Purchases and Sales Made in Q3 2023 in Home Depot, Inc. (HD)
This table provides information about the institutional ownership of Home Depot, Inc. (HD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
53+ 2.75% |
$16K - $17.7K
|
1.98K
$851K
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
53+ 0.51% |
$16K - $17.7K
|
10.4K
$4.45M
|
|
|
Oct 13, 2023
Q3 2023
|
Scharf Investments, LLC
|
BUY
|
- |
52+ 1.39% |
$15.7K - $17.4K
|
3.79K
$1.62M
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
52+ 0.7% |
$15.7K - $17.4K
|
7.52K
$3.23M
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
52+ 1.32% |
$15.7K - $17.4K
|
3.98K
$1.71M
|
|
|
Nov 01, 2023
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
52+ 0.19% |
$15.7K - $17.4K
|
27.7K
$11.9M
|
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
52+ 0.19% |
$15.7K - $17.4K
|
27.7K
$11.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
51+ 1.29% |
$15.4K - $17K
|
4.01K
$1.72M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
51+ 1.87% |
$15.4K - $17K
|
2.77K
$1.19M
|
|
|
Oct 30, 2023
Q3 2023
|
Leisure Capital Management
|
BUY
|
- |
51+ 0.57% |
$15.4K - $17K
|
9.04K
$3.88M
|
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
51+ 6.29% |
$15.4K - $17K
|
862
$370K
|
|
|
Nov 13, 2023
Q3 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
51+ 2.69% |
$15.4K - $17K
|
1.95K
$836K
|
|
|
Oct 10, 2023
Q3 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
50+ 1.16% |
$15.1K - $16.7K
|
4.38K
$1.88M
|
|
|
Oct 10, 2023
Q3 2023
|
Madden Securities Corp
|
BUY
|
- |
50+ 3.12% |
$15.1K - $16.7K
|
1.65K
$709K
|
|
|
Oct 11, 2023
Q3 2023
|
Close Asset Management LTD
|
BUY
|
- |
50+ 13.09% |
$15.1K - $16.7K
|
432
$185K
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
BUY
|
- |
50+ 0.82% |
$15.1K - $16.7K
|
6.12K
$2.62M
|
|
|
Oct 20, 2023
Q3 2023
|
Security National Bank
|
BUY
|
- |
50+ 2.19% |
$15.1K - $16.7K
|
2.33K
$1M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
50+ 2.9% |
$15.1K - $16.7K
|
1.77K
$761K
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
50+ 0.59% |
$15.1K - $16.7K
|
8.58K
$3.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
50+ 1.04% |
$15.1K - $16.7K
|
4.87K
$2.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
50+ 23.58% |
$15.1K - $16.7K
|
262
$112K
|
|
|
Oct 16, 2023
Q3 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
49+ 7.06% |
$14.8K - $16.4K
|
743
$319K
|
|
|
Oct 25, 2023
Q3 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
48+ 1.25% |
$14.5K - $16K
|
3.88K
$1.67M
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
48+ 0.39% |
$14.5K - $16K
|
12.3K
$5.26M
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
47+ 0.26% |
$14.2K - $15.7K
|
18.2K
$7.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
BUY
|
- |
47+ 0.3% |
$14.2K - $15.7K
|
15.6K
$6.72M
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
47+ 4.58% |
$14.2K - $15.7K
|
1.07K
$460K
|
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
BUY
|
- |
47+ 0.81% |
$14.2K - $15.7K
|
5.88K
$2.52M
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
46+ 0.9% |
$13.9K - $15.4K
|
5.15K
$2.21M
|
|
|
Oct 12, 2023
Q3 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
46+ 0.11% |
$13.9K - $15.4K
|
42.3K
$18.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
46+ 1.3% |
$13.9K - $15.4K
|
3.59K
$1.54M
|
|
|
Oct 17, 2023
Q3 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
46+ 4.2% |
$13.9K - $15.4K
|
1.14K
$489K
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
46+ 1.52% |
$13.9K - $15.4K
|
3.07K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
46+ 0.72% |
$13.9K - $15.4K
|
6.42K
$2.76M
|
|
|
Jun 14, 2024
Q3 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
46+ 1.89% |
$13.9K - $15.4K
|
2.48K
$1.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
45+ 1.43% |
$13.6K - $15K
|
3.19K
$1.37M
|
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
45+ 4.2% |
$13.6K - $15K
|
1.12K
$479K
|
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
45+ 1.78% |
$13.6K - $15K
|
2.57K
$1.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
45+ 3.26% |
$13.6K - $15K
|
1.43K
$612K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
45New |
$13.6K - $15K
|
45
$19.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
44+ 0.32% |
$13.3K - $14.7K
|
13.6K
$5.84M
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
44+ 0.69% |
$13.3K - $14.7K
|
6.41K
$2.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
44+ 0.28% |
$13.3K - $14.7K
|
15.6K
$6.68M
|
|
|
Oct 30, 2023
Q3 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
42+ 0.79% |
$12.7K - $14K
|
5.38K
$2.31M
|
|
|
Oct 19, 2023
Q3 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
41+ 1.05% |
$12.4K - $13.7K
|
3.95K
$1.69M
|
|
|
Oct 13, 2023
Q3 2023
|
Martin Capital Partners, LLC
|
BUY
|
- |
41+ 0.36% |
$12.4K - $13.7K
|
11.4K
$4.88M
|
|
|
Oct 30, 2023
Q3 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
41+ 0.22% |
$12.4K - $13.7K
|
18.4K
$7.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
41+ 4.0% |
$12.4K - $13.7K
|
1.07K
$457K
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
41+ 5.97% |
$12.4K - $13.7K
|
728
$312K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
41+ 1.24% |
$12.4K - $13.7K
|
3.34K
$1.43M
|