| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing LNC Share Count |
|---|
| Allspring Global Investments Holdings LLC |
350 |
1,223 |
+873 |
+249.43% |
| Spire Wealth Management |
114 |
214 |
+100 |
+87.72% |
| Brown Advisory Inc. |
13,764 |
23,910 |
+10,146 |
+73.71% |
| IMC Chicago LLC |
12,538 |
21,475 |
+8,937 |
+71.28% |
| CWM LLC |
6,407 |
9,195 |
+2,788 |
+43.51% |
| Farmers & Merchants Investments Inc. |
80 |
110 |
+30 |
+37.50% |
| Massmutual Trust Co. FSB ADV |
329 |
442 |
+113 |
+34.35% |
| Wealthcare Advisory Partners LLC |
19,560 |
26,088 |
+6,528 |
+33.37% |
| Register Financial Advisors LLC |
16,285 |
21,609 |
+5,324 |
+32.69% |
| Global Retirement Partners LLC |
1,257 |
1,667 |
+410 |
+32.62% |
| Natixis Advisors L.P. |
39,770 |
45,670 |
+5,900 |
+14.84% |
| Arden Trust Co |
14,691 |
16,336 |
+1,645 |
+11.20% |
| Cornerstone Wealth Management LLC |
22,007 |
24,247 |
+2,240 |
+10.18% |
| 180 Wealth Advisors LLC |
13,567 |
14,243 |
+676 |
+4.98% |
| Amalgamated Bank |
76,960 |
80,665 |
+3,705 |
+4.81% |
| Valley National Advisers Inc. |
545 |
570 |
+25 |
+4.59% |
| Wealth Enhancement Advisory Services LLC |
25,287 |
26,372 |
+1,085 |
+4.29% |
| Steel Peak Wealth Management LLC |
8,582 |
8,911 |
+329 |
+3.83% |
| Unison Advisors LLC |
60,081 |
61,474 |
+1,393 |
+2.32% |
| Hedeker Wealth LLC |
80,051 |
81,368 |
+1,317 |
+1.65% |
| PSI Advisors LLC |
208 |
211 |
+3 |
+1.44% |
| Stratos Wealth Partners LTD. |
37,645 |
38,175 |
+530 |
+1.41% |
| M&R Capital Management Inc. |
560 |
567 |
+7 |
+1.25% |
| Veriti Management LLC |
14,891 |
15,029 |
+138 |
+0.93% |
| Security Financial Services INC. |
8,803 |
8,830 |
+27 |
+0.31% |
| New Century Financial Group LLC |
43,250 |
43,306 |
+56 |
+0.13% |
| 13F Filers Reporting New Positions In LNC |
|---|
| Robeco Institutional Asset Management B.V. |
0 |
0 |
UNCH |
100% |
| New Mexico Educational Retirement Board |
0 |
9,663 |
+9,663 |
+100% |
| Eads & Heald Wealth Management |
0 |
7,147 |
+7,147 |
+100% |
| CHURCHILL MANAGEMENT Corp |
0 |
276,466 |
+276,466 |
+100% |
| Grimes & Company Inc. |
0 |
6,567 |
+6,567 |
+100% |
| Westend Capital Management LLC |
0 |
1,248 |
+1,248 |
+100% |
| BKD Wealth Advisors LLC |
0 |
11,069 |
+11,069 |
+100% |
| Contravisory Investment Management Inc. |
0 |
17,321 |
+17,321 |
+100% |
| Cubic Asset Management LLC |
0 |
103,735 |
+103,735 |
+100% |
| Diversified Trust Co |
0 |
6,710 |
+6,710 |
+100% |
| Simplex Trading LLC |
0 |
56,187 |
+56,187 |
+100% |
| Mather Group LLC. |
0 |
1,334 |
+1,334 |
+100% |
| Riverview Trust Co |
0 |
688 |
+688 |
+100% |
| Capital Investment Advisory Services LLC |
0 |
25,715 |
+25,715 |
+100% |
| Venturi Wealth Management LLC |
0 |
360 |
+360 |
+100% |
| Carmichael Hill & Associates Inc. |
0 |
51 |
+51 |
+100% |
| PFG Investments LLC |
0 |
10,268 |
+10,268 |
+100% |
| Sentry LLC |
0 |
6,300 |
+6,300 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| CENTRAL TRUST Co |
200 |
200 |
UNCH |
0.00% |
| New York State Teachers Retirement System |
219,130 |
219,130 |
UNCH |
0.00% |
| Caldwell Sutter Capital Inc. |
36 |
36 |
UNCH |
0.00% |
| First Merchants Corp |
9,987 |
9,987 |
UNCH |
0.00% |
| NBC Securities Inc. |
319 |
319 |
UNCH |
0.00% |
| Toth Financial Advisory Corp |
1,095 |
1,095 |
UNCH |
0.00% |
| Chapin Davis Inc. |
11,080 |
11,080 |
UNCH |
0.00% |
| Barrett & Company Inc. |
1,200 |
1,200 |
UNCH |
0.00% |
| Leavell Investment Management Inc. |
9,647 |
9,647 |
UNCH |
0.00% |
| Guyasuta Investment Advisors Inc. |
27,000 |
27,000 |
UNCH |
0.00% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
2,253 |
2,253 |
UNCH |
0.00% |
| Woodstock Corp |
70,293 |
70,293 |
UNCH |
0.00% |
| Duncker Streett & Co. Inc. |
300 |
300 |
UNCH |
0.00% |
| Gateway Investment Advisers LLC |
9,592 |
9,592 |
UNCH |
0.00% |
| Cullinan Associates Inc. |
12,100 |
12,100 |
UNCH |
0.00% |
| Private Trust Co. NA |
96 |
96 |
UNCH |
0.00% |
| Blue Bell Private Wealth Management LLC |
1,610 |
1,610 |
UNCH |
0.00% |
| Asset Dedication LLC |
443 |
