Purchases and Sales Made in Q2 2024 in Lincoln National Corp (LNC)
This table provides information about the institutional ownership of Lincoln National Corp (LNC) during Q2 2024. 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 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
468+ 1.03% |
$12.6K - $15.6K
|
45.9K
$1.61M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
431+ 106.68% |
$11.6K - $14.4K
|
835
$29.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
426+ 4.44% |
$11.4K - $14.2K
|
10K
$352K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
420+ 1.62% |
$11.3K - $14K
|
26.3K
$926K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
359+ 2.39% |
$9.64K - $12K
|
15.3K
$540K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
354+ 2.81% |
$9.5K - $11.8K
|
13K
$456K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
335+ 452.7% |
$8.99K - $11.2K
|
409
$14.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
320+ 1.88% |
$8.59K - $10.7K
|
17.3K
$608K
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
BUY
|
- |
301New |
$8.08K - $10K
|
301
$10.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Trust Investment Advisors
|
BUY
|
- |
296+ 0.76% |
$7.95K - $9.86K
|
39.2K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
249+ 5.93% |
$6.69K - $8.29K
|
4.45K
$156K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
204+ 1.96% |
$5.48K - $6.8K
|
10.6K
$373K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
200New |
$5.37K - $6.66K
|
200
$7.03K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
192New |
$5.16K - $6.4K
|
192
$6.75K
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
191+ 0.3% |
$5.13K - $6.36K
|
64.9K
$2.28M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
187+ 2.79% |
$5.02K - $6.23K
|
6.9K
$242K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
174+ 0.91% |
$4.67K - $5.8K
|
19.2K
$675K
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
137+ 0.81% |
$3.68K - $4.56K
|
17K
$599K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
136New |
$3.65K - $4.53K
|
136
$4.78K
|
|
|
Aug 14, 2024
Q2 2024
|
Todd Asset Management LLC
|
BUY
|
- |
136+ 0.36% |
$3.65K - $4.53K
|
38.4K
$1.35M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
122+ 70.11% |
$3.28K - $4.06K
|
296
$10.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
121New |
$3.25K - $4.03K
|
121
$4.25K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
113New |
$3.03K - $3.76K
|
113
$3.97K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
111+ 9.92% |
$2.98K - $3.7K
|
1.23K
$43.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
101+ 6.25% |
$2.71K - $3.36K
|
1.72K
$60.4K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
99New |
$2.66K - $3.3K
|
99
$3.48K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
80+ 0.92% |
$2.15K - $2.66K
|
8.76K
$308K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
75+ 0.78% |
$2.01K - $2.5K
|
9.72K
$342K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
70New |
$1.88K - $2.33K
|
70
$2.46K
|
|
|
Aug 07, 2024
Q2 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
69+ 0.69% |
$1.85K - $2.3K
|
10.1K
$354K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
60New |
$1.61K - $2K
|
60
$2.11K
|
|
|
Jul 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
BUY
|
- |
60+ 0.69% |
$1.61K - $2K
|
8.78K
$309K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
52+ 52.0% |
$1.4K - $1.73K
|
152
$5.34K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
51New |
$1.37K - $1.7K
|
51
$1.79K
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
42+ 0.37% |
$1.13K - $1.4K
|
11.5K
$403K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
36+ 0.44% |
$967 - $1.2K
|
8.28K
$291K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
32+ 13.97% |
$859 - $1.07K
|
261
$9.18K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
25+ 0.12% |
$671 - $833
|
21.6K
$761K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
25+ 78.13% |
$671 - $833
|
57
$2K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
23New |
$618 - $766
|
23
$809
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
23New |
$618 - $766
|
23
$809
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
23+ 4.32% |
$618 - $766
|
556
$19.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20+ 1.41% |
$537 - $666
|
1.44K
$50.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
20+ 1.2% |
$537 - $666
|
1.69K
$59.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
15+ 0.08% |
$403 - $500
|
18.6K
$654K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
15+ 0.62% |
$403 - $500
|
2.42K
$85.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
12+ 3.33% |
$322 - $400
|
372
$13.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
10+ 0.12% |
$269 - $333
|
8.07K
$284K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
10+ 0.12% |
$269 - $333
|
8.23K
$289K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
8New |
$215 - $266
|
8
$281
|