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 |
|---|---|---|---|---|---|---|---|
|
Apr 03, 2024
Q1 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
11.5KNew |
$14K - $21.7K
|
11.5K
$45.4K
|
|
| Q4 2023 | |||||||
|
Aug 13, 2025
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
13.9KNew |
$13.6K - $25.6K
|
13.9K
$54.8K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-493Closed |
$483 - $912
|
0
$0
|
|
|
Aug 14, 2024
Q4 2023
|
Silver Rock Financial LP
Los Angeles, CA |
SELL
|
- |
-62.7K- 21.28% |
$61.5K - $116K
|
232K
$917K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
146New |
$143 - $270
|
146
$577
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.52KNew |
$3.44K - $6.5K
|
3.52K
$13.9K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-200- 96.15% |
$196 - $370
|
8
$31.6
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
479New |
$469 - $886
|
479
$1.89K
|
|
|
Feb 21, 2024
Q4 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-11K- 52.38% |
$10.8K - $20.4K
|
10K
$39.5K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
69New |
$67.6 - $128
|
69
$273
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
15KNew |
$14.7K - $27.8K
|
15K
$59.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
13.4KNew |
$13.1K - $24.8K
|
13.4K
$52.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
24.3K+ 22.62% |
$23.8K - $44.9K
|
132K
$520K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
1New |
$0.98 - $1.85
|
1
$3.95
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
20.7KNew |
$20.3K - $38.3K
|
20.7K
$81.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
123KNew |
$121K - $227K
|
123K
$486K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-381- 5.53% |
$373 - $705
|
6.51K
$25.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-5K- 26.32% |
$4.9K - $9.25K
|
14K
$55.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-523- 2.15% |
$513 - $968
|
23.8K
$93.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
10.6KNew |
$10.4K - $19.6K
|
10.6K
$41.8K
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
51.5KNew |
$50.5K - $95.3K
|
51.5K
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
500New |
$490 - $925
|
500
$1.98K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
22KNew |
$21.6K - $40.7K
|
22K
$86.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
CALL |
4.9KNew |
$4.8K - $9.07K
|
4.9K
$19.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
16.4K+ 8.05% |
$16.1K - $30.4K
|
220K
$871K
|
|
|
Feb 13, 2024
Q4 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-5K- 20.0% |
$4.9K - $9.25K
|
20K
$79K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.06K- 8.38% |
$2.01K - $3.8K
|
22.5K
$88.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
75New |
$73.5 - $139
|
75
$296
|
|
|
Feb 13, 2024
Q4 2023
|
Union Square Park Capital Management, LLC
New York, NY |
BUY
|
- |
150KNew |
$147K - $278K
|
150K
$593K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
399New |
$391 - $738
|
399
$1.58K
|
|
|
Feb 12, 2024
Q4 2023
|
Rpo LLC
Stamford, CT |
BUY
|
- |
46KNew |
$45.1K - $85.1K
|
46K
$182K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.78K+ 15.43% |
$1.75K - $3.3K
|
13.3K
$52.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-189K- 60.38% |
$185K - $350K
|
124K
$490K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-762- 7.01% |
$747 - $1.41K
|
10.1K
$39.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-38K- 71.7% |
$37.2K - $70.3K
|
15K
$59.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
39New |
$38.2 - $72.2
|
39
$154
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2KNew |
$1.96K - $3.7K
|
2K
$7.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
16New |
$15.7 - $29.6
|
16
$63.2
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-136- 76.84% |
$133 - $252
|
41
$162
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-300- 94.64% |
$294 - $555
|
17
$67.2
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
17New |
$16.7 - $31.5
|
17
$67.2
|
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-10.8K- 15.42% |
$10.6K - $20K
|
59.3K
$234K
|
|
|
Feb 06, 2024
Q4 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-3.55K- 10.17% |
$3.48K - $6.57K
|
31.4K
$124K
|
|
|
Feb 06, 2024
Q4 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-1.29M- 80.53% |
$1.26M - $2.38M
|
311K
$1.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.7KNew |
$10.5K - $19.7K
|
10.7K
$42.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-16- 13.79% |
$15.7 - $29.6
|
100
$395
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
14.6KNew |
$14.3K - $27K
|
14.6K
$57.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
400New |
$392 - $740
|
400
$1.58K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
419+ 402.88% |
$411 - $775
|
523
$2.07K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
16New |
$15.7 - $29.6
|
16
$63.2
|
|