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 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
8+ 0.5% |
$162 - $289
|
1.62K
$60.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 12.9% |
$162 - $289
|
70
$2.59K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 1.23% |
$122 - $217
|
495
$18.3K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$20.3 - $36.1
|
1.17K
$43.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2- 2.67% |
$40.6 - $72.2
|
73
$2.7K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-3- 3.9% |
$60.9 - $108
|
74
$2.74K
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-4- -0.0% |
$81.2 - $144
|
203K
$7.53M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-4- 0.03% |
$81.2 - $144
|
12.2K
$451K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-9- 29.03% |
$183 - $325
|
22
$815
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-10- 0.33% |
$203 - $361
|
2.98K
$110K
|
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
SELL
|
- |
-14- 0.05% |
$284 - $505
|
26.2K
$969K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-17- 1.69% |
$345 - $614
|
989
$36.6K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-17- 34.0% |
$345 - $614
|
33
$1.22K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-17- 10.83% |
$345 - $614
|
140
$5.19K
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-21- 33.33% |
$426 - $758
|
42
$1.56K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-24- 0.21% |
$487 - $866
|
11.5K
$424K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-48- 24.87% |
$974 - $1.73K
|
145
$5.37K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-50- 5.59% |
$1.02K - $1.81K
|
845
$31.3K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-50- 1.49% |
$1.02K - $1.81K
|
3.3K
$122K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-68- 14.53% |
$1.38K - $2.45K
|
400
$14.8K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-72- 5.69% |
$1.46K - $2.6K
|
1.19K
$44.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-78- 29.1% |
$1.58K - $2.82K
|
190
$7.04K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-81- 11.54% |
$1.64K - $2.92K
|
621
$23K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-98- 6.79% |
$1.99K - $3.54K
|
1.35K
$49.8K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-101- 13.03% |
$2.05K - $3.65K
|
674
$25K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-116- 2.69% |
$2.35K - $4.19K
|
4.19K
$155K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-122- 19.06% |
$2.48K - $4.4K
|
518
$19.2K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-126- 78.26% |
$2.56K - $4.55K
|
35
$1.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-131- 55.74% |
$2.66K - $4.73K
|
104
$3.85K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-143- 12.41% |
$2.9K - $5.16K
|
1.01K
$37.4K
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-168- 7.75% |
$3.41K - $6.06K
|
2K
$74.1K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-172- 1.4% |
$3.49K - $6.21K
|
12.1K
$449K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-181- 0.47% |
$3.67K - $6.53K
|
38.3K
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-183- 49.33% |
$3.71K - $6.61K
|
188
$6.96K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-194- 27.25% |
$3.94K - $7K
|
518
$19.2K
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 2.72% |
$4.06K - $7.22K
|
7.16K
$265K
|
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-207- 0.11% |
$4.2K - $7.47K
|
186K
$6.9M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-210- 11.08% |
$4.26K - $7.58K
|
1.69K
$62.4K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-210- 11.08% |
$4.26K - $7.58K
|
1.69K
$62.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-222- 12.13% |
$4.51K - $8.01K
|
1.61K
$59.6K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-236- 17.66% |
$4.79K - $8.52K
|
1.1K
$40.7K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-266- 28.6% |
$5.4K - $9.6K
|
664
$24.6K
|
|
|
May 10, 2023
Q1 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-296- 1.9% |
$6.01K - $10.7K
|
15.3K
$566K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-313- 64.01% |
$6.35K - $11.3K
|
176
$6.52K
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-315- 1.47% |
$6.39K - $11.4K
|
21.2K
$785K
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-324- 2.36% |
$6.58K - $11.7K
|
13.4K
$496K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-355- 35.68% |
$7.21K - $12.8K
|
640
$23.7K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-400- 4.27% |
$8.12K - $14.4K
|
8.97K
$332K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-405- 6.06% |
$8.22K - $14.6K
|
6.28K
$233K
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-423- 1.32% |
$8.59K - $15.3K
|
31.6K
$1.17M
|