Institutional Ownership Lumen Technologies, Inc. (LUMN)
This table provides information about the institutional ownership of Lumen Technologies, Inc. (LUMN). We have compiled data on the 630 institutions that hold shares in the stock, with a total of 655 Million shares, which have been reported (via 13F filing form) to have a value of $3.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,041
shares
|
$9,511
0.0% of portfolio
|
Q3 2022
Added 1.64%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
2,028
shares
|
$9,450
0.0% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
2,000
shares
|
$9,320
0.0% of portfolio
|
Q4 2024
Reduced 50.1%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
2,000
shares
|
$9,320
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
1,959
shares
|
$9,128
0.0% of portfolio
|
Q4 2024
Added 12.91%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,956
shares
|
$9,114
0.0% of portfolio
|
Q4 2024
Added 29.71%
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
1,914
shares
|
$8,919
0.0% of portfolio
|
Q4 2024
Reduced 29.48%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,907
shares
|
$8,886
0.0% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,883
shares
|
$8,774
0.0% of portfolio
|
Q3 2022
Added 66.2%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
1,868
shares
|
$8,704
0.01% of portfolio
|
Q4 2024
Reduced 75.76%
|
|
|
Cypress Capital Management LLC (Wy)
|
Jan 23, 2025 Q4 2024 |
1,812
shares
|
$8,443
0.01% of portfolio
|
Q2 2024
Reduced 35.61%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
1,810
shares
|
$8,434
0.0% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,802
shares
|
$8,397
0.0% of portfolio
|
Q1 2021
Added 1997.95%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
1,791
shares
|
$8,346
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
1,750
shares
|
$8,155
0.0% of portfolio
|
Q2 2022
Added 133.33%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Feb 10, 2025 Q4 2024 |
1,721
shares
|
$8,019
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,650
shares
|
$7,689
0.0% of portfolio
|
Q4 2024
Reduced 44.83%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
1,645
shares
|
$7,665
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
1,600
shares
|
$7,456
0.01% of portfolio
|
Q4 2023
Reduced 46.67%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1,598
shares
|
$7,446
0.0% of portfolio
|
Q4 2024
Reduced 7.15%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
1,496
shares
|
$6,971
0.0% of portfolio
|
Q3 2024
Reduced 18.34%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,456
shares
|
$6,784
0.0% of portfolio
|
Q2 2023
Reduced 11.97%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
1,450
shares
|
$6,757
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
1,404
shares
|
$6,542
0.0% of portfolio
|
Q2 2024
Reduced 36.3%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
1,354
shares
|
$6,309
0.01% of portfolio
|
Q4 2024
New holding
|