Lumen Ownership 2024 | Who Owns Lumen Now?
Institutional Ownership
0.04%
Insider Ownership
2.15%
Retail Ownership
97.81%
Institutional Holders
320.00
Lumen Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 0.02% | 0.01% | 148,535,747 | -3,775,513 | -2.48% | 231,715,764 | Mar 31, 2024 |
| VANGUARD GROUP INC | 0.01% | 0.00% | 120,303,220 | 1,975,400 | 1.67% | 187,673,023 | Mar 31, 2024 |
| STATE STREET CORP | 0.01% | 0.00% | 52,572,111 | -599,516 | -1.13% | 82,012,493 | Mar 31, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.00% | 0.01% | 30,809,026 | 4,505,025 | 17.13% | 48,062,081 | Mar 31, 2024 |
| FIRST TRUST ADVISORS LP | 0.00% | 0.04% | 27,822,394 | 932,648 | 3.47% | 43,402,934 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.00% | 0.00% | 22,183,169 | 629,530 | 2.92% | 34,611,099 | Mar 31, 2024 |
| HSBC HOLDINGS PLC | 0.00% | 0.02% | 21,724,167 | 954,380 | 4.59% | 33,885,298 | Mar 31, 2024 |
| MORGAN STANLEY | 0.00% | 0.00% | 18,050,388 | 4,595,954 | 34.16% | 28,158,608 | Mar 31, 2024 |
| TWO SIGMA ADVISERS, LP | 0.00% | 0.06% | 17,429,814 | -1,541,100 | -8.12% | 27,190,510 | Mar 31, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (USA) CORP | 0.00% | 0.59% | 15,583,500 | - | - | 24,310,260 | Mar 31, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.00% | 0.06% | 15,220,241 | -619,618 | -3.91% | 23,743,576 | Mar 31, 2024 |
| D. E. SHAW & CO., INC. | 0.00% | 0.02% | 13,599,204 | -2,474,419 | -15.39% | 21,214,758 | Mar 31, 2024 |
| INVESCO LTD. | 0.00% | 0.00% | 12,442,016 | -7,758,862 | -38.41% | 19,409,544 | Mar 31, 2024 |
| NORTHERN TRUST CORP | 0.00% | 0.00% | 11,661,167 | 322,868 | 2.85% | 18,191,420 | Mar 31, 2024 |
| PALESTRA CAPITAL MANAGEMENT LLC | 0.00% | 0.65% | 11,167,585 | - | - | 17,421,433 | Mar 31, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.00% | 0.00% | 9,379,981 | -482,872 | -4.90% | 14,632,768 | Mar 31, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.00% | 0.02% | 7,954,503 | 4,063,100 | 104.41% | 12,409,000 | Mar 31, 2024 |
| GOLDMAN SACHS GROUP INC | 0.00% | 0.00% | 7,734,399 | 2,139,533 | 38.24% | 12,065,662 | Mar 31, 2024 |
| CITADEL ADVISORS LLC | 0.00% | 0.00% | 7,054,300 | 3,084,100 | 77.68% | 11,004,708 | Mar 31, 2024 |
| CITADEL ADVISORS LLC | 0.00% | 0.00% | 6,828,800 | -5,732,500 | -45.64% | 10,652,928 | Mar 31, 2024 |
Lumen's largest institutional shareholder is BLACKROCK INC., holding 0.02% of the company's total share outstanding, currently valued at $231.72M. The top 10 institutional shareholders own together 0.05% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SILVER ROCK FINANCIAL LP | - | 1.79% | 232,120 | - | - | 362,107 | Mar 31, 2024 |
| VAN DEN BERG MANAGEMENT I, INC | 0.00% | 0.88% | 1,934,221 | 849,206 | 78.27% | 3,017,384 | Mar 31, 2024 |
| BRIGADE CAPITAL MANAGEMENT, LP | 0.00% | 0.67% | 2,000,000 | 2,000,000 | 100.00% | 3,120,000 | Mar 31, 2024 |
| KARPAS STRATEGIES, LLC | 0.00% | 0.67% | 1,372,247 | -590 | -0.04% | 2,140,706 | Mar 31, 2024 |
| FOUNDATION RESOURCE MANAGEMENT INC | 0.00% | 0.66% | 2,685,554 | -63,839 | -2.32% | 4,189,465 | Mar 31, 2024 |
| PALESTRA CAPITAL MANAGEMENT LLC | 0.00% | 0.65% | 11,167,585 | - | - | 17,421,433 | Mar 31, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (USA) CORP | 0.00% | 0.59% | 15,583,500 | - | - | 24,310,260 | Mar 31, 2024 |
| CAPWEALTH ADVISORS, LLC | 0.00% | 0.58% | 3,323,905 | 333,357 | 11.15% | 5,185,292 | Mar 31, 2024 |
| PORTLAND INVESTMENT COUNSEL INC. | - | 0.51% | 14,000 | - | - | 1,679,000 | Mar 31, 2024 |
| GIFFORD FONG ASSOCIATES | - | 0.11% | 250,000 | - | - | 390,000 | Mar 31, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | - | 0.10% | 393,005 | 393,005 | 100.00% | 613,088 | Mar 31, 2024 |
| MRAZ, AMERINE & ASSOCIATES, INC. | - | 0.10% | 325,979 | 39,237 | 13.68% | 508,527 | Mar 31, 2024 |
| RANGE FINANCIAL GROUP LLC | - | 0.09% | 109,181 | 61,632 | 129.62% | 170,322 | Mar 31, 2024 |
| SOUTHEAST ASSET ADVISORS INC. | - | 0.08% | 446,547 | -18,061 | -3.89% | 696,613 | Mar 31, 2024 |
| VERSOR INVESTMENTS LP | - | 0.08% | 246,220 | -44,700 | -15.37% | 384,103 | Mar 31, 2024 |
| TWO SIGMA ADVISERS, LP | 0.00% | 0.06% | 17,429,814 | -1,541,100 | -8.12% | 27,190,510 | Mar 31, 2024 |
| WHITEBOX ADVISORS LLC | 0.00% | 0.06% | 1,500,000 | -1,500,000 | -50.00% | 2,340,000 | Mar 31, 2024 |
| NAPLES MONEY MANAGEMENT LLC | - | 0.06% | 37,200 | -19,000 | -33.81% | 58,032 | Mar 31, 2024 |
| HEADLANDS TECHNOLOGIES LLC | - | 0.06% | 153,336 | 153,336 | 100.00% | 239,204 | Mar 31, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (USA) CORP | 0.00% | 0.06% | 1,500,000 | 1,076,400 | 254.11% | 2,340,000 | Mar 31, 2024 |
