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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
500New |
$490 - $925
|
500
$4K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
22KNew |
$21.6K - $40.7K
|
22K
$176K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
CALL |
4.9KNew |
$4.8K - $9.07K
|
4.9K
$39.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
16.4K+ 8.05% |
$16.1K - $30.4K
|
220K
$1.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-5K- 20.0% |
$4.9K - $9.25K
|
20K
$160K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.06K- 8.38% |
$2.01K - $3.8K
|
22.5K
$180K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
75New |
$73.5 - $139
|
75
$599
|
|
|
Feb 13, 2024
Q4 2023
|
Union Square Park Capital Management, LLC
New York, NY |
BUY
|
- |
150KNew |
$147K - $278K
|
150K
$1.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
399New |
$391 - $738
|
399
$3.19K
|
|
|
Feb 12, 2024
Q4 2023
|
Rpo LLC
Stamford, CT |
BUY
|
- |
46KNew |
$45.1K - $85.1K
|
46K
$367K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.78K+ 15.43% |
$1.75K - $3.3K
|
13.3K
$107K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-189K- 60.38% |
$185K - $350K
|
124K
$991K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-762- 7.01% |
$747 - $1.41K
|
10.1K
$80.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-38K- 71.7% |
$37.2K - $70.3K
|
15K
$120K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
39New |
$38.2 - $72.2
|
39
$312
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2KNew |
$1.96K - $3.7K
|
2K
$16K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
16New |
$15.7 - $29.6
|
16
$128
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-136- 76.84% |
$133 - $252
|
41
$328
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-300- 94.64% |
$294 - $555
|
17
$136
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
17New |
$16.7 - $31.5
|
17
$136
|
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-10.8K- 15.42% |
$10.6K - $20K
|
59.3K
$474K
|
|
|
Feb 06, 2024
Q4 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-3.55K- 10.17% |
$3.48K - $6.57K
|
31.4K
$251K
|
|
|
Feb 06, 2024
Q4 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-1.29M- 80.53% |
$1.26M - $2.38M
|
311K
$2.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.7KNew |
$10.5K - $19.7K
|
10.7K
$85.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-16- 13.79% |
$15.7 - $29.6
|
100
$799
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
14.6KNew |
$14.3K - $27K
|
14.6K
$116K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
400New |
$392 - $740
|
400
$3.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
419+ 402.88% |
$411 - $775
|
523
$4.18K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
16New |
$15.7 - $29.6
|
16
$128
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-249- 60.0% |
$244 - $461
|
166
$1.33K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.06KNew |
$1.04K - $1.96K
|
1.06K
$8.45K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
511+ 99.42% |
$501 - $945
|
1.03K
$8.19K
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
4.5K+ 18.37% |
$4.41K - $8.33K
|
29K
$232K
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
60New |
$58.8 - $111
|
60
$479
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
474New |
$465 - $877
|
474
$3.79K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2K+ 222.22% |
$1.96K - $3.7K
|
2.9K
$23.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
26.9KNew |
$26.4K - $49.8K
|
26.9K
$215K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
100New |
$98 - $185
|
100
$799
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
14KNew |
$13.7K - $25.9K
|
14K
$112K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-11K- 51.3% |
$10.8K - $20.4K
|
10.5K
$83.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
CALL |
10KNew |
$9.8K - $18.5K
|
10K
$79.9K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
105New |
$103 - $194
|
105
$839
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-650- 83.87% |
$637 - $1.2K
|
125
$999
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
13.2KNew |
$13K - $24.5K
|
13.2K
$106K
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
253New |
$248 - $468
|
253
$2.02K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-7.15K- 17.57% |
$7.01K - $13.2K
|
33.5K
$268K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-6.3K- 20.59% |
$6.17K - $11.7K
|
24.3K
$194K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
SELL
|
- |
-1.4K- 46.67% |
$1.37K - $2.59K
|
1.6K
$12.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
10.7KNew |
$10.4K - $19.7K
|
10.7K
$85.2K
|
|
| Q3 2023 | |||||||
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2.44KNew |
$3.18K - $5.52K
|
2.44K
$19.5K
|
|