Latest Institutional Purchases of Lumentum Holdings Inc. (LITE)
This list provides information on the latest institutional transactions involving Lumentum Holdings Inc. (LITE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
15New |
$741 - $1.13K
|
15
$999
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
14New |
$692 - $1.06K
|
14
$933
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
14New |
$692 - $1.06K
|
14
$933
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
12New |
$593 - $905
|
12
$799
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
4New |
$198 - $302
|
4
$266
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
2New |
$98.8 - $151
|
2
$133
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1New |
$49.4 - $75.4
|
1
$66.6
|
|
Q3 2022 | |||||||
Nov 08, 2022
Q3 2022
|
Todd Asset Management LLC
|
BUY
|
- |
92.3K+ 31.26% |
$6.33M - $8.88M
|
388K
$25.8M
|
|
Nov 14, 2022
Q3 2022
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
53.1KNew |
$3.64M - $5.1M
|
53.1K
$3.53M
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
4.73K+ 69.21% |
$324K - $455K
|
11.6K
$770K
|
|
Nov 09, 2022
Q3 2022
|
Mqs Management LLC
|
BUY
|
- |
4.12KNew |
$283K - $396K
|
4.12K
$275K
|
|
Nov 14, 2022
Q3 2022
|
Saddle Point Management, L.P.
New York, NY |
BUY
|
- |
3.11KNew |
$213K - $299K
|
3.11K
$207K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.34KNew |
$91.5K - $128K
|
1.34K
$88.9K
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
1.18KNew |
$81.1K - $114K
|
1.18K
$78.8K
|
|
Oct 27, 2022
Q3 2022
|
Strs Ohio
|
BUY
|
- |
962+ 7.77% |
$66K - $92.5K
|
13.3K
$889K
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
945+ 30.03% |
$64.8K - $90.9K
|
4.09K
$273K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
812New |
$55.7K - $78.1K
|
812
$54.1K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
636New |
$43.6K - $61.2K
|
636
$42.4K
|
|
Nov 14, 2022
Q3 2022
|
Saddle Point Management, L.P.
New York, NY |
BUY
|
CALL |
600New |
$41.1K - $57.7K
|
600
$40K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
494+ 2.51% |
$33.9K - $47.5K
|
20.2K
$1.34M
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
289+ 33.76% |
$19.8K - $27.8K
|
1.15K
$76.3K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
224+ 574.36% |
$15.4K - $21.5K
|
263
$17.5K
|
|
Oct 18, 2022
Q3 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
200New |
$13.7K - $19.2K
|
200
$13.3K
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
88+ 3.07% |
$6.03K - $8.46K
|
2.95K
$197K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
77New |
$5.28K - $7.41K
|
77
$5.13K
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
45+ 1.38% |
$3.09K - $4.33K
|
3.32K
$221K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
12New |
$823 - $1.15K
|
12
$799
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
3+ 0.2% |
$206 - $289
|
1.47K
$98.1K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Whale Rock Capital Management LLC
Boston, MA |
BUY
|
- |
863KNew |
$64.9M - $82.4M
|
863K
$57.5M
|
|
Aug 11, 2022
Q2 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
110K+ 29884.78% |
$8.27M - $10.5M
|
110K
$7.35M
|
|
Aug 12, 2022
Q2 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
11.1K+ 3.41% |
$838K - $1.06M
|
338K
$22.5M
|
|
Jul 26, 2022
Q2 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
7.56K+ 97.1% |
$569K - $722K
|
15.3K
$1.02M
|
|
Aug 11, 2022
Q2 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
5.45KNew |
$410K - $520K
|
5.45K
$363K
|
|
Aug 05, 2022
Q2 2022
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
4.42K+ 102.84% |
$333K - $422K
|
8.72K
$581K
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
3.18KNew |
$239K - $303K
|
3.18K
$212K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.03KNew |
$153K - $194K
|
2.03K
$135K
|
|
Aug 15, 2022
Q2 2022
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
671+ 9.35% |
$50.5K - $64.1K
|
7.85K
$523K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
585New |
$44K - $55.9K
|
585
$39K
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
481+ 20.63% |
$36.2K - $45.9K
|
2.81K
$187K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
365New |
$27.5K - $34.9K
|
365
$24.3K
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
300New |
$22.6K - $28.7K
|
300
$20K
|
|
Jul 20, 2022
Q2 2022
|
First Pacific Financial
|
BUY
|
- |
183+ 4.49% |
$13.8K - $17.5K
|
4.26K
$284K
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
117+ 2.58% |
$8.8K - $11.2K
|
4.66K
$310K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
57+ 76.0% |
$4.29K - $5.44K
|
132
$8.79K
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2+ 66.67% |
$150 - $191
|
5
$333
|
|
Q1 2022 | |||||||
May 03, 2022
Q1 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
3.07KNew |
$261K - $331K
|
3.07K
$205K
|
|
Apr 20, 2022
Q1 2022
|
Richelieu Gestion PLC
|
BUY
|
- |
331New |
$28.1K - $35.6K
|
331
$22K
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
10New |
$850 - $1.08K
|
10
$666
|
|
Q4 2021 | |||||||
Jan 18, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
50KNew |
$4.04M - $5.35M
|
50K
$3.33M
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
45.5KNew |
$3.67M - $4.87M
|
45.5K
$3.03M
|