Purchases and Sales Made in Q2 2023 in Lincoln National Corp (LNC)
This table provides information about the institutional ownership of Lincoln National Corp (LNC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
350+ 189.19% |
$6.69K - $9.02K
|
535
$18.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
342+ 14.0% |
$6.54K - $8.81K
|
2.79K
$97.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
329+ 11.65% |
$6.29K - $8.48K
|
3.15K
$110K
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
300+ 4.19% |
$5.73K - $7.73K
|
7.46K
$261K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
299New |
$5.71K - $7.7K
|
299
$10.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
255+ 15.7% |
$4.87K - $6.57K
|
1.88K
$65.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
250New |
$4.78K - $6.44K
|
250
$8.74K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
231+ 1.9% |
$4.41K - $5.95K
|
12.4K
$433K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
BUY
|
- |
208+ 0.73% |
$3.97K - $5.36K
|
28.8K
$1.01M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
200New |
$3.82K - $5.15K
|
200
$6.99K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
200New |
$3.82K - $5.15K
|
200
$6.99K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
200+ 1.12% |
$3.82K - $5.15K
|
18.1K
$633K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
191+ 14.2% |
$3.65K - $4.92K
|
1.54K
$53.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
182+ 9.92% |
$3.48K - $4.69K
|
2.02K
$70.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
167New |
$3.19K - $4.3K
|
167
$5.83K
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
166+ 13.67% |
$3.17K - $4.28K
|
1.38K
$48.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
156+ 0.71% |
$2.98K - $4.02K
|
22.2K
$776K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
150+ 3.46% |
$2.87K - $3.86K
|
4.49K
$157K
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
150+ 1.39% |
$2.87K - $3.86K
|
10.9K
$381K
|
|
|
Feb 22, 2024
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
147+ 0.4% |
$2.81K - $3.79K
|
36.7K
$1.28M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
143New |
$2.73K - $3.68K
|
143
$5K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
138+ 16.93% |
$2.64K - $3.55K
|
953
$33.3K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
138+ 16.93% |
$2.64K - $3.55K
|
953
$33.3K
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
133+ 0.73% |
$2.54K - $3.43K
|
18.3K
$638K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
131+ 74.43% |
$2.5K - $3.37K
|
307
$10.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
130New |
$2.48K - $3.35K
|
130
$4.54K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
118+ 49.79% |
$2.25K - $3.04K
|
355
$12.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
107+ 27.23% |
$2.04K - $2.76K
|
500
$17.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.84% |
$1.91K - $2.58K
|
12K
$418K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
77+ 0.58% |
$1.47K - $1.98K
|
13.4K
$470K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
73+ 243.33% |
$1.4K - $1.88K
|
103
$3.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
68+ 46.9% |
$1.3K - $1.75K
|
213
$7.44K
|
|
|
Jul 24, 2023
Q2 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
67+ 0.31% |
$1.28K - $1.73K
|
21.8K
$762K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
62+ 0.69% |
$1.18K - $1.6K
|
9.03K
$316K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
48New |
$917 - $1.24K
|
48
$1.68K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
45+ 1.22% |
$860 - $1.16K
|
3.73K
$130K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
42+ 59.15% |
$803 - $1.08K
|
113
$3.95K
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
40+ 0.23% |
$764 - $1.03K
|
17.7K
$617K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
40+ 5.71% |
$764 - $1.03K
|
740
$25.9K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
40+ 6.25% |
$764 - $1.03K
|
680
$23.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
36+ 3.09% |
$688 - $927
|
1.2K
$42K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
36New |
$688 - $927
|
36
$1.26K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
29New |
$554 - $747
|
29
$1.01K
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
27+ 0.08% |
$516 - $696
|
31.9K
$1.11M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
27+ 0.03% |
$516 - $696
|
77.7K
$2.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
27+ 0.56% |
$516 - $696
|
4.87K
$170K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
23+ 5.94% |
$440 - $592
|
410
$14.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
23New |
$440 - $592
|
23
$804
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
19+ 7.06% |
$363 - $489
|
288
$10.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
17+ 4.33% |
$325 - $438
|
410
$14.3K
|