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, 2023
Q1 2023
|
Jacobsen Capital Management
|
BUY
|
- |
19.5KNew |
$47.1K - $118K
|
19.5K
$97.5K
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
14.5KNew |
$35K - $87.8K
|
14.5K
$72.5K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.25KNew |
$5.41K - $13.6K
|
2.25K
$11.2K
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-40.9K- 71.32% |
$98.5K - $247K
|
16.4K
$82.1K
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-357K- 96.83% |
$860K - $2.16M
|
11.7K
$58.4K
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-3.34K- 14.62% |
$8.04K - $20.1K
|
19.5K
$97.2K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
157New |
$378 - $948
|
157
$783
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-1.18K- 98.49% |
$2.83K - $7.1K
|
18
$89.8
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-104- 75.36% |
$251 - $628
|
34
$170
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
31.7KNew |
$76.5K - $192K
|
31.7K
$158K
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-259K- 72.52% |
$623K - $1.56M
|
98K
$489K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.76KNew |
$6.65K - $16.7K
|
2.76K
$13.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
124+ 182.35% |
$299 - $749
|
192
$958
|
|
|
Apr 25, 2023
Q1 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
19.5KNew |
$47K - $118K
|
19.5K
$97.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-290- 59.55% |
$699 - $1.75K
|
197
$983
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-72.3K- 71.39% |
$174K - $437K
|
29K
$145K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
469New |
$1.13K - $2.83K
|
469
$2.34K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
647New |
$1.56K - $3.91K
|
647
$3.23K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
14.4KNew |
$34.7K - $86.9K
|
14.4K
$71.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
77New |
$186 - $465
|
77
$384
|
|
|
Apr 18, 2023
Q1 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-656- 5.68% |
$1.58K - $3.96K
|
10.9K
$54.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
230+ 4.6% |
$554 - $1.39K
|
5.23K
$26.1K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
14.2KNew |
$34.1K - $85.6K
|
14.2K
$70.7K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
SELL
|
- |
-66.6K- 82.37% |
$161K - $402K
|
14.3K
$71.1K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
12.4KNew |
$29.8K - $74.7K
|
12.4K
$61.7K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
14.7KNew |
$35.3K - $88.6K
|
14.7K
$73.2K
|
|
|
Apr 06, 2023
Q1 2023
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
128New |
$308 - $773
|
128
$639
|
|
| Q4 2022 | |||||||
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
4.6KNew |
$23.4K - $37K
|
4.6K
$23K
|
|
|
Jun 20, 2024
Q4 2022
|
Abrdn PLC
|
BUY
|
- |
559KNew |
$2.84M - $4.5M
|
559K
$2.79M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6Closed |
$30.5 - $48.2
|
0
$0
|
|
|
Dec 18, 2023
Q4 2022
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
44.3KNew |
$225K - $356K
|
44.3K
$221K
|
|
|
Nov 13, 2023
Q4 2022
|
Easterly Investment Partners LLC
|
BUY
|
- |
50KNew |
$254K - $402K
|
50K
$250K
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
95.2KNew |
$484K - $765K
|
95.2K
$475K
|
|
|
Feb 23, 2023
Q4 2022
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
165KNew |
$837K - $1.32M
|
165K
$822K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-5.55K- 15.68% |
$28.2K - $44.6K
|
29.8K
$149K
|
|
|
Feb 17, 2023
Q4 2022
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-15.5K- 54.35% |
$78.8K - $125K
|
13K
$65K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-7.08K- 40.73% |
$36K - $56.9K
|
10.3K
$51.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-10.8K- 63.07% |
$54.8K - $86.8K
|
6.32K
$31.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
50.8KNew |
$258K - $409K
|
50.8K
$254K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
50New |
$254 - $402
|
50
$250
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
231New |
$1.17K - $1.86K
|
231
$1.15K
|
|
|
Feb 14, 2023
Q4 2022
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-30.4K- 54.81% |
$154K - $244K
|
25K
$125K
|
|
|
Feb 14, 2023
Q4 2022
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
91.8K+ 10.1% |
$466K - $738K
|
1M
$4.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
PUT |
-942K- 48.51% |
$4.79M - $7.57M
|
1M
$4.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Ifm Investors Pty LTD
|
SELL
|
- |
-13K- 8.27% |
$66.1K - $105K
|
144K
$720K
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
7.31K+ 58.71% |
$37.1K - $58.8K
|
19.8K
$98.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
BUY
|
- |
1.51K+ 8.58% |
$7.67K - $12.1K
|
19.1K
$95.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
872New |
$4.43K - $7.01K
|
872
$4.35K
|
|
|
Feb 14, 2023
Q4 2022
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-14.5K- 17.53% |
$73.7K - $117K
|
68.2K
$340K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
50.3KNew |
$256K - $405K
|
50.3K
$251K
|
|