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 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
104+ 100.0% |
$3.17K - $3.83K
|
208
$7.81K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
102+ 0.49% |
$3.11K - $3.76K
|
21.1K
$791K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
94+ 0.46% |
$2.86K - $3.46K
|
20.7K
$775K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
76+ 1.04% |
$2.31K - $2.8K
|
7.37K
$277K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
62+ 13.19% |
$1.89K - $2.28K
|
532
$20K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
59+ 0.3% |
$1.8K - $2.17K
|
19.4K
$730K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
59+ 1.21% |
$1.8K - $2.17K
|
4.95K
$186K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
59+ 28.23% |
$1.8K - $2.17K
|
268
$10.1K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
51New |
$1.55K - $1.88K
|
51
$1.92K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
50+ 0.46% |
$1.52K - $1.84K
|
11K
$411K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
42+ 0.26% |
$1.28K - $1.55K
|
15.9K
$598K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
42+ 21.88% |
$1.28K - $1.55K
|
234
$8.79K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
37+ 84.09% |
$1.13K - $1.36K
|
81
$3.04K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
37New |
$1.13K - $1.36K
|
37
$1.39K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
37+ 0.28% |
$1.13K - $1.36K
|
13.4K
$502K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
36New |
$1.1K - $1.33K
|
36
$1.35K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
27+ 6.35% |
$822 - $995
|
452
$17K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
27New |
$822 - $995
|
27
$1.01K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
24+ 0.14% |
$731 - $884
|
17K
$639K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
21+ 0.24% |
$640 - $774
|
8.75K
$328K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
21+ 0.22% |
$640 - $774
|
9.41K
$353K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
19New |
$579 - $700
|
19
$713
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14+ 100.0% |
$426 - $516
|
28
$1.05K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.09% |
$426 - $516
|
15K
$563K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
11+ 0.62% |
$335 - $405
|
1.78K
$66.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
11+ 0.13% |
$335 - $405
|
8.25K
$310K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11+ 12.22% |
$335 - $405
|
101
$3.79K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9New |
$274 - $332
|
9
$338
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
8+ 0.27% |
$244 - $295
|
2.99K
$112K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.23% |
$183 - $221
|
2.6K
$97.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5New |
$152 - $184
|
5
$188
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
5New |
$152 - $184
|
5
$188
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3New |
$91.4 - $111
|
3
$113
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.92% |
$60.9 - $73.7
|
220
$8.26K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
2+ 0.02% |
$60.9 - $73.7
|
11.5K
$430K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.65% |
$30.5 - $36.8
|
155
$5.82K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$30.5 - $36.8
|
1
$37.6
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 2.22% |
$30.5 - $36.8
|
46
$1.73K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1- 0.49% |
$30.5 - $36.8
|
204
$7.66K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 3.33% |
$30.5 - $36.8
|
29
$1.09K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2- 0.01% |
$60.9 - $73.7
|
17K
$638K
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-2- 1.96% |
$60.9 - $73.7
|
100
$3.75K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2- -0.0% |
$60.9 - $73.7
|
53.2K
$2M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4- 0.11% |
$122 - $147
|
3.5K
$131K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-5- 0.05% |
$152 - $184
|
10.6K
$397K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-8- 0.02% |
$244 - $295
|
38K
$1.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-9- 1.11% |
$274 - $332
|
800
$30K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-12- 1.07% |
$366 - $442
|
1.11K
$41.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-13- 0.04% |
$396 - $479
|
36.4K
$1.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-14- 0.24% |
$426 - $516
|
5.88K
$221K
|