Latest Institutional Transactions on Lincoln National Corp (LNC)
This table provides information on the latest institutional transactions involving Lincoln National Corp (LNC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
193New |
$4.95K - $6.19K
|
193
$6.64K
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-96- 0.57% |
$2.46K - $3.08K
|
16.8K
$577K
|
|
May 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
35.2KNew |
$904K - $1.13M
|
35.2K
$1.21M
|
|
May 13, 2024
Q1 2024
|
Arjuna Capital
|
BUY
|
- |
2.75K+ 5.57% |
$70.5K - $88.2K
|
52.1K
$1.79M
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-100- 1.05% |
$2.56K - $3.21K
|
9.39K
$323K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
755New |
$19.4K - $24.2K
|
755
$26K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-37K- 8.31% |
$948K - $1.19M
|
408K
$14M
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-18.1K- 99.21% |
$463K - $579K
|
143
$4.92K
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6.39KNew |
$164K - $205K
|
6.39K
$220K
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
1.9K+ 22.87% |
$48.7K - $61K
|
10.2K
$351K
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
21.4KNew |
$549K - $686K
|
21.4K
$737K
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
120+ 8.58% |
$3.08K - $3.85K
|
1.52K
$52.2K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
780New |
$20K - $25K
|
780
$26.8K
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
15.8KNew |
$406K - $508K
|
15.8K
$545K
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
37New |
$949 - $1.19K
|
37
$1.27K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-908- 1.54% |
$23.3K - $29.1K
|
58K
$2M
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.01KNew |
$51.6K - $64.5K
|
2.01K
$69.3K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
367New |
$9.41K - $11.8K
|
367
$12.6K
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
104KNew |
$2.66M - $3.33M
|
104K
$3.57M
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
51New |
$1.31K - $1.64K
|
51
$1.76K
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-2.93K- 1.32% |
$75.2K - $94.1K
|
220K
$7.56M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
PUT |
-1K- 25.0% |
$25.6K - $32.1K
|
3K
$103K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-6.86K- 57.22% |
$176K - $220K
|
5.13K
$177K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-19.8K- 98.02% |
$508K - $635K
|
400
$13.8K
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
9.66KNew |
$248K - $310K
|
9.66K
$333K
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-235- 48.45% |
$6.03K - $7.54K
|
250
$8.61K
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
329+ 3.83% |
$8.44K - $10.6K
|
8.91K
$307K
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
688New |
$17.6K - $22.1K
|
688
$23.7K
|
|
Apr 11, 2024
Q1 2024
|
Kempner Capital Management Inc.
|
SELL
|
- |
-12- 0.01% |
$308 - $385
|
159K
$5.47M
|
|
Q4 2023 | |||||||
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
49.2K+ 9.39% |
$1.05M - $1.37M
|
573K
$19.7M
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-6.36K- 38.25% |
$135K - $177K
|
10.3K
$353K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5- 21.74% |
$106 - $139
|
18
$620
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-487- 94.02% |
$10.4K - $13.6K
|
31
$1.07K
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
54+ 85.71% |
$1.15K - $1.5K
|
117
$4.03K
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
167New |
$3.55K - $4.65K
|
167
$5.75K
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
100+ 0.19% |
$2.13K - $2.78K
|
53.7K
$1.85M
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-6K- 15.96% |
$128K - $167K
|
31.6K
$1.09M
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-2.9K- 20.28% |
$61.7K - $80.7K
|
11.4K
$392K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
9.2KNew |
$196K - $256K
|
9.2K
$317K
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
7.49KNew |
$159K - $209K
|
7.49K
$258K
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2+ 1.67% |
$42.5 - $55.7
|
122
$4.2K
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
10+ 0.13% |
$213 - $278
|
8.01K
$276K
|
|
Feb 14, 2024
Q4 2023
|
Mork Capital Management, LLC
Healdsburg, CA |
BUY
|
- |
36.7KNew |
$780K - $1.02M
|
36.7K
$1.26M
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-2.01K- 19.15% |
$42.7K - $55.9K
|
8.48K
$292K
|
|
Feb 14, 2024
Q4 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
19KNew |
$403K - $528K
|
19K
$652K
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
2.03KNew |
$43.2K - $56.6K
|
2.03K
$69.9K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
40New |
$850 - $1.11K
|
40
$1.38K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9+ 2.07% |
$191 - $250
|
443
$15.2K
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
109New |
$2.32K - $3.03K
|
109
$3.75K
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
17KNew |
$362K - $473K
|
17K
$585K
|