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Get Institutions for : 
Lincoln National Corp (LNC)  
$28.10 1.17 (4.34%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 484    13
Total shares held : 
123,400,274  
% of shares held : 
63.86%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -42  
Amount of shares held : 
-450,784  
% of shares held change : 
  -0.23%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$24.21  
Last Quarter's Ending Price : 
$26.97  
Last Quarter's Average Price
$24.04  
Change from last quarter's     
avg. price to the last closing  : 
4.06 (16.89%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
50
 4,720,997
 3.83%
 
Increased Positions :
158
 11,660,861
 9.45%
 
Unchanged Positions :
89
 1,636,048
 1.33%
 
Decreased Positions :
187
-14,474,165
-11.73%
 
Closed Positions :
63
-2,358,477
-1.91%
 
Guru Positions :
4
100,476
 0.08%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   SABA CAPITAL MANAGEMENT, L.P. 69 - 2023-12-31 525,608 $14,176,000 0
   NEW YORK STATE TEACHERS RETIREMENT SYSTEM 683 - 2024-03-31 219,130 $6,997,000 0
   Access Investment Management LLC - 2024-03-31 196,000 $6,258,000 0
   STATE OF NEW JERSEY COMMON PENSION FUND D - 2024-03-31 102,134 $3,261,000 0
   South Dakota Investment Council 242 - 2024-03-31 100,536 $3,210,000 0
   WOODSTOCK CORP 79 - 2024-03-31 70,293 $2,244,000 0
   Ensign Peak Advisors Inc 1073 - 2023-12-31 55,840 $1,506,000 0
   Pictet Asset Management Holding SA 982 - 2023-12-31 37,999 $1,025,000 0
   GUYASUTA INVESTMENT ADVISORS INC 129 - 2024-03-31 27,000 $728,000 0
   Handelsbanken Fonder AB 947 - 2023-12-31 26,800 $723,000 0
   Boit C F David 45 - 2024-03-31 23,990 $664,000 0
   MTM Investment Management LLC 99 - 2024-03-31 18,612 $594,000 0
   PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORAD 896 - 2023-12-31 21,416 $578,000 0
   Systematic Alpha Investments LLC 136 - 2023-12-31 20,738 $559,000 0
   Deschutes Portfolio Strategy LLC - 2024-03-31 16,500 $527,000 0
   CIM INVESTMENT MANGEMENT INC 135 - 2023-12-31 17,257 $465,000 0
   EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 53 - 2023-12-31 15,673 $423,000 0
   CULLINAN ASSOCIATES INC 203 - 2024-03-31 12,100 $386,000 0
   CHAPIN DAVIS INC. 155 - 2024-03-31 11,080 $354,000 0
   Mill Capital Management LLC - 2024-03-31 10,944 $349,000 0
   Sweet Financial Partners LLC 154 - 2024-03-31 10,200 $326,000 0
   Cito Capital Group LLC 128 - 2023-12-31 12,000 $324,000 0
   FIRST MERCHANTS CORP 197 - 2024-03-31 9,987 $319,000 0
   LEAVELL T & ASSOCIATES INC 419 - 2024-03-31 9,647 $308,000 0
   GATEWAY INVESTMENT ADVISERS LP 441 - 2024-03-31 9,592 $306,000 0
   REGENT INVESTMENT MANAGEMENT LLC 179 - 2022-12-31 8,882 $273,000 0
   Gifford Fong Associates 126 - 2023-12-31 10,000 $270,000 0
   Holistic Financial Partners 84 - 2023-12-31 9,630 $260,000 0
   Valeo Financial Advisors LLC 586 - 2024-03-31 7,615 $218,000 0
   KOREA INVESTMENT CORP 741 - 2023-12-31 7,109 $192,000 0
   MEEDER ASSET MANAGEMENT INC - 2023-12-31 6,278 $169,000 0
   NOMURA ASSET MANAGEMENT CO LTD 921 - 2023-12-31 5,340 $144,000 0
   DELTA ASSET MANAGEMENT LLC/TN 171 - 2023-12-31 5,136 $139,000 0
   KBC GROUP NV 1016 - 2023-12-31 3,625 $98,000 0
   LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP 374 - 2024-03-31 2,253 $64,000 0
