Purchases and Sales Made in Q4 2023 in Home Depot, Inc. (HD)
This table provides information about the institutional ownership of Home Depot, Inc. (HD) during Q4 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 |
---|---|---|---|---|---|---|---|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.24K+ 41.88% |
$620K - $794K
|
7.6K
$3.1M
|
|
Feb 12, 2024
Q4 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
2.23K+ 4.45% |
$618K - $791K
|
52.5K
$21.4M
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
2.23KNew |
$615K - $788K
|
2.23K
$909K
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.21K+ 62.45% |
$612K - $783K
|
5.75K
$2.35M
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.21K+ 1.04% |
$611K - $782K
|
214K
$87.3M
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
BUY
|
- |
2.18K+ 10.32% |
$604K - $773K
|
23.3K
$9.53M
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.18K+ 15.74% |
$603K - $772K
|
16K
$6.55M
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.18K+ 96.71% |
$602K - $771K
|
4.43K
$1.81M
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.17KNew |
$601K - $769K
|
2.17K
$888K
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
2.17KNew |
$599K - $766K
|
2.17K
$884K
|
|
Feb 14, 2024
Q4 2023
|
Terry Smith
Fundsmith LLP | London, X0
|
BUY
|
- |
2.16K+ 1.46% |
$597K - $765K
|
150K
$61.2M
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
2.16KNew |
$596K - $764K
|
2.16K
$881K
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.13KNew |
$589K - $755K
|
2.13K
$871K
|
|
Feb 13, 2024
Q4 2023
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
2.11KNew |
$584K - $748K
|
2.11K
$863K
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.11K+ 9.21% |
$582K - $746K
|
25K
$10.2M
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.09K+ 7.57% |
$578K - $741K
|
29.7K
$12.1M
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
2.09K+ 34.87% |
$578K - $740K
|
8.08K
$3.3M
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
2.08K+ 6.59% |
$575K - $736K
|
33.6K
$13.7M
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
2.07KNew |
$573K - $733K
|
2.07K
$846K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.07KNew |
$573K - $733K
|
2.07K
$846K
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
2.06K+ 1.68% |
$569K - $728K
|
125K
$50.9M
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.01KNew |
$556K - $712K
|
2.01K
$822K
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
1.99KNew |
$551K - $706K
|
1.99K
$814K
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.99K+ 4.37% |
$551K - $705K
|
47.6K
$19.4M
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.99K+ 47.45% |
$550K - $705K
|
6.19K
$2.53M
|
|
Feb 13, 2024
Q4 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
1.99KNew |
$550K - $704K
|
1.99K
$813K
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.99K+ 87.96% |
$550K - $704K
|
4.25K
$1.74M
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.99K+ 3.02% |
$549K - $703K
|
67.7K
$27.6M
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.96K+ 211.33% |
$542K - $693K
|
2.89K
$1.18M
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
BUY
|
- |
1.96KNew |
$541K - $693K
|
1.96K
$799K
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.96K+ 3.81% |
$541K - $693K
|
53.3K
$21.8M
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.96K+ 1.6% |
$540K - $692K
|
124K
$50.7M
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
1.93KNew |
$534K - $684K
|
1.93K
$789K
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
1.92KNew |
$532K - $681K
|
1.92K
$786K
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
1.91K+ 16.95% |
$528K - $676K
|
13.2K
$5.39M
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.91K+ 87.9% |
$528K - $676K
|
4.08K
$1.67M
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.86KNew |
$514K - $658K
|
1.86K
$760K
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
1.85KNew |
$511K - $654K
|
1.85K
$755K
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.85K+ 5.04% |
$510K - $653K
|
38.4K
$15.7M
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
1.85KNew |
$510K - $653K
|
1.85K
$754K
|
|
Dec 13, 2024
Q4 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.84KNew |
$508K - $651K
|
1.84K
$751K
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
1.84KNew |
$508K - $650K
|
1.84K
$750K
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.83K+ 3.98% |
$505K - $647K
|
47.8K
$19.5M
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1.8K+ 5.6% |
$498K - $638K
|
34K
$13.9M
|
|
Jan 17, 2024
Q4 2023
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
1.79KNew |
$493K - $632K
|
1.79K
$729K
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.77K+ 19.32% |
$489K - $626K
|
10.9K
$4.46M
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.76K+ 4.82% |
$487K - $623K
|
38.3K
$15.6M
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.75K+ 0.77% |
$484K - $619K
|
230K
$94M
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.75K+ 37.98% |
$482K - $618K
|
6.34K
$2.59M
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.74K+ 22.55% |
$482K - $617K
|
9.47K
$3.87M
|