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 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
693+ 273.91% |
$1.67K - $4.19K
|
946
$5.44K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
688+ 3.91% |
$1.66K - $4.16K
|
18.3K
$105K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
675+ 226.51% |
$1.63K - $4.08K
|
973
$5.59K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
658+ 228.47% |
$1.59K - $3.97K
|
946
$5.44K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
650+ 520.0% |
$1.57K - $3.93K
|
775
$4.46K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
647New |
$1.56K - $3.91K
|
647
$3.72K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
597+ 23.09% |
$1.44K - $3.61K
|
3.18K
$18.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
560+ 1513.51% |
$1.35K - $3.38K
|
597
$3.43K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
500New |
$1.21K - $3.02K
|
500
$2.88K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
499+ 399.2% |
$1.2K - $3.01K
|
624
$3.59K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
475+ 76.86% |
$1.14K - $2.87K
|
1.09K
$6.28K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
474+ 1008.51% |
$1.14K - $2.86K
|
521
$3K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
469New |
$1.13K - $2.83K
|
469
$2.7K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
461New |
$1.11K - $2.78K
|
461
$2.65K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
424New |
$1.02K - $2.56K
|
424
$2.44K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
400New |
$964 - $2.42K
|
400
$2.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
400+ 336.13% |
$964 - $2.42K
|
519
$2.98K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
395New |
$952 - $2.39K
|
395
$2.27K
|
|
|
May 01, 2023
Q1 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
350+ 0.61% |
$844 - $2.11K
|
57.9K
$333K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
346+ 134.11% |
$834 - $2.09K
|
604
$3.47K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
317New |
$764 - $1.91K
|
317
$1.82K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
283+ 34.1% |
$682 - $1.71K
|
1.11K
$6.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
282+ 1.59% |
$680 - $1.7K
|
18K
$104K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
270+ 2.9% |
$651 - $1.63K
|
9.59K
$55.1K
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
BUY
|
- |
250+ 0.5% |
$603 - $1.51K
|
50.2K
$289K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
236New |
$569 - $1.43K
|
236
$1.36K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
234+ 1300.0% |
$564 - $1.41K
|
252
$1.45K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
233New |
$562 - $1.41K
|
233
$1.34K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
230+ 4.6% |
$554 - $1.39K
|
5.23K
$30.1K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
221+ 24.94% |
$533 - $1.33K
|
1.11K
$6.37K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
200+ 1.04% |
$482 - $1.21K
|
19.5K
$112K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
190New |
$458 - $1.15K
|
190
$1.09K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
173+ 13.96% |
$417 - $1.04K
|
1.41K
$8.12K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
157New |
$378 - $948
|
157
$903
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
150+ 10.19% |
$362 - $906
|
1.62K
$9.33K
|
|
|
Apr 06, 2023
Q1 2023
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
128New |
$308 - $773
|
128
$736
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
124+ 182.35% |
$299 - $749
|
192
$1.1K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
94New |
$227 - $568
|
94
$541
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
77New |
$186 - $465
|
77
$443
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
71+ 71.0% |
$171 - $429
|
171
$983
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
51+ 5100.0% |
$123 - $308
|
52
$299
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
49+ 0.36% |
$118 - $296
|
13.7K
$78.9K
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
47New |
$113 - $284
|
47
$270
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
35+ 11.18% |
$84.4 - $211
|
348
$2K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
25+ 67.57% |
$60.3 - $151
|
62
$357
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
25New |
$60.3 - $151
|
25
$144
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
19New |
$45.8 - $115
|
19
$109
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
16+ 2.02% |
$38.6 - $96.6
|
810
$4.66K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3+ 1.52% |
$7.23 - $18.1
|
201
$1.16K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2New |
$4.82 - $12.1
|
2
$11.5
|