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HUM Holdings Changes image
This page summarizes the HUM holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether HUM is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing HUM Share Count
Harbor Investment Advisory LLC 17 817 +800 +4705.88%
Norden Group LLC 475 16,965 +16,490 +3471.58%
Tennessee Valley Asset Management Partners 51 1,339 +1,288 +2525.49%
Manning & Napier Group LLC 57,722 285,161 +227,439 +394.02%
Portman Square Capital LLP 1,066 4,773 +3,707 +347.75%
Congress Park Capital LLC 600 2,275 +1,675 +279.17%
Allspring Global Investments Holdings LLC 174,669 620,793 +446,124 +255.41%
SJS Investment Consulting Inc. 6 14 +8 +133.33%
Gateway Investment Advisers LLC 980 2,201 +1,221 +124.59%
Independence Bank of Kentucky 650 1,259 +609 +93.69%
Stratos Wealth Partners LTD. 1,570 2,557 +987 +62.87%
Opinicus Capital Inc. 1,241 1,974 +733 +59.07%
Perpetual Ltd 65,449 102,806 +37,357 +57.08%
Stableford Capital II LLC 3,265 5,080 +1,815 +55.59%
Altfest L J & Co. Inc. 701 1,036 +335 +47.79%
Alaska Permanent Fund Corp 9,989 14,229 +4,240 +42.45%
Polianta Ltd 2,200 3,100 +900 +40.91%
SOL Capital Management CO 2,212 3,112 +900 +40.69%
Plimoth Trust Co. LLC 730 1,018 +288 +39.45%
Tealwood Asset Management Inc. 3,037 4,225 +1,188 +39.12%
Abacus Planning Group Inc. 781 1,075 +294 +37.64%
MCF Advisors LLC 2,832 3,863 +1,031 +36.41%
Copeland Capital Management LLC 466 635 +169 +36.27%
Capital Insight Partners LLC 1,607 2,157 +550 +34.23%
Fulcrum Capital LLC 4,267 5,727 +1,460 +34.22%
Private Trust Co. NA 518 686 +168 +32.43%
Diversified Trust Co 2,082 2,709 +627 +30.12%
Dynamic Advisor Solutions LLC 2,821 3,601 +780 +27.65%
Banque Cantonale Vaudoise 2,471 3,111 +640 +25.90%
V Square Quantitative Management LLC 2,022 2,530 +508 +25.12%
Portside Wealth Group LLC 1,654 2,037 +383 +23.16%
Trust Point Inc. 1,104 1,315 +211 +19.11%
Spire Wealth Management 37 44 +7 +18.92%
CX Institutional 5,200 6,075 +875 +16.83%
McMahon Financial Advisors LLC 840 965 +125 +14.88%
B & T Capital Management DBA Alpha Capital Management 7,559 8,666 +1,107 +14.64%
Wallace Advisory Group LLC 596 681 +85 +14.26%
Rosenberg Matthew Hamilton 198 224 +26 +13.13%
CWM LLC 2,330 2,623 +293 +12.58%
Los Angeles Capital Management & Equity Research Inc. 23,079 25,625 +2,546 +11.03%
DNB Asset Management AS 183,265 201,937 +18,672 +10.19%
JJJ Advisors Inc. 269 296 +27 +10.04%
Versant Capital Management Inc 189 206 +17 +8.99%
180 Wealth Advisors LLC 946 1,023 +77 +8.14%
Assenagon Asset Management S.A. 4,250 4,564 +314 +7.39%
Wealthfront Advisers LLC 12,603 13,506 +903 +7.16%
Capital Advisors Ltd. LLC 170 182 +12 +7.06%
Park Avenue Securities LLC 3,869 4,125 +256 +6.62%
Valeo Financial Advisors LLC 985 1,048 +63 +6.40%
CENTRAL TRUST Co 287 303 +16 +5.57%
Byrne Asset Management LLC 40 42 +2 +5.00%
Summit Trail Advisors LLC 1,032 1,082 +50 +4.84%
Buckley Wealth Management LLC 1,975 2,050 +75 +3.80%
Essex Financial Services Inc. 618 631 +13 +2.10%
Dakota Wealth Management 7,555 7,697 +142 +1.88%
OLD National Bancorp IN 3,184 3,231 +47 +1.48%
RMR Wealth Builders 2,083 2,100 +17 +0.82%
