Purchases and Sales Made in Q4 2024 in Lincoln National Corp (LNC)
This table provides information about the institutional ownership of Lincoln National Corp (LNC) during Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
24+ 0.14% |
$731 - $884
|
17K
$598K
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
21+ 0.22% |
$640 - $774
|
9.41K
$331K
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.09% |
$426 - $516
|
15K
$528K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
11+ 0.62% |
$335 - $405
|
1.78K
$62.5K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11+ 12.22% |
$335 - $405
|
101
$3.55K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9New |
$274 - $332
|
9
$316
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
5New |
$152 - $184
|
5
$176
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3New |
$91.4 - $111
|
3
$105
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.92% |
$60.9 - $73.7
|
220
$7.74K
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
2+ 0.02% |
$60.9 - $73.7
|
11.5K
$403K
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$30.5 - $36.8
|
1
$35.2
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1- 0.49% |
$30.5 - $36.8
|
204
$7.17K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 3.33% |
$30.5 - $36.8
|
29
$1.02K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2- 0.01% |
$60.9 - $73.7
|
17K
$597K
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-5- 0.05% |
$152 - $184
|
10.6K
$372K
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-8- 0.02% |
$244 - $295
|
38K
$1.33M
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-9- 1.11% |
$274 - $332
|
800
$28.1K
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-12- 1.07% |
$366 - $442
|
1.11K
$38.9K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-25- 13.16% |
$762 - $921
|
165
$5.8K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-34- 2.54% |
$1.04K - $1.25K
|
1.31K
$46K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-45- 0.87% |
$1.37K - $1.66K
|
5.12K
$180K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-71- 3.41% |
$2.16K - $2.62K
|
2.01K
$70.7K
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-95- 1.34% |
$2.89K - $3.5K
|
7K
$246K
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-101- 1.06% |
$3.08K - $3.72K
|
9.41K
$331K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-113- 1.76% |
$3.44K - $4.16K
|
6.32K
$222K
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-129- 1.53% |
$3.93K - $4.75K
|
8.29K
$291K
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-130- 1.74% |
$3.96K - $4.79K
|
7.36K
$259K
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-142- 1.31% |
$4.33K - $5.23K
|
10.7K
$375K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-151- 9.79% |
$4.6K - $5.56K
|
1.39K
$48.9K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-229- 1.24% |
$6.98K - $8.44K
|
18.2K
$641K
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-240- 2.4% |
$7.31K - $8.84K
|
9.78K
$344K
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-314- 0.32% |
$9.56K - $11.6K
|
96.8K
$3.4M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-360- 1.48% |
$11K - $13.3K
|
24K
$844K
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-363- 1.85% |
$11.1K - $13.4K
|
19.3K
$678K
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-442- 6.41% |
$13.5K - $16.3K
|
6.46K
$227K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-501- 4.09% |
$15.3K - $18.5K
|
11.7K
$413K
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-600- 0.27% |
$18.3K - $22.1K
|
224K
$7.87M
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-673- 1.76% |
$20.5K - $24.8K
|
37.5K
$1.32M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-677- 7.04% |
$20.6K - $24.9K
|
8.94K
$314K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-800- 5.44% |
$24.4K - $29.5K
|
13.9K
$489K
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-846- 11.13% |
$25.8K - $31.2K
|
6.75K
$237K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.04K- 76.34% |
$31.6K - $38.3K
|
322
$11.3K
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.06K- 9.74% |
$32.1K - $38.9K
|
9.78K
$344K
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.49K- 2.08% |
$45.3K - $54.7K
|
69.9K
$2.46M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.77K- 10.15% |
$53.9K - $65.2K
|
15.7K
$551K
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-1.87K- 1.1% |
$57K - $68.9K
|
168K
$5.92M
|
|
Jan 03, 2025
Q4 2024
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-2.07K- 2.02% |
$62.9K - $76.1K
|
100K
$3.52M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.52K- 7.72% |
$76.8K - $92.8K
|
30.1K
$1.06M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.54K- 7.26% |
$77.3K - $93.5K
|
32.4K
$1.14M
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.6K- 11.22% |
$79.1K - $95.7K
|
20.5K
$722K
|