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 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
5New |
$134 - $167
|
5
$175
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
4+ 1.9% |
$107 - $133
|
215
$7.51K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 15.79% |
$80.6 - $99.9
|
22
$769
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
2+ 0.18% |
$53.7 - $66.6
|
1.1K
$38.3K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 2.27% |
$26.9 - $33.3
|
45
$1.57K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$26.9 - $33.3
|
7.62K
$266K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-1- -0.0% |
$26.9 - $33.3
|
36.6K
$1.28M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 2.5% |
$53.7 - $66.6
|
78
$2.73K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3- 13.04% |
$80.6 - $99.9
|
20
$699
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5- 0.38% |
$134 - $167
|
1.29K
$45.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-6- 1.32% |
$161 - $200
|
448
$15.7K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-12- 2.12% |
$322 - $400
|
555
$19.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-14- 0.75% |
$376 - $466
|
1.85K
$64.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-16- 0.15% |
$430 - $533
|
11K
$383K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-17- 2.99% |
$456 - $566
|
551
$19.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-20- 0.21% |
$537 - $666
|
9.59K
$335K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-25- 4.39% |
$671 - $833
|
545
$19K
|
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-27- 0.51% |
$725 - $899
|
5.29K
$185K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-53- 0.81% |
$1.42K - $1.77K
|
6.51K
$228K
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-55- 0.32% |
$1.48K - $1.83K
|
17.3K
$603K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-58- 3.21% |
$1.56K - $1.93K
|
1.75K
$61.1K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-60- 0.42% |
$1.61K - $2K
|
14.2K
$496K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-72- 0.16% |
$1.93K - $2.4K
|
45.3K
$1.58M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-87- 1.06% |
$2.34K - $2.9K
|
8.09K
$283K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-124- 1.4% |
$3.33K - $4.13K
|
8.71K
$304K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-130- 9.33% |
$3.49K - $4.33K
|
1.26K
$44.1K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-133- 0.13% |
$3.57K - $4.43K
|
100K
$3.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-136- 2.65% |
$3.65K - $4.53K
|
5K
$175K
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-136- 0.79% |
$3.65K - $4.53K
|
17.1K
$598K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-149- 4.6% |
$4K - $4.96K
|
3.09K
$108K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-150- 14.34% |
$4.03K - $5K
|
896
$31.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-152- 71.03% |
$4.08K - $5.06K
|
62
$2.17K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-155- 1.42% |
$4.16K - $5.16K
|
10.8K
$376K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-175- 35.0% |
$4.7K - $5.83K
|
325
$11.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-188- 13.69% |
$5.05K - $6.26K
|
1.19K
$41.4K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-200- 16.03% |
$5.37K - $6.66K
|
1.05K
$36.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-201- 1.59% |
$5.4K - $6.7K
|
12.4K
$433K
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-201- 9.19% |
$5.4K - $6.7K
|
1.99K
$69.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-202- 2.83% |
$5.42K - $6.73K
|
6.95K
$243K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-211- 66.56% |
$5.67K - $7.03K
|
106
$3.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-212- 1.92% |
$5.69K - $7.06K
|
10.9K
$379K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-227- 2.94% |
$6.09K - $7.56K
|
7.51K
$262K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-237- 2.18% |
$6.36K - $7.89K
|
10.6K
$372K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-247- 2.39% |
$6.63K - $8.23K
|
10.1K
$353K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-264- 13.2% |
$7.09K - $8.79K
|
1.74K
$60.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
SELL
|
- |
-288- 14.4% |
$7.73K - $9.59K
|
1.71K
$59.8K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-307- 3.48% |
$8.24K - $10.2K
|
8.51K
$297K
|
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-362- 4.84% |
$9.72K - $12.1K
|
7.12K
$249K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-373- 4.45% |
$10K - $12.4K
|
8.02K
$280K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-389- 3.22% |
$10.4K - $13K
|
11.7K
$408K
|