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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
90.7K+ 84.44% |
$1.73M - $2.34M
|
198K
$6.82M
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
19+ 7.06% |
$363 - $489
|
288
$9.91K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-3.49K- 10.89% |
$66.6K - $89.8K
|
28.5K
$982K
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-162- 2.35% |
$3.1K - $4.17K
|
6.72K
$231K
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
SELL
|
- |
-305- 3.07% |
$5.83K - $7.86K
|
9.63K
$331K
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
2.9KNew |
$55.4K - $74.7K
|
2.9K
$99.8K
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-700- 30.3% |
$13.4K - $18K
|
1.61K
$55.4K
|
|
Aug 08, 2023
Q2 2023
|
Candriam S.C.A.
|
SELL
|
- |
-48.7K- 43.07% |
$930K - $1.25M
|
64.3K
$2.21M
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
29New |
$554 - $747
|
29
$998
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-200- 1.57% |
$3.82K - $5.15K
|
12.5K
$431K
|
|
Aug 07, 2023
Q2 2023
|
Ing Groep Nv
|
SELL
|
- |
-20.3K- 77.68% |
$388K - $524K
|
5.84K
$201K
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
231+ 1.9% |
$4.41K - $5.95K
|
12.4K
$427K
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-470- 48.91% |
$8.98K - $12.1K
|
491
$16.9K
|
|
Aug 07, 2023
Q2 2023
|
Twin Capital Management Inc
|
BUY
|
- |
25.3KNew |
$483K - $651K
|
25.3K
$870K
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
11K+ 34.63% |
$210K - $283K
|
42.7K
$1.47M
|
|
Aug 04, 2023
Q2 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
11.2K+ 55.57% |
$215K - $290K
|
31.5K
$1.08M
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-472- 2.15% |
$9.02K - $12.2K
|
21.4K
$738K
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
20KNew |
$382K - $515K
|
20K
$688K
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
38.7KNew |
$740K - $998K
|
38.7K
$1.33M
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.18K- 35.61% |
$22.5K - $30.3K
|
2.13K
$73.1K
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
166+ 13.67% |
$3.17K - $4.28K
|
1.38K
$47.5K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-40- 0.37% |
$764 - $1.03K
|
10.9K
$374K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-500- 88.97% |
$9.56K - $12.9K
|
62
$2.13K
|
|
Jul 31, 2023
Q2 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-10.4K- 22.95% |
$200K - $269K
|
35.1K
$1.21M
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
8New |
$153 - $206
|
8
$275
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.93K- 17.65% |
$36.9K - $49.8K
|
9.02K
$310K
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-1KClosed |
$19.1K - $25.8K
|
0
$0
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 1.89% |
$19.1 - $25.8
|
54
$1.86K
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
946+ 1197.47% |
$18.1K - $24.4K
|
1.03K
$35.3K
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-7.69K- 15.37% |
$147K - $198K
|
42.3K
$1.46M
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
167New |
$3.19K - $4.3K
|
167
$5.75K
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-719- 0.8% |
$13.7K - $18.5K
|
88.8K
$3.06M
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-165- 13.1% |
$3.15K - $4.25K
|
1.1K
$37.7K
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
48New |
$917 - $1.24K
|
48
$1.65K
|
|
Jul 19, 2023
Q2 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-3.96K- 24.25% |
$75.7K - $102K
|
12.4K
$426K
|
|
Jul 19, 2023
Q2 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-240- 2.08% |
$4.59K - $6.18K
|
11.3K
$388K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
36New |
$688 - $927
|
36
$1.24K
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
10.6KNew |
$202K - $272K
|
10.6K
$363K
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
72.9K+ 26.34% |
$1.39M - $1.88M
|
349K
$12M
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
133+ 0.73% |
$2.54K - $3.43K
|
18.3K
$629K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 5.26% |
$19.1 - $25.8
|
20
$688
|
|
Jul 06, 2023
Q2 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-2.7K- 9.15% |
$51.6K - $69.6K
|
26.8K
$922K
|
|
Q1 2023 | |||||||
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-67.2KClosed |
$1.36M - $2.43M
|
0
$0
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
3.7K+ 1643.56% |
$75.1K - $133K
|
3.92K
$135K
|
|
May 19, 2023
Q1 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-6.84K- 18.81% |
$139K - $247K
|
29.5K
$1.02M
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
10New |
$203 - $361
|
10
$344
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
249+ 2.94% |
$5.05K - $8.99K
|
8.72K
$300K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-122- 19.06% |
$2.48K - $4.4K
|
518
$17.8K
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
52.2KNew |
$1.06M - $1.88M
|
52.2K
$1.8M
|
|
May 15, 2023
Q1 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
14.4KNew |
$292K - $520K
|
14.4K
$496K
|