Purchases and Sales Made in Q3 2023 in Lincoln National Corp (LNC)
This table provides information about the institutional ownership of Lincoln National Corp (LNC) during Q3 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 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
123+ 1.93% |
$2.95K - $3.48K
|
6.49K
$229K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
109+ 1.21% |
$2.61K - $3.08K
|
9.14K
$323K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
106+ 1.24% |
$2.54K - $3K
|
8.68K
$307K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
100New |
$2.4K - $2.83K
|
100
$3.54K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
93+ 0.06% |
$2.23K - $2.63K
|
147K
$5.21M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
84New |
$2.01K - $2.37K
|
84
$2.97K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
81+ 0.41% |
$1.94K - $2.29K
|
19.7K
$698K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
62+ 52.54% |
$1.49K - $1.75K
|
180
$6.36K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
54+ 1.59% |
$1.29K - $1.53K
|
3.46K
$122K
|
|
|
Nov 07, 2023
Q3 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
50+ 0.23% |
$1.2K - $1.41K
|
21.9K
$773K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
45New |
$1.08K - $1.27K
|
45
$1.59K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
32New |
$767 - $905
|
32
$1.13K
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
29+ 0.1% |
$695 - $820
|
29.3K
$1.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
25+ 0.3% |
$599 - $707
|
8.42K
$298K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
20+ 0.25% |
$479 - $565
|
8.18K
$289K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
18+ 0.66% |
$431 - $509
|
2.76K
$97.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
16+ 0.2% |
$383 - $452
|
8.13K
$287K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
14+ 0.35% |
$335 - $396
|
4.07K
$144K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 0.24% |
$311 - $368
|
5.42K
$192K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
9New |
$216 - $254
|
9
$318
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 36.36% |
$192 - $226
|
30
$1.06K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
8+ 1.58% |
$192 - $226
|
513
$18.1K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7+ 1.64% |
$168 - $198
|
434
$15.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 0.5% |
$144 - $170
|
1.21K
$42.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 1.5% |
$71.9 - $84.8
|
203
$7.18K
|
|
|
Oct 11, 2023
Q3 2023
|
Cullinan Associates Inc
|
BUY
|
- |
2+ 0.02% |
$47.9 - $56.5
|
12.1K
$428K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2+ 1.54% |
$47.9 - $56.5
|
132
$4.67K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.88% |
$24 - $28.3
|
114
$4.03K
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 2.38% |
$24 - $28.3
|
43
$1.52K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1- 0.01% |
$24 - $28.3
|
19.5K
$689K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-5- 0.12% |
$120 - $141
|
4.05K
$143K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8- 12.31% |
$192 - $226
|
57
$2.01K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-10- 45.45% |
$240 - $283
|
12
$424
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13- 1.36% |
$311 - $368
|
940
$33.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-16- 1.22% |
$383 - $452
|
1.3K
$45.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-19- 0.51% |
$455 - $537
|
3.71K
$131K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-21- 2.37% |
$503 - $594
|
866
$30.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-28- 1.54% |
$671 - $792
|
1.8K
$63.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-30- 5.71% |
$719 - $848
|
495
$17.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-38- 0.26% |
$910 - $1.07K
|
14.8K
$522K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-45- 0.5% |
$1.08K - $1.27K
|
8.97K
$317K
|
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-50- 46.73% |
$1.2K - $1.41K
|
57
$2.01K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-51- 0.62% |
$1.22K - $1.44K
|
8.14K
$288K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-51- 0.62% |
$1.22K - $1.44K
|
8.14K
$288K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-55- 53.4% |
$1.32K - $1.55K
|
48
$1.7K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-57- 61.96% |
$1.37K - $1.61K
|
35
$1.24K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-65- 15.12% |
$1.56K - $1.84K
|
365
$12.9K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-73- 7.66% |
$1.75K - $2.06K
|
880
$31.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-73- 7.66% |
$1.75K - $2.06K
|
880
$31.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-77- 23.69% |
$1.84K - $2.18K
|
248
$8.77K
|