Raymond James Trust N.A. 12,209 12,304 +95 +0.78%
Gulf International Bank UK Ltd 10,265 10,313 +48 +0.47%
Oxinas Partners Wealth Management LLC 893 895 +2 +0.22%
13F Filers Reporting New Positions In HUM
Wesbanco Bank Inc. 0 1,446 +1,446 +100%
Northwest Investment Counselors LLC 0 9 +9 +100%
Mather Group LLC. 0 439 +439 +100%
Brookstone Capital Management 0 1,291 +1,291 +100%
Tradewinds Capital Management LLC 0 45 +45 +100%
Sendero Wealth Management LLC 0 817 +817 +100%
Flagship Harbor Advisors LLC 0 956 +956 +100%
Narus Financial Partners LLC 0 8,456 +8,456 +100%
D. B. Root & Company LLC 0 1,013 +1,013 +100%
Cedar Mountain Advisors LLC 0 62 +62 +100%
Future Financial Wealth Managment LLC 0 500 +500 +100%
Pallas Capital Advisors LLC 0 1,305 +1,305 +100%
Redmont Wealth Advisors LLC 0 10 +10 +100%
City State Bank 0 440 +440 +100%
Simplicity Wealth LLC 0 12,324 +12,324 +100%
Mason & Associates Inc 0 1,120 +1,120 +100%
Leeward Investments LLC MA 0 29,047 +29,047 +100%
Global Assets Advisory LLC 0 15,112 +15,112 +100%
Daymark Wealth Partners LLC 0 1,035 +1,035 +100%
Financial Partners Group LLC 0 18,320 +18,320 +100%
ZRC Wealth Management LLC 0 39 +39 +100%
New Century Financial Group LLC 0 3,413 +3,413 +100%
13F Filers With Unchanged Share Count
Salem Investment Counselors Inc. 19 19 UNCH 0.00%
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA 165 165 UNCH 0.00%
Spirit of America Management Corp NY 1,350 1,350 UNCH 0.00%
Cullinan Associates Inc. 1,525 1,525 UNCH 0.00%
Harvey Investment Co. LLC 1,712 1,712 UNCH 0.00%
Farmers & Merchants Investments Inc. 50 50 UNCH 0.00%
American National Bank 508 508 UNCH 0.00%
Chickasaw Capital Management LLC 666 666 UNCH 0.00%
Blue Bell Private Wealth Management LLC 360 360 UNCH 0.00%
Asset Dedication LLC 472 472 UNCH 0.00%
Alta Advisers Ltd 400 400 UNCH 0.00%
Lbmc Investment Advisors LLC 600 600 UNCH 0.00%
Private Ocean LLC 3 3 UNCH 0.00%
Sunbelt Securities Inc. 58 58 UNCH 0.00%
Moisand Fitzgerald Tamayo LLC 30 30 UNCH 0.00%
First PREMIER Bank 6 6 UNCH 0.00%
Bristlecone Advisors LLC 738 738 UNCH 0.00%
Pinnacle Bank 85 85 UNCH 0.00%
Luken Investment Analytics LLC 700 700 UNCH 0.00%
Sound Income Strategies LLC 2 2 UNCH 0.00%
Pflug Koory LLC 50 50 UNCH 0.00%
Total Wealth Planning LLC 622 622 UNCH 0.00%
Aspire Private Capital LLC 12 12 UNCH 0.00%
Game Plan Financial Advisors LLC 25 25 UNCH 0.00%
Trinity Financial Advisors LLC 1,000 1,000 UNCH 0.00%
Robbins Farley LLC 3 3 UNCH 0.00%
SOA Wealth Advisors LLC. 8 8 UNCH 0.00%
Piscataqua Savings Bank 3 3 UNCH 0.00%
Shearwater Capital LLC 1,587 1,587 UNCH 0.00%
Morton Brown Family Wealth LLC 10 10 UNCH 0.00%
Armstrong Advisory Group Inc. 201 201 UNCH 0.00%
Coston McIsaac & Partners 9 9 UNCH 0.00%
Cyndeo Wealth Partners LLC 1,150 1,150 UNCH 0.00%
Trifecta Capital Advisors LLC 6 6 UNCH 0.00%
Financial Perspectives Inc 676 676 UNCH 0.00%
Wetzel Investment Advisors Inc. 2 2 UNCH 0.00%
13F Filers Decreasing HUM Share Count
Venturi Wealth Management LLC 2,280 49 -2,231 -97.85%
First Financialcorp IN 343 47 -296 -86.30%
Baldwin Brothers Inc. MA 40,646 5,578 -35,068 -86.28%
Atlas Capital Advisors LLC 245 35 -210 -85.71%
