Latest Institutional Purchases of Lumentum Holdings Inc. (LITE)
This list provides information on the latest institutional transactions involving Lumentum Holdings Inc. (LITE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
192+ 5.58% |
$17.4K - $32.9K
|
3.63K
$843K
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
191+ 2.26% |
$17.3K - $32.8K
|
8.65K
$2.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
147New |
$13.3K - $25.2K
|
147
$34.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
131+ 363.89% |
$11.8K - $22.5K
|
167
$38.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
119+ 20.66% |
$10.8K - $20.4K
|
695
$161K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
111+ 5.47% |
$10K - $19K
|
2.14K
$497K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
108+ 0.34% |
$9.77K - $18.5K
|
31.9K
$7.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
100+ 0.66% |
$9.04K - $17.2K
|
15.2K
$3.52M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
93+ 11.25% |
$8.41K - $15.9K
|
920
$214K
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
BUY
|
- |
90New |
$8.14K - $15.4K
|
90
$20.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
83+ 0.47% |
$7.51K - $14.2K
|
17.9K
$4.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Natixis
Paris, I0 |
BUY
|
- |
76New |
$6.87K - $13K
|
76
$17.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
64+ 0.41% |
$5.79K - $11K
|
15.6K
$3.61M
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
60New |
$5.43K - $10.3K
|
60
$13.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
59New |
$5.34K - $10.1K
|
59
$13.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
55+ 10.24% |
$4.97K - $9.43K
|
592
$137K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
47+ 6.38% |
$4.25K - $8.06K
|
784
$182K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
39+ 65.0% |
$3.53K - $6.69K
|
99
$23K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
39+ 0.58% |
$3.53K - $6.69K
|
6.73K
$1.56M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
36New |
$3.26K - $6.17K
|
36
$8.36K
|
|
|
Nov 14, 2025
Q3 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
30+ 0.13% |
$2.71K - $5.15K
|
22.3K
$5.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
30+ 1.29% |
$2.71K - $5.15K
|
2.36K
$547K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
28+ 18.54% |
$2.53K - $4.8K
|
179
$41.6K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
27New |
$2.44K - $4.63K
|
27
$6.27K
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
26+ 0.56% |
$2.35K - $4.46K
|
4.7K
$1.09M
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
24New |
$2.17K - $4.12K
|
24
$5.57K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
22+ 0.23% |
$1.99K - $3.77K
|
9.45K
$2.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
20New |
$1.81K - $3.43K
|
20
$4.64K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
19New |
$1.72K - $3.26K
|
19
$4.41K
|
|
|
Nov 14, 2025
Q3 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
18New |
$1.63K - $3.09K
|
18
$4.18K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
15+ 78.95% |
$1.36K - $2.57K
|
34
$7.89K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
14+ 5.56% |
$1.27K - $2.4K
|
266
$61.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
14+ 0.27% |
$1.27K - $2.4K
|
5.27K
$1.22M
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
14+ 0.45% |
$1.27K - $2.4K
|
3.09K
$718K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
11+ 4.07% |
$995 - $1.89K
|
281
$65.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
11New |
$995 - $1.89K
|
11
$2.55K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
10New |
$904 - $1.72K
|
10
$2.32K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
8New |
$724 - $1.37K
|
8
$1.86K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7New |
$633 - $1.2K
|
7
$1.63K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
5+ 0.18% |
$452 - $858
|
2.76K
$641K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.11% |
$452 - $858
|
4.4K
$1.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5New |
$452 - $858
|
5
$1.16K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
5+ 21.74% |
$452 - $858
|
28
$6.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
4New |
$362 - $686
|
4
$929
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
4+ 0.54% |
$362 - $686
|
750
$174K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 25.0% |
$362 - $686
|
20
$4.64K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3+ 12.0% |
$271 - $515
|
28
$6.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3New |
$271 - $515
|
3
$696
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1New |
$90.4 - $172
|
1
$232
|
|
|
Nov 13, 2025
Q3 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
1New |
$90.4 - $172
|
1
$232
|
|