Purchases and Sales Made in Q4 2021 in Lincoln National Corp (LNC)
This table provides information about the institutional ownership of Lincoln National Corp (LNC) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2022
Q4 2021
|
Unison Advisors LLC
|
BUY
|
- |
403+ 0.75% |
$25.3K - $30.7K
|
54K
$1.75M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
400+ 4.85% |
$25.1K - $30.5K
|
8.65K
$281K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
391+ 7.1% |
$24.6K - $29.8K
|
5.9K
$192K
|
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
390+ 11.76% |
$24.5K - $29.7K
|
3.71K
$120K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
384+ 2.29% |
$24.1K - $29.2K
|
17.2K
$557K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
353New |
$22.2K - $26.9K
|
353
$11.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
350New |
$22K - $26.6K
|
350
$11.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
350New |
$22K - $26.6K
|
350
$11.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
335New |
$21.1K - $25.5K
|
335
$10.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
320New |
$20.1K - $24.4K
|
320
$10.4K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
316+ 6.02% |
$19.9K - $24.1K
|
5.57K
$181K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
308+ 10.31% |
$19.4K - $23.4K
|
3.29K
$107K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
303+ 14.44% |
$19K - $23.1K
|
2.4K
$78K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
301+ 5.08% |
$18.9K - $22.9K
|
6.22K
$202K
|
|
|
Jan 18, 2022
Q4 2021
|
Ifm Investors Pty LTD
|
BUY
|
- |
292+ 1.03% |
$18.4K - $22.2K
|
28.7K
$933K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
291+ 136.62% |
$18.3K - $22.2K
|
504
$16.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
290New |
$18.2K - $22.1K
|
290
$9.42K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
289+ 195.27% |
$18.2K - $22K
|
437
$14.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
250+ 2.79% |
$15.7K - $19K
|
9.2K
$299K
|
|
|
Feb 09, 2022
Q4 2021
|
Hanseatic Management Services Inc
|
BUY
|
- |
242+ 2.78% |
$15.2K - $18.4K
|
8.95K
$291K
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
239New |
$15K - $18.2K
|
239
$7.76K
|
|
|
Feb 14, 2022
Q4 2021
|
Ossiam
Paris, I0 |
BUY
|
- |
203+ 2.35% |
$12.8K - $15.5K
|
8.85K
$287K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
200New |
$12.6K - $15.2K
|
200
$6.49K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
200New |
$12.6K - $15.2K
|
200
$6.49K
|
|
|
Jan 18, 2022
Q4 2021
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
200+ 30.49% |
$12.6K - $15.2K
|
856
$27.8K
|
|
|
Feb 03, 2022
Q4 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
194+ 1.82% |
$12.2K - $14.8K
|
10.9K
$353K
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
192+ 9.03% |
$12.1K - $14.6K
|
2.32K
$75.3K
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
183+ 1.81% |
$11.5K - $13.9K
|
10.3K
$335K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
175+ 1.63% |
$11K - $13.3K
|
10.9K
$354K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
172+ 1.68% |
$10.8K - $13.1K
|
10.4K
$337K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
171New |
$10.7K - $13K
|
171
$5.55K
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
160+ 1.53% |
$10.1K - $12.2K
|
10.6K
$344K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
150+ 3.78% |
$9.43K - $11.4K
|
4.12K
$134K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
136New |
$8.55K - $10.4K
|
136
$4.42K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
112New |
$7.04K - $8.53K
|
112
$3.64K
|
|
|
Feb 14, 2022
Q4 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
110+ 0.57% |
$6.91K - $8.37K
|
19.5K
$633K
|
|
|
Jan 14, 2022
Q4 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
107New |
$6.73K - $8.15K
|
107
$3.47K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
106+ 1.01% |
$6.66K - $8.07K
|
10.6K
$343K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
100+ 4.01% |
$6.29K - $7.61K
|
2.6K
$84.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
89+ 2.25% |
$5.59K - $6.78K
|
4.04K
$131K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
84New |
$5.28K - $6.39K
|
84
$2.73K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
82New |
$5.15K - $6.24K
|
82
$2.66K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
71+ 15.43% |
$4.46K - $5.41K
|
531
$17.2K
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
71+ 2.45% |
$4.46K - $5.41K
|
2.97K
$96.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
71+ 1.38% |
$4.46K - $5.41K
|
5.22K
$169K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
68+ 1.13% |
$4.27K - $5.18K
|
6.09K
$198K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
68+ 9.16% |
$4.27K - $5.18K
|
810
$26.3K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
67New |
$4.21K - $5.1K
|
67
$2.18K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
65+ 5.27% |
$4.09K - $4.95K
|
1.3K
$42.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
61+ 0.76% |
$3.83K - $4.64K
|
8.04K
$261K
|