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH 1,371 289 -1,082 -78.92%
Annapolis Financial Services LLC 64 14 -50 -78.12%
DekaBank Deutsche Girozentrale 241,282 57,151 -184,131 -76.31%
MV Capital Management Inc. 76 19 -57 -75.00%
AdvisorNet Financial Inc 920 242 -678 -73.70%
CVA Family Office LLC 187 53 -134 -71.66%
Artemis Investment Management LLP 64,573 20,066 -44,507 -68.93%
NBC Securities Inc. 559 189 -370 -66.19%
Fortitude Family Office LLC 28 10 -18 -64.29%
Oak Thistle LLC 4,352 1,664 -2,688 -61.76%
Robeco Institutional Asset Management B.V. 92,449 35,742 -56,707 -61.34%
Atticus Wealth Management LLC 77 30 -47 -61.04%
Tributary Capital Management LLC 1,240 525 -715 -57.66%
Everpar Advisors LLC 1,408 642 -766 -54.40%
Cambridge Investment Research Advisors Inc. 10,323 4,844 -5,479 -53.08%
Cooper Financial Group 2,335 1,238 -1,097 -46.98%
Raymond James Financial Services Advisors Inc. 19,676 10,752 -8,924 -45.35%
Ballentine Partners LLC 2,421 1,409 -1,012 -41.80%
Fifth Third Bancorp 12,925 7,524 -5,401 -41.79%
Kingswood Wealth Advisors LLC 8,004 4,668 -3,336 -41.68%
Massmutual Trust Co. FSB ADV 210 133 -77 -36.67%
Compass Wealth Management LLC 568 373 -195 -34.33%
Bruce G. Allen Investments LLC 184 121 -63 -34.24%
LVW Advisors LLC 1,699 1,123 -576 -33.90%
Teamwork Financial Advisors LLC 1,839 1,248 -591 -32.14%
State of Alaska Department of Revenue 35,619 25,407 -10,212 -28.67%
Valley National Advisers Inc. 21 15 -6 -28.57%
Hexagon Capital Partners LLC 124 89 -35 -28.23%
Livforsakringsbolaget Skandia Omsesidigt 4,427 3,327 -1,100 -24.85%
Atlas Brown Inc. 8,281 6,416 -1,865 -22.52%
Financial Management Professionals Inc. 19 15 -4 -21.05%
Brown Advisory Inc. 2,724 2,215 -509 -18.69%
Barlow Wealth Partners Inc. 4,319 3,526 -793 -18.36%
Amalgamated Bank 31,591 26,015 -5,576 -17.65%
Gradient Investments LLC 60 50 -10 -16.67%
Exchange Traded Concepts LLC 2,950 2,525 -425 -14.41%
Shikiar Asset Management Inc. 875 750 -125 -14.29%
AlphaCentric Advisors LLC 337 297 -40 -11.87%
Nations Financial Group Inc. IA ADV 1,248 1,104 -144 -11.54%
Clarius Group LLC 1,448 1,286 -162 -11.19%
Strategic Blueprint LLC 1,301 1,156 -145 -11.15%
Raymond James & Associates 101,251 91,432 -9,819 -9.70%
Community Bank & Trust Waco Texas 811 746 -65 -8.01%
Sumitomo Mitsui Trust Holdings Inc. 365,115 337,682 -27,433 -7.51%
GAMMA Investing LLC 360 334 -26 -7.22%
Central Bank & Trust Co. 3,983 3,699 -284 -7.13%
Regions Financial Corp 2,798 2,606 -192 -6.86%
Symmetry Partners LLC 2,235 2,090 -145 -6.49%
Pensionfund Sabic 3,200 3,000 -200 -6.25%
Global Retirement Partners LLC 580 549 -31 -5.34%
Hartford Investment Management Co. 8,299 7,889 -410 -4.94%
New Mexico Educational Retirement Board 6,482 6,182 -300 -4.63%
Horizon Bancorp Inc. IN 92 88 -4 -4.35%
First Hawaiian Bank 2,931 2,807 -124 -4.23%
Louisiana State Employees Retirement System 7,400 7,100 -300 -4.05%
First Bank & Trust 632 607 -25 -3.96%
Wealth Enhancement Advisory Services LLC 8,249 7,926 -323 -3.92%
Stratos Wealth Advisors LLC 600 588 -12 -2.00%
Cigna Investments Inc. New 1,333 1,308 -25 -1.88%
Hennion & Walsh Asset Management Inc. 3,020 2,971 -49 -1.62%
