Purchases and Sales Made in Q2 2025 in Lumentum Holdings Inc. (LITE)
This table provides information about the institutional ownership of Lumentum Holdings Inc. (LITE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
33.6KNew |
$1.67M - $3.2M
|
33.6K
$3.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
25.4KNew |
$1.26M - $2.42M
|
25.4K
$2.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
18.8KNew |
$934K - $1.79M
|
18.8K
$1.74M
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.14KNew |
$304K - $584K
|
6.14K
$566K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
3.08KNew |
$152K - $292K
|
3.08K
$284K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.16K+ 14.07% |
$57.3K - $110K
|
9.37K
$864K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
834New |
$41.3K - $79.3K
|
834
$76.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
350+ 17.06% |
$17.3K - $33.3K
|
2.4K
$221K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
342+ 9.88% |
$16.9K - $32.5K
|
3.8K
$351K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
169+ 18.15% |
$8.38K - $16.1K
|
1.1K
$101K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
122New |
$6.05K - $11.6K
|
122
$11.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
112New |
$5.55K - $10.6K
|
112
$10.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
100+ 100.0% |
$4.96K - $9.51K
|
200
$18.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
42+ 5.35% |
$2.08K - $3.99K
|
827
$76.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
25New |
$1.24K - $2.38K
|
25
$2.31K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
7New |
$347 - $665
|
7
$646
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
6+ 11.54% |
$297 - $570
|
58
$5.35K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3+ 2.59% |
$149 - $285
|
119
$11K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-11- 0.03% |
$545 - $1.05K
|
41.3K
$3.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-54- 1.04% |
$2.68K - $5.13K
|
5.14K
$474K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-472- 63.61% |
$23.4K - $44.9K
|
270
$24.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-491- 46.02% |
$24.3K - $46.7K
|
576
$53.1K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-511- 6.72% |
$25.3K - $48.6K
|
7.09K
$654K
|
|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-4.25K- 49.48% |
$211K - $404K
|
4.34K
$400K
|