Purchases and Sales Made in Q1 2023 in Lumen Technologies, Inc. (LUMN)
This table provides information about the institutional ownership of Lumen Technologies, Inc. (LUMN) during Q1 2023. The information is specifically focused on institutions that hold shares of Lumen Technologies, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 02, 2023
Q1 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
15.8KNew |
$38.2K - $95.7K
|
15.8K
$87.9K
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
15.4K+ 78.09% |
$37.2K - $93.3K
|
35.2K
$195K
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
15KNew |
$36.2K - $90.7K
|
15K
$83.3K
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
14.9KNew |
$35.9K - $90K
|
14.9K
$82.7K
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
14.9K+ 1826.81% |
$35.8K - $89.7K
|
15.7K
$86.9K
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
14.8K+ 2612.87% |
$35.7K - $89.5K
|
15.4K
$85.4K
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
14.7KNew |
$35.5K - $89K
|
14.7K
$81.8K
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
14.7KNew |
$35.5K - $89K
|
14.7K
$81.8K
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
14.7KNew |
$35.5K - $89K
|
14.7K
$81.8K
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
14.7KNew |
$35.3K - $88.6K
|
14.7K
$81.4K
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
14.5KNew |
$35K - $87.8K
|
14.5K
$80.7K
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
14.4KNew |
$34.7K - $86.9K
|
14.4K
$79.9K
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
14.4KNew |
$34.7K - $86.9K
|
14.4K
$79.8K
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
14.2KNew |
$34.1K - $85.6K
|
14.2K
$78.6K
|
|
May 12, 2023
Q1 2023
|
Portland Investment Counsel Inc.
Burlington, A6 |
BUY
|
- |
14KNew |
$33.7K - $84.6K
|
14K
$77.7K
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
13.5K+ 172.95% |
$32.6K - $81.8K
|
21.4K
$119K
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
BUY
|
- |
13.3K+ 41.55% |
$32.1K - $80.5K
|
45.4K
$252K
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
13.3KNew |
$32K - $80.2K
|
13.3K
$73.7K
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
13KNew |
$31.4K - $78.8K
|
13K
$72.4K
|
|
Apr 25, 2023
Q1 2023
|
Humankind Investments LLC
|
BUY
|
- |
12.4K+ 48.8% |
$30K - $75.1K
|
37.9K
$211K
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
12.4KNew |
$29.8K - $74.7K
|
12.4K
$68.6K
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
12KNew |
$28.9K - $72.4K
|
12K
$66.6K
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
11.8K+ 45.88% |
$28.4K - $71.2K
|
37.5K
$208K
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
11.7KNew |
$28.1K - $70.5K
|
11.7K
$64.7K
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
11.5KNew |
$27.7K - $69.5K
|
11.5K
$63.9K
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
11.5KNew |
$27.6K - $69.2K
|
11.5K
$63.6K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
11.4K+ 171.12% |
$27.4K - $68.7K
|
18K
$100K
|
|
May 12, 2023
Q1 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
11K+ 13.65% |
$26.5K - $66.4K
|
91.6K
$508K
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
11KNew |
$26.4K - $66.2K
|
11K
$60.8K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10.7K+ 46.72% |
$25.8K - $64.8K
|
33.7K
$187K
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
10.6K+ 29.61% |
$25.5K - $64K
|
46.4K
$258K
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
10.3KNew |
$24.9K - $62.3K
|
10.3K
$57.2K
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
10.1KNew |
$24.4K - $61.1K
|
10.1K
$56.2K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10.1K+ 2331.11% |
$24.4K - $61.1K
|
10.6K
$58.6K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.9K+ 27.71% |
$21.5K - $53.8K
|
41K
$228K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.5K+ 9.33% |
$20.5K - $51.3K
|
99.6K
$553K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
8.5K+ 356.72% |
$20.5K - $51.3K
|
10.9K
$60.4K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.47K+ 5.01% |
$20.4K - $51.1K
|
177K
$984K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.16K+ 26.36% |
$19.7K - $49.3K
|
39.1K
$217K
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
7.75K+ 17.71% |
$18.7K - $46.8K
|
51.5K
$286K
|
|
May 15, 2023
Q1 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
7.28K+ 33.39% |
$17.5K - $44K
|
29.1K
$161K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6.65KNew |
$16K - $40.2K
|
6.65K
$36.9K
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
6.23K+ 45.6% |
$15K - $37.6K
|
19.9K
$110K
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
6.04K+ 2.29% |
$14.6K - $36.5K
|
270K
$1.5M
|
|
May 02, 2023
Q1 2023
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
5.59K+ 0.29% |
$13.5K - $33.8K
|
1.95M
$10.8M
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
5.5KNew |
$13.3K - $33.2K
|
5.5K
$30.5K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.46K+ 58.46% |
$13.1K - $33K
|
14.8K
$82.1K
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.33K+ 11.94% |
$12.8K - $32.2K
|
49.9K
$277K
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
5.29K+ 16.19% |
$12.7K - $31.9K
|
37.9K
$211K
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.06K+ 72.29% |
$12.2K - $30.6K
|
12.1K
$66.9K
|