Purchases and Sales Made in Q4 2023 in Lincoln National Corp (LNC)
This table provides information about the institutional ownership of Lincoln National Corp (LNC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Kempner Capital Management Inc.
|
SELL
|
- |
-46- 0.03% |
$978 - $1.28K
|
159K
$5.16M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-60- 3.81% |
$1.28K - $1.67K
|
1.52K
$49.2K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-65- 82.28% |
$1.38K - $1.81K
|
14
$455
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-70- 7.11% |
$1.49K - $1.95K
|
915
$29.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-70- 7.11% |
$1.49K - $1.95K
|
915
$29.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-70- 1.75% |
$1.49K - $1.95K
|
3.93K
$128K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-76- 2.75% |
$1.62K - $2.12K
|
2.68K
$87.1K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-79- 1.22% |
$1.68K - $2.2K
|
6.41K
$208K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-81- 6.71% |
$1.72K - $2.25K
|
1.13K
$36.6K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-89- 21.29% |
$1.89K - $2.48K
|
329
$10.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-96- 0.22% |
$2.04K - $2.67K
|
43.7K
$1.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-100- 0.83% |
$2.13K - $2.78K
|
11.9K
$386K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-100- 55.56% |
$2.13K - $2.78K
|
80
$2.6K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-110- 25.76% |
$2.34K - $3.06K
|
317
$10.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-131- 0.16% |
$2.79K - $3.65K
|
83K
$2.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-133- 36.44% |
$2.83K - $3.7K
|
232
$7.53K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-136- 6.96% |
$2.89K - $3.78K
|
1.82K
$59.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-147- 1.46% |
$3.13K - $4.09K
|
9.89K
$321K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-150- 44.78% |
$3.19K - $4.17K
|
185
$6.01K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-159- 1.83% |
$3.38K - $4.42K
|
8.52K
$277K
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-178- 0.93% |
$3.78K - $4.95K
|
19K
$617K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-195- 6.52% |
$4.15K - $5.43K
|
2.79K
$90.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-195- 44.32% |
$4.15K - $5.43K
|
245
$7.96K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-206- 64.58% |
$4.38K - $5.73K
|
113
$3.67K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-221- 2.82% |
$4.7K - $6.15K
|
7.62K
$247K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-226- 2.29% |
$4.8K - $6.29K
|
9.65K
$313K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-236- 1.8% |
$5.02K - $6.57K
|
12.9K
$418K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-260- 93.19% |
$5.53K - $7.24K
|
19
$617
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-261- 0.89% |
$5.55K - $7.26K
|
29.1K
$944K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-285- 3.5% |
$6.06K - $7.93K
|
7.85K
$255K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-329- 37.99% |
$6.99K - $9.16K
|
537
$17.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-340- 77.27% |
$7.23K - $9.46K
|
100
$3.25K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-367- 22.6% |
$7.8K - $10.2K
|
1.26K
$40.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-371- 3.27% |
$7.89K - $10.3K
|
11K
$356K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-373- 4.47% |
$7.93K - $10.4K
|
7.97K
$259K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-393- 22.0% |
$8.36K - $10.9K
|
1.39K
$45.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-401- 1.38% |
$8.53K - $11.2K
|
28.8K
$934K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-422- 23.51% |
$8.97K - $11.7K
|
1.37K
$44.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-428- 4.27% |
$9.1K - $11.9K
|
9.59K
$311K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-452- 11.16% |
$9.61K - $12.6K
|
3.6K
$117K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-471- 4.73% |
$10K - $13.1K
|
9.49K
$308K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-487- 94.02% |
$10.4K - $13.6K
|
31
$1.01K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-487- 94.02% |
$10.4K - $13.6K
|
31
$1.01K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-490- 5.46% |
$10.4K - $13.6K
|
8.48K
$275K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-491- 73.95% |
$10.4K - $13.7K
|
173
$5.62K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-500- 0.7% |
$10.6K - $13.9K
|
70.8K
$2.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-575- 1.38% |
$12.2K - $16K
|
41.1K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-578- 6.22% |
$12.3K - $16.1K
|
8.71K
$283K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-584- 6.37% |
$12.4K - $16.3K
|
8.58K
$279K
|
|
|
Feb 06, 2024
Q4 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-593- 1.58% |
$12.6K - $16.5K
|
37.1K
$1.2M
|