The largest Lumen shareholder by % of total assets is SILVER ROCK FINANCIAL LP. The company owns 232.12K shares of Lumen (LUMN), representing 1.79% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 0.00% | 0.00% | 18,050,388 | 4,595,954 | 34.16% | 28,158,608 | Mar 31, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.00% | 0.01% | 30,809,026 | 4,505,025 | 17.13% | 48,062,081 | Mar 31, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.00% | 0.02% | 7,954,503 | 4,063,100 | 104.41% | 12,409,000 | Mar 31, 2024 |
| CITADEL ADVISORS LLC | 0.00% | 0.00% | 7,054,300 | 3,084,100 | 77.68% | 11,004,708 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.00% | 0.00% | 2,215,700 | 2,215,700 | 100.00% | 3,456,492 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.00% | 0.00% | 2,144,800 | 2,144,800 | 100.00% | 3,345,888 | Mar 31, 2024 |
| GOLDMAN SACHS GROUP INC | 0.00% | 0.00% | 7,734,399 | 2,139,533 | 38.24% | 12,065,662 | Mar 31, 2024 |
| BRIGADE CAPITAL MANAGEMENT, LP | 0.00% | 0.67% | 2,000,000 | 2,000,000 | 100.00% | 3,120,000 | Mar 31, 2024 |
| VANGUARD GROUP INC | 0.01% | 0.00% | 120,303,220 | 1,975,400 | 1.67% | 187,673,023 | Mar 31, 2024 |
| FMR LLC | 0.00% | 0.00% | 4,109,279 | 1,728,115 | 72.57% | 6,410,475 | Mar 31, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (USA) CORP | 0.00% | 0.06% | 1,500,000 | 1,076,400 | 254.11% | 2,340,000 | Mar 31, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | 0.00% | 0.01% | 5,074,564 | 989,984 | 24.24% | 7,916,320 | Mar 31, 2024 |
| HSBC HOLDINGS PLC | 0.00% | 0.02% | 21,724,167 | 954,380 | 4.59% | 33,885,298 | Mar 31, 2024 |
| FIRST TRUST ADVISORS LP | 0.00% | 0.04% | 27,822,394 | 932,648 | 3.47% | 43,402,934 | Mar 31, 2024 |
| UBS GROUP AG | 0.00% | 0.00% | 1,810,374 | 888,160 | 96.31% | 2,824,184 | Mar 31, 2024 |
| VAN DEN BERG MANAGEMENT I, INC | 0.00% | 0.88% | 1,934,221 | 849,206 | 78.27% | 3,017,384 | Mar 31, 2024 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 0.00% | 0.01% | 1,143,468 | 814,474 | 247.56% | 3,030,190 | Mar 31, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.00% | 0.00% | 1,254,200 | 759,500 | 153.53% | 1,956,552,000 | Mar 31, 2024 |
| CITADEL ADVISORS LLC | 0.00% | 0.00% | 744,416 | 724,383 | 3615.95% | 1,161,289 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.00% | 0.00% | 22,183,169 | 629,530 | 2.92% | 34,611,099 | Mar 31, 2024 |
As of Mar 31 2024, Lumen's largest institutional buyer is MORGAN STANLEY. The company purchased 4.60M stocks of LUMN, valued at $28.16M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| INVESCO LTD. | 0.00% | 0.00% | 12,442,016 | -7,758,862 | -38.41% | 19,409,544 | Mar 31, 2024 |
| CITADEL ADVISORS LLC | 0.00% | 0.00% | 6,828,800 | -5,732,500 | -45.64% | 10,652,928 | Mar 31, 2024 |
| EXCHANGE TRADED CONCEPTS, LLC | - | - | - | -4,172,301 | -100.00% | - | Mar 31, 2024 |
| BLACKROCK INC. | 0.02% | 0.01% | 148,535,747 | -3,775,513 | -2.48% | 231,715,764 | Mar 31, 2024 |
| D. E. SHAW & CO., INC. | 0.00% | 0.02% | 13,599,204 | -2,474,419 | -15.39% | 21,214,758 | Mar 31, 2024 |
| DEUTSCHE BANK AG\ | 0.00% | 0.00% | 498,757 | -2,168,869 | -81.30% | 778,061 | Mar 31, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.00% | 0.00% | 1,301,800 | -1,604,100 | -55.20% | 2,030,808,000 | Mar 31, 2024 |
| JPMORGAN CHASE & CO | 0.00% | 0.00% | 2,604,747 | -1,601,614 | -38.08% | 4,063,406 | Mar 31, 2024 |
| TWO SIGMA ADVISERS, LP | 0.00% | 0.06% | 17,429,814 | -1,541,100 | -8.12% | 27,190,510 | Mar 31, 2024 |
| WHITEBOX ADVISORS LLC | 0.00% | 0.06% | 1,500,000 | -1,500,000 | -50.00% | 2,340,000 | Mar 31, 2024 |
| PARALLAX VOLATILITY ADVISERS, L.P. | - | 0.00% | 307,700 | -1,135,200 | -78.67% | 480,012 | Mar 31, 2024 |
| PARALLAX VOLATILITY ADVISERS, L.P. | - | - | - | -1,097,756 | -100.00% | - | Mar 31, 2024 |
| BARCLAYS PLC | 0.00% | 0.00% | 5,959,233 | -1,047,078 | -14.94% | 9,296,000 | Mar 31, 2024 |
| NATIXIS | - | - | - | -1,031,500 | -100.00% | - | Mar 31, 2024 |
| GOLDMAN SACHS GROUP INC | 0.00% | 0.00% | 1,059,300 | -803,100 | -43.12% | 1,652,508 | Mar 31, 2024 |
| UBS GROUP AG | 0.00% | 0.00% | 1,812,100 | -763,900 | -29.65% | 2,826,876 | Mar 31, 2024 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | - | - | - | -716,845 | -100.00% | - | Mar 31, 2024 |
| ALASKA PERMANENT FUND CORP | - | 0.01% | 431,768 | -647,648 | -60.00% | 673,558 | Mar 31, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.00% | 0.06% | 15,220,241 | -619,618 | -3.91% | 23,743,576 | Mar 31, 2024 |
| STATE STREET CORP | 0.01% | 0.00% | 52,572,111 | -599,516 | -1.13% | 82,012,493 | Mar 31, 2024 |
As of Mar 31 2024, Lumen's biggest institutional seller is INVESCO LTD.. The company sold -7.76M shares of LUMN, valued at $19.41M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.00% | 0.00% | 2,215,700 | 2,215,700 | 100.00% | 3,456,492 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.00% | 0.00% | 2,144,800 | 2,144,800 | 100.00% | 3,345,888 | Mar 31, 2024 |
