Latest Institutional Purchases of Lumen Technologies, Inc. (LUMN)
This list provides information on the latest institutional transactions involving Lumen Technologies, Inc. (LUMN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 26, 2022
Q4 2021
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
20KNew |
$236K - $285K
|
20K
$116K
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
3KNew |
$35.4K - $42.8K
|
3K
$17.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
936New |
$11K - $13.4K
|
936
$5.45K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
500New |
$5.9K - $7.14K
|
500
$2.91K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
200New |
$2.36K - $2.85K
|
200
$1.16K
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
183New |
$2.16K - $2.61K
|
183
$1.07K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
128New |
$1.51K - $1.83K
|
128
$745
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
39New |
$460 - $557
|
39
$227
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
34New |
$401 - $485
|
34
$198
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
27New |
$318 - $385
|
27
$157
|
|
|
Jan 13, 2022
Q4 2021
|
Adirondack Trust CO
|
BUY
|
- |
12New |
$141 - $171
|
12
$69.8
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Imc Chicago, LLC
|
BUY
|
PUT |
48.1KNew |
$545K - $661K
|
48.1K
$280K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
8.35KNew |
$94.7K - $115K
|
8.35K
$48.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
505New |
$5.73K - $6.94K
|
505
$2.94K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
231New |
$2.62K - $3.17K
|
231
$1.34K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
209New |
$2.37K - $2.87K
|
209
$1.22K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
PUT |
128KNew |
$1.62M - $1.96M
|
128K
$745K
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
105KNew |
$1.33M - $1.61M
|
105K
$612K
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
25KNew |
$316K - $382K
|
25K
$146K
|
|
|
Aug 05, 2021
Q2 2021
|
Hyman Charles D
|
BUY
|
- |
13.4KNew |
$169K - $205K
|
13.4K
$78K
|
|
|
Jul 23, 2021
Q2 2021
|
Harvest Management LLC
New York, NY |
BUY
|
- |
12.5KNew |
$159K - $192K
|
12.5K
$73K
|
|
|
Aug 06, 2021
Q2 2021
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
8KNew |
$101K - $122K
|
8K
$46.6K
|
|
|
Aug 11, 2021
Q2 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.26KNew |
$15.9K - $19.2K
|
1.26K
$7.33K
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
268New |
$3.39K - $4.1K
|
268
$1.56K
|
|
|
Aug 13, 2021
Q2 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
250New |
$3.16K - $3.82K
|
250
$1.46K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
21New |
$265 - $321
|
21
$122
|
|
|
Aug 13, 2021
Q2 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
12New |
$152 - $183
|
12
$69.8
|
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
4New |
$50.6 - $61.1
|
4
$23.3
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
120KNew |
$1.17M - $1.84M
|
120K
$698K
|
|
|
Apr 23, 2021
Q1 2021
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
99.9KNew |
$971K - $1.53M
|
99.9K
$581K
|
|
|
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
36K+ 1997.95% |
$350K - $553K
|
37.8K
$220K
|
|
|
May 17, 2021
Q1 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
30.2KNew |
$294K - $464K
|
30.2K
$176K
|
|
|
Apr 26, 2021
Q1 2021
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
20.6KNew |
$200K - $316K
|
20.6K
$120K
|
|
|
May 06, 2021
Q1 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
12.8KNew |
$124K - $196K
|
12.8K
$74.4K
|
|
|
Apr 20, 2021
Q1 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
10.4KNew |
$101K - $160K
|
10.4K
$60.6K
|
|
|
May 17, 2021
Q1 2021
|
Green Square Capital Advisors LLC
|
BUY
|
CALL |
7.5KNew |
$72.9K - $115K
|
7.5K
$43.7K
|
|
|
Apr 30, 2021
Q1 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
2KNew |
$19.4K - $30.7K
|
2K
$11.6K
|
|
|
Apr 27, 2021
Q1 2021
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1.91KNew |
$18.6K - $29.3K
|
1.91K
$11.1K
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.45KNew |
$14.1K - $22.3K
|
1.45K
$8.46K
|
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
500New |
$4.86K - $7.68K
|
500
$2.91K
|
|
|
Apr 13, 2021
Q1 2021
|
Norway Savings Bank
|
BUY
|
- |
185New |
$1.8K - $2.84K
|
185
$1.08K
|
|
|
May 11, 2021
Q1 2021
|
First National Bank Of South Miami
|
BUY
|
- |
126New |
$1.22K - $1.94K
|
126
$733
|
|
|
May 18, 2021
Q1 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
116New |
$1.13K - $1.78K
|
116
$675
|
|
|
Apr 14, 2021
Q1 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
42New |
$408 - $645
|
42
$244
|
|
|
May 03, 2021
Q1 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
12New |
$117 - $184
|
12
$69.8
|
|
|
Nov 12, 2021
Q1 2021
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
9New |
$87.5 - $138
|
9
$52.4
|
|
|
May 17, 2021
Q1 2021
|
Credit Agricole S A
|
BUY
|
- |
6New |
$58.3 - $92.2
|
6
$34.9
|
|
| Q4 2020 | |||||||
|
Jan 28, 2021
Q4 2020
|
American Research & Management Co.
|
BUY
|
- |
142New |
$1.22K - $1.55K
|
142
$826
|
|
|
Jan 29, 2021
Q4 2020
|
Bellwether Advisors, LLC
|
BUY
|
- |
3New |
$25.9 - $32.7
|
3
$17.5
|
|
| Q4 2019 | |||||||
|
Dec 21, 2023
Q4 2019
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1KNew |
$11.4K - $15.2K
|
1K
$5.82K
|
|