Institutional Ownership Lumen Technologies, Inc. (LUMN)
This table provides information about the institutional ownership of Lumen Technologies, Inc. (LUMN). We have compiled data on the 641 institutions that hold shares in the stock, with a total of 694 Million shares, which have been reported (via 13F filing form) to have a value of $2.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
629
shares
|
$2,509
0.0% of portfolio
|
Q1 2025
Added 11.92%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
628
shares
|
$2,505
0.0% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
600
shares
|
$2,394
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
582
shares
|
$2,322
0.0% of portfolio
|
Q1 2025
Added 120.45%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
562
shares
|
$2,242
0.0% of portfolio
|
Q4 2024
Added 7.66%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
553
shares
|
$2,206
0.0% of portfolio
|
Q1 2025
Added 180.71%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
552
shares
|
$2,202
0.0% of portfolio
|
Q3 2024
Added 15.72%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
547
shares
|
$2,182
0.0% of portfolio
|
Q1 2025
Added 89.93%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
533
shares
|
$2,126
0.0% of portfolio
|
Q4 2023
Reduced 60.02%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
529
shares
|
$2,110
0.0% of portfolio
|
Q2 2024
Added 462.77%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
518
shares
|
$2,066
0.0% of portfolio
|
Q1 2025
Added 12.61%
|
|
|
Performa LTD (Us), LLC
|
May 09, 2025 Q1 2025 |
500
shares
|
$1,995
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
500
shares
|
$1,995
0.0% of portfolio
|
Q1 2025
Reduced 73.88%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
500
shares
|
$1,995
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
480
shares
|
$1,915
0.0% of portfolio
|
Q2 2023
Reduced 7.87%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
474
shares
|
$1,891
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
465
shares
|
$1,855
0.0% of portfolio
|
Q1 2025
Added 22.05%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
451
shares
|
$1,799
0.0% of portfolio
|
Q1 2025
Reduced 43.98%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
444
shares
|
$1,771
0.0% of portfolio
|
Q2 2024
Added 133.68%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
443
shares
|
$1,767
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
442
shares
|
$1,763
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
429
shares
|
$1,711
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
418
shares
|
$1,667
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
417
shares
|
$1,663
0.0% of portfolio
|
Q1 2022
Added 31.55%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
414
shares
|
$1,651
0.0% of portfolio
|
Q4 2022
Added 6.7%
|