Purchases and Sales Made in Q4 2022 in Lincoln National Corp (LNC)
This table provides information about the institutional ownership of Lincoln National Corp (LNC) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
74+ 5.41% |
$2.15K - $4K
|
1.44K
$50.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
74+ 0.8% |
$2.15K - $4K
|
9.37K
$327K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
69+ 28.28% |
$2.01K - $3.73K
|
313
$10.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
65+ 95.59% |
$1.89K - $3.51K
|
133
$4.65K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
63New |
$1.83K - $3.4K
|
63
$2.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
58+ 8.09% |
$1.69K - $3.13K
|
775
$27.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
57+ 2.16% |
$1.66K - $3.08K
|
2.7K
$94.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
55+ 0.44% |
$1.6K - $2.97K
|
12.6K
$440K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
54New |
$1.57K - $2.92K
|
54
$1.89K
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
53+ 0.44% |
$1.54K - $2.86K
|
12.2K
$426K
|
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
49+ 0.03% |
$1.43K - $2.65K
|
178K
$6.21M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
41New |
$1.19K - $2.22K
|
41
$1.43K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
37New |
$1.08K - $2K
|
37
$1.29K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
31New |
$902 - $1.67K
|
31
$1.08K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
29+ 1.0% |
$844 - $1.57K
|
2.92K
$102K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
28New |
$815 - $1.51K
|
28
$978
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
26+ 0.14% |
$756 - $1.4K
|
18K
$630K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
24New |
$698 - $1.3K
|
24
$839
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
23+ 14.37% |
$669 - $1.24K
|
183
$6.39K
|
|
|
Feb 08, 2023
Q4 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
15+ 3.0% |
$436 - $810
|
515
$18K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
15+ 3.16% |
$436 - $810
|
489
$17.1K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
12+ 12.5% |
$349 - $648
|
108
$3.77K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
11+ 0.2% |
$320 - $594
|
5.63K
$197K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
10New |
$291 - $540
|
10
$349
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
8+ 1.2% |
$233 - $432
|
676
$23.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 6.9% |
$116 - $216
|
62
$2.17K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.88% |
$29.1 - $54
|
114
$3.98K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-1- 2.94% |
$29.1 - $54
|
33
$1.15K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2- 6.45% |
$58.2 - $108
|
29
$1.01K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4- 0.34% |
$116 - $216
|
1.17K
$40.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5- 0.05% |
$145 - $270
|
10.4K
$363K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6- 0.02% |
$175 - $324
|
26K
$908K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-8- 47.06% |
$233 - $432
|
9
$314
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-8- 0.49% |
$233 - $432
|
1.62K
$56.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-8- 25.81% |
$233 - $432
|
23
$804
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-11- 0.82% |
$320 - $594
|
1.34K
$46.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-11- 1.08% |
$320 - $594
|
1.01K
$35.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-12- 0.17% |
$349 - $648
|
6.9K
$241K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-13- 0.31% |
$378 - $702
|
4.14K
$145K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-16- 1.23% |
$465 - $864
|
1.28K
$44.7K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-17- 0.14% |
$495 - $919
|
12.1K
$422K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-18- 64.29% |
$524 - $973
|
10
$349
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-26- 0.39% |
$756 - $1.4K
|
6.58K
$230K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-27- 45.76% |
$785 - $1.46K
|
32
$1.12K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-28- 5.94% |
$815 - $1.51K
|
443
$15.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-38- 16.45% |
$1.11K - $2.05K
|
193
$6.74K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-39- 0.32% |
$1.13K - $2.11K
|
12.3K
$430K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-40- 3.88% |
$1.16K - $2.16K
|
990
$34.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-40- 0.18% |
$1.16K - $2.16K
|
21.9K
$764K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-53- 46.9% |
$1.54K - $2.86K
|
60
$2.1K
|