Latest Institutional Transactions on Lumen Technologies, Inc. (LUMN)
This table provides information on the latest institutional transactions involving Lumen Technologies, Inc. (LUMN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
698+ 0.65% |
$2.74K - $4.13K
|
108K
$427K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3KNew |
$11.8K - $17.8K
|
3K
$11.9K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
710New |
$2.78K - $4.2K
|
710
$2.8K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
198+ 1.09% |
$776 - $1.17K
|
18.3K
$72.2K
|
|
|
May 09, 2025
Q1 2025
|
Performa LTD (Us), LLC
|
BUY
|
- |
500New |
$1.96K - $2.96K
|
500
$1.98K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
138New |
$541 - $817
|
138
$545
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
16New |
$62.7 - $94.7
|
16
$63.2
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.62K+ 23.6% |
$10.3K - $15.5K
|
13.7K
$54.2K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
233New |
$913 - $1.38K
|
233
$920
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
87New |
$341 - $515
|
87
$344
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
355New |
$1.39K - $2.1K
|
355
$1.4K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
443New |
$1.74K - $2.62K
|
443
$1.75K
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4New |
$15.7 - $23.7
|
4
$15.8
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.3K- 9.14% |
$9.03K - $13.6K
|
22.9K
$90.4K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-310- 13.0% |
$1.22K - $1.84K
|
2.08K
$8.2K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-3.89K- 26.37% |
$15.3K - $23K
|
10.9K
$42.9K
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
285K+ 94.36% |
$1.12M - $1.69M
|
587K
$2.32M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.85K- 84.72% |
$7.24K - $10.9K
|
333
$1.32K
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
CALL |
-350K- 41.18% |
$1.37M - $2.07M
|
500K
$1.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.1KNew |
$43.6K - $65.8K
|
11.1K
$43.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 40.0% |
$15.7 - $23.7
|
14
$55.3
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
418New |
$1.64K - $2.47K
|
418
$1.65K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.36K- 6.32% |
$5.34K - $8.07K
|
20.2K
$79.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
3.91KNew |
$15.3K - $23.1K
|
3.91K
$15.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
210New |
$823 - $1.24K
|
210
$830
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-146- 5.86% |
$572 - $864
|
2.35K
$9.27K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
77New |
$302 - $456
|
77
$304
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
20K+ 100.0% |
$78.4K - $118K
|
40K
$158K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2.03KNew |
$7.94K - $12K
|
2.03K
$8K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
10.1KNew |
$39.4K - $59.5K
|
10.1K
$39.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
49New |
$192 - $290
|
49
$194
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
7.69K+ 85.28% |
$30.1K - $45.5K
|
16.7K
$66K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
5New |
$19.6 - $29.6
|
5
$19.8
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.21K+ 80.88% |
$4.74K - $7.16K
|
2.71K
$10.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-156- 0.71% |
$612 - $924
|
22K
$86.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-241- 50.0% |
$945 - $1.43K
|
241
$952
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
500New |
$1.96K - $2.96K
|
500
$1.98K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
218+ 1.49% |
$855 - $1.29K
|
14.9K
$58.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
53.3K+ 71.85% |
$209K - $316K
|
128K
$504K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.09K- 33.64% |
$8.21K - $12.4K
|
4.13K
$16.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
33+ 97.06% |
$129 - $195
|
67
$265
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-17.8K- 93.89% |
$69.9K - $106K
|
1.16K
$4.58K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
69+ 38.98% |
$270 - $408
|
246
$972
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-6.77K- 33.45% |
$26.5K - $40.1K
|
13.5K
$53.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
270New |
$1.06K - $1.6K
|
270
$1.07K
|
|
|
Apr 16, 2025
Q1 2025
|
Polianta LTD
|
BUY
|
- |
143K+ 109.82% |
$561K - $848K
|
274K
$1.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2K- 98.62% |
$7.84K - $11.8K
|
28
$111
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-68- 35.42% |
$267 - $403
|
124
$490
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-80- 57.14% |
$314 - $474
|
60
$237
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
10.9KNew |
$42.6K - $64.4K
|
10.9K
$43K
|