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 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3KNew |
$11.8K - $17.8K
|
3K
$11.9K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.62K+ 23.6% |
$10.3K - $15.5K
|
13.7K
$54.2K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.33K+ 22.99% |
$9.13K - $13.8K
|
12.5K
$49.2K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2.03KNew |
$7.94K - $12K
|
2.03K
$8K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.8K+ 15.65% |
$7.06K - $10.7K
|
13.3K
$52.5K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.24K+ 2.84% |
$4.84K - $7.31K
|
44.7K
$177K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.21K+ 80.88% |
$4.74K - $7.16K
|
2.71K
$10.7K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.19K+ 59350.0% |
$4.65K - $7.03K
|
1.19K
$4.7K
|
|
|
Jul 24, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
1.18K+ 0.38% |
$4.64K - $7K
|
315K
$1.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
869New |
$3.41K - $5.14K
|
869
$3.43K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
710New |
$2.78K - $4.2K
|
710
$2.8K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
698+ 0.65% |
$2.74K - $4.13K
|
108K
$427K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
695+ 1.9% |
$2.72K - $4.11K
|
37.3K
$147K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
600New |
$2.35K - $3.55K
|
600
$2.37K
|
|
|
May 09, 2025
Q1 2025
|
Performa LTD (Us), LLC
|
BUY
|
- |
500New |
$1.96K - $2.96K
|
500
$1.98K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
500New |
$1.96K - $2.96K
|
500
$1.98K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
443New |
$1.74K - $2.62K
|
443
$1.75K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
418New |
$1.64K - $2.47K
|
418
$1.65K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
355New |
$1.39K - $2.1K
|
355
$1.4K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
300New |
$1.18K - $1.78K
|
300
$1.19K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
270New |
$1.06K - $1.6K
|
270
$1.07K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
245+ 3.27% |
$960 - $1.45K
|
7.74K
$30.6K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
233New |
$913 - $1.38K
|
233
$920
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
218+ 1.49% |
$855 - $1.29K
|
14.9K
$58.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
210New |
$823 - $1.24K
|
210
$830
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
198+ 1.09% |
$776 - $1.17K
|
18.3K
$72.2K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
138New |
$541 - $817
|
138
$545
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
120New |
$470 - $710
|
120
$474
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
87New |
$341 - $515
|
87
$344
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
81+ 540.0% |
$318 - $480
|
96
$379
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
77New |
$302 - $456
|
77
$304
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
69+ 38.98% |
$270 - $408
|
246
$972
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
67+ 3.83% |
$263 - $397
|
1.82K
$7.18K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
66New |
$259 - $391
|
66
$261
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
63New |
$247 - $373
|
63
$249
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
59New |
$231 - $349
|
59
$233
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
50+ 0.49% |
$196 - $296
|
10.3K
$40.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
49New |
$192 - $290
|
49
$194
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
33+ 97.06% |
$129 - $195
|
67
$265
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
20+ 0.5% |
$78.4 - $118
|
4.02K
$15.9K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
16New |
$62.7 - $94.7
|
16
$63.2
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
9New |
$35.3 - $53.3
|
9
$35.6
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
5New |
$19.6 - $29.6
|
5
$19.8
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4New |
$15.7 - $23.7
|
4
$15.8
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 40.0% |
$15.7 - $23.7
|
14
$55.3
|
|
| Q4 2024 | |||||||
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
715K+ 52.3% |
$3.8M - $7.24M
|
2.08M
$8.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
582KNew |
$3.09M - $5.89M
|
582K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Foursixthree Capital LP
New York, NY |
BUY
|
PUT |
550KNew |
$2.92M - $5.57M
|
550K
$2.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Lonestar Capital Management LLC
Menlo Park, CA |
BUY
|
- |
400KNew |
$2.12M - $4.05M
|
400K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Massar Capital Management, LP
Stamford, CT |
BUY
|
- |
264KNew |
$1.4M - $2.67M
|
264K
$1.04M
|
|