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 |
---|---|---|---|---|---|---|---|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
4.44K+ 42.11% |
$13.6K - $20K
|
15K
$59.2K
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.83KNew |
$11.7K - $17.3K
|
3.83K
$15.1K
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.48K+ 32.12% |
$10.7K - $15.7K
|
14.3K
$56.6K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.39K+ 132.31% |
$10.4K - $15.3K
|
5.95K
$23.5K
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.31K+ 0.83% |
$10.2K - $14.9K
|
402K
$1.59M
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.96KNew |
$9.08K - $13.3K
|
2.96K
$11.7K
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
2.81K+ 149.97% |
$8.63K - $12.7K
|
4.69K
$18.5K
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.79K+ 25.89% |
$8.57K - $12.6K
|
13.6K
$53.6K
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.67KNew |
$8.21K - $12.1K
|
2.67K
$10.6K
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2.65K+ 0.92% |
$8.15K - $12K
|
292K
$1.15M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.64KNew |
$8.11K - $11.9K
|
2.64K
$10.4K
|
|
Aug 14, 2025
Q2 2025
|
Lm Asset (Im) Inc.
Vancouver, A1 |
BUY
|
CALL |
2.2K+ 22.0% |
$6.75K - $9.92K
|
12.2K
$48.2K
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2KNew |
$6.14K - $9.02K
|
2K
$7.9K
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2KNew |
$6.14K - $9.02K
|
2K
$7.9K
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.96K+ 14.74% |
$6.03K - $8.85K
|
15.3K
$60.4K
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.89K+ 10.48% |
$5.81K - $8.53K
|
19.9K
$78.7K
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.86K+ 14.44% |
$5.7K - $8.37K
|
14.7K
$58.1K
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.74K+ 8.22% |
$5.35K - $7.86K
|
23K
$90.7K
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
1.74K+ 12.34% |
$5.34K - $7.84K
|
15.8K
$62.5K
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.73K+ 1426.45% |
$5.3K - $7.78K
|
1.85K
$7.3K
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.64KNew |
$5.03K - $7.38K
|
1.64K
$6.47K
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.63K+ 49.86% |
$5.01K - $7.36K
|
4.91K
$19.4K
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.52K+ 12.52% |
$4.65K - $6.83K
|
13.6K
$53.8K
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
1.51KNew |
$4.63K - $6.8K
|
1.51K
$5.95K
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.45K+ 1357.01% |
$4.46K - $6.55K
|
1.56K
$6.16K
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.42KNew |
$4.35K - $6.39K
|
1.42K
$5.6K
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
1.3K+ 0.27% |
$3.99K - $5.86K
|
479K
$1.89M
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.21K+ 5.65% |
$3.7K - $5.44K
|
22.6K
$89.1K
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.13K+ 1.71% |
$3.45K - $5.07K
|
66.9K
$264K
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.12K+ 3.76% |
$3.45K - $5.06K
|
31K
$123K
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.1K+ 0.47% |
$3.38K - $4.96K
|
234K
$923K
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
1K+ 30.3% |
$3.07K - $4.51K
|
4.3K
$17K
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1KNew |
$3.07K - $4.51K
|
1K
$3.95K
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1KNew |
$3.07K - $4.51K
|
1K
$3.95K
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
990+ 9.44% |
$3.04K - $4.46K
|
11.5K
$45.3K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
975+ 17.22% |
$2.99K - $4.4K
|
6.64K
$26.2K
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
950+ 4.09% |
$2.92K - $4.28K
|
24.2K
$95.5K
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
944+ 5.45% |
$2.9K - $4.26K
|
18.3K
$72.2K
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
864+ 8.2% |
$2.65K - $3.9K
|
11.4K
$45K
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
696+ 12.55% |
$2.14K - $3.14K
|
6.24K
$24.7K
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
661+ 9.2% |
$2.03K - $2.98K
|
7.84K
$31K
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
625New |
$1.92K - $2.82K
|
625
$2.47K
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
550New |
$1.69K - $2.48K
|
550
$2.17K
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
510+ 4.14% |
$1.57K - $2.3K
|
12.8K
$50.6K
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
500New |
$1.54K - $2.26K
|
500
$1.98K
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
500New |
$1.54K - $2.26K
|
500
$1.98K
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
500New |
$1.54K - $2.26K
|
500
$1.98K
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
445+ 95.7% |
$1.37K - $2.01K
|
910
$3.59K
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
441+ 0.2% |
$1.35K - $1.99K
|
216K
$854K
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
415+ 52.14% |
$1.27K - $1.87K
|
1.21K
$4.78K
|