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 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
400New |
$964 - $2.42K
|
400
$2.21K
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
1.05K+ 5.22% |
$2.53K - $6.34K
|
21.2K
$117K
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
738New |
$1.78K - $4.46K
|
738
$4.07K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-14K- 86.01% |
$33.7K - $84.6K
|
2.28K
$12.6K
|
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
17.4K+ 669.23% |
$41.9K - $105K
|
20K
$110K
|
|
|
May 08, 2023
Q1 2023
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-1.04M- 84.01% |
$2.51M - $6.3M
|
198K
$1.1M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
935+ 8.86% |
$2.25K - $5.65K
|
11.5K
$63.4K
|
|
|
May 04, 2023
Q1 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-126K- 98.43% |
$303K - $759K
|
2.01K
$11.1K
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
65.9K+ 14.78% |
$159K - $398K
|
512K
$2.83M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-3.25K- 51.5% |
$7.84K - $19.6K
|
3.06K
$16.9K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
25+ 67.57% |
$60.3 - $151
|
62
$342
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-2- 1.96% |
$4.82 - $12.1
|
100
$552
|
|
|
May 03, 2023
Q1 2023
|
Tobam
|
SELL
|
- |
-39.6K- 39.49% |
$95.4K - $239K
|
60.6K
$335K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
19New |
$45.8 - $115
|
19
$105
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
35+ 11.18% |
$84.4 - $211
|
348
$1.92K
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
21.9KNew |
$52.8K - $132K
|
21.9K
$121K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
215KNew |
$518K - $1.3M
|
215K
$1.19M
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-700- 36.73% |
$1.69K - $4.23K
|
1.21K
$6.66K
|
|
|
May 02, 2023
Q1 2023
|
Jacobsen Capital Management
|
BUY
|
- |
19.5KNew |
$47.1K - $118K
|
19.5K
$108K
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
14.5KNew |
$35K - $87.8K
|
14.5K
$80.3K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.25KNew |
$5.41K - $13.6K
|
2.25K
$12.4K
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-40.9K- 71.32% |
$98.5K - $247K
|
16.4K
$90.8K
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-357K- 96.83% |
$860K - $2.16M
|
11.7K
$64.6K
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-3.34K- 14.62% |
$8.04K - $20.1K
|
19.5K
$107K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
157New |
$378 - $948
|
157
$867
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-1.18K- 98.49% |
$2.83K - $7.1K
|
18
$99.4
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-104- 75.36% |
$251 - $628
|
34
$188
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
31.7KNew |
$76.5K - $192K
|
31.7K
$175K
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-259K- 72.52% |
$623K - $1.56M
|
98K
$541K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.76KNew |
$6.65K - $16.7K
|
2.76K
$15.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Straight Path Wealth Management
|
SELL
|
- |
-6K- 13.04% |
$14.5K - $36.2K
|
40K
$221K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
124+ 182.35% |
$299 - $749
|
192
$1.06K
|
|
|
Apr 25, 2023
Q1 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
19.5KNew |
$47K - $118K
|
19.5K
$108K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-290- 59.55% |
$699 - $1.75K
|
197
$1.09K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-72.3K- 71.39% |
$174K - $437K
|
29K
$160K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
469New |
$1.13K - $2.83K
|
469
$2.59K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
647New |
$1.56K - $3.91K
|
647
$3.57K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
14.4KNew |
$34.7K - $86.9K
|
14.4K
$79.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
77New |
$186 - $465
|
77
$425
|
|
|
Apr 18, 2023
Q1 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-656- 5.68% |
$1.58K - $3.96K
|
10.9K
$60.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
317New |
$764 - $1.91K
|
317
$1.75K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
230+ 4.6% |
$554 - $1.39K
|
5.23K
$28.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
14.2KNew |
$34.1K - $85.6K
|
14.2K
$78.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
SELL
|
- |
-66.6K- 82.37% |
$161K - $402K
|
14.3K
$78.7K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
12.4KNew |
$29.8K - $74.7K
|
12.4K
$68.2K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
14.7KNew |
$35.3K - $88.6K
|
14.7K
$81K
|
|
|
Apr 06, 2023
Q1 2023
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
128New |
$308 - $773
|
128
$707
|
|
|
Apr 04, 2023
Q1 2023
|
Polianta LTD
|
BUY
|
- |
209K+ 185.85% |
$503K - $1.26M
|
321K
$1.77M
|
|
| Q4 2022 | |||||||
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
4.6KNew |
$23.4K - $37K
|
4.6K
$25.4K
|
|
|
Jun 20, 2024
Q4 2022
|
Abrdn PLC
|
BUY
|
- |
559KNew |
$2.84M - $4.5M
|
559K
$3.09M
|
|