Latest Institutional Purchases of Lincoln National Corp (LNC)
This list provides information on the latest institutional transactions involving Lincoln National Corp (LNC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
454+ 17.28% |
$13.1K - $16.9K
|
3.08K
$121K
|
|
|
Aug 13, 2025
Q2 2025
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
425+ 0.48% |
$12.3K - $15.8K
|
89.9K
$3.54M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
423+ 0.34% |
$12.2K - $15.8K
|
126K
$4.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
378+ 4.82% |
$10.9K - $14.1K
|
8.22K
$324K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
363+ 5.84% |
$10.5K - $13.5K
|
6.57K
$259K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
360New |
$10.4K - $13.4K
|
360
$14.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
348+ 0.43% |
$10.1K - $13K
|
80.8K
$3.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
313+ 0.3% |
$9.06K - $11.7K
|
103K
$4.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
311+ 2.98% |
$9K - $11.6K
|
10.7K
$423K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
275+ 3.22% |
$7.96K - $10.2K
|
8.82K
$347K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
268+ 5.22% |
$7.76K - $9.99K
|
5.4K
$213K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
250+ 33.33% |
$7.24K - $9.32K
|
1K
$39.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
242New |
$7.01K - $9.02K
|
242
$9.53K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
235+ 134.29% |
$6.8K - $8.76K
|
410
$16.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
225+ 35.43% |
$6.51K - $8.39K
|
860
$33.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
223+ 1.41% |
$6.46K - $8.31K
|
16.1K
$633K
|
|
|
Jul 29, 2025
Q2 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
218New |
$6.31K - $8.12K
|
218
$8.58K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
199+ 585.29% |
$5.76K - $7.42K
|
233
$9.17K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
196+ 1.62% |
$5.67K - $7.3K
|
12.3K
$484K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
190+ 2.33% |
$5.5K - $7.08K
|
8.34K
$328K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
164+ 24.85% |
$4.75K - $6.11K
|
824
$32.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
161+ 1.27% |
$4.66K - $6K
|
12.8K
$504K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
158+ 1.46% |
$4.57K - $5.89K
|
11K
$432K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
136+ 0.7% |
$3.94K - $5.07K
|
19.5K
$766K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
131New |
$3.79K - $4.88K
|
131
$5.16K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
129+ 198.46% |
$3.73K - $4.81K
|
194
$7.64K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
125New |
$3.62K - $4.66K
|
125
$4.92K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
123+ 1.23% |
$3.56K - $4.58K
|
10.1K
$399K
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
BUY
|
- |
122+ 1.42% |
$3.53K - $4.55K
|
8.69K
$342K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
119+ 1.23% |
$3.45K - $4.44K
|
9.82K
$386K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
112+ 177.78% |
$3.24K - $4.17K
|
175
$6.89K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
110+ 0.05% |
$3.18K - $4.1K
|
220K
$8.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
107+ 0.52% |
$3.1K - $3.99K
|
20.9K
$821K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
107+ 1.85% |
$3.1K - $3.99K
|
5.89K
$232K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
103+ 1.57% |
$2.98K - $3.84K
|
6.65K
$262K
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
BUY
|
- |
100+ 1.25% |
$2.9K - $3.73K
|
8.1K
$319K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
100New |
$2.9K - $3.73K
|
100
$3.94K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
91+ 216.67% |
$2.63K - $3.39K
|
133
$5.23K
|
|
|
Aug 11, 2025
Q2 2025
|
Royce & Associates LP
|
BUY
|
- |
80+ 0.2% |
$2.32K - $2.98K
|
40.4K
$1.59M
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
77+ 0.15% |
$2.23K - $2.87K
|
51.5K
$2.03M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
72+ 480.0% |
$2.08K - $2.68K
|
87
$3.42K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
69+ 31.08% |
$2K - $2.57K
|
291
$11.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
67+ 0.78% |
$1.94K - $2.5K
|
8.7K
$342K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
63+ 94.03% |
$1.82K - $2.35K
|
130
$5.12K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
55New |
$1.59K - $2.05K
|
55
$2.16K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
51+ 15.04% |
$1.48K - $1.9K
|
390
$15.4K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
50+ 10.48% |
$1.45K - $1.86K
|
527
$20.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
50New |
$1.45K - $1.86K
|
50
$1.97K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
47+ 0.45% |
$1.36K - $1.75K
|
10.5K
$415K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
46+ 230.0% |
$1.33K - $1.71K
|
66
$2.6K
|