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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-78- 36.62% |
$1.87K - $2.21K
|
135
$4.77K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-80- 11.76% |
$1.92K - $2.26K
|
600
$21.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-95- 18.66% |
$2.28K - $2.69K
|
414
$14.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-100- 7.58% |
$2.4K - $2.83K
|
1.22K
$43.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-150- 5.39% |
$3.59K - $4.24K
|
2.64K
$93.1K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-152- 26.25% |
$3.64K - $4.3K
|
427
$15.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-165- 0.43% |
$3.95K - $4.66K
|
38.6K
$1.36M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-181- 39.35% |
$4.34K - $5.12K
|
279
$9.86K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-200- 37.38% |
$4.79K - $5.65K
|
335
$11.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-235- 66.2% |
$5.63K - $6.64K
|
120
$4.24K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-237- 42.63% |
$5.68K - $6.7K
|
319
$11.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-250Closed |
$5.99K - $7.07K
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-250- 2.29% |
$5.99K - $7.07K
|
10.7K
$377K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-269- 89.97% |
$6.45K - $7.6K
|
30
$1.06K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-277- 34.28% |
$6.64K - $7.83K
|
531
$18.8K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-277- 39.86% |
$6.64K - $7.83K
|
418
$14.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-300- 50.0% |
$7.19K - $8.48K
|
300
$10.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-303- 16.13% |
$7.26K - $8.57K
|
1.58K
$55.7K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-337- 1.09% |
$8.07K - $9.53K
|
30.5K
$1.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-380- 0.47% |
$9.1K - $10.7K
|
80.6K
$2.85M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-393- 19.48% |
$9.42K - $11.1K
|
1.62K
$57.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-395- 2.24% |
$9.46K - $11.2K
|
17.3K
$610K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-476- 31.73% |
$11.4K - $13.5K
|
1.02K
$36.2K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-489- 3.56% |
$11.7K - $13.8K
|
13.2K
$468K
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-525- 4.98% |
$12.6K - $14.8K
|
10K
$354K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-567- 2.97% |
$13.6K - $16K
|
18.5K
$655K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-571- 2.35% |
$13.7K - $16.1K
|
23.7K
$839K
|
|
|
Oct 18, 2023
Q3 2023
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-708- 14.34% |
$17K - $20K
|
4.23K
$149K
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-739- 5.73% |
$17.7K - $20.9K
|
12.2K
$430K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-750- 4.56% |
$18K - $21.2K
|
15.7K
$555K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-947- 1.45% |
$22.7K - $26.8K
|
64.3K
$2.27M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-974- 2.16% |
$23.3K - $27.5K
|
44.2K
$1.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-1K- 7.69% |
$24K - $28.3K
|
12K
$424K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.03K- 3.01% |
$24.7K - $29.1K
|
33.2K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.09K- 5.76% |
$26K - $30.7K
|
17.8K
$628K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.34K- 10.54% |
$32K - $37.8K
|
11.3K
$401K
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.4K- 20.8% |
$33.6K - $39.6K
|
5.34K
$189K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.42K- 4.77% |
$34K - $40.1K
|
28.4K
$1M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.45K- 13.64% |
$34.7K - $40.9K
|
9.17K
$324K
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.45K- 46.03% |
$34.7K - $41K
|
1.7K
$60.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-1.5K- 11.42% |
$35.9K - $42.4K
|
11.6K
$411K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-1.52K- 1.12% |
$36.4K - $42.9K
|
135K
$4.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.68K- 4.91% |
$40.2K - $47.4K
|
32.5K
$1.15M
|
|
|
Nov 06, 2023
Q3 2023
|
Am Squared LTD
Hong Kong, K3 |
SELL
|
- |
-1.7K- 65.38% |
$40.7K - $48.1K
|
900
$31.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Trust Investment Advisors
|
SELL
|
- |
-1.81K- 4.4% |
$43.3K - $51.1K
|
39.2K
$1.39M
|
|
|
Sep 06, 2024
Q3 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-1.88K- 3.74% |
$45.1K - $53.3K
|
48.5K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.93K- 65.84% |
$46.2K - $54.5K
|
1K
$35.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-1.93K- 18.4% |
$46.3K - $54.6K
|
8.57K
$303K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.02K- 44.87% |
$48.3K - $57K
|
2.48K
$87.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-2.02K- 15.58% |
$48.4K - $57.1K
|
10.9K
$387K
|