K
$2.6M
|