Purchases and Sales Made in Q4 2023 in Lincoln National Corp (LNC)
This table provides information about the institutional ownership of Lincoln National Corp (LNC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2.29K+ 19.71% |
$48.8K - $63.8K
|
13.9K
$487K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
2.03KNew |
$43.2K - $56.6K
|
2.03K
$71K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.03K+ 14.24% |
$43.2K - $56.5K
|
16.3K
$569K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
2.02K+ 15.97% |
$43K - $56.3K
|
14.7K
$513K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.85KNew |
$39.3K - $51.4K
|
1.85K
$64.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.82K+ 10.59% |
$38.7K - $50.6K
|
19K
$664K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.79K+ 4.94% |
$38.1K - $49.8K
|
38K
$1.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.73K+ 26.59% |
$36.7K - $48K
|
8.21K
$287K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
1.68K+ 10.17% |
$35.7K - $46.8K
|
18.2K
$636K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.65K+ 4.58% |
$35K - $45.8K
|
37.6K
$1.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.5K+ 5.88% |
$31.9K - $41.7K
|
27K
$943K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.4KNew |
$29.7K - $38.9K
|
1.4K
$48.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.38KNew |
$29.2K - $38.3K
|
1.38K
$48K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.3K+ 138.19% |
$27.6K - $36.2K
|
2.24K
$78.2K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.3KNew |
$27.6K - $36.1K
|
1.3K
$45.4K
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.25K+ 11.65% |
$26.5K - $34.6K
|
11.9K
$417K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.18KNew |
$25K - $32.8K
|
1.18K
$41.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.15K+ 3.09% |
$24.4K - $32K
|
38.4K
$1.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.15K+ 13.89% |
$24.4K - $31.9K
|
9.41K
$329K
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
1.13K+ 1.92% |
$24K - $31.4K
|
60.1K
$2.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.05KNew |
$22.4K - $29.3K
|
1.05K
$36.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1K+ 200.0% |
$21.3K - $27.8K
|
1.5K
$52.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1KNew |
$21.3K - $27.8K
|
1K
$34.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
989New |
$21K - $27.5K
|
989
$34.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
848New |
$18K - $23.6K
|
848
$29.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
790+ 8.33% |
$16.8K - $22K
|
10.3K
$359K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
730+ 0.98% |
$15.5K - $20.3K
|
74.9K
$2.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
711New |
$15.1K - $19.8K
|
711
$24.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
661+ 5.14% |
$14.1K - $18.4K
|
13.5K
$472K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
635+ 0.83% |
$13.5K - $17.7K
|
77K
$2.69M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
535+ 0.59% |
$11.4K - $14.9K
|
91.8K
$3.21M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
532+ 14.36% |
$11.3K - $14.8K
|
4.24K
$148K
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
500+ 4.69% |
$10.6K - $13.9K
|
11.2K
$390K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
500New |
$10.6K - $13.9K
|
500
$17.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
490+ 2.06% |
$10.4K - $13.6K
|
24.2K
$846K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
385+ 4.57% |
$8.19K - $10.7K
|
8.8K
$308K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
381+ 0.77% |
$8.1K - $10.6K
|
49.7K
$1.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
380New |
$8.08K - $10.6K
|
380
$13.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
335New |
$7.12K - $9.32K
|
335
$11.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
328New |
$6.97K - $9.13K
|
328
$11.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
324+ 12.3% |
$6.89K - $9.02K
|
2.96K
$103K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
272+ 30.91% |
$5.78K - $7.57K
|
1.15K
$40.3K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
272+ 30.91% |
$5.78K - $7.57K
|
1.15K
$40.3K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
260+ 3.22% |
$5.53K - $7.24K
|
8.33K
$291K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
236New |
$5.02K - $6.57K
|
236
$8.25K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
210New |
$4.46K - $5.84K
|
210
$7.34K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
204New |
$4.34K - $5.68K
|
204
$7.13K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 2.17% |
$4.25K - $5.57K
|
9.4K
$328K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
199New |
$4.23K - $5.54K
|
199
$6.95K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
179+ 4.04% |
$3.81K - $4.98K
|
4.62K
$161K
|