| BRIGADE CAPITAL MANAGEMENT, LP | 0.00% | 0.67% | 2,000,000 | 2,000,000 | 100.00% | 3,120,000 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.00% | 0.00% | 580,597 | 580,597 | 100.00% | 905,731 | Mar 31, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.00% | 0.00% | 531,792 | 531,792 | 100.00% | 830,000 | Mar 31, 2024 |
| SIMPLIFY ASSET MANAGEMENT INC. | 0.00% | 0.05% | 500,000 | 500,000 | 100.00% | 780,000 | Mar 31, 2024 |
| SQUAREPOINT OPS LLC | - | 0.00% | 394,400 | 394,400 | 100.00% | 615,264 | Mar 31, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | - | 0.00% | 338,998 | 338,998 | 100.00% | 528,836 | Mar 31, 2024 |
| QUADRATURE CAPITAL LTD | - | 0.01% | 301,187 | 301,187 | 100.00% | 468,346 | Mar 31, 2024 |
| SIMPLEX TRADING, LLC | - | 0.00% | 279,510 | 279,510 | 100.00% | 436,000 | Mar 31, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | 0.00% | 217,200 | 217,200 | 100.00% | 338,832 | Mar 31, 2024 |
| BSW WEALTH PARTNERS | - | 0.05% | 175,125 | 175,125 | 100.00% | 273,195 | Mar 31, 2024 |
| MURCHINSON LTD. | - | 0.01% | 118,200 | 118,200 | 100.00% | 184,392 | Mar 31, 2024 |
| SAVANT CAPITAL, LLC | - | 0.00% | 66,375 | 66,375 | 100.00% | 103,546 | Mar 31, 2024 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | - | 0.02% | 53,627 | 53,627 | 100.00% | 604,000 | Mar 31, 2024 |
| BAIRD FINANCIAL GROUP, INC. | - | 0.00% | 40,912 | 40,912 | 100.00% | 63,823 | Mar 31, 2024 |
| FIRST CITIZENS BANK & TRUST CO | - | 0.00% | 39,357 | 39,357 | 100.00% | 61,396 | Mar 31, 2024 |
| GALLAGHER FIDUCIARY ADVISORS, LLC | - | 0.00% | 36,251 | 36,251 | 100.00% | 56,552 | Mar 31, 2024 |
| FULTON BANK, N.A. | - | 0.00% | 30,803 | 30,803 | 100.00% | 48,052 | Mar 31, 2024 |
| ENVESTNET PORTFOLIO SOLUTIONS, INC. | - | 0.00% | 29,102 | 29,102 | 100.00% | 45,399 | Mar 31, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | - | 0.00% | 28,213 | 28,213 | 100.00% | 44,012 | Mar 31, 2024 |
| IEQ CAPITAL, LLC | - | 0.00% | 27,710 | 27,710 | 100.00% | 43,228 | Mar 31, 2024 |
| PFG INVESTMENTS, LLC | - | 0.00% | 27,637 | 27,637 | 100.00% | 43,114 | Mar 31, 2024 |
| GEOWEALTH MANAGEMENT, LLC | - | 0.00% | 24,704 | 24,704 | 100.00% | 38,538,000 | Mar 31, 2024 |
| VINVA INVESTMENT MANAGEMENT LTD | - | 0.00% | 24,511 | 24,511 | 100.00% | 58,613 | Mar 31, 2024 |
| FIFTH LANE CAPITAL, LP | - | 0.03% | 20,000 | 20,000 | 100.00% | 31,200 | Mar 31, 2024 |
| DOUBLELINE ETF ADVISER LP | - | 0.01% | 17,991 | 17,991 | 100.00% | 28,066 | Mar 31, 2024 |
| EXENCIAL WEALTH ADVISORS, LLC | - | 0.00% | 17,180 | 17,180 | 100.00% | 26,801 | Mar 31, 2024 |
| MOORS & CABOT, INC. | - | 0.00% | 15,670 | 15,670 | 100.00% | 24,445 | Mar 31, 2024 |
| BUCKINGHAM STRATEGIC WEALTH, LLC | - | 0.00% | 14,936 | 14,936 | 100.00% | 23,300 | Mar 31, 2024 |
| INCEPTIONR LLC | - | 0.01% | 12,535 | 12,535 | 100.00% | 19,555 | Mar 31, 2024 |
| WOLVERINE TRADING, LLC | - | - | 12,338 | 12,338 | 100.00% | 19,247 | Mar 31, 2024 |
| DUNCAN WILLIAMS ASSET MANAGEMENT, LLC | - | 0.02% | 11,500 | 11,500 | 100.00% | 17,940 | Mar 31, 2024 |
| PERIGON WEALTH MANAGEMENT, LLC | - | 0.00% | 11,269 | 11,269 | 100.00% | 17,579 | Mar 31, 2024 |
| VALTINSON BRUNER FINANCIAL PLANNING LLC | - | 0.01% | 10,877 | 10,877 | 100.00% | 16,968 | Mar 31, 2024 |
| SEQUOIA FINANCIAL ADVISORS, LLC | - | 0.00% | 10,698 | 10,698 | 100.00% | 16,689 | Mar 31, 2024 |
| CADENCE BANK | - | 0.00% | 10,464 | 10,464 | 100.00% | 16,323 | Mar 31, 2024 |
| ARBOR WEALTH ADVISORS LLC | - | 0.02% | 10,459 | 10,459 | 100.00% | 16,316 | Mar 31, 2024 |
| EVERHART FINANCIAL GROUP, INC. | - | 0.00% | 10,336 | 10,336 | 100.00% | 16,124 | Mar 31, 2024 |
| GREAT DIAMOND PARTNERS, LLC | - | 0.00% | 10,100 | 10,100 | 100.00% | 15,756 | Mar 31, 2024 |
| BROWN BROTHERS HARRIMAN & CO | - | - | 4,123 | 4,123 | 100.00% | 6,432,000 | Mar 31, 2024 |
| CIBC PRIVATE WEALTH GROUP, LLC | - | - | 2,067 | 2,067 | 100.00% | 3,018,000 | Mar 31, 2024 |
| BESSEMER GROUP INC | - | - | 1,809 | 1,809 | 100.00% | 3,000 | Mar 31, 2024 |
| - | - | 1,802 | 1,802 | 100.00% | 2,811 | Mar 31, 2024 | |
| JONES FINANCIAL COMPANIES LLLP | - | - | 1,000 | 1,000 | 100.00% | 1,560 | Mar 31, 2024 |
| GILLILAND JETER WEALTH MANAGEMENT LLC | - | 0.00% | 795 | 795 | 100.00% | 1,240 | Mar 31, 2024 |
| QUARRY LP | - | 0.00% | 767 | 767 | 100.00% | 1,197 | Mar 31, 2024 |
| - | 0.00% | 522 | 522 | 100.00% | 653 | Mar 31, 2024 | |
| BRUCE G. ALLEN INVESTMENTS, LLC | - | 0.00% | 203 | 203 | 100.00% | 317 | Mar 31, 2024 |
| HILLTOP NATIONAL BANK | - | 0.00% | 170 | 170 | 100.00% | 265 | Mar 31, 2024 |
| BELVEDERE TRADING LLC | - | - | 100 | 100 | 100.00% | 156 | Mar 31, 2024 |
