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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2022
Q1 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-33KClosed |
$318K - $455K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
6New |
$57.7 - $82.6
|
6
$29.5
|
|
| Q4 2021 | |||||||
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-2.83K- 35.13% |
$33.3K - $40.4K
|
5.22K
$25.7K
|
|
|
May 26, 2022
Q4 2021
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
20KNew |
$236K - $285K
|
20K
$98.4K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
34New |
$401 - $485
|
34
$167
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-869Closed |
$10.2K - $12.4K
|
0
$0
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
200New |
$2.36K - $2.85K
|
200
$984
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
500New |
$5.9K - $7.14K
|
500
$2.46K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1KClosed |
$11.8K - $14.3K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-4.9KClosed |
$57.8K - $70K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-15.5KClosed |
$183K - $222K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-55.6KClosed |
$656K - $794K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Maplelane Capital, LLC
New York, NY |
SELL
|
- |
-205KClosed |
$2.42M - $2.93M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Caas Capital Management LP
New York, NY |
SELL
|
PUT |
-50KClosed |
$590K - $714K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-109KClosed |
$1.29M - $1.56M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-24Closed |
$283 - $342
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-394Closed |
$4.65K - $5.62K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
183New |
$2.16K - $2.61K
|
183
$900
|
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-20K- 90.91% |
$236K - $285K
|
2K
$9.84K
|
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-396KClosed |
$4.67M - $5.65M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-800KClosed |
$9.43M - $11.4M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-289- 2.68% |
$3.41K - $4.12K
|
10.5K
$51.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
39New |
$460 - $557
|
39
$192
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-20.5KClosed |
$242K - $293K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
128New |
$1.51K - $1.83K
|
128
$630
|
|
|
Feb 09, 2022
Q4 2021
|
Morris Capital Advisors, LLC
|
SELL
|
- |
-11KClosed |
$130K - $157K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-195Closed |
$2.3K - $2.78K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
936New |
$11K - $13.4K
|
936
$4.61K
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
36.4KNew |
$429K - $519K
|
36.4K
$179K
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-38.3KClosed |
$451K - $546K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
3KNew |
$35.4K - $42.8K
|
3K
$14.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-707Closed |
$8.34K - $10.1K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-25.3KClosed |
$298K - $361K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
27New |
$318 - $385
|
27
$133
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.06K- 84.71% |
$12.5K - $15.2K
|
192
$945
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-2.45K- 10.37% |
$28.9K - $35K
|
21.2K
$104K
|
|
|
Jan 31, 2022
Q4 2021
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-13.5KClosed |
$159K - $193K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-364Closed |
$4.29K - $5.19K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2.5KClosed |
$29.5K - $35.7K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
155KNew |
$1.82M - $2.2M
|
155K
$760K
|
|
|
Jan 24, 2022
Q4 2021
|
Boundary Creek Advisors LP
|
SELL
|
- |
-650KClosed |
$7.66M - $9.28M
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-300Closed |
$3.54K - $4.28K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-11.2KClosed |
$132K - $160K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-22.3KClosed |
$263K - $319K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-255Closed |
$3.01K - $3.64K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Adirondack Trust CO
|
BUY
|
- |
12New |
$141 - $171
|
12
$59
|
|
|
Jan 11, 2022
Q4 2021
|
Symmetry Partners, LLC
|
SELL
|
- |
-6.72K- 15.91% |
$79.2K - $95.9K
|
35.5K
$175K
|
|
| Q3 2021 | |||||||
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-11.1K- 92.64% |
$126K - $153K
|
883
$4.34K
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-7.73K- 98.51% |
$87.7K - $106K
|
117
$576
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
231New |
$2.62K - $3.17K
|
231
$1.14K
|
|