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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
123+ 1.45% |
$482 - $728
|
8.58K
$33.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
120New |
$470 - $710
|
120
$474
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
103+ 117.05% |
$404 - $610
|
191
$754
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
95+ 4.86% |
$372 - $562
|
2.05K
$8.1K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
87New |
$341 - $515
|
87
$344
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
84+ 22.05% |
$329 - $497
|
465
$1.84K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
81+ 540.0% |
$318 - $480
|
96
$379
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
77New |
$302 - $456
|
77
$304
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
69+ 38.98% |
$270 - $408
|
246
$972
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
67+ 3.83% |
$263 - $397
|
1.82K
$7.18K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
67+ 11.92% |
$263 - $397
|
629
$2.48K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
66New |
$259 - $391
|
66
$261
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
63+ 41.45% |
$247 - $373
|
215
$849
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
63New |
$247 - $373
|
63
$249
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
59New |
$231 - $349
|
59
$233
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
58+ 12.61% |
$227 - $343
|
518
$2.05K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
50+ 0.49% |
$196 - $296
|
10.3K
$40.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
49New |
$192 - $290
|
49
$194
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
43+ 0.43% |
$169 - $255
|
10.1K
$39.9K
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
38New |
$149 - $225
|
38
$150
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
35+ 184.21% |
$137 - $207
|
54
$213
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
33+ 97.06% |
$129 - $195
|
67
$265
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
20+ 0.5% |
$78.4 - $118
|
4.02K
$15.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
20+ 0.19% |
$78.4 - $118
|
10.4K
$41.1K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
18New |
$70.6 - $107
|
18
$71.1
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
16New |
$62.7 - $94.7
|
16
$63.2
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
13New |
$51 - $77
|
13
$51.4
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
9New |
$35.3 - $53.3
|
9
$35.6
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
9New |
$35.3 - $53.3
|
9
$35.6
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 0.37% |
$27.4 - $41.4
|
1.88K
$7.41K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
5New |
$19.6 - $29.6
|
5
$19.8
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4New |
$15.7 - $23.7
|
4
$15.8
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 40.0% |
$15.7 - $23.7
|
14
$55.3
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3New |
$11.8 - $17.8
|
3
$11.9
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-5- 0.79% |
$19.6 - $29.6
|
628
$2.48K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-5- 3.97% |
$19.6 - $29.6
|
121
$478
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-9- 7.76% |
$35.3 - $53.3
|
107
$423
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-11- 0.06% |
$43.1 - $65.1
|
19.2K
$76K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-15- 0.11% |
$58.8 - $88.8
|
13.3K
$52.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-16- 22.22% |
$62.7 - $94.7
|
56
$221
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
SELL
|
- |
-22- 0.21% |
$86.2 - $130
|
10.3K
$40.6K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-25- 0.2% |
$98 - $148
|
12.4K
$48.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-31- 10.65% |
$122 - $184
|
260
$1.03K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-60- 0.83% |
$235 - $355
|
7.18K
$28.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-68- 35.42% |
$267 - $403
|
124
$490
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-80- 57.14% |
$314 - $474
|
60
$237
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-84- 0.65% |
$329 - $497
|
12.8K
$50.8K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-138- 95.17% |
$541 - $817
|
7
$27.7
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-146- 5.86% |
$572 - $864
|
2.35K
$9.27K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-150- 10.34% |
$588 - $888
|
1.3K
$5.14K
|