Purchases and Sales Made in Q1 2025 in Lincoln National Corp (LNC)
This table provides information about the institutional ownership of Lincoln National Corp (LNC) during Q1 2025. 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 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
440+ 8.89% |
$13.2K - $17.3K
|
5.39K
$187K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
400+ 5.92% |
$12K - $15.7K
|
7.15K
$248K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
385New |
$11.6K - $15.1K
|
385
$13.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
371New |
$11.2K - $14.6K
|
371
$12.9K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
352+ 18.06% |
$10.6K - $13.8K
|
2.3K
$79.8K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
339New |
$10.2K - $13.3K
|
339
$11.8K
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
329+ 4.7% |
$9.89K - $12.9K
|
7.33K
$254K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
305+ 2.69% |
$9.17K - $12K
|
11.6K
$403K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
281+ 12.1% |
$8.45K - $11K
|
2.6K
$90.3K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
261+ 1.37% |
$7.85K - $10.2K
|
19.3K
$671K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
245+ 54.2% |
$7.36K - $9.61K
|
697
$24.2K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
235New |
$7.06K - $9.22K
|
235
$8.15K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
233+ 0.8% |
$7K - $9.14K
|
29.3K
$1.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
227+ 28.38% |
$6.82K - $8.91K
|
1.03K
$35.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
212+ 40.0% |
$6.37K - $8.32K
|
742
$25.7K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
208+ 1.07% |
$6.25K - $8.16K
|
19.6K
$681K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
200New |
$6.01K - $7.85K
|
200
$6.94K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
188+ 2.95% |
$5.65K - $7.38K
|
6.55K
$227K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
186+ 1.9% |
$5.59K - $7.3K
|
9.96K
$346K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
179+ 0.81% |
$5.38K - $7.02K
|
22.3K
$775K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
179+ 2.05% |
$5.38K - $7.02K
|
8.93K
$310K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
171New |
$5.14K - $6.71K
|
171
$5.93K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
141+ 37.2% |
$4.24K - $5.53K
|
520
$18K
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
124+ 1.32% |
$3.73K - $4.86K
|
9.53K
$331K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
123+ 45.9% |
$3.7K - $4.83K
|
391
$13.6K
|
|
|
May 12, 2025
Q1 2025
|
Todd Asset Management LLC
|
BUY
|
- |
120+ 0.31% |
$3.61K - $4.71K
|
38.6K
$1.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
120+ 0.94% |
$3.61K - $4.71K
|
12.9K
$448K
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
108+ 1.48% |
$3.25K - $4.24K
|
7.41K
$257K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
107+ 1.66% |
$3.22K - $4.2K
|
6.56K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
102+ 0.1% |
$3.07K - $4K
|
101K
$3.5M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
101+ 0.57% |
$3.04K - $3.96K
|
17.9K
$619K
|
|
|
May 15, 2025
Q1 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
92+ 0.45% |
$2.77K - $3.61K
|
20.7K
$720K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
92+ 0.22% |
$2.77K - $3.61K
|
41.5K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
88+ 8.37% |
$2.65K - $3.45K
|
1.14K
$39.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
87New |
$2.62K - $3.41K
|
87
$3.02K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
73+ 0.86% |
$2.19K - $2.86K
|
8.53K
$296K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
71+ 0.73% |
$2.13K - $2.79K
|
9.85K
$342K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
70+ 2.34% |
$2.1K - $2.75K
|
3.06K
$106K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
67New |
$2.01K - $2.63K
|
67
$2.32K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
65New |
$1.95K - $2.55K
|
65
$2.25K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
63New |
$1.89K - $2.47K
|
63
$2.19K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
62+ 0.29% |
$1.86K - $2.43K
|
21.6K
$749K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
45+ 0.19% |
$1.35K - $1.77K
|
24.4K
$845K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
44+ 18.8% |
$1.32K - $1.73K
|
278
$9.64K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
38+ 0.46% |
$1.14K - $1.49K
|
8.29K
$287K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
37New |
$1.11K - $1.45K
|
37
$1.28K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
37New |
$1.11K - $1.45K
|
37
$1.28K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
31+ 5.4% |
$932 - $1.22K
|
605
$21K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
30New |
$902 - $1.18K
|
30
$1.04K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
29New |
$872 - $1.14K
|
29
$1.01K
|