Purchases and Sales Made in Q4 2022 in Lumen Technologies, Inc. (LUMN)
This table provides information about the institutional ownership of Lumen Technologies, Inc. (LUMN) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2- 0.01% |
$10.2 - $16.1
|
27.1K
$151K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4- 3.7% |
$20.3 - $32.2
|
104
$577
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6Closed |
$30.5 - $48.2
|
0
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 4.14% |
$30.5 - $48.2
|
139
$771
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-25- 0.49% |
$127 - $201
|
5.1K
$28.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-46- 0.45% |
$234 - $370
|
10.2K
$56.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-46- 0.1% |
$234 - $370
|
45.1K
$250K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-73- 42.2% |
$371 - $587
|
100
$555
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-78- 0.11% |
$396 - $627
|
73.2K
$406K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-110- 51.64% |
$559 - $884
|
103
$572
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-112- 26.35% |
$569 - $900
|
313
$1.74K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-173- 0.74% |
$879 - $1.39K
|
23.2K
$129K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-200- 7.08% |
$1.02K - $1.61K
|
2.63K
$14.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-292- 0.99% |
$1.48K - $2.35K
|
29.1K
$162K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-343- 0.12% |
$1.74K - $2.76K
|
280K
$1.55M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-369- 59.32% |
$1.87K - $2.97K
|
253
$1.4K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-370- 77.89% |
$1.88K - $2.97K
|
105
$583
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-373- 0.22% |
$1.89K - $3K
|
172K
$953K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-374- 39.74% |
$1.9K - $3.01K
|
567
$3.15K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-416- 98.11% |
$2.11K - $3.34K
|
8
$44.4
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-430- 11.35% |
$2.18K - $3.46K
|
3.36K
$18.6K
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-500- 2.4% |
$2.54K - $4.02K
|
20.4K
$113K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-500- 31.93% |
$2.54K - $4.02K
|
1.07K
$5.92K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-575- 32.5% |
$2.92K - $4.62K
|
1.19K
$6.63K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-610- 4.21% |
$3.1K - $4.9K
|
13.9K
$77K
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-650- 22.41% |
$3.3K - $5.23K
|
2.25K
$12.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-667- 4.69% |
$3.39K - $5.36K
|
13.5K
$75.1K
|
|
|
Oct 09, 2024
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-667- 2.76% |
$3.39K - $5.36K
|
23.5K
$131K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-836- 30.81% |
$4.25K - $6.72K
|
1.88K
$10.4K
|
|
|
Jan 27, 2023
Q4 2022
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-843- 0.1% |
$4.28K - $6.78K
|
851K
$4.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-948- 82.72% |
$4.82K - $7.62K
|
198
$1.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-950- 35.94% |
$4.83K - $7.64K
|
1.69K
$9.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-989- 88.78% |
$5.02K - $7.95K
|
125
$694
|
|
|
Jan 20, 2023
Q4 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-1K- 2.13% |
$5.08K - $8.04K
|
46K
$255K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-1K- 16.67% |
$5.08K - $8.04K
|
5K
$27.8K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.11K- 49.31% |
$5.63K - $8.91K
|
1.14K
$6.32K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.15K- 42.11% |
$5.86K - $9.27K
|
1.59K
$8.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.16K- 3.47% |
$5.91K - $9.36K
|
32.4K
$180K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.18K- 20.64% |
$5.99K - $9.49K
|
4.54K
$25.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.25K- 17.75% |
$6.36K - $10.1K
|
5.8K
$32.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.29K- 10.15% |
$6.57K - $10.4K
|
11.5K
$63.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.31K- 87.33% |
$6.65K - $10.5K
|
190
$1.05K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.6K- 96.04% |
$8.13K - $12.9K
|
66
$366
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.63K- 5.75% |
$8.3K - $13.1K
|
26.8K
$149K
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.66K- 2.92% |
$8.42K - $13.3K
|
55.1K
$306K
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.66K- 2.92% |
$8.42K - $13.3K
|
55.1K
$306K
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.67K- 3.03% |
$8.49K - $13.4K
|
53.5K
$297K
|
|
|
Jan 10, 2023
Q4 2022
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.69K- 25.55% |
$8.6K - $13.6K
|
4.93K
$27.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.77K- 8.75% |
$8.98K - $14.2K
|
18.4K
$102K
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.78K- 0.68% |
$9.02K - $14.3K
|
258K
$1.43M
|