443 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
414 |
414 |
UNCH |
0.00% |
| Capital Advisors Ltd. LLC |
1,025 |
1,025 |
UNCH |
0.00% |
| MV Capital Management Inc. |
19 |
19 |
UNCH |
0.00% |
| Valeo Financial Advisors LLC |
7,615 |
7,615 |
UNCH |
0.00% |
| Lindbrook Capital LLC |
1,299 |
1,299 |
UNCH |
0.00% |
| CVA Family Office LLC |
1,375 |
1,375 |
UNCH |
0.00% |
| MTM Investment Management LLC |
18,612 |
18,612 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
10 |
10 |
UNCH |
0.00% |
| Annapolis Financial Services LLC |
250 |
250 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
23 |
23 |
UNCH |
0.00% |
| Piscataqua Savings Bank |
57 |
57 |
UNCH |
0.00% |
| Sweet Financial Partners LLC |
10,200 |
10,200 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
500 |
500 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
42 |
42 |
UNCH |
0.00% |
| Sapient Capital LLC |
7,616 |
7,616 |
UNCH |
0.00% |
| Bruce G. Allen Investments LLC |
32 |
32 |
UNCH |
0.00% |
| Transcendent Capital Group LLC |
1,298 |
1,298 |
UNCH |
0.00% |
| 13F Filers Decreasing LNC Share Count |
|---|
| Cutler Group LP |
11,995 |
5,132 |
-6,863 |
-57.22% |
| Gradient Investments LLC |
4,069 |
1,865 |
-2,204 |
-54.17% |
| Atticus Wealth Management LLC |
485 |
250 |
-235 |
-48.45% |
| Hexagon Capital Partners LLC |
4,314 |
3,240 |
-1,074 |
-24.90% |
| Salem Investment Counselors Inc. |
70,829 |
55,529 |
-15,300 |
-21.60% |
| SJS Investment Consulting Inc. |
36 |
30 |
-6 |
-16.67% |
| Raymond James & Associates |
223,902 |
199,587 |
-24,315 |
-10.86% |
| Pallas Capital Advisors LLC |
12,861 |
11,493 |
-1,368 |
-10.64% |
| Sugarloaf Wealth Management LLC |
2,683 |
2,409 |
-274 |
-10.21% |
| Bank of New York Mellon Corp |
2,423,098 |
2,218,490 |
-204,608 |
-8.44% |
| Zurcher Kantonalbank Zurich Cantonalbank |
37,194 |
34,228 |
-2,966 |
-7.97% |
| International Assets Investment Management LLC |
26,689 |
24,859 |
-1,830 |
-6.86% |
| BluePath Capital Management LLC |
23,488 |
21,925 |
-1,563 |
-6.65% |
| Assenagon Asset Management S.A. |
717,469 |
672,244 |
-45,225 |
-6.30% |
| Raymond James Financial Services Advisors Inc. |
100,459 |
95,296 |
-5,163 |
-5.14% |
| OmniStar Financial Group Inc. |
21,938 |
20,872 |
-1,066 |
-4.86% |
| OLD National Bancorp IN |
8,477 |
8,177 |
-300 |
-3.54% |
| Phillips Financial Management LLC |
18,998 |
18,598 |
-400 |
-2.11% |
| Alaska Permanent Fund Corp |
100,170 |
98,066 |
-2,104 |
-2.10% |
| Oak Harbor Wealth Partners LLC |
222,516 |
219,584 |
-2,932 |
-1.32% |
| Cambridge Investment Research Advisors Inc. |
75,664 |
74,804 |
-860 |
-1.14% |
| Louisiana State Employees Retirement System |
84,900 |
84,000 |
-900 |
-1.06% |
| State of Alaska Department of Revenue |
104,377 |
103,317 |
-1,060 |
-1.02% |
| Allworth Financial LP |
4,238 |
4,203 |
-35 |
-0.83% |
| Maryland State Retirement & Pension System |
75,460 |
74,934 |
-526 |
-0.70% |
| Versant Capital Management Inc |
1,819 |
1,808 |
-11 |
-0.60% |
| GAMMA Investing LLC |
5,718 |
5,697 |
-21 |
-0.37% |
| RK Asset Management LLC |
96,442 |
96,288 |
-154 |
-0.16% |
| Fifth Third Bancorp |
25,954 |
25,921 |
-33 |
-0.13% |
| Kempner Capital Management Inc. |
158,918 |
158,906 |
-12 |
-0.01% |
| 13F Filers Exiting LNC |
|---|
| Lecap Asset Management Ltd. |
32,379 |
0 |
-32,379 |
-100.00% |
| Byrne Asset Management LLC |
600 |
0 |
-600 |
-100.00% |
| Congress Wealth Management LLC DE |
7,518 |
0 |
-7,518 |
-100.00% |
| Cordant Inc. |
210 |
0 |
-210 |
-100.00% |
| Tennessee Valley Asset Management Partners |
87 |
0 |
-87 |
-100.00% |
| Rosenberg Matthew Hamilton |
54 |
0 |
-54 |
-100.00% |
| Oak Thistle LLC |
29,266 |
0 |
-29,266 |
-100.00% |
| Pflug Koory LLC |
86 |
0 |
-86 |
-100.00% |
| Sunbelt Securities Inc. |
443 |
0 |
-443 |
-100.00% |
| SignalPoint Asset Management LLC |
34,900 |
0 |
-34,900 |
-100.00% |
| Raub Brock Capital Management LP |
12,500 |
0 |
-12,500 |
-100.00% |
| AdvisorNet Financial Inc |
20 |
0 |
-20 |
-100.00% |
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