Purchases and Sales Made in Q1 2025 in Lumentum Holdings Inc. (LITE)
This table provides information about the institutional ownership of Lumentum Holdings Inc. (LITE) during Q1 2025. The information is specifically focused on institutions that hold shares of Lumentum Holdings Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
20New |
$1.15K - $2.01K
|
20
$1.84K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
18+ 0.88% |
$1.03K - $1.81K
|
2.06K
$190K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
15New |
$861 - $1.51K
|
15
$1.38K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
14New |
$804 - $1.41K
|
14
$1.29K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
13New |
$746 - $1.3K
|
13
$1.2K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
12New |
$689 - $1.2K
|
12
$1.11K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
8New |
$459 - $803
|
8
$738
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
8New |
$459 - $803
|
8
$738
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6+ 13.95% |
$344 - $602
|
49
$4.52K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 100.0% |
$287 - $502
|
10
$922
|
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
5+ 0.06% |
$287 - $502
|
8.25K
$761K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$287 - $502
|
5
$461
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 2.55% |
$287 - $502
|
201
$18.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4+ 16.0% |
$230 - $402
|
29
$2.67K
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
BUY
|
- |
3+ 0.07% |
$172 - $301
|
4.16K
$384K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 21.43% |
$172 - $301
|
17
$1.57K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 1.23% |
$115 - $201
|
165
$15.2K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$57.4 - $100
|
1
$92.2
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
1New |
$57.4 - $100
|
1
$92.2
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1- 10.0% |
$57.4 - $100
|
9
$830
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1- 8.33% |
$57.4 - $100
|
11
$1.01K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-1- 2.04% |
$57.4 - $100
|
48
$4.43K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-1- 25.0% |
$57.4 - $100
|
3
$277
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2- 9.09% |
$115 - $201
|
20
$1.84K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 20.0% |
$115 - $201
|
8
$738
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3- 0.15% |
$172 - $301
|
2.05K
$189K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5- 3.05% |
$287 - $502
|
159
$14.7K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 37.5% |
$344 - $602
|
10
$922
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-6- 0.12% |
$344 - $602
|
5.19K
$479K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7- 0.21% |
$402 - $703
|
3.39K
$313K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-7- 0.2% |
$402 - $703
|
3.46K
$319K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-9- 30.0% |
$517 - $903
|
21
$1.94K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-15- 0.31% |
$861 - $1.51K
|
4.88K
$450K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-16- 30.77% |
$919 - $1.61K
|
36
$3.32K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-18- 0.41% |
$1.03K - $1.81K
|
4.33K
$400K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-19- 3.87% |
$1.09K - $1.91K
|
472
$43.5K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-30- 65.22% |
$1.72K - $3.01K
|
16
$1.48K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-39- 2.79% |
$2.24K - $3.91K
|
1.36K
$125K
|
|
|
May 06, 2025
Q1 2025
|
Glynn Capital Management LLC
|
SELL
|
- |
-62- 45.26% |
$3.56K - $6.22K
|
75
$6.92K
|
|
|
May 13, 2025
Q1 2025
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-75- 1.26% |
$4.31K - $7.53K
|
5.87K
$542K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-76- 0.04% |
$4.36K - $7.63K
|
189K
$17.5M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-85- 13.1% |
$4.88K - $8.53K
|
564
$52K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-94- 13.99% |
$5.4K - $9.44K
|
578
$53.3K
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-100- 10.0% |
$5.74K - $10K
|
900
$83K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 20.66% |
$5.74K - $10K
|
384
$35.4K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-103- 11.0% |
$5.91K - $10.3K
|
833
$76.8K
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-106- 20.62% |
$6.09K - $10.6K
|
408
$37.6K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-114- 32.95% |
$6.54K - $11.4K
|
232
$21.4K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-115- 39.79% |
$6.6K - $11.5K
|
174
$16K
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-116- 2.36% |
$6.66K - $11.6K
|
4.79K
$442K
|