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 |
---|---|---|---|---|---|---|---|
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
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-6.27K- 26.68% |
$19.2K - $28.3K
|
17.2K
$68K
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
5.06K+ 1.71% |
$15.5K - $22.8K
|
301K
$1.19M
|
|
Jul 23, 2025
Q2 2025
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
12.1KNew |
$37.3K - $54.8K
|
12.1K
$48K
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1KNew |
$3.07K - $4.51K
|
1K
$3.95K
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.86K+ 14.44% |
$5.7K - $8.37K
|
14.7K
$58.1K
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
46+ 353.85% |
$141 - $207
|
59
$233
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
22K+ 26.1% |
$67.5K - $99.2K
|
106K
$420K
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
32+ 355.56% |
$98.2 - $144
|
41
$162
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
4.5K+ 8.91% |
$13.8K - $20.3K
|
55K
$217K
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
500New |
$1.54K - $2.26K
|
500
$1.98K
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.21K+ 5.65% |
$3.7K - $5.44K
|
22.6K
$89.1K
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.73K- 23.41% |
$14.5K - $21.3K
|
15.5K
$61.1K
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-769K- 9.94% |
$2.36M - $3.47M
|
6.97M
$27.5M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.64KNew |
$8.11K - $11.9K
|
2.64K
$10.4K
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1KNew |
$3.07K - $4.51K
|
1K
$3.95K
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
25New |
$76.8 - $113
|
25
$98.8
|