Purchases and Sales Made in Q2 2023 in Home Depot, Inc. (HD)
This table provides information about the institutional ownership of Home Depot, Inc. (HD) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 31, 2023
Q2 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
723New |
$204K - $227K
|
723
$304K
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
723+ 1.79% |
$204K - $227K
|
41.2K
$17.3M
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
722+ 9.3% |
$204K - $227K
|
8.49K
$3.57M
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
720+ 11.79% |
$203K - $226K
|
6.83K
$2.87M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
720+ 0.77% |
$203K - $226K
|
93.8K
$39.4M
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
717New |
$202K - $225K
|
717
$301K
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
716New |
$202K - $225K
|
716
$301K
|
|
Aug 04, 2023
Q2 2023
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
716+ 13.0% |
$202K - $225K
|
6.23K
$2.61M
|
|
Jul 20, 2023
Q2 2023
|
Advocate Group LLC
|
BUY
|
- |
715+ 4.66% |
$202K - $224K
|
16.1K
$6.75M
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
715New |
$202K - $224K
|
715
$300K
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
710+ 51.04% |
$200K - $223K
|
2.1K
$882K
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
709New |
$200K - $222K
|
709
$298K
|
|
Aug 16, 2023
Q2 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
703New |
$198K - $221K
|
703
$295K
|
|
Aug 14, 2023
Q2 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
702+ 2.06% |
$198K - $220K
|
34.8K
$14.6M
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
700+ 2.75% |
$198K - $220K
|
26.2K
$11M
|
|
Jul 07, 2023
Q2 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
699+ 0.05% |
$197K - $219K
|
1.5M
$629M
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
694+ 0.58% |
$196K - $218K
|
120K
$50.6M
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
693+ 7.28% |
$196K - $217K
|
10.2K
$4.29M
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
693New |
$196K - $217K
|
693
$291K
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
689+ 5.98% |
$195K - $216K
|
12.2K
$5.13M
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
688New |
$194K - $216K
|
688
$289K
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
688New |
$194K - $216K
|
688
$289K
|
|
Aug 01, 2023
Q2 2023
|
Motive Wealth Advisors
|
BUY
|
- |
686New |
$194K - $215K
|
686
$288K
|
|
Aug 07, 2023
Q2 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
686New |
$194K - $215K
|
686
$288K
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
686New |
$194K - $215K
|
686
$288K
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
682New |
$193K - $214K
|
682
$286K
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
681+ 27.47% |
$192K - $214K
|
3.16K
$1.33M
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
678+ 0.34% |
$191K - $213K
|
199K
$83.6M
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
678+ 23.19% |
$191K - $213K
|
3.6K
$1.51M
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
676+ 1.95% |
$191K - $212K
|
35.4K
$14.9M
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
670+ 8.56% |
$189K - $210K
|
8.5K
$3.57M
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Services
|
BUY
|
- |
670+ 6.07% |
$189K - $210K
|
11.7K
$4.92M
|
|
Aug 07, 2023
Q2 2023
|
Univest Financial Corp
|
BUY
|
- |
666+ 5.01% |
$188K - $209K
|
14K
$5.87M
|
|
Aug 02, 2023
Q2 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
665New |
$188K - $209K
|
665
$279K
|
|
Aug 14, 2023
Q2 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
664New |
$187K - $208K
|
664
$279K
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
663+ 20.1% |
$187K - $208K
|
3.96K
$1.66M
|
|
Aug 04, 2023
Q2 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
662New |
$187K - $208K
|
662
$278K
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
661+ 9.82% |
$187K - $207K
|
7.39K
$3.1M
|
|
Aug 02, 2023
Q2 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
661New |
$187K - $207K
|
661
$278K
|
|
Jul 31, 2023
Q2 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
660New |
$186K - $207K
|
660
$277K
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
660New |
$186K - $207K
|
660
$277K
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
655+ 5.32% |
$185K - $205K
|
13K
$5.44M
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
653+ 78.39% |
$184K - $205K
|
1.49K
$624K
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
651+ 4.32% |
$184K - $204K
|
15.7K
$6.6M
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
647+ 5.33% |
$183K - $203K
|
12.8K
$5.37M
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
646+ 10.13% |
$182K - $203K
|
7.02K
$2.95M
|
|
Aug 14, 2023
Q2 2023
|
S&T Bank
Indiana, PA |
BUY
|
- |
646New |
$182K - $203K
|
646
$271K
|
|
Jul 05, 2023
Q2 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
645New |
$182K - $202K
|
645
$271K
|
|
Jul 19, 2023
Q2 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
643+ 0.74% |
$182K - $202K
|
87.1K
$36.6M
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
641+ 41.54% |
$181K - $201K
|
2.18K
$917K
|