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 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-2- 1.96% |
$4.82 - $12.1
|
100
$575
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-16- 7.48% |
$38.6 - $96.6
|
198
$1.14K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-18- 9.09% |
$43.4 - $109
|
180
$1.04K
|
|
|
May 02, 2023
Q1 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-26- 0.09% |
$62.7 - $157
|
28.7K
$165K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-30- 0.13% |
$72.3 - $181
|
22.5K
$130K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-46- 4.71% |
$111 - $278
|
931
$5.35K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-53- 2.82% |
$128 - $320
|
1.82K
$10.5K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-53- 0.13% |
$128 - $320
|
41.4K
$238K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-53- 13.18% |
$128 - $320
|
349
$2.01K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-55- 31.79% |
$133 - $332
|
118
$679
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-55- 0.52% |
$133 - $332
|
10.6K
$61K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-91- 2.21% |
$219 - $550
|
4.02K
$23.1K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-92Closed |
$222 - $556
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-104- 75.36% |
$251 - $628
|
34
$196
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-107- 0.46% |
$258 - $646
|
23.1K
$133K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-120- 9.78% |
$289 - $725
|
1.11K
$6.37K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-168- 19.13% |
$405 - $1.01K
|
710
$4.08K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-200- 1.48% |
$482 - $1.21K
|
13.3K
$76.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-249- 1.53% |
$600 - $1.5K
|
16K
$91.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-252- 17.1% |
$607 - $1.52K
|
1.22K
$7.03K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-290- 59.55% |
$699 - $1.75K
|
197
$1.13K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-294- 24.62% |
$709 - $1.78K
|
900
$5.18K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-350- 4.3% |
$844 - $2.11K
|
7.78K
$44.7K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-387- 1.45% |
$933 - $2.34K
|
26.4K
$152K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-400Closed |
$964 - $2.42K
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-400- 2.62% |
$964 - $2.42K
|
14.9K
$85.7K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-434- 7.49% |
$1.05K - $2.62K
|
5.36K
$30.8K
|
|
|
Apr 06, 2023
Q1 2023
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-496- 1.73% |
$1.2K - $3K
|
28.2K
$162K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-541- 34.13% |
$1.3K - $3.27K
|
1.04K
$6K
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-650- 32.8% |
$1.57K - $3.93K
|
1.33K
$7.66K
|
|
|
Apr 18, 2023
Q1 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-656- 5.68% |
$1.58K - $3.96K
|
10.9K
$62.7K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-700- 36.73% |
$1.69K - $4.23K
|
1.21K
$6.93K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-743- 53.03% |
$1.79K - $4.49K
|
658
$3.78K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-891- 0.66% |
$2.15K - $5.38K
|
134K
$773K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-954- 38.37% |
$2.3K - $5.76K
|
1.53K
$8.81K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1K- 8.94% |
$2.41K - $6.04K
|
10.2K
$58.6K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1K- 7.21% |
$2.41K - $6.04K
|
12.9K
$74.1K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1K- 78.49% |
$2.41K - $6.04K
|
274
$1.58K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.02K- 4.9% |
$2.46K - $6.16K
|
19.8K
$114K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-1.18K- 98.49% |
$2.83K - $7.1K
|
18
$104
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.29K- 4.37% |
$3.1K - $7.77K
|
28.1K
$162K
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.29K- 3.54% |
$3.1K - $7.77K
|
35.1K
$202K
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-1.4K- 1.34% |
$3.38K - $8.48K
|
104K
$595K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.44K- 3.96% |
$3.47K - $8.69K
|
34.9K
$201K
|
|
|
May 15, 2023
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-1.5K- 11.08% |
$3.62K - $9.06K
|
12K
$69.2K
|
|
|
May 10, 2023
Q1 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-1.81K- 64.39% |
$4.37K - $10.9K
|
1K
$5.76K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.04K- 11.06% |
$4.92K - $12.3K
|
16.4K
$94.3K
|
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-2.5K- 33.33% |
$6.03K - $15.1K
|
5K
$28.8K
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-2.95K- 8.53% |
$7.11K - $17.8K
|
31.7K
$182K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.96K- 9.19% |
$7.14K - $17.9K
|
29.3K
$169K
|