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 |
---|---|---|---|---|---|---|---|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
27+ 0.58% |
$137 - $217
|
4.64K
$18.3K
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-35.5K- 1.31% |
$180K - $285K
|
2.66M
$10.5M
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-5.48K- 33.38% |
$27.8K - $44K
|
10.9K
$43.2K
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
142New |
$721 - $1.14K
|
142
$561
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-950- 35.94% |
$4.83K - $7.64K
|
1.69K
$6.69K
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
10K+ 55.25% |
$50.8K - $80.4K
|
28.1K
$111K
|
|
Jan 27, 2023
Q4 2022
|
Congress Park Capital LLC
|
SELL
|
- |
-15.8K- 44.06% |
$80K - $127K
|
20K
$79K
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-343- 0.12% |
$1.74K - $2.76K
|
280K
$1.11M
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-38.1K- 69.2% |
$194K - $307K
|
17K
$67K
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1New |
$5.08 - $8.04
|
1
$3.95
|
|
Jan 23, 2023
Q4 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-49.4K- 33.25% |
$251K - $397K
|
99.2K
$392K
|
|
Jan 23, 2023
Q4 2022
|
Silvant Capital Management LLC
|
BUY
|
- |
4.25K+ 256.49% |
$21.6K - $34.2K
|
5.91K
$23.3K
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
3.01K+ 12.94% |
$15.3K - $24.2K
|
26.2K
$104K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
26+ 6.7% |
$132 - $209
|
414
$1.64K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
900New |
$4.57K - $7.24K
|
900
$3.56K
|
|
Jan 20, 2023
Q4 2022
|
Hartford Investment Management CO
|
SELL
|
- |
-86.7K- 53.28% |
$440K - $697K
|
76K
$300K
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-24.2K- 46.27% |
$123K - $195K
|
28.1K
$111K
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
300New |
$1.52K - $2.41K
|
300
$1.19K
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
26.3KNew |
$133K - $211K
|
26.3K
$104K
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
967+ 0.88% |
$4.91K - $7.77K
|
111K
$440K
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
71New |
$361 - $571
|
71
$280
|
|
Jan 17, 2023
Q4 2022
|
Wedge Capital Management L L P
|
BUY
|
- |
3.3K+ 15.64% |
$16.8K - $26.5K
|
24.4K
$96.4K
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
9.97K+ 40.46% |
$50.7K - $80.2K
|
34.6K
$137K
|
|
Jan 17, 2023
Q4 2022
|
Insight Folios Inc
|
BUY
|
- |
71.6KNew |
$364K - $576K
|
71.6K
$283K
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
863New |
$4.38K - $6.94K
|
863
$3.41K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1KNew |
$5.08K - $8.04K
|
1K
$3.95K
|
|
Jan 13, 2023
Q4 2022
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-50.6K- 32.37% |
$257K - $407K
|
106K
$417K
|
|
Jan 13, 2023
Q4 2022
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-535K- 70.66% |
$2.72M - $4.3M
|
222K
$877K
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
750New |
$3.81K - $6.03K
|
750
$2.96K
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
215KNew |
$1.09M - $1.73M
|
215K
$850K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
40New |
$203 - $322
|
40
$158
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
116New |
$589 - $933
|
116
$458
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
10.6KNew |
$53.6K - $84.9K
|
10.6K
$41.7K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
7.93KNew |
$40.3K - $63.8K
|
7.93K
$31.3K
|
|
Q3 2022 | |||||||
May 19, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-21.4KClosed |
$156K - $241K
|
0
$0
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
72.5K+ 242.18% |
$528K - $816K
|
102K
$404K
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
127+ 0.93% |
$925 - $1.43K
|
13.8K
$54.7K
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-10.5KClosed |
$76.3K - $118K
|
0
$0
|
|
Nov 29, 2022
Q3 2022
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
36.8KNew |
$268K - $415K
|
36.8K
$146K
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
BUY
|
- |
162New |
$1.18K - $1.82K
|
162
$640
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
2.37K+ 7.46% |
$17.3K - $26.7K
|
34.1K
$135K
|
|
Nov 15, 2022
Q3 2022
|
Gifford Fong Associates
Lafayette, CA |
BUY
|
- |
100K+ 66.67% |
$728K - $1.13M
|
250K
$988K
|
|
Nov 14, 2022
Q3 2022
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-19.1K- 47.55% |
$139K - $215K
|
21.1K
$83.2K
|
|
Nov 14, 2022
Q3 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-4.3K- 80.46% |
$31.3K - $48.4K
|
1.04K
$4.12K
|
|
Nov 14, 2022
Q3 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-8.61K- 24.65% |
$62.7K - $96.9K
|
26.3K
$104K
|
|
Nov 14, 2022
Q3 2022
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
PUT |
100KNew |
$728K - $1.13M
|
100K
$395K
|
|
Nov 14, 2022
Q3 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
13.2KNew |
$96.1K - $149K
|
13.2K
$52.1K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
15+ 6.0% |
$109 - $169
|
265
$1.05K
|
|
Nov 14, 2022
Q3 2022
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
2.11K+ 16.48% |
$15.3K - $23.7K
|
14.9K
$58.8K
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.46K- 13.48% |
$17.9K - $27.7K
|
15.8K
$62.4K
|