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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-19- 35.19% |
$58.3 - $85.7
|
35
$280
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
24.4KNew |
$74.8K - $110K
|
24.4K
$195K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
6.46K+ 3527.87% |
$19.8K - $29.1K
|
6.64K
$53K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.05K- 12.8% |
$9.36K - $13.8K
|
20.8K
$166K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-150- 87.72% |
$461 - $677
|
21
$168
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5.98K+ 22.44% |
$18.3K - $27K
|
32.6K
$260K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
500New |
$1.54K - $2.26K
|
500
$4K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.42KNew |
$4.35K - $6.39K
|
1.42K
$11.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.64KNew |
$5.03K - $7.38K
|
1.64K
$13.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
415+ 52.14% |
$1.27K - $1.87K
|
1.21K
$9.68K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.78K- 72.97% |
$5.46K - $8.02K
|
659
$5.27K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15KNew |
$46.1K - $67.7K
|
15K
$120K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
11New |
$33.8 - $49.6
|
11
$87.9
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
21.2K+ 11.57% |
$65.1K - $95.6K
|
204K
$1.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
12.1KNew |
$37.3K - $54.8K
|
12.1K
$97.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1KNew |
$3.07K - $4.51K
|
1K
$7.99K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
500New |
$1.54K - $2.26K
|
500
$4K
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-769K- 9.94% |
$2.36M - $3.47M
|
6.97M
$55.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1KNew |
$3.07K - $4.51K
|
1K
$7.99K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
25New |
$76.8 - $113
|
25
$200
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
625New |
$1.92K - $2.82K
|
625
$4.99K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-500- 33.83% |
$1.54K - $2.26K
|
978
$7.81K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
21+ 61.76% |
$64.5 - $94.7
|
55
$439
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
299New |
$918 - $1.35K
|
299
$2.39K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1- 0.01% |
$3.07 - $4.51
|
10.4K
$83K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-435- 82.23% |
$1.34K - $1.96K
|
94
$751
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
205+ 2928.57% |
$629 - $925
|
212
$1.69K
|
|
|
Jul 16, 2025
Q2 2025
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
50K+ 200.0% |
$154K - $226K
|
75K
$599K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1.22K- 83.39% |
$3.73K - $5.48K
|
242
$1.93K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-8- 14.29% |
$24.6 - $36.1
|
48
$384
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-123- 1.43% |
$378 - $555
|
8.46K
$67.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
10.2K+ 1.09% |
$31.2K - $45.8K
|
946K
$7.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
500New |
$1.54K - $2.26K
|
500
$4K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
159+ 77.94% |
$488 - $717
|
363
$2.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
12New |
$36.8 - $54.1
|
12
$95.9
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
9New |
$27.6 - $40.6
|
9
$71.9
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-219- 10.42% |
$672 - $988
|
1.88K
$15K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
550New |
$1.69K - $2.48K
|
550
$4.39K
|
|
| Q1 2025 | |||||||
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
38New |
$149 - $225
|
38
$304
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
18New |
$70.6 - $107
|
18
$144
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-25- 0.2% |
$98 - $148
|
12.4K
$98.7K
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-63K- 55.31% |
$247K - $373K
|
50.9K
$407K
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
70KNew |
$274K - $414K
|
70K
$559K
|
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
227K+ 129.84% |
$888K - $1.34M
|
401K
$3.2M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
66New |
$259 - $391
|
66
$527
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
47.7KNew |
$187K - $282K
|
47.7K
$381K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
59New |
$231 - $349
|
59
$471
|
|
|
May 15, 2025
Q1 2025
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
1.28MNew |
$5.01M - $7.56M
|
1.28M
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
CALL |
-472K- 45.82% |
$1.85M - $2.79M
|
558K
$4.45M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.64K- 5.85% |
$6.44K - $9.73K
|
26.4K
$211K
|
|