   DT INVESTMENT PARTNERS, LLC 212 - 2023-12-31 2,000 $57,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 350 - 2024-03-31 1,610 $51,000 0
   CVA Family Office LLC 512 - 2024-03-31 1,375 $44,000 0
   Lindbrook Capital LLC 854 - 2024-03-31 1,299 $41,000 0
   Allspring Global Investments Holdings LLC 1995 - 2024-03-31 1,223 $39,000 0
   BARRETT & COMPANY INC. 301 - 2024-03-31 1,200 $38,000 0
   Transcendent Capital Group LLC 176 - 2024-03-31 1,298 $35,000 0
   CAMBRIDGE TRUST CO 454 - 2023-12-31 1,280 $35,000 0
   TOTH FINANCIAL ADVISORY CORP 327 - 2024-03-31 1,095 $35,000 0
   Capital Advisors Ltd. LLC 506 - 2024-03-31 1,025 $33,000 0
   SUMMIT INVESTMENT ADVISORS INC 2433 - 2023-12-31 1,000 $27,000 0
   BOYD WATTERSON ASSET MANAGEMENT LLC/OH - 2024-03-31 850 $27,000 0
   ANCORA ADVISORS, LLC 1047 - 2023-12-31 1,000 $27,000 0
   HM PAYSON & CO 707 - 2023-12-31 896 $24,000 0
   Laurel Wealth Advisors LLC 346 - 2023-12-31 852 $23,000 0
   Financial Gravity Wealth Inc. 350 - 2023-12-31 1,048 $22,000 0
   Asset Dedication LLC 641 - 2024-03-31 443 $14,000 0
   ARMSTRONG ADVISORY GROUP INC 538 - 2024-03-31 500 $13,000 0
   Oakworth Capital Inc. 447 - 2024-03-31 414 $13,000 0
   Covestor Ltd 1396 - 2023-12-31 495 $13,000 0
   JONES FINANCIAL COMPANIES LLLP 665 - 2023-12-31 400 $11,000 0
   NBC SECURITIES INC. 1683 - 2024-03-31 319 $11,000 0
   DUNCKER STREETT & CO INC 407 - 2024-03-31 300 $10,000 0
   FTB Advisors Inc. 1583 - 2024-03-31 317 $10,000 0
   Annapolis Financial Services LLC 290 - 2024-03-31 250 $8,000 0
   Private Wealth Management Group LLC - 2024-03-31 204 $7,000 0
   Geneos Wealth Management Inc. - 2024-03-31 173 $6,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 1131 - 2024-03-31 200 $6,000 0
   Pacific Center for Financial Services 304 - 2023-12-31 210 $6,000 0
   American Capital Advisory LLC 312 - 2024-03-31 167 $4,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 140 $4,000 0
   Archer Investment Corp 788 - 2023-12-31 158 $4,000 0
   Prestige Wealth Management Group LLC 637 - 2024-03-31 117 $4,000 0
   PRIVATE TRUST CO NA 2033 - 2024-03-31 96 $3,000 0
   Key Financial Inc 1047 - 2024-03-31 100 $3,000 0
   Piscataqua Savings Bank 356 - 2024-03-31 57 $2,000 0
   CLARIVEST ASSET MANAGEMENT LLC 579 - 2023-12-31 74 $2,000 0
   Efficient Wealth Management LLC 818 - 2024-03-31 21 $1,000 0
   TFC Financial Management - 2024-03-31 29 $1,000 0
   CALDWELL SUTTER CAPITAL INC. 826 - 2024-03-31 36 $1,000 0
   SOA Wealth Advisors LLC. 742 - 2024-03-31 23 $1,000 0
   Concord Wealth Partners - 2024-03-31 31 $1,000 0
   MV Capital Management Inc. 671 - 2024-03-31 19 $1,000 0
   New England Capital Financial Advisors LLC - 2024-03-31 44 $1,000 0
   Bruce G. Allen Investments LLC 774 - 2024-03-31 32 $1,000 0
   Fortitude Family Office LLC 888 - 2024-03-31 42 $1,000 0
   ORG Partners LLC 903 - 2023-12-31 23 $1,000 0
   Bell Investment Advisors Inc 1633 - 2023-12-31 48 $1,000 0
   WOLFF WIESE MAGANA LLC 660 - 2024-03-31 10 $0 0
   BAYSTATE WEALTH MANAGEMENT LLC 1345 - 2023-12-31 6 $0 0
   Sachetta LLC 1137 - 2024-03-31 13 $0 0
   Semmax Financial Advisors Inc. 416 - 2023-12-31 12 $0 0

  87 Records found
  1    
  Page 1 of 1
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