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 |
---|---|---|---|---|---|---|---|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-263- 0.63% |
$1.91K - $2.96K
|
41.3K
$203K
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
10.1K+ 11.66% |
$73.3K - $113K
|
96.4K
$474K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
5.61K+ 20.17% |
$40.8K - $63.2K
|
33.4K
$164K
|
|
Nov 04, 2022
Q3 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
17+ 2.43% |
$124 - $191
|
717
$3.53K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
33+ 1.64% |
$240 - $372
|
2.04K
$10K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
366+ 142.97% |
$2.66K - $4.12K
|
622
$3.06K
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.96K+ 22792.31% |
$21.6K - $33.4K
|
2.98K
$14.6K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-2.67K- 10.14% |
$19.5K - $30.1K
|
23.7K
$116K
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
10.8KNew |
$78.4K - $121K
|
10.8K
$53K
|
|
Nov 01, 2022
Q3 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-3K- 99.97% |
$21.8K - $33.8K
|
1
$4.92
|
|
Nov 01, 2022
Q3 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-2.09K- 32.76% |
$15.2K - $23.6K
|
4.29K
$21.1K
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 2.63% |
$21.8 - $33.8
|
117
$576
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-267- 1.97% |
$1.94K - $3.01K
|
13.3K
$65.5K
|
|
Oct 27, 2022
Q3 2022
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-936- 3.61% |
$6.81K - $10.5K
|
25K
$123K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
470+ 42.27% |
$3.42K - $5.29K
|
1.58K
$7.78K
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
SELL
|
- |
-4- 28.57% |
$29.1 - $45
|
10
$49.2
|
|
Oct 26, 2022
Q3 2022
|
Amf Tjanstepension Ab
|
SELL
|
- |
-359K- 17.48% |
$2.62M - $4.05M
|
1.7M
$8.35M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
9.9KNew |
$72K - $111K
|
9.9K
$48.7K
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-6.22K- 29.92% |
$45.3K - $70K
|
14.6K
$71.7K
|
|
Oct 26, 2022
Q3 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-82.8K- 20.48% |
$602K - $932K
|
321K
$1.58M
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-3.54K- 18.58% |
$25.8K - $39.9K
|
15.5K
$76.3K
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
182New |
$1.32K - $2.05K
|
182
$895
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
92.6KNew |
$674K - $1.04M
|
92.6K
$456K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
400+ 21.22% |
$2.91K - $4.5K
|
2.29K
$11.2K
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1.86K+ 4902.63% |
$13.6K - $21K
|
1.9K
$9.35K
|
|
Oct 20, 2022
Q3 2022
|
First Affirmative Financial Network
|
BUY
|
- |
10.8KNew |
$78.9K - $122K
|
10.8K
$53.3K
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 2.94% |
$36.4 - $56.3
|
175
$861
|
|
Oct 19, 2022
Q3 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
583+ 0.98% |
$4.24K - $6.56K
|
59.9K
$295K
|
|
Oct 19, 2022
Q3 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
18.8KNew |
$137K - $212K
|
18.8K
$92.6K
|
|
Oct 19, 2022
Q3 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
17KNew |
$124K - $191K
|
17K
$83.6K
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
15.8KNew |
$115K - $178K
|
15.8K
$77.8K
|
|
Oct 18, 2022
Q3 2022
|
Sara Bay Financial
|
BUY
|
- |
7.27KNew |
$52.9K - $81.9K
|
7.27K
$35.8K
|
|
Oct 17, 2022
Q3 2022
|
Oak Thistle LLC
|
BUY
|
- |
11.1KNew |
$80.6K - $125K
|
11.1K
$54.5K
|
|
Oct 14, 2022
Q3 2022
|
First Community Trust Na
|
SELL
|
- |
-544- 90.67% |
$3.96K - $6.13K
|
56
$276
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-7.55K- 27.51% |
$54.9K - $85K
|
19.9K
$97.8K
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
395New |
$2.88K - $4.45K
|
395
$1.94K
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
26+ 2.5% |
$189 - $293
|
1.06K
$5.23K
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
562+ 3.39% |
$4.09K - $6.33K
|
17.1K
$84.3K
|
|
Oct 12, 2022
Q3 2022
|
Albert D Mason Inc
|
BUY
|
- |
310+ 3.02% |
$2.26K - $3.49K
|
10.6K
$52K
|
|
Oct 12, 2022
Q3 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
6.4K+ 18.69% |
$46.6K - $72K
|
40.6K
$200K
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
SELL
|
- |
-382- 4.82% |
$2.78K - $4.3K
|
7.55K
$37.1K
|
|
Oct 11, 2022
Q3 2022
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-1.15K- 0.21% |
$8.37K - $12.9K
|
553K
$2.72M
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
2.06K+ 1.61% |
$15K - $23.1K
|
129K
$637K
|
|
Oct 11, 2022
Q3 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
15KNew |
$109K - $169K
|
15K
$73.8K
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 2.44% |
$21.8 - $33.8
|
126
$620
|
|
Oct 11, 2022
Q3 2022
|
Trust CO Of Oklahoma
|
SELL
|
- |
-9.3K- 30.89% |
$67.7K - $105K
|
20.8K
$102K
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
10.8KNew |
$78.6K - $122K
|
10.8K
$53.1K
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-5.85K- 21.63% |
$42.6K - $65.9K
|
21.2K
$104K
|
|
Q2 2022 | |||||||
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-300- 75.0% |
$3.02K - $3.75K
|
100
$492
|
|
Aug 17, 2022
Q2 2022
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
2+ 20.0% |
$20.1 - $25
|
12
$59
|