Purchases and Sales Made in Q3 2021 in Lincoln National Corp (LNC)
This table provides information about the institutional ownership of Lincoln National Corp (LNC) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
20+ 0.31% |
$1.14K - $1.44K
|
6.45K
$245K
|
|
Nov 05, 2021
Q3 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
20New |
$1.14K - $1.44K
|
20
$759
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
18+ 24.66% |
$1.03K - $1.29K
|
91
$3.45K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
12+ 1.26% |
$684 - $863
|
965
$36.6K
|
|
Nov 16, 2021
Q3 2021
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.05% |
$684 - $863
|
24.6K
$932K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7+ 0.35% |
$399 - $503
|
2.03K
$76.9K
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
6+ 2.9% |
$342 - $431
|
213
$8.08K
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6+ 13.95% |
$342 - $431
|
49
$1.86K
|
|
Nov 12, 2021
Q3 2021
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
6+ 0.03% |
$342 - $431
|
18.2K
$691K
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
3+ 1.23% |
$171 - $216
|
247
$9.37K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3New |
$171 - $216
|
3
$114
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
3+ 0.11% |
$171 - $216
|
2.82K
$107K
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 0.66% |
$171 - $216
|
460
$17.4K
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
BUY
|
- |
3+ 0.04% |
$171 - $216
|
8.25K
$313K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.26% |
$57 - $71.9
|
390
$14.8K
|
|
Nov 09, 2021
Q3 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
1+ 0.0% |
$57 - $71.9
|
20.9K
$792K
|
|
Nov 10, 2021
Q3 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1+ 0.01% |
$57 - $71.9
|
8K
$303K
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
1+ 0.02% |
$57 - $71.9
|
4.95K
$188K
|
|
Oct 29, 2021
Q3 2021
|
Crewe Advisors LLC
|
SELL
|
- |
-6Closed |
$342 - $431
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-8- 0.13% |
$456 - $575
|
6.08K
$231K
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-9- 0.12% |
$513 - $647
|
7.3K
$277K
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-11- 0.18% |
$627 - $791
|
6.15K
$233K
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-13- 8.02% |
$741 - $935
|
149
$5.65K
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-14- 0.02% |
$798 - $1.01K
|
79.6K
$3.02M
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-22- 1.75% |
$1.25K - $1.58K
|
1.23K
$46.8K
|
|
Nov 12, 2021
Q3 2021
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-25- 0.19% |
$1.43K - $1.8K
|
12.9K
$488K
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
SELL
|
- |
-30- 0.79% |
$1.71K - $2.16K
|
3.77K
$143K
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-32- 1.45% |
$1.82K - $2.3K
|
2.18K
$82.6K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-34- 0.46% |
$1.94K - $2.44K
|
7.39K
$280K
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-36- 0.19% |
$2.05K - $2.59K
|
18.9K
$716K
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-39- 26.17% |
$2.22K - $2.8K
|
110
$4.17K
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-43- 0.93% |
$2.45K - $3.09K
|
4.56K
$173K
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-49- 0.15% |
$2.79K - $3.52K
|
32.6K
$1.24M
|
|
Nov 12, 2021
Q3 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-57- 23.55% |
$3.25K - $4.1K
|
185
$7.02K
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
SELL
|
- |
-62- 1.11% |
$3.53K - $4.46K
|
5.51K
$209K
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-66- 7.52% |
$3.76K - $4.74K
|
812
$30.8K
|
|
Oct 15, 2021
Q3 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-66- 0.63% |
$3.76K - $4.74K
|
10.4K
$396K
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-66Closed |
$3.76K - $4.74K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
SELL
|
- |
-71- 0.99% |
$4.05K - $5.1K
|
7.09K
$269K
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-76- 1.43% |
$4.33K - $5.46K
|
5.25K
$199K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-85- 10.01% |
$4.85K - $6.11K
|
764
$29K
|
|
Nov 04, 2021
Q3 2021
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-99- 1.0% |
$5.64K - $7.12K
|
9.8K
$372K
|
|
Nov 12, 2021
Q3 2021
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-102- 1.24% |
$5.81K - $7.33K
|
8.11K
$308K
|
|
Nov 12, 2021
Q3 2021
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-102Closed |
$5.81K - $7.33K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-103- 3.74% |
$5.87K - $7.4K
|
2.65K
$101K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-105- 1.29% |
$5.99K - $7.55K
|
8.02K
$304K
|
|
Nov 10, 2021
Q3 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-105- 2.92% |
$5.99K - $7.55K
|
3.49K
$132K
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
SELL
|
- |
-114- 1.58% |
$6.5K - $8.2K
|
7.09K
$269K
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-116- 1.66% |
$6.61K - $8.34K
|
6.87K
$261K
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
SELL
|
- |
-120Closed |
$6.84K - $8.63K
|
0
$0
|