Purchases and Sales Made in Q2 2025 in Lumen Technologies, Inc. (LUMN)
This table provides information about the institutional ownership of Lumen Technologies, Inc. (LUMN) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
66New |
$203 - $298
|
66
$261
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
47+ 7.47% |
$144 - $212
|
676
$2.67K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
46+ 353.85% |
$141 - $207
|
59
$233
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
45New |
$138 - $203
|
45
$178
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
41New |
$126 - $185
|
41
$162
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
32+ 355.56% |
$98.2 - $144
|
41
$162
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
29New |
$89 - $131
|
29
$115
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
27+ 0.15% |
$82.9 - $122
|
17.7K
$70K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
25+ 833.33% |
$76.8 - $113
|
28
$111
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
25New |
$76.8 - $113
|
25
$98.8
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
25New |
$76.8 - $113
|
25
$98.8
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
25New |
$76.8 - $113
|
25
$98.8
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
24+ 0.15% |
$73.7 - $108
|
16.3K
$64.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
21New |
$64.5 - $94.7
|
21
$83
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
21+ 61.76% |
$64.5 - $94.7
|
55
$217
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21+ 0.1% |
$64.5 - $94.7
|
20.1K
$79.4K
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
20+ 2000.0% |
$61.4 - $90.2
|
21
$83
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
18+ 4.07% |
$55.3 - $81.2
|
460
$1.82K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
12New |
$36.8 - $54.1
|
12
$47.4
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
11New |
$33.8 - $49.6
|
11
$43.5
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
9New |
$27.6 - $40.6
|
9
$35.6
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
9+ 0.07% |
$27.6 - $40.6
|
12.2K
$48.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
8New |
$24.6 - $36.1
|
8
$31.6
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$3.07 - $4.51
|
1
$3.95
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-1- 0.01% |
$3.07 - $4.51
|
17.3K
$68.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1- 0.01% |
$3.07 - $4.51
|
10.4K
$41.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-8- 14.29% |
$24.6 - $36.1
|
48
$190
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-11- 6.15% |
$33.8 - $49.6
|
168
$664
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-11- 2.56% |
$33.8 - $49.6
|
418
$1.65K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-13- 0.44% |
$39.9 - $58.6
|
2.96K
$11.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-13- 2.51% |
$39.9 - $58.6
|
505
$1.99K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-19- 35.19% |
$58.3 - $85.7
|
35
$138
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-31- 0.09% |
$95.2 - $140
|
34.9K
$138K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
SELL
|
- |
-32- 0.31% |
$98.2 - $144
|
10.2K
$40.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-34- 0.25% |
$104 - $153
|
13.4K
$53K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-41- 0.09% |
$126 - $185
|
45.9K
$181K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-42- 0.42% |
$129 - $189
|
10.1K
$39.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-52- 50.0% |
$160 - $235
|
52
$205
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-93- 0.15% |
$286 - $419
|
60.3K
$238K
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-100- 0.9% |
$307 - $451
|
11K
$43.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-103- 53.93% |
$316 - $465
|
88
$348
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-118- 45.38% |
$362 - $532
|
142
$561
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-123- 1.43% |
$378 - $555
|
8.46K
$33.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-126- 63.64% |
$387 - $568
|
72
$284
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-130- 0.43% |
$399 - $586
|
30.4K
$120K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-150- 87.72% |
$461 - $677
|
21
$83
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-157- 6.2% |
$482 - $708
|
2.38K
$9.38K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-177- 14.89% |
$543 - $798
|
1.01K
$4K
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
SELL
|
- |
-198- 0.43% |
$608 - $893
|
46.1K
$182K
|