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, 2022
Q1 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
171+ 1.37% |
$1.65K - $2.35K
|
12.6K
$70K
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-1.4KClosed |
$13.5K - $19.3K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-36KClosed |
$346K - $495K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
200+ 16.25% |
$1.92K - $2.75K
|
1.43K
$7.94K
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-3.64KClosed |
$35.1K - $50.2K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
100+ 31.55% |
$962 - $1.38K
|
417
$2.31K
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
SELL
|
- |
-203- 0.96% |
$1.95K - $2.8K
|
21K
$117K
|
|
|
May 02, 2022
Q1 2022
|
Manteio Capital LLC
|
SELL
|
- |
-54.6KClosed |
$525K - $752K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-8- 8.42% |
$77 - $110
|
87
$483
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
31.1KNew |
$299K - $428K
|
31.1K
$172K
|
|
|
Apr 29, 2022
Q1 2022
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-3.04K- 2.4% |
$29.2K - $41.9K
|
124K
$686K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-200- 93.9% |
$1.92K - $2.75K
|
13
$72.1
|
|
|
Apr 28, 2022
Q1 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-120Closed |
$1.15K - $1.65K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-53Closed |
$510 - $730
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
First Bancorp, Inc
|
BUY
|
- |
12.6KNew |
$121K - $173K
|
12.6K
$69.9K
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
SELL
|
- |
-350Closed |
$3.37K - $4.82K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Mcrae Capital Management Inc
|
SELL
|
- |
-4.06K- 11.93% |
$39.1K - $55.9K
|
30K
$167K
|
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
1.58KNew |
$15.2K - $21.7K
|
1.58K
$8.76K
|
|
|
Apr 20, 2022
Q1 2022
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-150- 0.6% |
$1.44K - $2.07K
|
24.7K
$137K
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-12.1KClosed |
$116K - $167K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.26KClosed |
$12.1K - $17.3K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-10KClosed |
$96.2K - $138K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
21.9KNew |
$211K - $302K
|
21.9K
$122K
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.5KClosed |
$14.4K - $20.7K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-275- 36.72% |
$2.65K - $3.79K
|
474
$2.63K
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-792Closed |
$7.62K - $10.9K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-13.8KClosed |
$132K - $189K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Sanders Morris Harris LLC
|
BUY
|
- |
1K+ 5.34% |
$9.62K - $13.8K
|
19.7K
$109K
|
|
|
Apr 08, 2022
Q1 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-33KClosed |
$318K - $455K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
6New |
$57.7 - $82.6
|
6
$33.3
|
|
| Q4 2021 | |||||||
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-2.83K- 35.13% |
$33.3K - $40.4K
|
5.22K
$29K
|
|
|
May 26, 2022
Q4 2021
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
20KNew |
$236K - $285K
|
20K
$111K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
34New |
$401 - $485
|
34
$189
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-869Closed |
$10.2K - $12.4K
|
0
$0
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
200New |
$2.36K - $2.85K
|
200
$1.11K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
500New |
$5.9K - $7.14K
|
500
$2.78K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1KClosed |
$11.8K - $14.3K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-4.9KClosed |
$57.8K - $70K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-15.5KClosed |
$183K - $222K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-55.6KClosed |
$656K - $794K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Maplelane Capital, LLC
New York, NY |
SELL
|
- |
-205KClosed |
$2.42M - $2.93M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Caas Capital Management LP
New York, NY |
SELL
|
PUT |
-50KClosed |
$590K - $714K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-109KClosed |
$1.29M - $1.56M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-24Closed |
$283 - $342
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-394Closed |
$4.65K - $5.62K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
183New |
$2.16K - $2.61K
|
183
$1.02K
|
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-20K- 90.91% |
$236K - $285K
|
2K
$11.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-396KClosed |
$4.67M - $5.65M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
PUT |
-19.5KClosed |
$230K - $278K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-800KClosed |
$9.43M - $11.4M
|
0
$0
|
|