Latest Institutional Purchases of Lumen Technologies, Inc. (LUMN)
This list provides information on the latest institutional transactions involving Lumen Technologies, Inc. (LUMN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.64KNew |
$5.03K - $7.38K
|
1.64K
$13.1K
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.55K+ 11.55% |
$4.76K - $7K
|
15K
$120K
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1KNew |
$3.07K - $4.51K
|
1K
$7.99K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1KNew |
$3.07K - $4.51K
|
1K
$7.99K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
625New |
$1.92K - $2.82K
|
625
$4.99K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
600New |
$1.84K - $2.71K
|
600
$4.79K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
550New |
$1.69K - $2.48K
|
550
$4.39K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
532New |
$1.63K - $2.4K
|
532
$4.25K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
500New |
$1.54K - $2.26K
|
500
$4K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
500New |
$1.54K - $2.26K
|
500
$4K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
500New |
$1.54K - $2.26K
|
500
$4K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
445+ 95.7% |
$1.37K - $2.01K
|
910
$7.27K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
330New |
$1.01K - $1.49K
|
330
$2.64K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
299New |
$918 - $1.35K
|
299
$2.39K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
250New |
$768 - $1.13K
|
250
$2K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
205+ 2928.57% |
$629 - $925
|
212
$1.69K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
183New |
$562 - $825
|
183
$1.46K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
159+ 77.94% |
$488 - $717
|
363
$2.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
100+ 0.37% |
$307 - $451
|
27.4K
$219K
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
80New |
$246 - $361
|
80
$639
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
66New |
$203 - $298
|
66
$527
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
45New |
$138 - $203
|
45
$360
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
41New |
$126 - $185
|
41
$328
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
29New |
$89 - $131
|
29
$232
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
27+ 0.15% |
$82.9 - $122
|
17.7K
$142K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
25New |
$76.8 - $113
|
25
$200
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
25New |
$76.8 - $113
|
25
$200
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
24+ 0.15% |
$73.7 - $108
|
16.3K
$130K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
21New |
$64.5 - $94.7
|
21
$168
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
21+ 61.76% |
$64.5 - $94.7
|
55
$439
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
20+ 2000.0% |
$61.4 - $90.2
|
21
$168
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
11New |
$33.8 - $49.6
|
11
$87.9
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
9+ 0.07% |
$27.6 - $40.6
|
12.2K
$97.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
9New |
$27.6 - $40.6
|
9
$71.9
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
8New |
$24.6 - $36.1
|
8
$63.9
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$3.07 - $4.51
|
1
$7.99
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
1.28MNew |
$5.01M - $7.56M
|
1.28M
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Carronade Capital Management, LP
Darien, CT |
BUY
|
- |
953KNew |
$3.74M - $5.64M
|
953K
$7.61M
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
625KNew |
$2.45M - $3.7M
|
625K
$4.99M
|
|
|
May 14, 2025
Q1 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
307KNew |
$1.2M - $1.82M
|
307K
$2.45M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
285K+ 94.36% |
$1.12M - $1.69M
|
587K
$4.69M
|
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
227K+ 129.84% |
$888K - $1.34M
|
401K
$3.2M
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
216K+ 200.6% |
$846K - $1.28M
|
324K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
171KNew |
$669K - $1.01M
|
171K
$1.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Polianta LTD
|
BUY
|
- |
143K+ 109.82% |
$561K - $848K
|
274K
$2.19M
|
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
139KNew |
$544K - $822K
|
139K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
121KNew |
$475K - $718K
|
121K
$969K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
101KNew |
$398K - $600K
|
101K
$810K
|
|
|
May 14, 2025
Q1 2025
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
100KNew |
$392K - $592K
|
100K
$799K
|
|