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 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
5KNew |
$12.1K - $30.2K
|
5K
$27.8K
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
5K+ 29.41% |
$12.1K - $30.2K
|
22K
$122K
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.89K+ 26.45% |
$11.8K - $29.5K
|
23.4K
$130K
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
4.86K+ 39.38% |
$11.7K - $29.3K
|
17.2K
$95.4K
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.53K+ 29.28% |
$10.9K - $27.4K
|
20K
$111K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.39KNew |
$10.6K - $26.5K
|
4.39K
$24.3K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
4.23K+ 38454.55% |
$10.2K - $25.5K
|
4.24K
$23.5K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.1K+ 3908.57% |
$9.89K - $24.8K
|
4.21K
$23.4K
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.1K+ 38.3% |
$9.87K - $24.7K
|
14.8K
$82.1K
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.96K+ 22.17% |
$9.54K - $23.9K
|
21.8K
$121K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
3.63K+ 18.78% |
$8.74K - $21.9K
|
22.9K
$127K
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.53K+ 3428.16% |
$8.51K - $21.3K
|
3.63K
$20.2K
|
|
May 15, 2023
Q1 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
3.49K+ 17.35% |
$8.4K - $21.1K
|
23.6K
$131K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
3.34K+ 43.63% |
$8.05K - $20.2K
|
11K
$61K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
3.29K+ 3496.81% |
$7.92K - $19.9K
|
3.38K
$18.8K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.14K+ 20.73% |
$7.58K - $19K
|
18.3K
$102K
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
3KNew |
$7.23K - $18.1K
|
3K
$16.7K
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.99KNew |
$7.2K - $18K
|
2.99K
$16.6K
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.96KNew |
$7.14K - $17.9K
|
2.96K
$16.4K
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
2.87K+ 86.12% |
$6.92K - $17.4K
|
6.21K
$34.5K
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.87KNew |
$6.91K - $17.3K
|
2.87K
$15.9K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.82KNew |
$6.79K - $17K
|
2.82K
$15.6K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.76KNew |
$6.65K - $16.7K
|
2.76K
$15.3K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.53K+ 1.81% |
$6.11K - $15.3K
|
143K
$791K
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.49K+ 14.02% |
$6K - $15K
|
20.3K
$112K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.43K+ 12.19% |
$5.86K - $14.7K
|
22.4K
$124K
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
2.36K+ 285.82% |
$5.68K - $14.2K
|
3.18K
$17.7K
|
|
Apr 21, 2023
Q1 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2.28K+ 2.58% |
$5.49K - $13.8K
|
90.6K
$503K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.25KNew |
$5.41K - $13.6K
|
2.25K
$12.5K
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
2.11K+ 2.39% |
$5.08K - $12.7K
|
90.2K
$500K
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
2K+ 18.47% |
$4.82K - $12.1K
|
12.8K
$71.2K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.69KNew |
$4.07K - $10.2K
|
1.69K
$9.37K
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.64KNew |
$3.95K - $9.9K
|
1.64K
$9.1K
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.59K+ 31.1% |
$3.82K - $9.58K
|
6.69K
$37.1K
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.58K+ 13.35% |
$3.8K - $9.51K
|
13.4K
$74.2K
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.5K+ 7.37% |
$3.62K - $9.06K
|
21.9K
$121K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.42K+ 42.36% |
$3.43K - $8.59K
|
4.78K
$26.5K
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
1.37K+ 2.09% |
$3.31K - $8.29K
|
67.1K
$373K
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.36KNew |
$3.27K - $8.2K
|
1.36K
$7.53K
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.24K+ 7.5% |
$3K - $7.51K
|
17.8K
$98.9K
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.24K+ 73.63% |
$2.99K - $7.49K
|
2.92K
$16.2K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.17K+ 35.21% |
$2.83K - $7.08K
|
4.5K
$25K
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
1.05K+ 5.22% |
$2.53K - $6.34K
|
21.2K
$118K
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
1K+ 26.44% |
$2.42K - $6.06K
|
4.8K
$26.6K
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
935+ 8.86% |
$2.25K - $5.65K
|
11.5K
$63.8K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
882+ 9.68% |
$2.13K - $5.33K
|
10K
$55.5K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
865+ 6.55% |
$2.08K - $5.22K
|
14.1K
$78.1K
|
|
May 15, 2023
Q1 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
838+ 2.46% |
$2.02K - $5.06K
|
34.9K
$194K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
738+ 4.25% |
$1.78K - $4.46K
|
18.1K
$101K
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
738New |
$1.78K - $4.46K
|
738
$4.1K
|