Purchases and Sales Made in Q3 2023 in Lincoln National Corp (LNC)
This table provides information about the institutional ownership of Lincoln National Corp (LNC) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.19K+ 143.75% |
$52.4K - $61.8K
|
3.71K
$128K
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.18K+ 26.5% |
$52.2K - $61.6K
|
10.4K
$359K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.01K+ 6.43% |
$48.2K - $56.9K
|
33.3K
$1.15M
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
2K+ 13.17% |
$47.9K - $56.5K
|
17.2K
$592K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.92K+ 7.15% |
$46K - $54.3K
|
28.8K
$993K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.8K+ 2.38% |
$43.1K - $50.8K
|
77.2K
$2.66M
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.77K+ 16.02% |
$42.5K - $50.2K
|
12.8K
$443K
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.68K+ 9.27% |
$40.2K - $47.4K
|
19.8K
$682K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.66K+ 11.56% |
$39.7K - $46.8K
|
16K
$551K
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1.4K+ 254.17% |
$33.6K - $39.7K
|
1.96K
$67.4K
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.27K+ 5.18% |
$30.4K - $35.8K
|
25.7K
$886K
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.19K+ 11.12% |
$28.5K - $33.6K
|
11.9K
$409K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.16K+ 16.82% |
$27.8K - $32.8K
|
8.07K
$278K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.09K+ 3.01% |
$26.1K - $30.8K
|
37.2K
$1.28M
|
|
Oct 10, 2023
Q3 2023
|
Woodstock Corp
|
BUY
|
- |
1.08K+ 1.87% |
$25.9K - $30.5K
|
58.7K
$2.02M
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.02K+ 3930.77% |
$24.5K - $28.9K
|
1.05K
$36.1K
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
BUY
|
- |
990+ 1.71% |
$23.7K - $28K
|
59K
$2.03M
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
938+ 115.23% |
$22.5K - $26.5K
|
1.75K
$60.4K
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
897+ 7.35% |
$21.5K - $25.4K
|
13.1K
$452K
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
815+ 1.4% |
$19.5K - $23K
|
58.9K
$2.03M
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
771+ 2.79% |
$18.5K - $21.8K
|
28.4K
$979K
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
659+ 1.38% |
$15.8K - $18.6K
|
48.3K
$1.66M
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
657+ 3.57% |
$15.7K - $18.6K
|
19.1K
$658K
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
598+ 4.92% |
$14.3K - $16.9K
|
12.7K
$440K
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
587+ 6.74% |
$14.1K - $16.6K
|
9.29K
$320K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
571+ 47.0% |
$13.7K - $16.1K
|
1.79K
$61.6K
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
BUY
|
- |
562+ 4.64% |
$13.5K - $15.9K
|
12.7K
$437K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
550+ 1.61% |
$13.2K - $15.5K
|
34.7K
$1.2M
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
500New |
$12K - $14.1K
|
500
$17.2K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
487+ 1570.97% |
$11.7K - $13.8K
|
518
$17.9K
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
475New |
$11.4K - $13.4K
|
475
$16.4K
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
468+ 3.87% |
$11.2K - $13.2K
|
12.6K
$433K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
421+ 1.14% |
$10.1K - $11.9K
|
37.5K
$1.29M
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
391+ 80.95% |
$9.37K - $11.1K
|
874
$30.1K
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
380+ 0.51% |
$9.1K - $10.7K
|
74.2K
$2.56M
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
362+ 1.26% |
$8.67K - $10.2K
|
29.2K
$1.01M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
349+ 3.34% |
$8.36K - $9.87K
|
10.8K
$372K
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
344+ 3.05% |
$8.24K - $9.72K
|
11.6K
$400K
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
326+ 2.76% |
$7.81K - $9.22K
|
12.2K
$419K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
319New |
$7.64K - $9.02K
|
319
$11K
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
290+ 2.26% |
$6.95K - $8.2K
|
13.1K
$452K
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
278New |
$6.66K - $7.86K
|
278
$9.59K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
270+ 2.23% |
$6.47K - $7.63K
|
12.4K
$426K
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
260+ 0.13% |
$6.23K - $7.35K
|
196K
$6.77M
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
216New |
$5.18K - $6.11K
|
216
$7.45K
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
211+ 68.73% |
$5.06K - $5.96K
|
518
$17.9K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
189+ 75.3% |
$4.53K - $5.34K
|
440
$15.2K
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
160New |
$3.83K - $4.52K
|
160
$5.52K
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
158+ 14.99% |
$3.79K - $4.47K
|
1.21K
$41.8K
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
140+ 34.15% |
$3.35K - $3.96K
|
550
$19K
|