Park Place Capital Corp 1,815 1,786 -29 -1.60%
Ferguson Wellman Capital Management Inc. 11,387 11,207 -180 -1.58%
Veriti Management LLC 3,284 3,235 -49 -1.49%
E&G Advisors LP 1,196 1,180 -16 -1.34%
IFM Investors Pty Ltd 25,512 25,190 -322 -1.26%
Hanson & Doremus Investment Management 1,148 1,135 -13 -1.13%
Maryland State Retirement & Pension System 9,724 9,624 -100 -1.03%
West Paces Advisors Inc. 759 752 -7 -0.92%
Oakworth Capital Inc. 994 987 -7 -0.70%
State of Michigan Retirement System 33,725 33,525 -200 -0.59%
Czech National Bank 21,563 21,505 -58 -0.27%
13F Filers Exiting HUM
Financial Synergies Wealth Advisors Inc. 3 0 -3 -100.00%
BKM Wealth Management LLC 3 0 -3 -100.00%
Tyche Wealth Partners LLC 592 0 -592 -100.00%
Premier Path Wealth Partners LLC 664 0 -664 -100.00%
Arlington Trust Co LLC 6 0 -6 -100.00%
Eaton Financial Holdings Company LLC 4,963 0 -4,963 -100.00%
Walker Financial Services Inc. 795 0 -795 -100.00%
Drive Wealth Management LLC 477 0 -477 -100.00%
Catalyst Financial Partners LLC 447 0 -447 -100.00%
FirstPurpose Wealth LLC 462 0 -462 -100.00%
Wedmont Private Capital 1,325 0 -1,325 -100.00%
Stonegate Investment Group LLC 7,162 0 -7,162 -100.00%
DGS Capital Management LLC 681 0 -681 -100.00%
Newbridge Financial Services Group Inc. 51 0 -51 -100.00%
Bank of New Hampshire 3,160 0 -3,160 -100.00%
Ellsworth Advisors LLC 9,451 0 -9,451 -100.00%
Wolff Wiese Magana LLC 2 0 -2 -100.00%
Berger Financial Group Inc 9,390 0 -9,390 -100.00%
International Assets Investment Management LLC 134,596 0 -134,596 -100.00%
Procyon Private Wealth Partners LLC 499 0 -499 -100.00%
Asio Capital LLC 8,480 0 -8,480 -100.00%
Tsfg LLC 2 0 -2 -100.00%
Austin Private Wealth LLC 252 0 -252 -100.00%
Kathmere Capital Management LLC 456 0 -456 -100.00%
Curated Wealth Partners LLC 1,472 0 -1,472 -100.00%
OneAscent Financial Services LLC 477 0 -477 -100.00%
Coastal Investment Advisors Inc. 463 0 -463 -100.00%
Claro Advisors LLC 554 0 -554 -100.00%
Avitas Wealth Management LLC 826 0 -826 -100.00%
G&S Capital LLC 1,204 0 -1,204 -100.00%
Trilogy Capital Inc. 449 0 -449 -100.00%
Ritholtz Wealth Management 4,901 0 -4,901 -100.00%
Radnor Capital Management LLC 604 0 -604 -100.00%
Westbourne Investment Advisors Inc. 445 0 -445 -100.00%
Iron Financial LLC 1,405 0 -1,405 -100.00%
Segment Wealth Management LLC 508 0 -508 -100.00%
AMF Pensionsforsakring AB 364,961 0 -364,961 -100.00%
Hengehold Capital Management LLC 474 0 -474 -100.00%
Donaldson Capital Management LLC 512 0 -512 -100.00%
WESPAC Advisors LLC 470 0 -470 -100.00%
Weiss Multi Strategy Advisers LLC 17,181 0 -17,181 -100.00%
Beech Hill Advisors Inc. 8,904 0 -8,904 -100.00%
Legacy Private Trust Co. 988 0 -988 -100.00%
Acropolis Investment Management LLC 344 0 -344 -100.00%
Wedge Capital Management L L P NC 61,895 0 -61,895 -100.00%
Everett Harris & Co. CA 509 0 -509 -100.00%
Campbell Newman Asset Management Inc. 500 0 -500 -100.00%

See Summary: Institutional Holders of HUM
See Details: Top 10 Hedge Funds Holding HUM
Also See: HUM Insider Buying

HUM Holdings Changes | www.HoldingsChannel.com

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