Purchases and Sales Made in Q3 2024 in Lincoln National Corp (LNC)
This table provides information about the institutional ownership of Lincoln National Corp (LNC) during Q3 2024. 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, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
56+ 116.67% |
$1.61K - $1.91K
|
104
$3.68K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
55New |
$1.58K - $1.87K
|
55
$1.94K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
54+ 0.67% |
$1.55K - $1.84K
|
8.13K
$287K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
45+ 5.02% |
$1.29K - $1.53K
|
941
$33.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
44+ 0.26% |
$1.26K - $1.5K
|
17.2K
$607K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
44New |
$1.26K - $1.5K
|
44
$1.56K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
24+ 38.71% |
$689 - $817
|
86
$3.04K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
23+ 0.39% |
$660 - $783
|
5.89K
$208K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
21+ 0.24% |
$603 - $715
|
8.73K
$308K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
21New |
$603 - $715
|
21
$742
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
20+ 1.82% |
$574 - $681
|
1.12K
$39.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
16New |
$459 - $545
|
16
$566
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
16New |
$459 - $545
|
16
$566
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14New |
$402 - $477
|
14
$495
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12+ 15.38% |
$345 - $409
|
90
$3.18K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
9+ 40.91% |
$258 - $306
|
31
$1.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
9+ 1.13% |
$258 - $306
|
809
$28.6K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8+ 1.81% |
$230 - $272
|
450
$15.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8New |
$230 - $272
|
8
$283
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7+ 0.52% |
$201 - $238
|
1.34K
$47.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
6+ 0.07% |
$172 - $204
|
8.24K
$291K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5+ 0.02% |
$144 - $170
|
29K
$1.02M
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
4+ 0.03% |
$115 - $136
|
11.5K
$405K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.04% |
$115 - $136
|
10.9K
$384K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 1.4% |
$86.1 - $102
|
218
$7.71K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
2+ 1.32% |
$57.4 - $68.1
|
154
$5.44K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1+ 0.01% |
$28.7 - $34.1
|
10K
$354K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.49% |
$28.7 - $34.1
|
205
$7.25K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1- 0.09% |
$28.7 - $34.1
|
1.05K
$37.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-4- 0.06% |
$115 - $136
|
6.49K
$229K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-10- 5.0% |
$287 - $341
|
190
$6.72K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-10- 0.08% |
$287 - $341
|
12.8K
$453K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-14- 14.14% |
$402 - $477
|
85
$3K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-15- 0.04% |
$431 - $511
|
42.5K
$1.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-23- 5.13% |
$660 - $783
|
425
$15K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-32- 2.23% |
$919 - $1.09K
|
1.41K
$49.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-45- 8.26% |
$1.29K - $1.53K
|
500
$17.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-52- 19.92% |
$1.49K - $1.77K
|
209
$7.39K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-54- 0.29% |
$1.55K - $1.84K
|
18.4K
$652K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-61- 1.38% |
$1.75K - $2.08K
|
4.36K
$154K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-61- 0.57% |
$1.75K - $2.08K
|
10.6K
$374K
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-67- 2.2% |
$1.92K - $2.28K
|
2.98K
$105K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-75- 0.91% |
$2.15K - $2.55K
|
8.21K
$290K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-76- 1.45% |
$2.18K - $2.59K
|
5.17K
$183K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-80- 1.07% |
$2.3K - $2.72K
|
7.43K
$263K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-80- 5.15% |
$2.3K - $2.72K
|
1.47K
$52.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-81- 14.7% |
$2.33K - $2.76K
|
470
$16.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-100- 48.31% |
$2.87K - $3.4K
|
107
$3.78K
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-107- 0.04% |
$3.07K - $3.64K
|
275K
$9.72M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-111- 9.02% |
$3.19K - $3.78K
|
1.12K
$39.6K
|