Purchases and Sales Made in Q3 2023 in Humana Inc (HUM)
This table provides information about the institutional ownership of Humana Inc (HUM) during Q3 2023. The information is specifically focused on institutions that hold shares of HUMANA INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.4% |
$1.27K - $1.5K
|
753
$219K
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3+ 0.63% |
$1.27K - $1.5K
|
483
$140K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
3+ 1.97% |
$1.27K - $1.5K
|
155
$45K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3+ 15.79% |
$1.27K - $1.5K
|
22
$6.39K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
3+ 300.0% |
$1.27K - $1.5K
|
4
$1.16K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2+ 0.15% |
$849 - $1K
|
1.37K
$399K
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2+ 0.03% |
$849 - $1K
|
7.43K
$2.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 100.0% |
$849 - $1K
|
4
$1.16K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 0.51% |
$849 - $1K
|
397
$115K
|
|
|
Nov 09, 2023
Q3 2023
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.01% |
$849 - $1K
|
14K
$4.08M
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
2New |
$849 - $1K
|
2
$581
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$424 - $501
|
1.88K
$545K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
1+ 7.14% |
$424 - $501
|
15
$4.36K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.33% |
$424 - $501
|
303
$88K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 3.13% |
$424 - $501
|
33
$9.59K
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
BUY
|
- |
1+ 0.13% |
$424 - $501
|
775
$225K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
1+ 0.18% |
$424 - $501
|
568
$165K
|
|
|
Oct 10, 2023
Q3 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
1+ 0.13% |
$424 - $501
|
801
$233K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1New |
$424 - $501
|
1
$291
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 33.33% |
$424 - $501
|
4
$1.16K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
1+ 4.17% |
$424 - $501
|
25
$7.26K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1- 5.56% |
$424 - $501
|
17
$4.94K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1- 0.14% |
$424 - $501
|
732
$213K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 12.5% |
$424 - $501
|
7
$2.03K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 16.67% |
$424 - $501
|
5
$1.45K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1- 25.0% |
$424 - $501
|
3
$872
|
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1- 0.03% |
$424 - $501
|
3.21K
$934K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2- 1.14% |
$849 - $1K
|
173
$50.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2- 28.57% |
$849 - $1K
|
5
$1.45K
|
|
|
Nov 13, 2023
Q3 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-2- 0.38% |
$849 - $1K
|
524
$152K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2- 0.58% |
$849 - $1K
|
344
$99.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2- 2.74% |
$849 - $1K
|
71
$20.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-3- 0.57% |
$1.27K - $1.5K
|
527
$153K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-3- 0.28% |
$1.27K - $1.5K
|
1.08K
$313K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3- 8.11% |
$1.27K - $1.5K
|
34
$9.88K
|
|
|
Nov 13, 2023
Q3 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-3- 0.46% |
$1.27K - $1.5K
|
653
$190K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-3- 0.44% |
$1.27K - $1.5K
|
679
$197K
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-3- 0.4% |
$1.27K - $1.5K
|
743
$216K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3- 1.3% |
$1.27K - $1.5K
|
228
$66.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4- 0.18% |
$1.7K - $2K
|
2.18K
$632K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4- 4.6% |
$1.7K - $2K
|
83
$24.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-4- 0.44% |
$1.7K - $2K
|
907
$264K
|
|
|
Oct 20, 2023
Q3 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-5- 0.01% |
$2.12K - $2.51K
|
57.2K
$16.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-5- 0.19% |
$2.12K - $2.51K
|
2.62K
$761K
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-5Closed |
$2.12K - $2.51K
|
0
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-5- 0.86% |
$2.12K - $2.51K
|
578
$168K
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-5- 22.73% |
$2.12K - $2.51K
|
17
$4.94K
|
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-5- 0.18% |
$2.12K - $2.51K
|
2.72K
$789K
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-6- 0.19% |
$2.55K - $3.01K
|
3.08K
$895K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-6- 0.65% |
$2.55K - $3.01K
|
921
$268K
|