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 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
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.14K- 5.5% |
$3.49K - $5.13K
|
19.5K
$77.2K
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-300- 0.03% |
$921 - $1.35K
|
1.01M
$3.98M
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
748K+ 8.53% |
$2.3M - $3.37M
|
9.52M
$37.6M
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.13K+ 1.71% |
$3.45K - $5.07K
|
66.9K
$264K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.67K- 17.17% |
$5.13K - $7.54K
|
8.07K
$31.9K
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-59.7K- 10.27% |
$183K - $269K
|
522K
$2.06M
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.1K+ 0.47% |
$3.38K - $4.96K
|
234K
$923K
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
4.44K+ 42.11% |
$13.6K - $20K
|
15K
$59.2K
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
87.7K+ 218.95% |
$269K - $396K
|
128K
$505K
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
26.1KNew |
$80.2K - $118K
|
26.1K
$103K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
376+ 1880.0% |
$1.15K - $1.7K
|
396
$1.56K
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15KNew |
$46.1K - $67.7K
|
15K
$59.3K
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-13- 2.51% |
$39.9 - $58.6
|
505
$1.99K
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
100+ 46.51% |
$307 - $451
|
315
$1.24K
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
243+ 279.31% |
$746 - $1.1K
|
330
$1.3K
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
11New |
$33.8 - $49.6
|
11
$43.5
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
194+ 35.08% |
$596 - $875
|
747
$2.95K
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-130- 0.43% |
$399 - $586
|
30.4K
$120K
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
21.2K+ 11.57% |
$65.1K - $95.6K
|
204K
$807K
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
1.3K+ 0.27% |
$3.99K - $5.86K
|
479K
$1.89M
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
47+ 7.47% |
$144 - $212
|
676
$2.67K
|