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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Hosking Partners LLP
|
BUY
|
- |
5.27K+ 8.48% |
$9.39K - $13.9K
|
67.5K
$372K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
16.6KNew |
$29.5K - $43.7K
|
16.6K
$91.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
33.5KNew |
$59.6K - $88.4K
|
33.5K
$185K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-50- 1.77% |
$89 - $132
|
2.77K
$15.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
23.6K+ 137.23% |
$42K - $62.3K
|
40.8K
$225K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-811- 4.17% |
$1.44K - $2.14K
|
18.6K
$103K
|
|
|
Jul 28, 2023
Q2 2023
|
Australian Super Pty LTD
|
SELL
|
- |
-97K- 4.33% |
$173K - $256K
|
2.15M
$11.8M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.31K- 15.02% |
$5.88K - $8.73K
|
18.7K
$103K
|
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
138+ 0.12% |
$246 - $364
|
117K
$646K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-549- 25.85% |
$977 - $1.45K
|
1.58K
$8.69K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
12.9KNew |
$23K - $34.1K
|
12.9K
$71.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
12.9KNew |
$23K - $34.1K
|
12.9K
$71.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-914- 5.0% |
$1.63K - $2.41K
|
17.4K
$95.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-8.78K- 84.75% |
$15.6K - $23.2K
|
1.58K
$8.72K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-40.2K- 78.83% |
$71.6K - $106K
|
10.8K
$59.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-16- 5.86% |
$28.5 - $42.2
|
257
$1.42K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14K- 54.54% |
$24.8K - $36.9K
|
11.6K
$64.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-198- 11.97% |
$352 - $523
|
1.46K
$8.04K
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
1.65K+ 12.42% |
$2.94K - $4.36K
|
14.9K
$82.5K
|
|
|
Jul 25, 2023
Q2 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-10K- 11.07% |
$17.9K - $26.5K
|
80.6K
$445K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
106+ 61.99% |
$189 - $280
|
277
$1.53K
|
|
|
Jul 24, 2023
Q2 2023
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-82.2K- 7.31% |
$146K - $217K
|
1.04M
$5.75M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
302New |
$538 - $797
|
302
$1.67K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.27K- 10.59% |
$2.26K - $3.35K
|
10.7K
$59.2K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
302New |
$538 - $797
|
302
$1.67K
|
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
14.8KNew |
$26.4K - $39.2K
|
14.8K
$81.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
4.11K+ 35.74% |
$7.32K - $10.9K
|
15.6K
$86.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-3.38K- 74.65% |
$6.01K - $8.91K
|
1.15K
$6.33K
|
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-6.89K- 34.7% |
$12.3K - $18.2K
|
13K
$71.5K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-300- 33.33% |
$534 - $792
|
600
$3.31K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-41- 7.87% |
$73 - $108
|
480
$2.65K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-212- 79.7% |
$377 - $560
|
54
$298
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
7.46K+ 20.92% |
$13.3K - $19.7K
|
43.1K
$238K
|
|
|
Jul 06, 2023
Q2 2023
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-618- 2.19% |
$1.1K - $1.63K
|
27.6K
$152K
|
|
| Q1 2023 | |||||||
|
Dec 09, 2024
Q1 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-815KClosed |
$1.96M - $4.92M
|
0
$0
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-395KClosed |
$953K - $2.39M
|
0
$0
|
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
32KNew |
$77.2K - $194K
|
32K
$177K
|
|
|
Apr 05, 2024
Q1 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-41.4KClosed |
$99.8K - $250K
|
0
$0
|
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-15.9K- 3.01% |
$38.2K - $95.8K
|
511K
$2.82M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
14.7KNew |
$35.5K - $89K
|
14.7K
$81.4K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
283+ 34.1% |
$682 - $1.71K
|
1.11K
$6.14K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
233New |
$562 - $1.41K
|
233
$1.29K
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
47New |
$113 - $284
|
47
$259
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-680K- 94.96% |
$1.64M - $4.11M
|
36.1K
$199K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
212K+ 106.36% |
$510K - $1.28M
|
411K
$2.27M
|
|
|
May 17, 2023
Q1 2023
|
Long Focus Capital Management, LLC
San Juan, PR |
BUY
|
- |
183K+ 57.6% |
$440K - $1.1M
|
500K
$2.76M
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
5.5KNew |
$13.3K - $33.2K
|
5.5K
$30.4K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
346+ 134.11% |
$834 - $2.09K
|
604
$3.33K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1K- 8.94% |
$2.41K - $6.04K
|
10.2K
$56.2K
|
|
|
May 15, 2023
Q1 2023
|
Temasek Holdings (Private) LTD
Singapore, U0 |
SELL
|
- |
-31.3MClosed |
$75.3M - $189M
|
0
$0
|
|