Purchases and Sales Made in Q1 2023 in Home Depot, Inc. (HD)
This table provides information about the institutional ownership of Home Depot, Inc. (HD) during Q1 2023. The information is specifically focused on institutions that hold shares of HOME DEPOT, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
81+ 1.4% |
$22.7K - $27.5K
|
5.85K
$2.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
80+ 1.47% |
$22.5K - $27.2K
|
5.53K
$2.36M
|
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
80+ 6.01% |
$22.5K - $27.2K
|
1.41K
$603K
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
80+ 9.64% |
$22.5K - $27.2K
|
910
$389K
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
80+ 6.27% |
$22.5K - $27.2K
|
1.36K
$579K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
79+ 0.09% |
$22.2K - $26.8K
|
89K
$38M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
79+ 1.64% |
$22.2K - $26.8K
|
4.89K
$2.09M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
79+ 2.58% |
$22.2K - $26.8K
|
3.14K
$1.34M
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
77+ 0.59% |
$21.6K - $26.2K
|
13.2K
$5.63M
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
77+ 1.26% |
$21.6K - $26.2K
|
6.2K
$2.65M
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
76+ 0.78% |
$21.3K - $25.8K
|
9.84K
$4.2M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
75+ 0.84% |
$21.1K - $25.5K
|
9.02K
$3.85M
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
75+ 14.97% |
$21.1K - $25.5K
|
576
$246K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
74+ 0.97% |
$20.8K - $25.1K
|
7.7K
$3.29M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
74+ 7.21% |
$20.8K - $25.1K
|
1.1K
$470K
|
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
BUY
|
- |
73+ 0.6% |
$20.5K - $24.8K
|
12.2K
$5.21M
|
|
|
Apr 27, 2023
Q1 2023
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
73+ 0.25% |
$20.5K - $24.8K
|
29.4K
$12.6M
|
|
|
May 04, 2023
Q1 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
72+ 3.2% |
$20.2K - $24.5K
|
2.33K
$993K
|
|
|
May 08, 2023
Q1 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
72+ 9.0% |
$20.2K - $24.5K
|
872
$373K
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
71+ 5.77% |
$19.9K - $24.1K
|
1.3K
$556K
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
71New |
$19.9K - $24.1K
|
71
$30.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
70+ 4.24% |
$19.7K - $23.8K
|
1.72K
$735K
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
69+ 3.39% |
$19.4K - $23.4K
|
2.11K
$899K
|
|
|
May 12, 2023
Q1 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
69+ 0.57% |
$19.4K - $23.4K
|
12.1K
$5.16M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
67+ 21.41% |
$18.8K - $22.8K
|
380
$162K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
67+ 0.23% |
$18.8K - $22.8K
|
29.4K
$12.6M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
66+ 2.37% |
$18.5K - $22.4K
|
2.85K
$1.22M
|
|
|
May 09, 2023
Q1 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
66+ 3.26% |
$18.5K - $22.4K
|
2.09K
$893K
|
|
|
May 15, 2023
Q1 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
66+ 3.39% |
$18.5K - $22.4K
|
2.01K
$860K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
65+ 1.49% |
$18.3K - $22.1K
|
4.44K
$1.9M
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
65+ 650.0% |
$18.3K - $22.1K
|
75
$32K
|
|
|
May 09, 2023
Q1 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
65+ 0.96% |
$18.3K - $22.1K
|
6.81K
$2.91M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
65+ 0.22% |
$18.3K - $22.1K
|
29.1K
$12.4M
|
|
|
May 15, 2023
Q1 2023
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
65+ 0.25% |
$18.3K - $22.1K
|
25.9K
$11.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
63+ 1.12% |
$17.7K - $21.4K
|
5.69K
$2.43M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
62+ 4.15% |
$17.4K - $21.1K
|
1.56K
$664K
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
62+ 0.66% |
$17.4K - $21.1K
|
9.43K
$4.03M
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
62+ 1.91% |
$17.4K - $21.1K
|
3.3K
$1.41M
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
62+ 2.93% |
$17.4K - $21.1K
|
2.18K
$930K
|
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
62+ 0.09% |
$17.4K - $21.1K
|
65.5K
$28M
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
61+ 3.89% |
$17.1K - $20.7K
|
1.63K
$697K
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
61+ 2.29% |
$17.1K - $20.7K
|
2.73K
$1.16M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
61+ 3.59% |
$17.1K - $20.7K
|
1.76K
$752K
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
61+ 25.42% |
$17.1K - $20.7K
|
301
$129K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
60+ 3.87% |
$16.8K - $20.4K
|
1.61K
$688K
|
|
|
May 17, 2023
Q1 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
60+ 0.52% |
$16.8K - $20.4K
|
11.7K
$4.99M
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
59New |
$16.6K - $20K
|
59
$25.2K
|
|
|
May 01, 2023
Q1 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
58+ 1.38% |
$16.3K - $19.7K
|
4.26K
$1.82M
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
BUY
|
- |
58+ 2.91% |
$16.3K - $19.7K
|
2.05K
$877K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
57+ 0.09% |
$16K - $19.4K
|
66.4K
$28.4M
|