Purchases and Sales Made in Q3 2022 in Lincoln National Corp (LNC)
This table provides information about the institutional ownership of Lincoln National Corp (LNC) during Q3 2022. 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 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
100+ 100.0% |
$4.36K - $5.18K
|
200
$7.16K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
100+ 0.33% |
$4.36K - $5.18K
|
30.8K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
100New |
$4.36K - $5.18K
|
100
$3.58K
|
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
93+ 1.4% |
$4.05K - $4.82K
|
6.75K
$242K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
84+ 3.29% |
$3.66K - $4.35K
|
2.64K
$94.5K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
80New |
$3.49K - $4.14K
|
80
$2.86K
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
76+ 0.9% |
$3.31K - $3.94K
|
8.48K
$304K
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
66+ 71.74% |
$2.88K - $3.42K
|
158
$5.66K
|
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
65+ 1.22% |
$2.83K - $3.37K
|
5.38K
$193K
|
|
|
Nov 03, 2022
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
62+ 0.05% |
$2.7K - $3.21K
|
120K
$4.3M
|
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
62+ 0.05% |
$2.7K - $3.21K
|
120K
$4.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
59+ 0.91% |
$2.57K - $3.06K
|
6.52K
$234K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
58+ 1.03% |
$2.53K - $3K
|
5.71K
$204K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
53+ 1060.0% |
$2.31K - $2.74K
|
58
$2.08K
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
49+ 0.41% |
$2.14K - $2.54K
|
12.1K
$433K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
49+ 0.83% |
$2.14K - $2.54K
|
5.96K
$213K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
44New |
$1.92K - $2.28K
|
44
$1.58K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
43+ 1.17% |
$1.87K - $2.23K
|
3.72K
$133K
|
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
38+ 0.02% |
$1.66K - $1.97K
|
220K
$7.86M
|
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
29+ 0.53% |
$1.26K - $1.5K
|
5.55K
$199K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
26+ 0.63% |
$1.13K - $1.35K
|
4.15K
$149K
|
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
24New |
$1.05K - $1.24K
|
24
$859
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
24New |
$1.05K - $1.24K
|
24
$859
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
23+ 0.12% |
$1K - $1.19K
|
19.2K
$687K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
22New |
$959 - $1.14K
|
22
$788
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
18+ 1.69% |
$785 - $932
|
1.09K
$38.9K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
18+ 18.0% |
$785 - $932
|
118
$4.23K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
17+ 0.34% |
$741 - $880
|
5.07K
$181K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
16+ 1.25% |
$697 - $829
|
1.3K
$46.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
13+ 86.67% |
$567 - $673
|
28
$1K
|
|
|
Nov 04, 2022
Q3 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
12+ 0.26% |
$523 - $621
|
4.59K
$164K
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
10New |
$436 - $518
|
10
$358
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
10+ 17.24% |
$436 - $518
|
68
$2.44K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 0.52% |
$262 - $311
|
1.17K
$41.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 1.63% |
$262 - $311
|
373
$13.4K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
5+ 9.62% |
$218 - $259
|
57
$2.04K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 0.85% |
$174 - $207
|
474
$17K
|
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.89% |
$43.6 - $51.8
|
113
$4.05K
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-4- 2.82% |
$174 - $207
|
138
$4.94K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-5- 50.0% |
$218 - $259
|
5
$179
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-8- 0.15% |
$349 - $414
|
5.35K
$192K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-9- 10.59% |
$392 - $466
|
76
$2.72K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-9- 3.56% |
$392 - $466
|
244
$8.74K
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-10- 0.15% |
$436 - $518
|
6.61K
$237K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11- 0.16% |
$479 - $570
|
6.77K
$242K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-12- 27.91% |
$523 - $621
|
31
$1.11K
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-15- 10.0% |
$654 - $777
|
135
$4.83K
|
|
|
Nov 14, 2022
Q3 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-20- 0.09% |
$872 - $1.04K
|
21.8K
$780K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
SELL
|
- |
-22- 39.29% |
$959 - $1.14K
|
34
$1.22K
|