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 |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
552
shares
|
$2,572
0.0% of portfolio
|
Q3 2024
Added 15.72%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
533
shares
|
$2,483
0.0% of portfolio
|
Q4 2023
Reduced 60.02%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
531
shares
|
$2,474
0.0% of portfolio
|
Q4 2024
Added 22.07%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
529
shares
|
$2,465
0.0% of portfolio
|
Q2 2024
Added 462.77%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
522
shares
|
$2,432
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
480
shares
|
$2,236
0.0% of portfolio
|
Q2 2023
Reduced 7.87%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
476
shares
|
$2,218
0.0% of portfolio
|
Q4 2024
Reduced 6.3%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
474
shares
|
$2,208
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
460
shares
|
$2,143
0.0% of portfolio
|
Q4 2024
Reduced 33.81%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
444
shares
|
$2,069
0.0% of portfolio
|
Q2 2024
Added 133.68%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
442
shares
|
$2,059
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
430
shares
|
$2,003
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
417
shares
|
$1,943
0.0% of portfolio
|
Q1 2022
Added 31.55%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
414
shares
|
$1,929
0.0% of portfolio
|
Q4 2022
Added 6.7%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
381
shares
|
$1,775
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
371
shares
|
$1,728
0.0% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
363
shares
|
$1,691
0.0% of portfolio
|
Q4 2024
Reduced 70.07%
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
330
shares
|
$1,537
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
307
shares
|
$1,430
0.0% of portfolio
|
Q4 2023
Reduced 47.16%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
302
shares
|
$1,407
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
302
shares
|
$1,407
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
300
shares
|
$1,398
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
300
shares
|
$1,398
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
300
shares
|
$1,398
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
291
shares
|
$1,356
0.0% of portfolio
|
Q4 2024
Reduced 16.86%
|