Purchases and Sales Made in Q1 2023 in Lincoln National Corp (LNC)
This table provides information about the institutional ownership of Lincoln National Corp (LNC) during Q1 2023. 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 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
BUY
|
- |
3.9KNew |
$79.2K - $141K
|
3.9K
$136K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.86K+ 14.84% |
$78.3K - $139K
|
29.9K
$1.04M
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.79K+ 52.9% |
$76.9K - $137K
|
11K
$383K
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3.75KNew |
$76.1K - $135K
|
3.75K
$131K
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
3.7K+ 1643.56% |
$75.1K - $133K
|
3.92K
$137K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.6K+ 17.07% |
$73K - $130K
|
24.7K
$861K
|
|
May 15, 2023
Q1 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
3.49K+ 43.91% |
$70.9K - $126K
|
11.4K
$400K
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
3.26K+ 7.12% |
$66.1K - $118K
|
49K
$1.71M
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.11K+ 16.92% |
$63.1K - $112K
|
21.5K
$750K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.97K+ 9.12% |
$60.3K - $107K
|
35.5K
$1.24M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.75K+ 8.71% |
$55.7K - $99.1K
|
34.3K
$1.2M
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
2.48K+ 8.26% |
$50.3K - $89.4K
|
32.5K
$1.13M
|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.4K+ 13.64% |
$48.8K - $86.8K
|
20K
$700K
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2.3K+ 208.42% |
$46.7K - $83.1K
|
3.41K
$119K
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.26K+ 32.0% |
$45.9K - $81.7K
|
9.33K
$326K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.2K+ 23.88% |
$44.7K - $79.6K
|
11.4K
$400K
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
2.17K+ 7.98% |
$44.1K - $78.3K
|
29.4K
$1.03M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2K+ 202.02% |
$40.6K - $72.2K
|
2.99K
$104K
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
BUY
|
- |
1.98K+ 13.79% |
$40.2K - $71.4K
|
16.3K
$571K
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.8K+ 9.52% |
$36.6K - $65.1K
|
20.7K
$725K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.71K+ 2.68% |
$34.7K - $61.6K
|
65.4K
$2.29M
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
1.52K+ 164.68% |
$30.9K - $54.9K
|
2.44K
$85.4K
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.4K+ 8.63% |
$28.5K - $50.7K
|
17.7K
$617K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.4KNew |
$28.4K - $50.5K
|
1.4K
$48.9K
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.25KNew |
$25.4K - $45.1K
|
1.25K
$43.7K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.2KNew |
$24.4K - $43.3K
|
1.2K
$41.9K
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.14K+ 2.39% |
$23.2K - $41.2K
|
48.8K
$1.7M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.13K+ 161.02% |
$23K - $40.9K
|
1.84K
$64.1K
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
1.12KNew |
$22.8K - $40.6K
|
1.12K
$39.3K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
999+ 99900.0% |
$20.3K - $36.1K
|
1K
$34.9K
|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
BUY
|
- |
973+ 1.74% |
$19.8K - $35.1K
|
56.8K
$1.98M
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
907+ 3.39% |
$18.4K - $32.7K
|
27.6K
$966K
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
900+ 44.4% |
$18.3K - $32.5K
|
2.93K
$102K
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
868+ 2.05% |
$17.6K - $31.3K
|
43.3K
$1.51M
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
867+ 368.94% |
$17.6K - $31.3K
|
1.1K
$38.5K
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
861+ 6.5% |
$17.5K - $31.1K
|
14.1K
$493K
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
831New |
$16.9K - $30K
|
831
$29K
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
816+ 4.86% |
$16.6K - $29.5K
|
17.6K
$615K
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
800New |
$16.2K - $28.9K
|
800
$28K
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
780New |
$15.8K - $28.2K
|
780
$27.3K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
758+ 25.94% |
$15.4K - $27.4K
|
3.68K
$129K
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
730New |
$14.8K - $26.4K
|
730
$25.5K
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
700+ 233.33% |
$14.2K - $25.3K
|
1K
$34.9K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
700New |
$14.2K - $25.3K
|
700
$24.5K
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
692+ 230.67% |
$14K - $25K
|
992
$34.7K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
562New |
$11.4K - $20.3K
|
562
$19.6K
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
530+ 0.72% |
$10.8K - $19.1K
|
74.2K
$2.59M
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
500+ 1.01% |
$10.2K - $18.1K
|
50K
$1.75M
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
478New |
$9.7K - $17.3K
|
478
$16.7K
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
446+ 86.6% |
$9.05K - $16.1K
|
961
$33.6K
|