| ENRICH FINANCIAL PARTNERS LLC | - | - | 78 | 78 | 100.00% | 122,000 | Mar 31, 2024 |
| CENTRAL PACIFIC BANK - TRUST DIVISION | - | - | 70 | 70 | 100.00% | 102 | Mar 31, 2024 |
| CVA FAMILY OFFICE, LLC | - | - | 55 | 55 | 100.00% | 86 | Mar 31, 2024 |
| CONTINUUM ADVISORY, LLC | - | - | 36 | 36 | 100.00% | 48,000 | Mar 31, 2024 |
| AMERICAN NATIONAL BANK | - | - | 34 | 34 | 100.00% | 53 | Mar 31, 2024 |
| SANDY SPRING BANK | - | - | 21 | 21 | 100.00% | 33,000 | Mar 31, 2024 |
| MV CAPITAL MANAGEMENT, INC. | - | - | 10 | 10 | 100.00% | 16 | Mar 31, 2024 |
| REGISTER FINANCIAL ADVISORS LLC | - | - | 9 | 9 | 100.00% | 14 | Mar 31, 2024 |
Lumen's largest new institutional shareholder by number of shares is SUSQUEHANNA INTERNATIONAL GROUP, LLP, purchased 2.22M shares, valued at $3.46M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| EXCHANGE TRADED CONCEPTS, LLC | - | - | - | -4,172,301 | -100.00% | - | Mar 31, 2024 |
| PARALLAX VOLATILITY ADVISERS, L.P. | - | - | - | -1,097,756 | -100.00% | - | Mar 31, 2024 |
| NATIXIS | - | - | - | -1,031,500 | -100.00% | - | Mar 31, 2024 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | - | - | - | -716,845 | -100.00% | - | Mar 31, 2024 |
| LSV ASSET MANAGEMENT | - | - | - | -311,300 | -100.00% | - | Mar 31, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | - | - | - | -237,400 | -100.00% | - | Mar 31, 2024 |
| FIL LTD | - | - | - | -220,439 | -100.00% | - | Mar 31, 2024 |
| NUMERAI GP LLC | - | - | - | -212,579 | -100.00% | - | Mar 31, 2024 |
| UNION SQUARE PARK CAPITAL MANAGEMENT, LLC | - | - | - | -150,000 | -100.00% | - | Mar 31, 2024 |
| NATIXIS ADVISORS, L.P. | - | - | - | -133,394 | -100.00% | - | Mar 31, 2024 |
| VIRTUS ETF ADVISERS LLC | - | - | - | -131,621 | -100.00% | - | Mar 31, 2024 |
| LIDO ADVISORS, LLC | - | - | - | -123,386 | -100.00% | - | Mar 31, 2024 |
| CAPTION MANAGEMENT, LLC | - | - | - | -122,963 | -100.00% | - | Mar 31, 2024 |
| ETHIC INC. | - | - | - | -78,678 | -100.00% | - | Mar 31, 2024 |
| ENGINEERS GATE MANAGER LP | - | - | - | -61,806 | -100.00% | - | Mar 31, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -55,767 | -100.00% | - | Mar 31, 2024 |
| RPO LLC | - | - | - | -45,973 | -100.00% | - | Mar 31, 2024 |
| AMERICAN CENTURY COMPANIES INC | - | - | - | -34,313 | -100.00% | - | Mar 31, 2024 |
| ACCURATE WEALTH MANAGEMENT, LLC | - | - | - | -33,534 | -100.00% | - | Mar 31, 2024 |
| CUTLER GROUP LLC / CA | - | - | - | -33,200 | -100.00% | - | Mar 31, 2024 |
| INDIE ASSET PARTNERS, LLC | - | - | - | -29,000 | -100.00% | - | Mar 31, 2024 |
| REGENT PEAK WEALTH ADVISORS LLC | - | - | - | -26,921 | -100.00% | - | Mar 31, 2024 |
| AE WEALTH MANAGEMENT LLC | - | - | - | -25,851 | -100.00% | - | Mar 31, 2024 |
| DILIGENT INVESTORS, LLC | - | - | - | -24,300 | -100.00% | - | Mar 31, 2024 |
| ZACKS INVESTMENT MANAGEMENT | - | - | - | -23,772 | -100.00% | - | Mar 31, 2024 |
| ORG PARTNERS LLC | - | - | - | -22,580 | -100.00% | - | Mar 31, 2024 |
| BELPOINTE ASSET MANAGEMENT LLC | - | - | - | -22,471 | -100.00% | - | Mar 31, 2024 |
| LM ADVISORS LLC | - | - | - | -22,000 | -100.00% | - | Mar 31, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -20,688 | -100.00% | - | Mar 31, 2024 |
| CETERA INVESTMENT ADVISERS | - | - | - | -16,827 | -100.00% | - | Mar 31, 2024 |
| RESURGENT FINANCIAL ADVISORS LLC | - | - | - | -15,000 | -100.00% | - | Mar 31, 2024 |
| BRIGHTON JONES LLC | - | - | - | -14,575 | -100.00% | - | Mar 31, 2024 |
| WILEY BROS.-AINTREE CAPITAL, LLC | - | - | - | -14,308 | -100.00% | - | Mar 31, 2024 |
| STRATEGIES WEALTH ADVISORS, LLC | - | - | - | -14,027 | -100.00% | - | Mar 31, 2024 |
| WEXFORD CAPITAL LP | - | - | - | -13,380 | -100.00% | - | Mar 31, 2024 |
| KINGSWOOD WEALTH ADVISORS, LLC | - | - | - | -13,221 | -100.00% | - | Mar 31, 2024 |
| WEALTHFRONT ADVISERS LLC | - | - | - | -11,432 | -100.00% | - | Mar 31, 2024 |
| QUADRANT PRIVATE WEALTH MANAGEMENT, LLC | - | - | - | -11,120 | -100.00% | - | Mar 31, 2024 |
| APOLLON WEALTH MANAGEMENT, LLC | - | - | - | -10,664 | -100.00% | - | Mar 31, 2024 |
| PURE FINANCIAL ADVISORS, LLC | - | - | - | -10,661 | -100.00% | - | Mar 31, 2024 |
| DRIVE WEALTH MANAGEMENT, LLC | - | - | - | -10,459 | -100.00% | - | Mar 31, 2024 |
| EQUITABLE HOLDINGS, INC. | - | - | - | -10,110 | -100.00% | - | Mar 31, 2024 |
| QUILTER PLC | - | - | - | -5,500 | -100.00% | - | Mar 31, 2024 |
| FINTRUST CAPITAL ADVISORS, LLC | - | - | - | -4,900 | -100.00% | - | Mar 31, 2024 |
| WFA ASSET MANAGEMENT CORP | - | - | - | -2,444 | -100.00% | - | Mar 31, 2024 |
| BEACON CAPITAL MANAGEMENT, LLC | - | - | - | -1,693 | -100.00% | - | Mar 31, 2024 |
| TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | - | - | - | -1,057 | -100.00% | - | Mar 31, 2024 |
