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 618 institutions that hold shares in the stock, with a total of 645 Million shares, which have been reported (via 13F filing form) to have a value of $3.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
43,601
shares
|
$215,388
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
43,328
shares
|
$214,040
0.0% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Counterpoint Mutual Funds LLC
|
Nov 12, 2024 Q3 2024 |
43,091
shares
|
$212,869
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
42,404
shares
|
$209,475
0.01% of portfolio
|
Q3 2024
Added 145.72%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
41,845
shares
|
$206,714
0.01% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
41,043
shares
|
$202,752
0.0% of portfolio
|
Q3 2024
Reduced 14.54%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
40,000
shares
|
$197,600
0.14% of portfolio
|
Q1 2023
Reduced 13.04%
|
|
|
Semanteon Capital Management, LP
Newton, MA |
Oct 24, 2024 Q3 2024 |
39,875
shares
|
$196,982
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
39,313
shares
|
$194,206
0.01% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
38,288
shares
|
$189,142
0.01% of portfolio
|
Q2 2024
Reduced 5.26%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
37,200
shares
|
$183,768
0.22% of portfolio
|
Q1 2024
Reduced 33.81%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
36,782
shares
|
$181,703
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
35,928
shares
|
$177,484
0.0% of portfolio
|
Q3 2024
Added 23.27%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
35,809
shares
|
$176,896
0.0% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
34,620
shares
|
$171,022
0.01% of portfolio
|
Q4 2024
Reduced 78.73%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
34,582
shares
|
$170,835
0.0% of portfolio
|
Q3 2024
Added 79.74%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
34,374
shares
|
$169,807
0.08% of portfolio
|
Q3 2023
Added 15.1%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
34,116
shares
|
$168,533
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
32,333
shares
|
$159,725
0.07% of portfolio
|
Q4 2022
Added 14.09%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
32,121
shares
|
$158,677
0.0% of portfolio
|
Q3 2024
Added 15.6%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
32,000
shares
|
$158,080
0.0% of portfolio
|
Q1 2023
Reduced 55.07%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
31,768
shares
|
$156,933
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
31,302
shares
|
$154,631
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
31,064
shares
|
$153,456
0.01% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
30,780
shares
|
$152,053
0.02% of portfolio
|
Q3 2024
Added 486.29%
|