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 661 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 $3.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
42
shares
|
$209
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
42
shares
|
$209
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
38
shares
|
$189
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
36
shares
|
$179
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Mar 04, 2025 Q4 2024 |
34
shares
|
$169
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
34
shares
|
$169
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
34
shares
|
$169
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
34
shares
|
$169
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Feb 18, 2025 Q4 2024 |
28
shares
|
$139
0.0% of portfolio
|
Q4 2024
Reduced 34.88%
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
26
shares
|
$129
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
24
shares
|
$119
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
21
shares
|
$104
0.0% of portfolio
|
Q3 2024
Reduced 99.58%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
21
shares
|
$104
0.0% of portfolio
|
Q1 2024
Reduced 51.16%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
21
shares
|
$104
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
21
shares
|
$104
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
20
shares
|
$99
0.0% of portfolio
|
Q4 2024
Reduced 13.04%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
19
shares
|
$94
0.0% of portfolio
|
Q4 2024
Reduced 92.94%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
18
shares
|
$89
0.0% of portfolio
|
Q2 2024
Reduced 99.4%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
18
shares
|
$89
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
18
shares
|
$89
0.0% of portfolio
|
Q2 2023
Reduced 92.86%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
17
shares
|
$84
0.0% of portfolio
|
Q4 2023
Reduced 94.64%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
16
shares
|
$79
0.0% of portfolio
|
Q2 2024
Reduced 98.43%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
16
shares
|
$79
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
16
shares
|
$79
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
15
shares
|
$74
0.0% of portfolio
|
Q4 2024
New holding
|