| GLASS JACOBSON INVESTMENT ADVISORS LLC | - | - | - | -876 | -100.00% | - | Mar 31, 2024 |
| GLOBAL WEALTH STRATEGIES & ASSOCIATES | - | - | - | -863 | -100.00% | - | Mar 31, 2024 |
| ROCKBRIDGE INVESTMENT MANAGEMENT, LCC | - | - | - | -500 | -100.00% | - | Mar 31, 2024 |
| SCARBOROUGH ADVISORS, LLC | - | - | - | -479 | -100.00% | - | Mar 31, 2024 |
| CLEAR STREET MARKETS LLC | - | - | - | -400 | -100.00% | - | Mar 31, 2024 |
| ADDISON ADVISORS LLC | - | - | - | -400 | -100.00% | - | Mar 31, 2024 |
| FOCUSED WEALTH MANAGEMENT, INC | - | - | - | -175 | -100.00% | - | Mar 31, 2024 |
| CARMICHAEL HILL & ASSOCIATES, INC. | - | - | - | -100 | -100.00% | - | Mar 31, 2024 |
| GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. | - | - | - | -100 | -100.00% | - | Mar 31, 2024 |
| FAIRFIELD, BUSH & CO. | - | - | - | -75 | -100.00% | - | Mar 31, 2024 |
| VISIONPOINT ADVISORY GROUP, LLC | - | - | - | -60 | -100.00% | - | Mar 31, 2024 |
| GLASSMAN WEALTH SERVICES | - | - | - | -41 | -100.00% | - | Mar 31, 2024 |
| CASSADY SCHILLER WEALTH MANAGEMENT, LLC | - | - | - | -20 | -100.00% | - | Mar 31, 2024 |
| RIGGS ASSET MANAGMENT CO. INC. | - | - | - | -16 | -100.00% | - | Mar 31, 2024 |
| PLANNED SOLUTIONS, INC. | - | - | - | -12 | -100.00% | - | Mar 31, 2024 |
| CONCORDE FINANCIAL CORP | - | - | - | -1 | -100.00% | - | Mar 31, 2024 |
Lumen's largest sold out institutional shareholder by shares sold is EXCHANGE TRADED CONCEPTS, LLC, sold -4.17M shares, valued at -, as of undefined.
Lumen Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Clark Fork Trust | 45.84% | 3,522,000 | 134,736 | 3.98% | Feb 29, 2024 |
| Listed Funds Trust | 8.73% | 3,955,942 | - | - | Feb 29, 2024 |
| COPLEY FUND INC /NV/ | 5.16% | 70,000 | - | - | Nov 30, 2022 |
| Global Beta ETF Trust | 4.31% | 11,971 | 6,627 | 124.01% | May 31, 2022 |
| LONGLEAF PARTNERS FUNDS TRUST | 4.19% | 25,012,435 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND II | 3.58% | 24,076,750 | 1,718,219 | 7.68% | Dec 31, 2023 |
| SEI Exchange Traded Funds | 2.16% | 30,435 | - | - | Dec 31, 2023 |
| VANGUARD ADMIRAL FUNDS | 1.53% | 6,631,429 | 84,968 | 1.30% | Feb 29, 2024 |
| Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 1.20% | 194,525 | - | - | Dec 31, 2023 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 10 | 1.14% | 262,880 | - | - | Jan 31, 2024 |
| CONCORDE FUNDS INC | 1.12% | 134,000 | - | - | Dec 31, 2023 |
| Absolute Shares Trust | 1.03% | 303,172 | - | - | Dec 31, 2023 |
| KAVILCO INC/WA/ | 0.95% | 6,900 | 6,900 | - | Mar 31, 2021 |
| BNY MELLON INDEX FUNDS, INC. | 0.94% | 1,036,118 | -125,377 | -10.79% | Jan 31, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.91% | 537,094 | -2,730 | -0.51% | Mar 31, 2024 |
| Eaton Vance Tax-Managed Buy-Write Income Fund | 0.68% | 30,523 | - | - | Dec 31, 2023 |
| Transparent Value Trust | 0.68% | 10,906 | - | - | Dec 31, 2023 |
| RIVERPARK FUNDS TRUST | 0.64% | 5,365,846 | - | - | Dec 31, 2023 |
| Eaton Vance Tax-Managed Buy-Write Strategy Fund | 0.55% | 6,292 | - | - | Mar 31, 2023 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.53% | 2,057,887 | - | - | Jan 31, 2024 |
| Federated Hermes MDT Series | 0.53% | 1,305,157 | 950,251 | 267.75% | Jan 31, 2024 |
| Pacer Funds Trust | 0.51% | 23,868,024 | - | - | Jan 31, 2024 |
| BNY MELLON HIGH YIELD STRATEGIES FUND | 0.44% | 1,190,000 | - | - | Mar 31, 2024 |
| BNY MELLON HIGH YIELD STRATEGIES FUND | 0.42% | 1,145,000 | - | - | Mar 31, 2024 |
| GABELLI UTILITIES FUND | 0.42% | 300,000 | - | - | Dec 29, 2023 |
| GABELLI GLOBAL UTILITY & INCOME TRUST | 0.41% | 64,000 | - | - | Dec 29, 2023 |
| Guggenheim Enhanced Equity Income Fund | 0.40% | 70,645 | 15,316 | 27.68% | Sep 30, 2021 |
| BNY MELLON HIGH YIELD STRATEGIES FUND | 0.38% | 1,031,000 | - | - | Mar 31, 2024 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.34% | 20,873 | - | - | Dec 31, 2023 |
| JOHN HANCOCK INVESTORS TRUST | 0.32% | 950,000 | - | - | Jan 31, 2024 |
| SELECT SECTOR SPDR TRUST | 0.31% | 9,750,461 | - | - | Dec 31, 2023 |
| Calvert Responsible Index Series, Inc. | 0.28% | 457,539 | - | - | Dec 31, 2023 |
| QUANTITATIVE MASTER SERIES LLC | 0.28% | 1,829,362 | 119,299 | 6.98% | Dec 31, 2023 |
| DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO | 0.26% | 43,811 | - | - | Dec 31, 2023 |
| SPDR S&P 500 ETF TRUST | 0.26% | 10,120,806 | - | - | Dec 31, 2023 |
| GABELLI UTILITY TRUST | 0.24% | 100,000 | - | - | Dec 29, 2023 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.23% | 43,913 | - | - | Dec 29, 2023 |
| BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. | 0.23% | 274,000 | 274,000 | - | Feb 29, 2024 |
| Gabelli 787 Fund, Inc. | 0.21% | 18,000 | - | - | Jan 31, 2024 |
