Purchases and Sales Made in Q2 2022 in Lincoln National Corp (LNC)
This table provides information about the institutional ownership of Lincoln National Corp (LNC) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-12- 0.37% |
$551 - $824
|
3.27K
$108K
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-13- 0.25% |
$597 - $893
|
5.21K
$172K
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-13- 13.27% |
$597 - $893
|
85
$2.82K
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-19- 0.1% |
$873 - $1.3K
|
19.2K
$635K
|
|
Aug 11, 2022
Q2 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-20Closed |
$919 - $1.37K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-22- 0.41% |
$1.01K - $1.51K
|
5.32K
$176K
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-23Closed |
$1.06K - $1.58K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-24- 7.55% |
$1.1K - $1.65K
|
294
$9.74K
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-26- 0.48% |
$1.19K - $1.79K
|
5.36K
$178K
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-32- 38.1% |
$1.47K - $2.2K
|
52
$1.72K
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-34- 0.52% |
$1.56K - $2.33K
|
6.46K
$214K
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-35- 0.33% |
$1.61K - $2.4K
|
10.5K
$349K
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-36- 9.89% |
$1.65K - $2.47K
|
328
$10.9K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-40- 2.15% |
$1.84K - $2.75K
|
1.82K
$60.2K
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-40Closed |
$1.84K - $2.75K
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-40Closed |
$1.84K - $2.75K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-45- 21.95% |
$2.07K - $3.09K
|
160
$5.3K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-46- 1.1% |
$2.11K - $3.16K
|
4.15K
$137K
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-46- 0.71% |
$2.11K - $3.16K
|
6.43K
$213K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-47- 0.18% |
$2.16K - $3.23K
|
25.4K
$840K
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-48- 1.09% |
$2.21K - $3.3K
|
4.36K
$144K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-54- 0.61% |
$2.48K - $3.71K
|
8.8K
$292K
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-56- 2.76% |
$2.57K - $3.85K
|
1.97K
$65.4K
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
SELL
|
- |
-57- 0.71% |
$2.62K - $3.91K
|
7.95K
$263K
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
SELL
|
- |
-58- 0.66% |
$2.67K - $3.98K
|
8.75K
$290K
|
|
Jul 29, 2022
Q2 2022
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-62- 1.13% |
$2.85K - $4.26K
|
5.42K
$180K
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-62- 0.89% |
$2.85K - $4.26K
|
6.9K
$228K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-65- 46.1% |
$2.99K - $4.46K
|
76
$2.52K
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-70- 3.56% |
$3.22K - $4.81K
|
1.9K
$62.8K
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-70- 3.56% |
$3.22K - $4.81K
|
1.9K
$62.8K
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-77- 0.58% |
$3.54K - $5.29K
|
13.1K
$435K
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-79- 86.81% |
$3.63K - $5.42K
|
12
$398
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-85- 60.71% |
$3.91K - $5.84K
|
55
$1.82K
|
|
Aug 10, 2022
Q2 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-87- 14.82% |
$4K - $5.97K
|
500
$16.6K
|
|
Sep 02, 2022
Q2 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-89- 0.51% |
$4.09K - $6.11K
|
17.2K
$571K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-89- 4.06% |
$4.09K - $6.11K
|
2.1K
$69.6K
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-100- 2.65% |
$4.6K - $6.87K
|
3.67K
$122K
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-100- 3.85% |
$4.6K - $6.87K
|
2.5K
$82.7K
|
|
Jul 07, 2022
Q2 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-117Closed |
$5.38K - $8.03K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-118- 79.19% |
$5.42K - $8.1K
|
31
$1.03K
|
|
Aug 15, 2022
Q2 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-119Closed |
$5.47K - $8.17K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-125Closed |
$5.74K - $8.58K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
SELL
|
- |
-127- 0.77% |
$5.84K - $8.72K
|
16.3K
$540K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-128Closed |
$5.88K - $8.79K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-129- 1.49% |
$5.93K - $8.86K
|
8.53K
$283K
|
|
Jul 26, 2022
Q2 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-134- 13.84% |
$6.16K - $9.2K
|
834
$27.6K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-135- 27.95% |
$6.2K - $9.27K
|
348
$11.5K
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-147- 17.95% |
$6.75K - $10.1K
|
672
$22.3K
|
|
Aug 05, 2022
Q2 2022
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-148- 0.18% |
$6.8K - $10.2K
|
80.3K
$2.66M
|
|
Jul 14, 2022
Q2 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-150- 0.43% |
$6.89K - $10.3K
|
34.6K
$1.15M
|