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 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
6.21KNew |
$187K - $244K
|
6.21K
$214K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-700- 8.05% |
$21K - $27.5K
|
8K
$275K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
594+ 383.23% |
$17.9K - $23.3K
|
749
$25.8K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
10.5K+ 11.65% |
$316K - $412K
|
101K
$3.46M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-998- 3.87% |
$30K - $39.2K
|
24.8K
$854K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-532- 1.08% |
$16K - $20.9K
|
48.9K
$1.68M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.1K- 2.55% |
$63.1K - $82.4K
|
80.2K
$2.76M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-225- 1.62% |
$6.76K - $8.83K
|
13.7K
$471K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
27+ 20.93% |
$812 - $1.06K
|
156
$5.37K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.33K+ 8.23% |
$39.8K - $52K
|
17.4K
$600K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
19New |
$571 - $745
|
19
$654
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
101+ 0.57% |
$3.04K - $3.96K
|
17.9K
$615K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-310- 1.13% |
$9.32K - $12.2K
|
27.2K
$936K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-86- 1.36% |
$2.59K - $3.37K
|
6.23K
$215K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
133KNew |
$3.99M - $5.21M
|
133K
$4.57M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-239- 21.09% |
$7.18K - $9.38K
|
894
$30.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
8.25K+ 47.15% |
$248K - $324K
|
25.7K
$886K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-546- 6.67% |
$16.4K - $21.4K
|
7.64K
$263K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.81K- 11.74% |
$114K - $149K
|
28.6K
$986K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-36- 0.34% |
$1.08K - $1.41K
|
10.6K
$366K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-10.8K- 16.65% |
$324K - $422K
|
53.9K
$1.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.36K- 15.05% |
$40.9K - $53.4K
|
7.69K
$265K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
662+ 12.92% |
$19.9K - $26K
|
5.78K
$199K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
9.7KNew |
$292K - $381K
|
9.7K
$334K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
62+ 0.29% |
$1.86K - $2.43K
|
21.6K
$743K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.88K+ 10.02% |
$147K - $191K
|
53.5K
$1.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-104- 1.31% |
$3.13K - $4.08K
|
7.85K
$270K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
598+ 7.5% |
$18K - $23.5K
|
8.57K
$295K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
7+ 1.4% |
$210 - $275
|
506
$17.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-193- 1.46% |
$5.8K - $7.57K
|
13K
$448K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
23.6K+ 148.02% |
$710K - $927K
|
39.6K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-192- 0.51% |
$5.77K - $7.53K
|
37.3K
$1.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-9.51K- 5.41% |
$286K - $373K
|
166K
$5.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.03K+ 11.56% |
$31.1K - $40.5K
|
9.97K
$343K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-935- 26.73% |
$28.1K - $36.7K
|
2.56K
$88.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.7K+ 17.92% |
$533K - $695K
|
117K
$4.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-16- 14.16% |
$481 - $628
|
97
$3.34K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-54- 0.51% |
$1.62K - $2.12K
|
10.5K
$362K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
120+ 0.94% |
$3.61K - $4.71K
|
12.9K
$444K
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
154KNew |
$4.63M - $6.04M
|
154K
$5.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-942- 11.65% |
$28.3K - $37K
|
7.15K
$246K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
904+ 3.31% |
$27.2K - $35.5K
|
28.2K
$971K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.85KNew |
$55.6K - $72.5K
|
1.85K
$63.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
45+ 0.19% |
$1.35K - $1.77K
|
24.4K
$839K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-50- 8.39% |
$1.5K - $1.96K
|
546
$18.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
18.1K+ 43.9% |
$543K - $708K
|
59.2K
$2.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.06K- 2.63% |
$31.7K - $41.4K
|
39.1K
$1.34M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-49- 0.2% |
$1.47K - $1.92K
|
24.6K
$848K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-128K- 4.08% |
$3.85M - $5.03M
|
3.02M
$104M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
19.3KNew |
$581K - $758K
|
19.3K
$665K
|