| BNY Mellon Investment Funds IV, Inc. | 0.20% | 2,873,974 | -297,246 | -9.37% | Feb 29, 2024 |
| BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. | 0.20% | 239,122 | 239,122 | - | Feb 29, 2024 |
| SCHWAB ANNUITY PORTFOLIOS | 0.19% | 70,945 | - | - | Dec 31, 2023 |
| BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. | 0.19% | 289,000 | - | - | Mar 31, 2024 |
| BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. | 0.18% | 276,116 | -48,726 | -15.00% | Mar 31, 2024 |
| MSS Series Trust | 0.18% | 13,260 | - | - | Feb 29, 2024 |
| NUVEEN INVESTMENT TRUST | 0.17% | 65,700 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.16% | 395,827 | - | - | Dec 31, 2023 |
| John Hancock Exchange-Traded Fund Trust | 0.16% | 963,958 | - | - | Jan 31, 2024 |
| John Hancock Hedged Equity & Income Fund | 0.16% | 15,626 | - | - | Dec 31, 2023 |
| Nushares ETF Trust | 0.16% | 1,135,840 | - | - | Jan 31, 2024 |
| Fidelity Commonwealth Trust II | 0.13% | 870,037 | 688,200 | 378.47% | Aug 31, 2023 |
| Collaborative Investment Series Trust | 0.13% | 22,336 | - | - | Dec 31, 2023 |
| FIDELITY COVINGTON TRUST | 0.12% | 1,757,260 | 1,036,320 | 143.75% | Feb 29, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.12% | 28,983 | - | - | Dec 31, 2023 |
| Gateway Trust | 0.12% | 196,472 | - | - | Dec 31, 2023 |
| BNY MELLON STOCK INDEX FUND, INC. | 0.11% | 77,089 | - | - | Mar 31, 2024 |
| MFS SERIES TRUST XI | 0.11% | 547,356 | - | - | Dec 31, 2023 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. | 0.10% | 31,029 | - | - | Dec 31, 2023 |
| GPS Funds I | 0.10% | 518,918 | - | - | Dec 31, 2023 |
| SCHWAB STRATEGIC TRUST | 0.09% | 17,426,295 | 4,029,213 | 30.08% | Feb 29, 2024 |
| JOHN HANCOCK BOND TRUST | 0.09% | 6,155,000 | - | - | Feb 29, 2024 |
| JOHN HANCOCK INCOME SECURITIES TRUST | 0.09% | 292,000 | - | - | Jan 31, 2024 |
| GABELLI MULTIMEDIA TRUST INC. | 0.08% | 20,000 | - | - | Dec 29, 2023 |
| SSGA FUNDS | 0.08% | 35,987 | - | - | Feb 29, 2024 |
| GABELLI EQUITY SERIES FUNDS INC | 0.08% | 62,500 | - | - | Dec 29, 2023 |
| TIMOTHY PLAN | 0.08% | 348,712 | - | - | Mar 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.08% | 174,206 | - | - | Mar 31, 2024 |
| JOHN HANCOCK SOVEREIGN BOND FUND | 0.07% | 21,848,000 | - | - | Feb 29, 2024 |
| JOHN HANCOCK BOND TRUST | 0.07% | 5,050,000 | - | - | Feb 29, 2024 |
| Cambria ETF Trust | 0.07% | 628,180 | - | - | Jan 31, 2024 |
| Northern Lights Variable Trust | 0.07% | 67,642 | - | - | Dec 31, 2023 |
| BNY MELLON HIGH YIELD STRATEGIES FUND | 0.06% | 170,000 | - | - | Mar 31, 2024 |
| BlackRock ETF Trust | 0.06% | 50,198 | - | - | Jan 31, 2024 |
| FundVantage Trust | 0.06% | 267,667 | - | - | Jan 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.06% | 138,100 | - | - | Dec 29, 2023 |
| Lattice Strategies Trust | 0.05% | 98,899 | - | - | Dec 31, 2023 |
| Advisers Investment Trust | 0.05% | 1,465,600 | - | - | Dec 29, 2023 |
| VANGUARD FENWAY FUNDS | 0.05% | 1,282,594 | - | - | Dec 31, 2023 |
| VANGUARD WHITEHALL FUNDS | 0.05% | 4,474,290 | - | - | Jan 31, 2024 |
| JANUS ASPEN SERIES | 0.05% | 2,068,000 | - | - | Dec 31, 2023 |
| FIDELITY CONCORD STREET TRUST | 0.04% | 9,023,952 | 313,107 | 3.59% | Feb 29, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.04% | 3,416,141 | -735,172 | -17.71% | Jan 31, 2024 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.04% | 912,171 | - | - | Dec 31, 2023 |
| Invesco Exchange-Traded Fund Trust II | 0.04% | 11,438,355 | -1,394,111 | -10.86% | Feb 29, 2024 |
| JOHN HANCOCK PREFERRED INCOME FUND III | 0.04% | 205,000 | - | - | Jan 31, 2024 |
| JOHN HANCOCK PREFERRED INCOME FUND | 0.03% | 190,000 | - | - | Jan 31, 2024 |
| JOHN HANCOCK PREFERRED INCOME FUND II | 0.03% | 150,000 | - | - | Jan 31, 2024 |
| MADISON FUNDS | 0.03% | 189,000 | - | - | Jan 31, 2024 |
| Goldman Sachs ETF Trust II | 0.03% | 34,218 | - | - | Feb 29, 2024 |
| M FUND INC | 0.03% | 14,100 | - | - | Mar 31, 2024 |
| JANUS INVESTMENT FUND | 0.03% | 9,029,000 | - | - | Dec 31, 2023 |
| Gabelli Go Anywhere Trust | 0.03% | 7,000 | - | - | Sep 30, 2021 |
| INTEGRITY FUNDS | 0.03% | 70,000 | - | - | Jan 31, 2024 |
| SHELTON FUNDS | 0.03% | 45,455 | -7,042 | -13.41% | Feb 29, 2024 |
| DEUTSCHE DWS ASSET ALLOCATION TRUST | 0.03% | 2,984 | - | - | Feb 29, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.02% | 58,293 | - | - | Dec 31, 2023 |
| Voya EQUITY TRUST | 0.02% | 33,400 | - | - | Feb 29, 2024 |
| Managed Account Series | 0.02% | 21,416 | - | - | Jan 31, 2024 |
| GABELLI INVESTOR FUNDS INC | 0.02% | 50,000 | - | - | Dec 29, 2023 |
| DEUTSCHE DWS MARKET TRUST | 0.02% | 105,300 | - | - | Jan 31, 2024 |
Lumen's largest mutual fund holder by % of total assets is "Clark Fork Trust", owning 3.52M shares, compromising 45.84% of its total assets.
