Purchases and Sales Made in Q2 2023 in Humana Inc (HUM)
This table provides information about the institutional ownership of Humana Inc (HUM) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
36New |
$16K - $19.3K
|
36
$8.39K
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
34New |
$15.1K - $18.2K
|
34
$7.93K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
34+ 80.95% |
$15.1K - $18.2K
|
76
$17.7K
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
33+ 5.22% |
$14.6K - $17.7K
|
665
$155K
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
30+ 3.34% |
$13.3K - $16.1K
|
928
$216K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
29+ 0.23% |
$12.9K - $15.5K
|
12.7K
$2.95M
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
25New |
$11.1K - $13.4K
|
25
$5.83K
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
25+ 0.11% |
$11.1K - $13.4K
|
22.9K
$5.35M
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
24+ 1.69% |
$10.7K - $12.9K
|
1.45K
$338K
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
23+ 2.8% |
$10.2K - $12.3K
|
843
$197K
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
23+ 2.37% |
$10.2K - $12.3K
|
994
$232K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
23+ 50.0% |
$10.2K - $12.3K
|
69
$16.1K
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
22+ 11.89% |
$9.76K - $11.8K
|
207
$48.3K
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
BUY
|
- |
22New |
$9.76K - $11.8K
|
22
$5.13K
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
21+ 1.33% |
$9.32K - $11.3K
|
1.6K
$373K
|
|
Aug 09, 2023
Q2 2023
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
21+ 0.05% |
$9.32K - $11.3K
|
43.6K
$10.2M
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
20+ 4.38% |
$8.88K - $10.7K
|
477
$111K
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
20+ 0.59% |
$8.88K - $10.7K
|
3.42K
$797K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
19New |
$8.43K - $10.2K
|
19
$4.43K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
18+ 163.64% |
$7.99K - $9.65K
|
29
$6.76K
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
18New |
$7.99K - $9.65K
|
18
$4.2K
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
17+ 2.29% |
$7.55K - $9.11K
|
759
$177K
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16+ 2.39% |
$7.1K - $8.58K
|
685
$160K
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
16+ 2.35% |
$7.1K - $8.58K
|
696
$162K
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
16+ 1.53% |
$7.1K - $8.58K
|
1.06K
$247K
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
15+ 0.78% |
$6.66K - $8.04K
|
1.94K
$452K
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
15+ 14.15% |
$6.66K - $8.04K
|
121
$28.2K
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
14+ 0.92% |
$6.21K - $7.5K
|
1.54K
$359K
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14+ 3.19% |
$6.21K - $7.5K
|
453
$106K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
14+ 0.36% |
$6.21K - $7.5K
|
3.94K
$919K
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
13+ 0.36% |
$5.77K - $6.97K
|
3.66K
$853K
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
12+ 1.53% |
$5.33K - $6.43K
|
796
$186K
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
11+ 0.14% |
$4.88K - $5.9K
|
8.12K
$1.89M
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
10New |
$4.44K - $5.36K
|
10
$2.33K
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
10+ 0.33% |
$4.44K - $5.36K
|
3.07K
$716K
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10New |
$4.44K - $5.36K
|
10
$2.33K
|
|
Jul 25, 2023
Q2 2023
|
Harvey Investment CO LLC
|
BUY
|
- |
10+ 0.58% |
$4.44K - $5.36K
|
1.72K
$401K
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9+ 0.22% |
$3.99K - $4.82K
|
4.04K
$941K
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
9+ 3.03% |
$3.99K - $4.82K
|
306
$71.3K
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
9+ 18.37% |
$3.99K - $4.82K
|
58
$13.5K
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
9+ 3.03% |
$3.99K - $4.82K
|
306
$71.3K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
9New |
$3.99K - $4.82K
|
9
$2.1K
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8+ 14.29% |
$3.55K - $4.29K
|
64
$14.9K
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
8+ 1.08% |
$3.55K - $4.29K
|
746
$174K
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
8+ 0.45% |
$3.55K - $4.29K
|
1.79K
$418K
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
8+ 4.19% |
$3.55K - $4.29K
|
199
$46.4K
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
8+ 0.07% |
$3.55K - $4.29K
|
11.1K
$2.6M
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
7+ 0.37% |
$3.11K - $3.75K
|
1.88K
$437K
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
BUY
|
- |
6+ 0.95% |
$2.66K - $3.22K
|
636
$148K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.43% |
$2.66K - $3.22K
|
1.41K
$328K
|