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 635 institutions that hold shares in the stock, with a total of 662 Million shares, which have been reported (via 13F filing form) to have a value of $3.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
300
shares
|
$1,413
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
291
shares
|
$1,370
0.0% of portfolio
|
Q4 2024
Reduced 16.86%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
288
shares
|
$1,356
0.0% of portfolio
|
Q3 2023
Reduced 65.38%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
277
shares
|
$1,304
0.0% of portfolio
|
Q2 2023
Added 61.99%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
264
shares
|
$1,243
0.0% of portfolio
|
Q4 2024
Added 9.54%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
257
shares
|
$1,210
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
231
shares
|
$1,088
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
227
shares
|
$1,069
0.0% of portfolio
|
Q3 2024
Added 740.74%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
224
shares
|
$1,055
0.0% of portfolio
|
Q4 2024
Added 273.33%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
210
shares
|
$989
0.0% of portfolio
|
Q2 2022
Reduced 81.42%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
200
shares
|
$942
0.0% of portfolio
|
Q4 2024
Reduced 14.16%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
198
shares
|
$932
0.0% of portfolio
|
Q2 2024
Reduced 1.49%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
198
shares
|
$932
0.0% of portfolio
|
Q4 2024
Reduced 71.71%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
197
shares
|
$927
0.0% of portfolio
|
Q4 2024
Added 41.73%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
197
shares
|
$927
0.0% of portfolio
|
Q1 2023
Reduced 59.55%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
192
shares
|
$904
0.0% of portfolio
|
Q1 2023
Added 182.35%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
191
shares
|
$899
0.0% of portfolio
|
Q4 2023
Reduced 99.09%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
188
shares
|
$885
0.0% of portfolio
|
Q2 2024
Reduced 5.05%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
179
shares
|
$843
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
177
shares
|
$833
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
168
shares
|
$791
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
156
shares
|
$734
0.0% of portfolio
|
Q3 2024
Reduced 84.18%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
152
shares
|
$715
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
148
shares
|
$697
0.0% of portfolio
|
Q3 2024
Added 108.45%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
145
shares
|
$682
0.0% of portfolio
|
Q4 2024
Added 5.84%
|