Lumen Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 31 Mar, 24 | 320 | -35.35% |
| 31 Dec, 23 | 495 | -2.94% |
| 30 Sep, 23 | 510 | -9.25% |
| 30 Jun, 23 | 562 | -13.94% |
| 31 Mar, 23 | 653 | -15.85% |
| 31 Dec, 22 | 776 | 1.97% |
| 30 Sep, 22 | 761 | -4.16% |
| 30 Jun, 22 | 794 | 4.20% |
| 31 Mar, 22 | 762 | -2.93% |
| 31 Dec, 21 | 785 | 10.56% |
| 30 Sep, 21 | 710 | 0.57% |
| 30 Jun, 21 | 706 | 3.67% |
| 31 Mar, 21 | 681 | 916.42% |
| 31 Dec, 20 | 67 | 1575.00% |
| 30 Sep, 20 | 4 | 33.33% |
| 30 Jun, 20 | 3 | -25.00% |
| 31 Mar, 20 | 4 | - |
| 31 Dec, 19 | 4 | 33.33% |
| 30 Sep, 19 | 3 | - |
| 30 Jun, 19 | 3 | 50.00% |
| 31 Mar, 19 | 2 | - |
| 30 Jun, 10 | 1 | - |
As of 31 Mar 24, 320 institutions are holding Lumen's shares, representing a decrease of -35.35% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 31 Mar, 24 | 428,012,827 | -35.63% |
| 31 Dec, 23 | 664,906,099 | 0.62% |
| 30 Sep, 23 | 660,840,572 | -4.84% |
| 30 Jun, 23 | 694,421,790 | -3.22% |
| 31 Mar, 23 | 717,519,580 | -11.20% |
| 31 Dec, 22 | 808,012,782 | -1.28% |
| 30 Sep, 22 | 818,524,525 | 0.67% |
| 30 Jun, 22 | 813,061,487 | 2.16% |
| 31 Mar, 22 | 795,905,801 | -1.88% |
| 31 Dec, 21 | 811,180,534 | -0.16% |
| 30 Sep, 21 | 812,462,128 | -2.37% |
| 30 Jun, 21 | 832,181,136 | 2.43% |
| 31 Mar, 21 | 812,439,306 | 2872.47% |
| 31 Dec, 20 | 27,332,119 | 35652.56% |
| 30 Sep, 20 | 76,448 | 114.65% |
| 30 Jun, 20 | 35,615 | 78.87% |
| 31 Mar, 20 | 19,911 | 281.44% |
| 31 Dec, 19 | 5,220 | 26.91% |
| 30 Sep, 19 | 4,113 | - |
| 30 Jun, 19 | 4,113 | -1.84% |
| 31 Mar, 19 | 4,190 | - |
| 30 Jun, 10 | 232 | - |
Lumen (LUMN) has 428.01M shares outstanding as of 31 Mar 24, down -35.63% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 31 Mar, 24 | 0.04% | 0.00% |
| 31 Dec, 23 | 67.60% | 1.50% |
| 30 Sep, 23 | 67.20% | 1.34% |
| 30 Jun, 23 | 70.75% | 1.32% |
| 31 Mar, 23 | 73.10% | 1.14% |
| 31 Dec, 22 | 80.20% | 1.23% |
| 30 Sep, 22 | 80.79% | 1.25% |
| 30 Jun, 22 | 80.27% | 1.29% |
| 31 Mar, 22 | 78.93% | 1.35% |
| 31 Dec, 21 | 76.56% | 1.31% |
| 30 Sep, 21 | 76.50% | 1.30% |
| 30 Jun, 21 | 76.60% | 1.36% |
| 31 Mar, 21 | 75.05% | 1172.94% |
| 31 Dec, 20 | 2.53% | 5035563.38% |
| 30 Sep, 20 | 0.01% | 64984.85% |
| 30 Jun, 20 | 0.00% | 93794.74% |
| 31 Mar, 20 | 0.00% | 761120.00% |
| 31 Dec, 19 | 0.00% | 317150.00% |
| 30 Sep, 19 | 0.00% | 249725.00% |
| 30 Jun, 19 | 0.00% | 244850.00% |
| 31 Mar, 19 | 0.00% | - |
| 30 Jun, 10 | 0.00% | - |
As of 31 Mar 24, Lumen is held by 0.04% institutional shareholders, representing a 0.00% growth compared to 31 Dec 23.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 112 | -38.12% |
| 31 Dec, 23 | 181 | 7.10% |
| 30 Sep, 23 | 169 | -16.34% |
| 30 Jun, 23 | 202 | -30.10% |
| 31 Mar, 23 | 289 | -18.13% |
| 31 Dec, 22 | 353 | -14.11% |
| 30 Sep, 22 | 411 | -0.48% |
| 30 Jun, 22 | 413 | 6.72% |
| 31 Mar, 22 | 387 | -5.15% |
| 31 Dec, 21 | 408 | 24.01% |
| 30 Sep, 21 | 329 | -9.62% |
| 30 Jun, 21 | 364 | -41.48% |
| 31 Mar, 21 | 622 | 871.88% |
| 31 Dec, 20 | 64 | 3100.00% |
| 30 Sep, 20 | 2 | 100.00% |
| 30 Jun, 20 | 1 | -50.00% |
| 31 Mar, 20 | 2 | - |
| 31 Dec, 19 | 2 | - |
| 30 Sep, 19 | - | -100.00% |
| 30 Jun, 19 | 1 | -50.00% |
| 31 Mar, 19 | 2 | - |
| 30 Jun, 10 | 1 | - |
112 institutional shareholders have increased their position in LUMN stock as of 31 Mar 24 compared to 181 in the previous quarter (a -38.12% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 92 | -48.89% |
| 31 Dec, 23 | 180 | -4.76% |
| 30 Sep, 23 | 189 | -16.74% |
| 30 Jun, 23 | 227 | 3.65% |
| 31 Mar, 23 | 219 | -22.06% |
| 31 Dec, 22 | 281 | 34.45% |
| 30 Sep, 22 | 209 | -7.52% |
| 30 Jun, 22 | 226 | -3.83% |
| 31 Mar, 22 | 235 | - |
| 31 Dec, 21 | 235 | 1.29% |
| 30 Sep, 21 | 232 | 14.29% |
| 30 Jun, 21 | 203 | 968.42% |
| 31 Mar, 21 | 19 | 850.00% |
| 31 Dec, 20 | 2 | 100.00% |
| 30 Sep, 20 | 1 | - |
| 30 Jun, 20 | 1 | - |
| 31 Mar, 20 | 1 | - |
| 31 Dec, 19 | - | - |
| 30 Sep, 19 | - | -100.00% |
| 30 Jun, 19 | 1 | - |
| 31 Mar, 19 | - | - |
| 30 Jun, 10 | - | - |
92 institutional shareholders have reduced their position in LUMN stock as of 31 Mar 24 compared to 180 in the previous quarter (a -48.89% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 Mar, 24 | 320 | -35.35% | 428,012,827 | -35.63% | 0.04% | 0.00% | 112 | -38.12% | 92 | -48.89% |
| 31 Dec, 23 | 495 | -2.94% | 664,906,099 | 0.62% | 67.60% | 1.50% | 181 | 7.10% | 180 | -4.76% |
| 30 Sep, 23 | 510 | -9.25% | 660,840,572 | -4.84% | 67.20% | 1.34% | 169 | -16.34% | 189 | -16.74% |
| 30 Jun, 23 | 562 | -13.94% | 694,421,790 | -3.22% | 70.75% | 1.32% | 202 | -30.10% | 227 | 3.65% |
