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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
418New |
$8.49K - $15.1K
|
418
$14.6K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
413+ 21.47% |
$8.38K - $14.9K
|
2.34K
$81.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
388+ 7760.0% |
$7.88K - $14K
|
393
$13.7K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
387New |
$7.86K - $14K
|
387
$13.5K
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
379+ 1.29% |
$7.69K - $13.7K
|
29.8K
$1.04M
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
332+ 3.3% |
$6.74K - $12K
|
10.4K
$364K
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
BUY
|
- |
305+ 3.17% |
$6.19K - $11K
|
9.94K
$347K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
286+ 2.75% |
$5.81K - $10.3K
|
10.7K
$373K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
279+ 6.4% |
$5.66K - $10.1K
|
4.64K
$162K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
252+ 2.62% |
$5.12K - $9.1K
|
9.86K
$345K
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
250+ 0.0% |
$5.08K - $9.03K
|
22.8M
$796M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
249+ 2.94% |
$5.05K - $8.99K
|
8.72K
$305K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
200+ 185.19% |
$4.06K - $7.22K
|
308
$10.8K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
196+ 2177.78% |
$3.98K - $7.08K
|
205
$7.16K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
191+ 658.62% |
$3.88K - $6.9K
|
220
$7.69K
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
168+ 1.9% |
$3.41K - $6.06K
|
9K
$314K
|
|
|
Apr 20, 2023
Q1 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
158+ 3.17% |
$3.21K - $5.7K
|
5.15K
$180K
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
137+ 1.09% |
$2.78K - $4.95K
|
12.7K
$444K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
128+ 40.89% |
$2.6K - $4.62K
|
441
$15.4K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
123+ 107.89% |
$2.5K - $4.44K
|
237
$8.28K
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
108+ 0.6% |
$2.19K - $3.9K
|
18.1K
$634K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
104+ 0.25% |
$2.11K - $3.75K
|
42.1K
$1.47M
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 1.01% |
$2.03K - $3.61K
|
10K
$349K
|
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
99+ 0.63% |
$2.01K - $3.57K
|
15.8K
$551K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
97+ 8.85% |
$1.97K - $3.5K
|
1.19K
$41.7K
|
|
|
May 05, 2023
Q1 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
95+ 0.89% |
$1.93K - $3.43K
|
10.8K
$376K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
88+ 75.21% |
$1.79K - $3.18K
|
205
$7.16K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
79New |
$1.6K - $2.85K
|
79
$2.76K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
75+ 0.29% |
$1.52K - $2.71K
|
26.1K
$912K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
71New |
$1.44K - $2.56K
|
71
$2.48K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
53+ 24.54% |
$1.08K - $1.91K
|
269
$9.4K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
50+ 6.54% |
$1.02K - $1.81K
|
815
$28.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
48New |
$974 - $1.73K
|
48
$1.68K
|
|
|
May 01, 2023
Q1 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
39+ 0.18% |
$792 - $1.41K
|
21.8K
$760K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
37+ 0.17% |
$751 - $1.34K
|
22K
$770K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
33+ 49.25% |
$670 - $1.19K
|
100
$3.49K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
32+ 17.49% |
$650 - $1.16K
|
215
$7.51K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
30New |
$609 - $1.08K
|
30
$1.05K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
26New |
$528 - $939
|
26
$908
|
|
|
May 09, 2023
Q1 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
25+ 0.16% |
$508 - $903
|
15.7K
$548K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
24+ 40.0% |
$487 - $866
|
84
$2.93K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
24+ 72.73% |
$487 - $866
|
57
$1.99K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
16+ 0.07% |
$325 - $578
|
21.9K
$765K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
14+ 0.72% |
$284 - $505
|
1.97K
$68.7K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
14+ 0.29% |
$284 - $505
|
4.84K
$169K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
10New |
$203 - $361
|
10
$349
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10New |
$203 - $361
|
10
$349
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
10+ 0.06% |
$203 - $361
|
15.8K
$553K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
9+ 90.0% |
$183 - $325
|
19
$664
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
8+ 0.5% |
$162 - $289
|
1.62K
$56.7K
|