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 |
---|---|---|---|---|---|---|---|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
60+ 0.35% |
$3.77K - $4.57K
|
17K
$553K
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
57New |
$3.58K - $4.34K
|
57
$1.85K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
55+ 0.74% |
$3.46K - $4.19K
|
7.44K
$242K
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
52+ 1.69% |
$3.27K - $3.96K
|
3.14K
$102K
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
52+ 0.55% |
$3.27K - $3.96K
|
9.46K
$307K
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
50+ 65.79% |
$3.14K - $3.81K
|
126
$4.09K
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
50+ 0.95% |
$3.14K - $3.81K
|
5.29K
$172K
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
46New |
$2.89K - $3.5K
|
46
$1.49K
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
43New |
$2.7K - $3.27K
|
43
$1.4K
|
|
Feb 14, 2022
Q4 2021
|
Impax Asset Management Group PLC
|
BUY
|
- |
39+ 0.01% |
$2.45K - $2.97K
|
426K
$13.8M
|
|
Feb 15, 2022
Q4 2021
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
34+ 0.32% |
$2.14K - $2.59K
|
10.7K
$347K
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
34New |
$2.14K - $2.59K
|
34
$1.1K
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
33+ 0.56% |
$2.07K - $2.51K
|
5.96K
$193K
|
|
Feb 09, 2022
Q4 2021
|
American National Bank
|
BUY
|
- |
29+ 4.54% |
$1.82K - $2.21K
|
668
$21.7K
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
28+ 0.56% |
$1.76K - $2.13K
|
5.02K
$163K
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
26New |
$1.63K - $1.98K
|
26
$844
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
25+ 0.55% |
$1.57K - $1.9K
|
4.59K
$149K
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
23New |
$1.45K - $1.75K
|
23
$747
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
20+ 57.14% |
$1.26K - $1.52K
|
55
$1.79K
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
15+ 0.34% |
$943 - $1.14K
|
4.42K
$143K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14+ 0.06% |
$880 - $1.07K
|
21.7K
$703K
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
13New |
$817 - $990
|
13
$422
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
13+ 0.15% |
$817 - $990
|
8.91K
$289K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12+ 0.33% |
$754 - $914
|
3.66K
$119K
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
9+ 0.26% |
$566 - $685
|
3.49K
$113K
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
8+ 0.28% |
$503 - $609
|
2.83K
$91.9K
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8New |
$503 - $609
|
8
$260
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 0.25% |
$126 - $152
|
814
$26.4K
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$62.9 - $76.1
|
1.16K
$37.8K
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 0.01% |
$62.9 - $76.1
|
10.5K
$339K
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.91% |
$62.9 - $76.1
|
111
$3.6K
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1New |
$62.9 - $76.1
|
1
$32.5
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-1- 0.03% |
$62.9 - $76.1
|
3.67K
$119K
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-1- 0.3% |
$62.9 - $76.1
|
328
$10.7K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1- 0.05% |
$62.9 - $76.1
|
2.03K
$65.8K
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2- 0.53% |
$126 - $152
|
377
$12.2K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-3- 0.31% |
$189 - $228
|
962
$31.2K
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3- 0.08% |
$189 - $228
|
3.63K
$118K
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3Closed |
$189 - $228
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-4- 0.27% |
$251 - $305
|
1.47K
$47.7K
|
|
Feb 14, 2022
Q4 2021
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-6- 0.06% |
$377 - $457
|
10.1K
$329K
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8- 18.18% |
$503 - $609
|
36
$1.17K
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-11- 0.24% |
$691 - $837
|
4.52K
$147K
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-13- 1.68% |
$817 - $990
|
761
$24.7K
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-15- 0.54% |
$943 - $1.14K
|
2.75K
$89.3K
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-17- 0.05% |
$1.07K - $1.29K
|
32.5K
$1.06M
|
|
Jan 21, 2022
Q4 2021
|
Edge Wealth Management LLC
|
SELL
|
- |
-20- 36.36% |
$1.26K - $1.52K
|
35
$1.14K
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-21- 0.27% |
$1.32K - $1.6K
|
7.65K
$248K
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-25- 2.29% |
$1.57K - $1.9K
|
1.07K
$34.6K
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-29- 0.03% |
$1.82K - $2.21K
|
91.8K
$2.98M
|