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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
22+ 64.71% |
$26.8 - $41.6
|
56
$447
|
|
|
May 02, 2024
Q1 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-100- 0.92% |
$122 - $189
|
10.7K
$85.7K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
795New |
$970 - $1.5K
|
795
$6.35K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
78New |
$95.2 - $147
|
78
$623
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
70New |
$85.4 - $132
|
70
$559
|
|
|
May 02, 2024
Q1 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
PUT |
20KNew |
$24.4K - $37.8K
|
20K
$160K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
17+ 0.15% |
$20.7 - $32.1
|
11.5K
$92.1K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
10.8K+ 94.6% |
$13.1K - $20.3K
|
22.1K
$177K
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-19K- 33.81% |
$23.2K - $35.9K
|
37.2K
$297K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-25- 89.29% |
$30.5 - $47.3
|
3
$24
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-16- 50.0% |
$19.5 - $30.2
|
16
$128
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
10.9KNew |
$13.3K - $20.6K
|
10.9K
$86.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.3KNew |
$13.7K - $21.3K
|
11.3K
$90K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-608- 37.81% |
$742 - $1.15K
|
1K
$7.99K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-2.5K- 98.78% |
$3.05K - $4.73K
|
31
$248
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
73New |
$89.1 - $138
|
73
$583
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-31.8K- 95.78% |
$38.8K - $60.1K
|
1.4K
$11.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-122- 1.14% |
$149 - $231
|
10.6K
$84.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
10New |
$12.2 - $18.9
|
10
$79.9
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-417- 28.96% |
$509 - $788
|
1.02K
$8.17K
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
53.6KNew |
$65.4K - $101K
|
53.6K
$428K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9New |
$11 - $17
|
9
$71.9
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-2K- 13.33% |
$2.44K - $3.78K
|
13K
$104K
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
61.6K+ 129.62% |
$75.2K - $116K
|
109K
$872K
|
|
|
Apr 11, 2024
Q1 2024
|
Foundation Resource Management Inc
|
SELL
|
- |
-63.8K- 2.32% |
$77.9K - $121K
|
2.69M
$21.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
10.5KNew |
$12.8K - $19.8K
|
10.5K
$83.6K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
34New |
$41.5 - $64.3
|
34
$272
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-648K- 60.0% |
$790K - $1.22M
|
432K
$3.45M
|
|
|
Apr 03, 2024
Q1 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
11.5KNew |
$14K - $21.7K
|
11.5K
$91.9K
|
|
| Q4 2023 | |||||||
|
Aug 13, 2025
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
13.9KNew |
$13.6K - $25.6K
|
13.9K
$111K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-493Closed |
$483 - $912
|
0
$0
|
|
|
Aug 14, 2024
Q4 2023
|
Silver Rock Financial LP
Los Angeles, CA |
SELL
|
- |
-62.7K- 21.28% |
$61.5K - $116K
|
232K
$1.85M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
146New |
$143 - $270
|
146
$1.17K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.52KNew |
$3.44K - $6.5K
|
3.52K
$28.1K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-200- 96.15% |
$196 - $370
|
8
$63.9
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
479New |
$469 - $886
|
479
$3.83K
|
|
|
Feb 21, 2024
Q4 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-11K- 52.38% |
$10.8K - $20.4K
|
10K
$79.9K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
69New |
$67.6 - $128
|
69
$551
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
15KNew |
$14.7K - $27.8K
|
15K
$120K
|
|
|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
13.4KNew |
$13.1K - $24.8K
|
13.4K
$107K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
24.3K+ 22.62% |
$23.8K - $44.9K
|
132K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
1New |
$0.98 - $1.85
|
1
$7.99
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
20.7KNew |
$20.3K - $38.3K
|
20.7K
$165K
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
123KNew |
$121K - $227K
|
123K
$982K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-381- 5.53% |
$373 - $705
|
6.51K
$52K
|
|
|
Feb 14, 2024
Q4 2023
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-5K- 26.32% |
$4.9K - $9.25K
|
14K
$112K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-523- 2.15% |
$513 - $968
|
23.8K
$190K
|
|
|
Feb 14, 2024
Q4 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
10.6KNew |
$10.4K - $19.6K
|
10.6K
$84.5K
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
51.5KNew |
$50.5K - $95.3K
|
51.5K
$411K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
500New |
$490 - $925
|
500
$4K
|
|