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 619 institutions that hold shares in the stock, with a total of 644 Million shares, which have been reported (via 13F filing form) to have a value of $3.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
443
shares
|
$2,210
0.0% of portfolio
|
Q2 2024
Added 44200.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
442
shares
|
$2,205
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
435
shares
|
$2,170
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
430
shares
|
$2,145
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
417
shares
|
$2,080
0.0% of portfolio
|
Q1 2022
Added 31.55%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
414
shares
|
$2,065
0.0% of portfolio
|
Q4 2022
Added 6.7%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
381
shares
|
$1,901
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
371
shares
|
$1,851
0.0% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
363
shares
|
$1,811
0.0% of portfolio
|
Q4 2024
Reduced 70.07%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
307
shares
|
$1,531
0.0% of portfolio
|
Q4 2023
Reduced 47.16%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
302
shares
|
$1,506
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
302
shares
|
$1,506
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
300
shares
|
$1,497
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
300
shares
|
$1,497
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
291
shares
|
$1,452
0.0% of portfolio
|
Q4 2024
Reduced 16.86%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
288
shares
|
$1,437
0.0% of portfolio
|
Q3 2023
Reduced 65.38%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
277
shares
|
$1,382
0.0% of portfolio
|
Q2 2023
Added 61.99%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
264
shares
|
$1,317
0.0% of portfolio
|
Q4 2024
Added 9.54%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
257
shares
|
$1,282
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
231
shares
|
$1,152
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
227
shares
|
$1,132
0.0% of portfolio
|
Q3 2024
Added 740.74%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
224
shares
|
$1,117
0.0% of portfolio
|
Q4 2024
Added 273.33%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
210
shares
|
$1,047
0.0% of portfolio
|
Q2 2022
Reduced 81.42%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
200
shares
|
$998
0.0% of portfolio
|
Q4 2024
Reduced 14.16%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
198
shares
|
$988
0.0% of portfolio
|
Q2 2024
Reduced 1.49%
|