Purchases and Sales Made in Q2 2023 in Lumen Technologies, Inc. (LUMN)
This table provides information about the institutional ownership of Lumen Technologies, Inc. (LUMN) during Q2 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 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
34+ 3.07% |
$60.5 - $89.8
|
1.14K
$6.33K
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
33+ 0.16% |
$58.7 - $87.1
|
20.1K
$112K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
28New |
$49.8 - $73.9
|
28
$155
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
21New |
$37.4 - $55.4
|
21
$117
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street LLC
|
BUY
|
- |
5New |
$8.9 - $13.2
|
5
$27.8
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 1.05% |
$3.56 - $5.28
|
192
$1.07K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
2New |
$3.56 - $5.28
|
2
$11.1
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2New |
$3.56 - $5.28
|
2
$11.1
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$1.78 - $2.64
|
1
$5.55
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 0.07% |
$1.78 - $2.64
|
1.53K
$8.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1- 0.01% |
$1.78 - $2.64
|
11K
$60.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-14- 11.86% |
$24.9 - $37
|
104
$577
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-16- 5.86% |
$28.5 - $42.2
|
257
$1.43K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-23- 0.57% |
$40.9 - $60.7
|
4K
$22.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-25- 17.99% |
$44.5 - $66
|
114
$633
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-30- 0.42% |
$53.4 - $79.2
|
7.07K
$39.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-36- 2.13% |
$64.1 - $95
|
1.65K
$9.17K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-41- 7.87% |
$73 - $108
|
480
$2.66K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-50- 1.77% |
$89 - $132
|
2.77K
$15.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-51- 98.08% |
$90.8 - $135
|
1
$5.55
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-75- 4.44% |
$134 - $198
|
1.61K
$8.96K
|
|
|
Aug 07, 2023
Q2 2023
|
Ing Groep Nv
|
SELL
|
- |
-98- 10.49% |
$174 - $259
|
836
$4.64K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-114- 12.05% |
$203 - $301
|
832
$4.62K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-114- 12.05% |
$203 - $301
|
832
$4.62K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-117- 0.62% |
$208 - $309
|
18.6K
$103K
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-137- 0.05% |
$244 - $362
|
258K
$1.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-137- 16.91% |
$244 - $362
|
673
$3.74K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-170- 62.04% |
$303 - $449
|
104
$577
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-190- 27.46% |
$338 - $502
|
502
$2.79K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-198- 11.97% |
$352 - $523
|
1.46K
$8.08K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-200- 2.57% |
$356 - $528
|
7.58K
$42.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-212- 79.7% |
$377 - $560
|
54
$300
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-222- 18.17% |
$395 - $586
|
1K
$5.55K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-233- 9.9% |
$415 - $615
|
2.12K
$11.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-234- 92.86% |
$417 - $618
|
18
$99.9
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-293- 0.83% |
$522 - $774
|
35K
$194K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-300- 33.33% |
$534 - $792
|
600
$3.33K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-332- 24.92% |
$591 - $876
|
1K
$5.55K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-367- 92.91% |
$653 - $969
|
28
$155
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-372- 27.11% |
$662 - $982
|
1K
$5.55K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-416- 98.11% |
$740 - $1.1K
|
8
$44.4
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-480- 51.56% |
$854 - $1.27K
|
451
$2.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-501- 5.22% |
$892 - $1.32K
|
9.09K
$50.4K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-536- 73.63% |
$954 - $1.42K
|
192
$1.07K
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-541- 3.63% |
$963 - $1.43K
|
14.4K
$79.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-549- 25.85% |
$977 - $1.45K
|
1.58K
$8.74K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-560- 93.8% |
$997 - $1.48K
|
37
$205
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-614- 40.29% |
$1.09K - $1.62K
|
910
$5.05K
|
|
|
Jul 06, 2023
Q2 2023
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-618- 2.19% |
$1.1K - $1.63K
|
27.6K
$153K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-621- 3.89% |
$1.11K - $1.64K
|
15.4K
$85.2K
|