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 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.14K- 9.27% |
$6.58K - $9.66K
|
21K
$82.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
25New |
$76.8 - $113
|
25
$98.8
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
331+ 56.87% |
$1.02K - $1.49K
|
913
$3.61K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-620- 1.86% |
$1.9K - $2.8K
|
32.7K
$129K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
250New |
$768 - $1.13K
|
250
$988
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.38K+ 2.26% |
$16.5K - $24.3K
|
244K
$962K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-34- 0.25% |
$104 - $153
|
13.4K
$53K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-13- 0.44% |
$39.9 - $58.6
|
2.96K
$11.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
84+ 12.61% |
$258 - $379
|
750
$2.96K
|
|
|
Aug 05, 2025
Q2 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
38.6KNew |
$119K - $174K
|
38.6K
$153K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
445+ 95.7% |
$1.37K - $2.01K
|
910
$3.59K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
9.87KNew |
$30.3K - $44.5K
|
9.87K
$39K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
510+ 4.14% |
$1.57K - $2.3K
|
12.8K
$50.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
1K+ 30.3% |
$3.07K - $4.51K
|
4.3K
$17K
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
SELL
|
- |
-23K- 8.4% |
$70.6K - $104K
|
251K
$991K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.73K+ 1426.45% |
$5.3K - $7.78K
|
1.85K
$7.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
152+ 1.07% |
$467 - $686
|
14.4K
$56.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.11K+ 14.66% |
$28K - $41.1K
|
71.2K
$281K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2.65K+ 0.92% |
$8.15K - $12K
|
292K
$1.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
24+ 0.15% |
$73.7 - $108
|
16.3K
$64.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
9+ 0.07% |
$27.6 - $40.6
|
12.2K
$48.2K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-19- 35.19% |
$58.3 - $85.7
|
35
$138
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
696+ 12.55% |
$2.14K - $3.14K
|
6.24K
$24.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
6.88K+ 4.88% |
$21.1K - $31K
|
148K
$584K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
12.5K+ 99.81% |
$38.3K - $56.3K
|
25K
$98.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
24.4KNew |
$74.8K - $110K
|
24.4K
$96.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
6.46K+ 3527.87% |
$19.8K - $29.1K
|
6.64K
$26.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.5K- 25.5% |
$66.1K - $97.2K
|
62.9K
$249K
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
43.7K+ 9.78% |
$134K - $197K
|
490K
$1.94M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.05K- 12.8% |
$9.36K - $13.8K
|
20.8K
$82K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
12.2K+ 243540.0% |
$37.4K - $54.9K
|
12.2K
$48.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
14.2K+ 54.12% |
$43.6K - $64.1K
|
40.4K
$160K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-515- 1.47% |
$1.58K - $2.32K
|
34.6K
$137K
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
22.4K+ 75.62% |
$68.8K - $101K
|
52K
$206K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-150- 87.72% |
$461 - $677
|
21
$83
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-5.94K- 29.74% |
$18.2K - $26.8K
|
14K
$55.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.67KNew |
$8.21K - $12.1K
|
2.67K
$10.6K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
87.7K+ 194.95% |
$269K - $396K
|
133K
$524K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-4.45K- 17.7% |
$13.7K - $20.1K
|
20.7K
$81.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5.98K+ 22.44% |
$18.3K - $27K
|
32.6K
$129K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
500New |
$1.54K - $2.26K
|
500
$1.98K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.42KNew |
$4.35K - $6.39K
|
1.42K
$5.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.64KNew |
$5.03K - $7.38K
|
1.64K
$6.47K
|
|
|
Jul 29, 2025
Q2 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
345K+ 8.52% |
$1.06M - $1.55M
|
4.39M
$17.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
415+ 52.14% |
$1.27K - $1.87K
|
1.21K
$4.78K
|
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
159K+ 98.57% |
$488K - $716K
|
320K
$1.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-16K- 10.82% |
$49.1K - $72.1K
|
132K
$521K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-44.5K- 38.97% |
$137K - $201K
|
69.8K
$276K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-652- 1.88% |
$2K - $2.94K
|
34.1K
$135K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.78K- 72.97% |
$5.46K - $8.02K
|
659
$2.6K
|