Purchases and Sales Made in Q4 2024 in Lincoln National Corp (LNC)
This table provides information about the institutional ownership of Lincoln National Corp (LNC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1.53K+ 10.65% |
$46.5K - $56.3K
|
15.9K
$596K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.52K+ 3.47% |
$46.3K - $56K
|
45.4K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.51K+ 16.69% |
$45.9K - $55.5K
|
10.5K
$396K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
1.4K+ 21.37% |
$42.8K - $51.7K
|
7.97K
$299K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.35K+ 3.74% |
$41.2K - $49.8K
|
37.5K
$1.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
1.28K+ 121.66% |
$38.8K - $47K
|
2.32K
$87.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.22K+ 8.21% |
$37.2K - $45K
|
16.1K
$605K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.16K+ 4.0% |
$35.3K - $42.7K
|
30.1K
$1.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.13KNew |
$34.5K - $41.7K
|
1.13K
$42.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.11KNew |
$33.9K - $41K
|
1.11K
$41.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
996New |
$30.3K - $36.7K
|
996
$37.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
963+ 1.81% |
$29.3K - $35.5K
|
54.2K
$2.03M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
922New |
$28.1K - $34K
|
922
$34.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
BUY
|
- |
865+ 1.37% |
$26.3K - $31.9K
|
64.2K
$2.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
807+ 182.17% |
$24.6K - $29.7K
|
1.25K
$46.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
699+ 4.23% |
$21.3K - $25.8K
|
17.2K
$647K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
670New |
$20.4K - $24.7K
|
670
$25.2K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
662+ 1.56% |
$20.2K - $24.4K
|
43.1K
$1.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
602+ 2.09% |
$18.3K - $22.2K
|
29.4K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
581+ 2.05% |
$17.7K - $21.4K
|
28.9K
$1.09M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
556+ 9.06% |
$16.9K - $20.5K
|
6.7K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
524+ 4.68% |
$16K - $19.3K
|
11.7K
$440K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
513+ 5.88% |
$15.6K - $18.9K
|
9.24K
$347K
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
470+ 0.63% |
$14.3K - $17.3K
|
74.8K
$2.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
436+ 0.89% |
$13.3K - $16.1K
|
49.4K
$1.85M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
400New |
$12.2K - $14.7K
|
400
$15K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
376New |
$11.5K - $13.9K
|
376
$14.1K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
354+ 20.23% |
$10.8K - $13K
|
2.1K
$79K
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
350+ 30.43% |
$10.7K - $12.9K
|
1.5K
$56.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
343+ 5.47% |
$10.4K - $12.6K
|
6.61K
$248K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
338+ 3.11% |
$10.3K - $12.5K
|
11.2K
$421K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
338+ 114.97% |
$10.3K - $12.5K
|
632
$23.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
300New |
$9.14K - $11.1K
|
300
$11.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
287+ 26.72% |
$8.74K - $10.6K
|
1.36K
$51.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
275+ 0.21% |
$8.38K - $10.1K
|
129K
$4.83M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
262+ 3.2% |
$7.98K - $9.65K
|
8.46K
$318K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
241+ 2.94% |
$7.34K - $8.88K
|
8.45K
$317K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
220+ 0.2% |
$6.7K - $8.1K
|
113K
$4.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
205+ 0.8% |
$6.24K - $7.55K
|
25.8K
$969K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
175New |
$5.33K - $6.45K
|
175
$6.57K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
157New |
$4.78K - $5.78K
|
157
$5.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
150+ 65.5% |
$4.57K - $5.53K
|
379
$14.2K
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
149+ 0.31% |
$4.54K - $5.49K
|
48.5K
$1.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
148+ 0.36% |
$4.51K - $5.45K
|
41.2K
$1.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
148+ 0.24% |
$4.51K - $5.45K
|
62.3K
$2.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
143+ 1.76% |
$4.36K - $5.27K
|
8.27K
$310K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
130+ 1.02% |
$3.96K - $4.79K
|
12.9K
$485K
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
122+ 0.36% |
$3.72K - $4.49K
|
34.2K
$1.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
119+ 26.44% |
$3.62K - $4.38K
|
569
$21.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
110+ 0.58% |
$3.35K - $4.05K
|
19.1K
$716K
|