Purchases and Sales Made in Q2 2021 in Lincoln National Corp (LNC)
This table provides information about the institutional ownership of Lincoln National Corp (LNC) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
236+ 0.59% |
$14K - $16.8K
|
40.3K
$1.41M
|
|
|
Dec 27, 2021
Q2 2021
|
Resolute Advisors LLC
|
BUY
|
- |
218New |
$13K - $15.5K
|
218
$7.62K
|
|
|
Aug 06, 2021
Q2 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
208+ 0.59% |
$12.4K - $14.8K
|
35.7K
$1.25M
|
|
|
Aug 16, 2021
Q2 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
201+ 2.0% |
$11.9K - $14.3K
|
10.3K
$359K
|
|
|
Jul 13, 2021
Q2 2021
|
Ellevest, Inc.
|
BUY
|
- |
195+ 5.17% |
$11.6K - $13.9K
|
3.96K
$139K
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
181+ 87.02% |
$10.8K - $12.9K
|
389
$13.6K
|
|
|
Jul 26, 2021
Q2 2021
|
Umb Bank, N.A.
|
BUY
|
- |
175+ 4.82% |
$10.4K - $12.4K
|
3.8K
$133K
|
|
|
Aug 11, 2021
Q2 2021
|
Td Asset Management Inc
|
BUY
|
- |
147+ 0.28% |
$8.74K - $10.5K
|
52.4K
$1.83M
|
|
|
Aug 16, 2021
Q2 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
144+ 4.3% |
$8.56K - $10.2K
|
3.49K
$122K
|
|
|
Aug 12, 2021
Q2 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
132+ 2.54% |
$7.84K - $9.39K
|
5.33K
$186K
|
|
|
Jul 21, 2021
Q2 2021
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
126+ 0.55% |
$7.49K - $8.96K
|
23.2K
$811K
|
|
|
Jul 29, 2021
Q2 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
125New |
$7.43K - $8.89K
|
125
$4.37K
|
|
|
Aug 04, 2021
Q2 2021
|
Savant Capital, LLC
|
BUY
|
- |
115+ 1.34% |
$6.83K - $8.18K
|
8.7K
$304K
|
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
110+ 1.15% |
$6.54K - $7.82K
|
9.71K
$339K
|
|
|
Jul 30, 2021
Q2 2021
|
Dupont Capital Management Corp
|
BUY
|
- |
107+ 2.66% |
$6.36K - $7.61K
|
4.14K
$145K
|
|
|
Aug 16, 2021
Q2 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
102New |
$6.06K - $7.26K
|
102
$3.56K
|
|
|
Aug 12, 2021
Q2 2021
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
88+ 0.88% |
$5.23K - $6.26K
|
10.1K
$354K
|
|
|
Aug 11, 2021
Q2 2021
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
81+ 2.31% |
$4.81K - $5.76K
|
3.59K
$125K
|
|
|
Jul 28, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
- |
76+ 1.38% |
$4.52K - $5.41K
|
5.57K
$195K
|
|
|
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
67+ 0.4% |
$3.98K - $4.77K
|
16.9K
$590K
|
|
|
Aug 06, 2021
Q2 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
58+ 7.07% |
$3.45K - $4.13K
|
878
$30.7K
|
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
52+ 0.61% |
$3.09K - $3.7K
|
8.55K
$299K
|
|
|
Aug 04, 2021
Q2 2021
|
Cx Institutional
|
BUY
|
- |
52+ 18.91% |
$3.09K - $3.7K
|
327
$11.4K
|
|
|
Aug 02, 2021
Q2 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
48+ 7.69% |
$2.85K - $3.41K
|
672
$23.5K
|
|
|
Aug 03, 2021
Q2 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
45New |
$2.67K - $3.2K
|
45
$1.57K
|
|
|
Jul 29, 2021
Q2 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
36+ 0.61% |
$2.14K - $2.56K
|
5.93K
$207K
|
|
|
Aug 16, 2021
Q2 2021
|
Caxton Associates LP
New York, NY |
BUY
|
- |
34+ 0.49% |
$2.02K - $2.42K
|
6.95K
$243K
|
|
|
Aug 09, 2021
Q2 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
33+ 0.96% |
$1.96K - $2.35K
|
3.46K
$121K
|
|
|
Aug 12, 2021
Q2 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
32+ 1.47% |
$1.9K - $2.28K
|
2.21K
$77.3K
|
|
|
Aug 03, 2021
Q2 2021
|
Amg National Trust Bank
|
BUY
|
- |
29+ 0.14% |
$1.72K - $2.06K
|
20.9K
$730K
|
|
|
Aug 16, 2021
Q2 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
29+ 0.56% |
$1.72K - $2.06K
|
5.17K
$181K
|
|
|
Aug 16, 2021
Q2 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
28+ 186.67% |
$1.66K - $1.99K
|
43
$1.5K
|
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
27+ 0.59% |
$1.6K - $1.92K
|
4.6K
$161K
|
|
|
Jun 21, 2023
Q2 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
27+ 0.07% |
$1.6K - $1.92K
|
41.5K
$1.45M
|
|
|
Aug 16, 2021
Q2 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
25+ 6.67% |
$1.49K - $1.78K
|
400
$14K
|
|
|
Jul 13, 2021
Q2 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
23New |
$1.37K - $1.64K
|
23
$804
|
|
|
Aug 16, 2021
Q2 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
22+ 0.34% |
$1.31K - $1.56K
|
6.43K
$225K
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
21+ 2.25% |
$1.25K - $1.49K
|
953
$33.3K
|
|
|
Aug 04, 2021
Q2 2021
|
Glassman Wealth Services
|
BUY
|
- |
21+ 11.29% |
$1.25K - $1.49K
|
207
$7.23K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20+ 0.27% |
$1.19K - $1.42K
|
7.42K
$259K
|
|
|
Aug 12, 2021
Q2 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
20+ 2.06% |
$1.19K - $1.42K
|
990
$34.6K
|
|
|
Jul 30, 2021
Q2 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
16New |
$951 - $1.14K
|
16
$559
|
|
|
Aug 12, 2021
Q2 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
15+ 0.01% |
$891 - $1.07K
|
186K
$6.5M
|
|
|
Aug 16, 2024
Q2 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
15+ 1.36% |
$891 - $1.07K
|
1.12K
$39K
|
|
|
Jul 26, 2021
Q2 2021
|
Private Capital Group, LLC
|
BUY
|
- |
12+ 4.35% |
$713 - $854
|
288
$10.1K
|
|
|
Jul 23, 2021
Q2 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
9+ 3.83% |
$535 - $640
|
244
$8.53K
|
|
|
Aug 16, 2021
Q2 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
8+ 0.23% |
$475 - $569
|
3.46K
$121K
|
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 0.66% |
$178 - $213
|
457
$16K
|
|
|
Aug 04, 2021
Q2 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
2+ 0.79% |
$119 - $142
|
254
$8.87K
|
|
|
Jul 15, 2021
Q2 2021
|
West End Advisors, LLC
|
BUY
|
- |
2New |
$119 - $142
|
2
$69.9
|