Purchases and Sales Made in Q1 2025 in Lumen Technologies, Inc. (LUMN)
This table provides information about the institutional ownership of Lumen Technologies, Inc. (LUMN) during Q1 2025. 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 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.39K+ 292.65% |
$5.46K - $8.25K
|
1.87K
$7.38K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.24K+ 2.84% |
$4.84K - $7.31K
|
44.7K
$177K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.21K+ 80.88% |
$4.74K - $7.16K
|
2.71K
$10.7K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.19K+ 59350.0% |
$4.65K - $7.03K
|
1.19K
$4.7K
|
|
|
Jul 24, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
1.18K+ 0.38% |
$4.64K - $7K
|
315K
$1.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
1.18K+ 0.38% |
$4.64K - $7K
|
315K
$1.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.15K+ 29.59% |
$4.52K - $6.82K
|
5.05K
$19.9K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 51.62% |
$4.37K - $6.6K
|
3.28K
$12.9K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
968+ 5.06% |
$3.79K - $5.73K
|
20.1K
$79.3K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
932+ 2.74% |
$3.65K - $5.52K
|
35K
$138K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
869New |
$3.41K - $5.14K
|
869
$3.43K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
754+ 25.74% |
$2.96K - $4.46K
|
3.68K
$14.5K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
740+ 2.2% |
$2.9K - $4.38K
|
34.4K
$136K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
710New |
$2.78K - $4.2K
|
710
$2.8K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
698+ 0.65% |
$2.74K - $4.13K
|
108K
$427K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
695+ 1.9% |
$2.72K - $4.11K
|
37.3K
$147K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
650+ 0.74% |
$2.55K - $3.85K
|
88.9K
$351K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
647+ 27.66% |
$2.54K - $3.83K
|
2.99K
$11.8K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
625+ 32.77% |
$2.45K - $3.7K
|
2.53K
$10K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
605+ 4.49% |
$2.37K - $3.58K
|
14.1K
$55.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
604+ 30.83% |
$2.37K - $3.58K
|
2.56K
$10.1K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
600New |
$2.35K - $3.55K
|
600
$2.37K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
518+ 0.29% |
$2.03K - $3.07K
|
178K
$703K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
500+ 51.12% |
$1.96K - $2.96K
|
1.48K
$5.84K
|
|
|
May 09, 2025
Q1 2025
|
Performa LTD (Us), LLC
|
BUY
|
- |
500New |
$1.96K - $2.96K
|
500
$1.98K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
500New |
$1.96K - $2.96K
|
500
$1.98K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
489+ 50.52% |
$1.92K - $2.89K
|
1.46K
$5.76K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
459+ 2.2% |
$1.8K - $2.72K
|
21.3K
$84.3K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
443New |
$1.74K - $2.62K
|
443
$1.75K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
418New |
$1.64K - $2.47K
|
418
$1.65K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
414+ 1.19% |
$1.62K - $2.45K
|
35.1K
$139K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
356+ 180.71% |
$1.4K - $2.11K
|
553
$2.18K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
355New |
$1.39K - $2.1K
|
355
$1.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
350+ 1.16% |
$1.37K - $2.07K
|
30.5K
$121K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
338+ 6.49% |
$1.32K - $2K
|
5.55K
$21.9K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
318+ 120.45% |
$1.25K - $1.88K
|
582
$2.3K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
300New |
$1.18K - $1.78K
|
300
$1.19K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
270New |
$1.06K - $1.6K
|
270
$1.07K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
259+ 3.07% |
$1.02K - $1.53K
|
8.7K
$34.4K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
259+ 89.93% |
$1.02K - $1.53K
|
547
$2.16K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
245+ 3.27% |
$960 - $1.45K
|
7.74K
$30.6K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
233New |
$913 - $1.38K
|
233
$920
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
225+ 87.55% |
$882 - $1.33K
|
482
$1.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
218+ 1.49% |
$855 - $1.29K
|
14.9K
$58.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
215+ 11.88% |
$843 - $1.27K
|
2.03K
$8K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
210New |
$823 - $1.24K
|
210
$830
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
203+ 20300.0% |
$796 - $1.2K
|
204
$806
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
198+ 1.09% |
$776 - $1.17K
|
18.3K
$72.2K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
150+ 714.29% |
$588 - $888
|
171
$675
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
138New |
$541 - $817
|
138
$545
|