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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
27+ 300.0% |
$1.34K - $2.57K
|
36
$5.46K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
25+ 75.76% |
$1.24K - $2.38K
|
58
$8.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
25New |
$1.24K - $2.38K
|
25
$3.79K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
22New |
$1.09K - $2.09K
|
22
$3.34K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
18New |
$892 - $1.71K
|
18
$2.73K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
16New |
$793 - $1.52K
|
16
$2.43K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
16+ 533.33% |
$793 - $1.52K
|
19
$2.88K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
15+ 187.5% |
$743 - $1.43K
|
23
$3.49K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
15New |
$743 - $1.43K
|
15
$2.28K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
14+ 0.68% |
$694 - $1.33K
|
2.06K
$313K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13+ 5.6% |
$644 - $1.24K
|
245
$37.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
12New |
$595 - $1.14K
|
12
$1.82K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11New |
$545 - $1.05K
|
11
$1.67K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9+ 0.13% |
$446 - $856
|
7.04K
$1.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
9New |
$446 - $856
|
9
$1.37K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
8+ 19.51% |
$396 - $760
|
49
$7.43K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7+ 0.07% |
$347 - $665
|
9.8K
$1.49M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
7New |
$347 - $665
|
7
$1.06K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
7New |
$347 - $665
|
7
$1.06K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
6+ 37.5% |
$297 - $570
|
22
$3.34K
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
6New |
$297 - $570
|
6
$910
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
6+ 11.54% |
$297 - $570
|
58
$8.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
5New |
$248 - $475
|
5
$759
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3+ 2.59% |
$149 - $285
|
119
$18.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
2+ 0.26% |
$99.1 - $190
|
772
$117K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2+ 10.0% |
$99.1 - $190
|
22
$3.34K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$49.6 - $95.1
|
1
$152
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-1- 2.08% |
$49.6 - $95.1
|
47
$7.13K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-1Closed |
$49.6 - $95.1
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-1- 12.5% |
$49.6 - $95.1
|
7
$1.06K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2- 11.76% |
$99.1 - $190
|
15
$2.28K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 37.5% |
$149 - $285
|
5
$759
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5- 12.5% |
$248 - $475
|
35
$5.31K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-5- 50.0% |
$248 - $475
|
5
$759
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-7- 22.58% |
$347 - $665
|
24
$3.64K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-8- 24.24% |
$396 - $760
|
25
$3.79K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-11- 0.03% |
$545 - $1.05K
|
41.3K
$6.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-11- 30.56% |
$545 - $1.05K
|
25
$3.79K
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-12- 9.09% |
$595 - $1.14K
|
120
$18.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-13- 1.84% |
$644 - $1.24K
|
692
$105K
|
|
|
Aug 06, 2025
Q2 2025
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-22- 0.33% |
$1.09K - $2.09K
|
6.65K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-27- 0.17% |
$1.34K - $2.57K
|
15.6K
$2.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-27- 8.41% |
$1.34K - $2.57K
|
294
$44.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-27- 15.17% |
$1.34K - $2.57K
|
151
$22.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-33- 16.42% |
$1.64K - $3.14K
|
168
$25.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-41- 83.67% |
$2.03K - $3.9K
|
8
$1.21K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-46- 0.14% |
$2.28K - $4.37K
|
31.8K
$4.82M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-54- 4.73% |
$2.68K - $5.13K
|
1.09K
$165K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-54- 1.04% |
$2.68K - $5.13K
|
5.14K
$780K
|