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 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
88+ 8.37% |
$2.65K - $3.45K
|
1.14K
$39.2K
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
8.06K+ 26.75% |
$242K - $316K
|
38.2K
$1.31M
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-481- 4.87% |
$14.5K - $18.9K
|
9.4K
$323K
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-155- 0.91% |
$4.66K - $6.08K
|
16.8K
$579K
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
329+ 4.7% |
$9.89K - $12.9K
|
7.33K
$252K
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.57K+ 11.61% |
$167K - $218K
|
53.5K
$1.84M
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-732- 5.48% |
$22K - $28.7K
|
12.6K
$435K
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-145K- 95.13% |
$4.37M - $5.7M
|
7.43K
$256K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
92+ 0.22% |
$2.77K - $3.61K
|
41.5K
$1.43M
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
12.5KNew |
$376K - $491K
|
12.5K
$430K
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-20- 0.11% |
$601 - $785
|
18.2K
$626K
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.11K- 8.59% |
$33.4K - $43.5K
|
11.8K
$407K
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-109K- 4.44% |
$3.27M - $4.27M
|
2.34M
$80.6M
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
179+ 0.81% |
$5.38K - $7.02K
|
22.3K
$769K
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
179+ 2.05% |
$5.38K - $7.02K
|
8.93K
$307K
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.23K+ 4.89% |
$67.2K - $87.6K
|
47.9K
$1.65M
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
1.55K+ 6.37% |
$46.6K - $60.8K
|
25.9K
$891K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-156K- 21.07% |
$4.7M - $6.13M
|
585K
$20.1M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
161KNew |
$4.84M - $6.32M
|
161K
$5.55M
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
79K+ 208.5% |
$2.37M - $3.1M
|
117K
$4.02M
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
188+ 2.95% |
$5.65K - $7.38K
|
6.55K
$225K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.69K+ 10.78% |
$50.8K - $66.3K
|
17.4K
$597K
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
2.12K+ 2.21% |
$63.7K - $83.1K
|
98.1K
$3.38M
|
|
May 06, 2025
Q1 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
6.07K+ 4.72% |
$182K - $238K
|
135K
$4.63M
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-1.7K- 4.82% |
$51.1K - $66.7K
|
33.6K
$1.16M
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
400+ 5.92% |
$12K - $15.7K
|
7.15K
$246K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
261+ 1.37% |
$7.85K - $10.2K
|
19.3K
$666K
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
26.8KNew |
$806K - $1.05M
|
26.8K
$923K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
908+ 8.78% |
$27.3K - $35.6K
|
11.3K
$387K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.8K+ 32.72% |
$596K - $778K
|
80.4K
$2.77M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.25K- 15.88% |
$37.5K - $48.9K
|
6.61K
$227K
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
SELL
|
- |
-1.85K- 2.21% |
$55.5K - $72.4K
|
81.6K
$2.81M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-747- 12.7% |
$22.5K - $29.3K
|
5.13K
$177K
|
|
May 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
74.1KNew |
$2.23M - $2.91M
|
74.1K
$2.55M
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
997+ 3.95% |
$30K - $39.1K
|
26.2K
$903K
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-82- 0.24% |
$2.46K - $3.22K
|
34.1K
$1.17M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
11.4K+ 25.21% |
$344K - $449K
|
56.8K
$1.96M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
741+ 9.87% |
$22.3K - $29.1K
|
8.25K
$284K
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-340- 0.36% |
$10.2K - $13.3K
|
93.6K
$3.22M
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-4- 14.81% |
$120 - $157
|
23
$792
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
73+ 0.86% |
$2.19K - $2.86K
|
8.53K
$294K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.29KNew |
$279K - $364K
|
9.29K
$320K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-290- 5.76% |
$8.72K - $11.4K
|
4.74K
$163K
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
33.1K+ 442.75% |
$994K - $1.3M
|
40.6K
$1.4M
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 2.17% |
$30.1 - $39.2
|
47
$1.62K
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
110KNew |
$3.3M - $4.31M
|
110K
$3.78M
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
97.6K+ 2.05% |
$2.93M - $3.83M
|
4.85M
$167M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
31+ 5.4% |
$932 - $1.22K
|
605
$20.8K
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
41.3K+ 5.03% |
$1.24M - $1.62M
|
862K
$29.7M
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
SELL
|
- |
-181- 0.46% |
$5.44K - $7.1K
|
39.5K
$1.36M
|