Purchases and Sales Made in Q1 2022 in Lincoln National Corp (LNC)
This table provides information about the institutional ownership of Lincoln National Corp (LNC) during Q1 2022. The information is specifically focused on institutions that hold shares of LINCOLN NATIONAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
23+ 0.36% |
$1.34K - $1.71K
|
6.48K
$226K
|
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
BUY
|
- |
22+ 0.4% |
$1.28K - $1.64K
|
5.47K
$191K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
20+ 4.14% |
$1.16K - $1.49K
|
503
$17.6K
|
|
|
May 05, 2022
Q1 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
20+ 0.09% |
$1.16K - $1.49K
|
21.8K
$761K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
12+ 13.04% |
$698 - $893
|
104
$3.63K
|
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.18% |
$640 - $818
|
6.21K
$217K
|
|
|
May 16, 2022
Q1 2022
|
Impax Asset Management Group PLC
|
BUY
|
- |
11+ 0.0% |
$640 - $818
|
426K
$14.9M
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
9+ 1.11% |
$524 - $670
|
819
$28.6K
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
6New |
$349 - $446
|
6
$210
|
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
5+ 0.06% |
$291 - $372
|
7.82K
$273K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5New |
$291 - $372
|
5
$175
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
2+ 8.7% |
$116 - $149
|
25
$874
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 2.38% |
$58.2 - $74.4
|
43
$1.5K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.1% |
$58.2 - $74.4
|
963
$33.6K
|
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1- 0.01% |
$58.2 - $74.4
|
8K
$280K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1Closed |
$58.2 - $74.4
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
SELL
|
- |
-2- 0.06% |
$116 - $149
|
3.14K
$110K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3- 0.44% |
$175 - $223
|
684
$23.9K
|
|
|
Apr 20, 2022
Q1 2022
|
Fractal Investments LLC
|
SELL
|
- |
-5- 0.14% |
$291 - $372
|
3.69K
$129K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-6- 0.65% |
$349 - $446
|
923
$32.2K
|
|
|
May 04, 2022
Q1 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-7- 0.08% |
$407 - $521
|
9.32K
$326K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-8Closed |
$465 - $595
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
SELL
|
- |
-8- 0.21% |
$465 - $595
|
3.72K
$130K
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-8- 0.17% |
$465 - $595
|
4.58K
$160K
|
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-8- 0.26% |
$465 - $595
|
3.09K
$108K
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-8- 2.12% |
$465 - $595
|
369
$12.9K
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-10- 0.23% |
$582 - $744
|
4.41K
$154K
|
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-13- 0.22% |
$756 - $967
|
5.96K
$208K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-14- 11.11% |
$814 - $1.04K
|
112
$3.91K
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-16- 0.26% |
$931 - $1.19K
|
6.08K
$213K
|
|
|
May 09, 2022
Q1 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-18- 0.16% |
$1.05K - $1.34K
|
11.3K
$396K
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-21- 0.22% |
$1.22K - $1.56K
|
9.62K
$336K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-21- 4.17% |
$1.22K - $1.56K
|
483
$16.9K
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
SELL
|
- |
-25- 14.97% |
$1.45K - $1.86K
|
142
$4.96K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-25- 0.12% |
$1.45K - $1.86K
|
21K
$733K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-31- 1.88% |
$1.8K - $2.31K
|
1.62K
$56.5K
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-35Closed |
$2.04K - $2.6K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-36- 5.78% |
$2.09K - $2.68K
|
587
$20.5K
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
SELL
|
- |
-38- 0.47% |
$2.21K - $2.83K
|
8.01K
$280K
|
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-38- 0.98% |
$2.21K - $2.83K
|
3.84K
$134K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-39- 0.52% |
$2.27K - $2.9K
|
7.4K
$259K
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-46Closed |
$2.68K - $3.42K
|
0
$0
|
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-46- 1.23% |
$2.68K - $3.42K
|
3.69K
$129K
|
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-54- 0.02% |
$3.14K - $4.02K
|
219K
$7.67M
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-57- 2.82% |
$3.32K - $4.24K
|
1.97K
$68.7K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-57Closed |
$3.32K - $4.24K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-59- 1.11% |
$3.43K - $4.39K
|
5.23K
$183K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-60Closed |
$3.49K - $4.46K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-60Closed |
$3.49K - $4.46K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-62- 19.38% |
$3.61K - $4.61K
|
258
$9.01K
|