| 31 Mar, 23 | 653 | -15.85% | 717,519,580 | -11.20% | 73.10% | 1.14% | 289 | -18.13% | 219 | -22.06% |
| 31 Dec, 22 | 776 | 1.97% | 808,012,782 | -1.28% | 80.20% | 1.23% | 353 | -14.11% | 281 | 34.45% |
| 30 Sep, 22 | 761 | -4.16% | 818,524,525 | 0.67% | 80.79% | 1.25% | 411 | -0.48% | 209 | -7.52% |
| 30 Jun, 22 | 794 | 4.20% | 813,061,487 | 2.16% | 80.27% | 1.29% | 413 | 6.72% | 226 | -3.83% |
| 31 Mar, 22 | 762 | -2.93% | 795,905,801 | -1.88% | 78.93% | 1.35% | 387 | -5.15% | 235 | - |
| 31 Dec, 21 | 785 | 10.56% | 811,180,534 | -0.16% | 76.56% | 1.31% | 408 | 24.01% | 235 | 1.29% |
| 30 Sep, 21 | 710 | 0.57% | 812,462,128 | -2.37% | 76.50% | 1.30% | 329 | -9.62% | 232 | 14.29% |
| 30 Jun, 21 | 706 | 3.67% | 832,181,136 | 2.43% | 76.60% | 1.36% | 364 | -41.48% | 203 | 968.42% |
| 31 Mar, 21 | 681 | 916.42% | 812,439,306 | 2872.47% | 75.05% | 1172.94% | 622 | 871.88% | 19 | 850.00% |
| 31 Dec, 20 | 67 | 1575.00% | 27,332,119 | 35652.56% | 2.53% | 5035563.38% | 64 | 3100.00% | 2 | 100.00% |
| 30 Sep, 20 | 4 | 33.33% | 76,448 | 114.65% | 0.01% | 64984.85% | 2 | 100.00% | 1 | - |
| 30 Jun, 20 | 3 | -25.00% | 35,615 | 78.87% | 0.00% | 93794.74% | 1 | -50.00% | 1 | - |
| 31 Mar, 20 | 4 | - | 19,911 | 281.44% | 0.00% | 761120.00% | 2 | - | 1 | - |
| 31 Dec, 19 | 4 | 33.33% | 5,220 | 26.91% | 0.00% | 317150.00% | 2 | - | - | - |
| 30 Sep, 19 | 3 | - | 4,113 | - | 0.00% | 249725.00% | - | -100.00% | - | -100.00% |
| 30 Jun, 19 | 3 | 50.00% | 4,113 | -1.84% | 0.00% | 244850.00% | 1 | -50.00% | 1 | - |
| 31 Mar, 19 | 2 | - | 4,190 | - | 0.00% | - | 2 | - | - | - |
| 30 Jun, 10 | 1 | - | 232 | - | 0.00% | - | 1 | - | - | - |
Lumen Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Lumen's stock was made by Johnson Kathleen E on May 09 2024, selling 750,000 shares at - per share (valued at -). The last insider buy of LUMN was made by Johnson Kathleen E on May 03 2024, buying 750,000 shares at $1.28 per share (worth $959.85K).
Lumen Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 2 | 2 | 100.00% |
| Q1 2024 | 11 | 9 | 122.22% |
| Q4 2023 | 4 | 2 | 200.00% |
| Q3 2023 | 1 | - | - |
| Q2 2023 | 11 | 2 | 550.00% |
| Q1 2023 | 6 | 10 | 60.00% |
| Q4 2022 | 8 | - | - |
| Q3 2022 | 2 | 1 | 200.00% |
| Q2 2022 | 12 | 1 | 1200.00% |
| Q1 2022 | 6 | 6 | 100.00% |
| Q4 2021 | - | 4 | - |
| Q3 2021 | 2 | 1 | 200.00% |
| Q2 2021 | 11 | 2 | 550.00% |
| Q1 2021 | 13 | 13 | 100.00% |
| Q4 2020 | 1 | 2 | 50.00% |
| Q3 2020 | 1 | 4 | 25.00% |
| Q2 2020 | 13 | 4 | 325.00% |
| Q1 2020 | 19 | 18 | 105.56% |
| Q4 2019 | 1 | 2 | 50.00% |
| Q3 2019 | 1 | 3 | 33.33% |
2 total buy trades, and 2 total sell trades (buy/sell ratio of 1.00%) were made by Lumen's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 1 | - | - |
| Q1 2024 | 5 | - | - |
| Q4 2023 | 3 | - | - |
| Q3 2023 | - | - | - |
| Q2 2023 | - | - | - |
| Q1 2023 | - | - | - |
| Q4 2022 | 6 | - | - |
| Q3 2022 | - | - | - |
| Q2 2022 | - | - | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | 1 | - |
| Q3 2021 | 2 | - | - |
| Q2 2021 | - | - | - |
| Q1 2021 | - | 1 | - |
| Q4 2020 | - | 1 | - |
| Q3 2020 | - | - | - |
| Q2 2020 | 1 | 1 | 100.00% |
| Q1 2020 | 5 | - | - |
| Q4 2019 | - | 1 | - |
| Q3 2019 | - | - | - |
As of Q2 2024, Insider owners conducted 1 open market buy trades and 0 open market sell trades of Lumen's stocks.
LUMN Ownership FAQ
Who Owns Lumen?
Lumen is owned by institutional shareholders (0.04%), insiders (2.15%), and public (97.81%). The largest institutional shareholder of Lumen is BLACKROCK INC. (0.02% of total shares) and the top mutual fund owner is Clark Fork Trust (45.84% of total shares).
Who are the major institutional shareholders of Lumen?
Lumen's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, STATE STREET CORP, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, and FIRST TRUST ADVISORS LP. The top five shareholders own together 0.04% of the company's share outstanding.
How many Lumen shareholders are there?
As of Mar 2024, there are 320 institutional shareholders of Lumen.
What percentage of Lumen is owned by BLACKROCK INC?
BLACKROCK INC owns 148.54M shares of Lumen, representing 0.02% of the company's total shares outstanding, valued at $231.72M (as of Mar 2024).
What percentage of Lumen is owned by VANGUARD GROUP INC?
As of Mar 2024, VANGUARD GROUP INC holds 120.3M shares of Lumen (LUMN), compromising 0.01% of the company, valued at $187.67M.
What percentage of Lumen is owned by STATE STREET CORP?
STATE STREET CORP is the third largest holder of Lumen. The company owns 52.57M of the company's shares outstanding (worth $82.01M).