Latest Institutional Transactions on Lumen Technologies, Inc. (LUMN)
This table provides information on the latest institutional transactions involving Lumen Technologies, Inc. (LUMN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.34K- 23.33% |
$20.3K - $39.6K
|
11K
$87.8K
|
|
|
Jan 15, 2026
Q4 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
1.76M+ 58.26% |
$10.7M - $20.8M
|
4.77M
$38.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
2+ 0.04% |
$12.1 - $23.7
|
5.55K
$44.3K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
75+ 0.25% |
$455 - $887
|
30.5K
$244K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-24- 30.0% |
$146 - $284
|
56
$447
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
10.8K+ 30.27% |
$65.6K - $128K
|
46.5K
$371K
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
289+ 1.64% |
$1.75K - $3.42K
|
18K
$143K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-520- 12.59% |
$3.16K - $6.15K
|
3.61K
$28.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
154KNew |
$937K - $1.83M
|
154K
$1.23M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13.9KNew |
$84.2K - $164K
|
13.9K
$111K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
78+ 0.43% |
$473 - $923
|
18.1K
$144K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
162+ 162.0% |
$983 - $1.92K
|
262
$2.09K
|
|
|
Jan 12, 2026
Q4 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
SELL
|
- |
-2.08K- 10.34% |
$12.6K - $24.6K
|
18K
$144K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
46+ 76.67% |
$279 - $544
|
106
$847
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
349KNew |
$2.12M - $4.12M
|
349K
$2.79M
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
8.75KNew |
$53.1K - $103K
|
8.75K
$69.9K
|
|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
SELL
|
- |
-53K- 12.71% |
$322K - $627K
|
364K
$2.91M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
30+ 18.4% |
$182 - $355
|
193
$1.54K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-156K- 51.25% |
$947K - $1.85M
|
148K
$1.19M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
152+ 7.65% |
$923 - $1.8K
|
2.14K
$17.1K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
41.6KNew |
$252K - $492K
|
41.6K
$332K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
11+ 0.91% |
$66.8 - $130
|
1.22K
$9.78K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.63K+ 14.27% |
$46.3K - $90.3K
|
61.1K
$488K
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
CALL |
75.8KNew |
$460K - $897K
|
75.8K
$606K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
15.6K+ 1270.36% |
$94.7K - $185K
|
16.8K
$134K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
24.8K+ 146.44% |
$91.8K - $154K
|
41.8K
$334K
|
|
|
Jan 05, 2026
Q3 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-6- 1.56% |
$22.2 - $37.3
|
379
$3.03K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-600- 75.0% |
$2.22K - $3.73K
|
200
$1.6K
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-2.66K- 99.48% |
$9.84K - $16.5K
|
14
$112
|
|
|
Dec 08, 2025
Q3 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
13K+ 200.0% |
$48.1K - $80.9K
|
19.5K
$156K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-396Closed |
$1.47K - $2.46K
|
0
$0
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.88K- 18.54% |
$6.94K - $11.7K
|
8.25K
$65.9K
|
|
|
Nov 24, 2025
Q3 2025
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
2.74MNew |
$10.2M - $17.1M
|
2.74M
$21.9M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-12.5K- 10.95% |
$46.3K - $77.8K
|
102K
$813K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-51- 1.99% |
$189 - $317
|
2.51K
$20.1K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
20.3KNew |
$75.1K - $126K
|
20.3K
$162K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
24.2K+ 53.68% |
$89.6K - $151K
|
69.3K
$554K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-653- 2.95% |
$2.42K - $4.06K
|
21.5K
$172K
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
2.97K+ 2.06% |
$11K - $18.5K
|
147K
$1.17M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.82K+ 4.55% |
$10.4K - $17.5K
|
64.8K
$518K
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-80.4K- 6.93% |
$297K - $500K
|
1.08M
$8.63M
|
|
|
Nov 17, 2025
Q3 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
7.79K+ 45.21% |
$28.8K - $48.4K
|
25K
$200K
|
|
|
Nov 17, 2025
Q3 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
7New |
$25.9 - $43.5
|
7
$55.9
|
|
|
Nov 17, 2025
Q3 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
SELL
|
- |
-15.3K- 98.87% |
$56.4K - $94.9K
|
175
$1.4K
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.5K- 9.45% |
$5.53K - $9.3K
|
14.3K
$114K
|
|
|
Nov 14, 2025
Q3 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
460+ 0.16% |
$1.7K - $2.86K
|
287K
$2.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.24K- 13.35% |
$12K - $20.1K
|
21K
$168K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
682K+ 480.1% |
$2.52M - $4.24M
|
824K
$6.58M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-2.19M- 4.61% |
$8.09M - $13.6M
|
45.2M
$361M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
167K+ 114.08% |
$616K - $1.04M
|
313K
$2.5M
|
|