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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
167New |
$3.55K - $4.65K
|
167
$5.83K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
134+ 62.04% |
$2.85K - $3.73K
|
350
$12.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
116+ 0.98% |
$2.47K - $3.23K
|
12K
$419K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
111+ 1110.0% |
$2.36K - $3.09K
|
121
$4.23K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
109New |
$2.32K - $3.03K
|
109
$3.81K
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
100+ 0.19% |
$2.13K - $2.78K
|
53.7K
$1.88M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
87New |
$1.85K - $2.42K
|
87
$3.04K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
83New |
$1.76K - $2.31K
|
83
$2.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
BUY
|
- |
80+ 0.93% |
$1.7K - $2.23K
|
8.65K
$302K
|
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
68+ 0.31% |
$1.45K - $1.89K
|
21.9K
$767K
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
67+ 0.03% |
$1.42K - $1.86K
|
196K
$6.87M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
65New |
$1.38K - $1.81K
|
65
$2.27K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
54+ 85.71% |
$1.15K - $1.5K
|
117
$4.09K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
54+ 85.71% |
$1.15K - $1.5K
|
117
$4.09K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
53New |
$1.13K - $1.47K
|
53
$1.85K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
45+ 0.15% |
$957 - $1.25K
|
30.5K
$1.06M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
45+ 9.0% |
$957 - $1.25K
|
545
$19K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
42New |
$893 - $1.17K
|
42
$1.47K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
40New |
$850 - $1.11K
|
40
$1.4K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
33+ 0.14% |
$702 - $918
|
23.4K
$818K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
32New |
$680 - $891
|
32
$1.12K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
29+ 3.92% |
$617 - $807
|
769
$26.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
25+ 3.85% |
$532 - $696
|
675
$23.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
25+ 0.23% |
$532 - $696
|
10.9K
$381K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
21+ 36.84% |
$446 - $584
|
78
$2.73K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
21New |
$446 - $584
|
21
$734
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
20New |
$425 - $557
|
20
$699
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
19+ 0.1% |
$404 - $529
|
18.5K
$648K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
13New |
$276 - $362
|
13
$454
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
12New |
$255 - $334
|
12
$419
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
11+ 2.14% |
$234 - $306
|
524
$18.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
10+ 2.11% |
$213 - $278
|
485
$16.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
10+ 0.13% |
$213 - $278
|
8.01K
$280K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
10+ 1.82% |
$213 - $278
|
560
$19.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9+ 2.07% |
$191 - $250
|
443
$15.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8New |
$170 - $223
|
8
$280
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
6New |
$128 - $167
|
6
$210
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 20.0% |
$128 - $167
|
36
$1.26K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
5+ 2.46% |
$106 - $139
|
208
$7.27K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2+ 1.67% |
$42.5 - $55.7
|
122
$4.26K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 2.33% |
$21.3 - $27.8
|
44
$1.54K
|
|
|
Jan 24, 2024
Q4 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-2- 0.02% |
$42.5 - $55.7
|
12.1K
$423K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5- 21.74% |
$106 - $139
|
18
$629
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-10- 50.0% |
$213 - $278
|
10
$349
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-11- 0.2% |
$234 - $306
|
5.62K
$196K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-26- 4.9% |
$553 - $724
|
505
$17.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
SELL
|
- |
-34- 0.42% |
$723 - $946
|
8.1K
$283K
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-34- 0.08% |
$723 - $946
|
40.7K
$1.42M
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-35- 0.12% |
$744 - $974
|
29.7K
$1.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-39- 28.89% |
$829 - $1.09K
|
96
$3.35K
|