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 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
376+ 1880.0% |
$1.15K - $1.7K
|
396
$1.56K
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
374+ 0.42% |
$1.15K - $1.69K
|
89.3K
$353K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
331+ 56.87% |
$1.02K - $1.49K
|
913
$3.61K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
330New |
$1.01K - $1.49K
|
330
$1.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
299New |
$918 - $1.35K
|
299
$1.18K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
250New |
$768 - $1.13K
|
250
$988
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
243+ 279.31% |
$746 - $1.1K
|
330
$1.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
235+ 1.29% |
$721 - $1.06K
|
18.5K
$73K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
205+ 2928.57% |
$629 - $925
|
212
$837
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
194+ 35.08% |
$596 - $875
|
747
$2.95K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
185+ 0.48% |
$568 - $834
|
39K
$154K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
183New |
$562 - $825
|
183
$723
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
159+ 77.94% |
$488 - $717
|
363
$1.43K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
152+ 1.07% |
$467 - $686
|
14.4K
$56.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
132New |
$405 - $595
|
132
$521
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
100+ 0.37% |
$307 - $451
|
27.4K
$108K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
100+ 46.51% |
$307 - $451
|
315
$1.24K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
89+ 0.63% |
$273 - $401
|
14.2K
$56K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
84+ 12.61% |
$258 - $379
|
750
$2.96K
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
80New |
$246 - $361
|
80
$316
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
75+ 0.26% |
$230 - $338
|
29.3K
$116K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
66New |
$203 - $298
|
66
$261
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
47+ 7.47% |
$144 - $212
|
676
$2.67K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
46+ 353.85% |
$141 - $207
|
59
$233
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
45New |
$138 - $203
|
45
$178
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
41New |
$126 - $185
|
41
$162
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
32+ 355.56% |
$98.2 - $144
|
41
$162
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
27+ 0.15% |
$82.9 - $122
|
17.7K
$70K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
25New |
$76.8 - $113
|
25
$98.8
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
25New |
$76.8 - $113
|
25
$98.8
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
25+ 833.33% |
$76.8 - $113
|
28
$111
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
25New |
$76.8 - $113
|
25
$98.8
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
24+ 0.15% |
$73.7 - $108
|
16.3K
$64.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21+ 0.1% |
$64.5 - $94.7
|
20.1K
$79.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
21New |
$64.5 - $94.7
|
21
$83
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
21+ 61.76% |
$64.5 - $94.7
|
55
$217
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
18+ 4.07% |
$55.3 - $81.2
|
460
$1.82K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
12New |
$36.8 - $54.1
|
12
$47.4
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
11New |
$33.8 - $49.6
|
11
$43.5
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
9+ 0.07% |
$27.6 - $40.6
|
12.2K
$48.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
9New |
$27.6 - $40.6
|
9
$35.6
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
8New |
$24.6 - $36.1
|
8
$31.6
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
9.38M+ 537.22% |
$36.8M - $55.5M
|
11.1M
$43.9M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.23M+ 44.13% |
$20.5M - $31M
|
17.1M
$67.5M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.56M+ 91.15% |
$13.9M - $21.1M
|
7.46M
$29.5M
|
|
|
May 15, 2025
Q1 2025
|
Westerly Capital Management, LLC
San Francisco, CA |
BUY
|
- |
2.78M+ 555.0% |
$10.9M - $16.4M
|
3.28M
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.07M+ 121.08% |
$8.12M - $12.3M
|
3.78M
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
1.28MNew |
$5.01M - $7.56M
|
1.28M
$5.04M
|
|
|
May 15, 2025
Q1 2025
|
Carronade Capital Management, LP
Darien, CT |
BUY
|
- |
953KNew |
$3.74M - $5.64M
|
953K
$3.76M
|
|