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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
751New |
$208K - $266K
|
751
$307K
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
749New |
$207K - $265K
|
749
$306K
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
747New |
$207K - $264K
|
747
$305K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
745New |
$206K - $264K
|
745
$304K
|
|
Feb 12, 2024
Q4 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
740+ 0.35% |
$205K - $262K
|
213K
$86.9M
|
|
Feb 14, 2024
Q4 2023
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
740New |
$205K - $262K
|
740
$302K
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
739+ 1.65% |
$204K - $262K
|
45.5K
$18.6M
|
|
Sep 23, 2024
Q4 2023
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
732New |
$202K - $259K
|
732
$299K
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
730New |
$202K - $258K
|
730
$298K
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
725New |
$200K - $257K
|
725
$296K
|
|
Jan 31, 2024
Q4 2023
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
722New |
$200K - $256K
|
722
$295K
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
BUY
|
- |
721+ 4.1% |
$199K - $255K
|
18.3K
$7.48M
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
721+ 4.26% |
$199K - $255K
|
17.7K
$7.21M
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
717+ 8.21% |
$198K - $254K
|
9.45K
$3.86M
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
716+ 3.71% |
$198K - $253K
|
20K
$8.17M
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
716+ 5.6% |
$198K - $253K
|
13.5K
$5.52M
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
713New |
$197K - $252K
|
713
$291K
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
710+ 40.05% |
$196K - $251K
|
2.48K
$1.01M
|
|
Jan 22, 2024
Q4 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
706New |
$195K - $250K
|
706
$288K
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
700New |
$194K - $248K
|
700
$286K
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
700+ 20.9% |
$194K - $248K
|
4.05K
$1.65M
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
700New |
$194K - $248K
|
700
$286K
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
698New |
$193K - $247K
|
698
$285K
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
698+ 4.62% |
$193K - $247K
|
15.8K
$6.45M
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
698New |
$193K - $247K
|
698
$285K
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
696New |
$192K - $246K
|
696
$284K
|
|
Feb 06, 2024
Q4 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
696+ 58.05% |
$192K - $246K
|
1.9K
$774K
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
695New |
$192K - $246K
|
695
$284K
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
691New |
$191K - $245K
|
691
$282K
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
691New |
$191K - $245K
|
691
$282K
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
689+ 59.71% |
$190K - $244K
|
1.84K
$753K
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
684New |
$189K - $242K
|
684
$279K
|
|
Feb 01, 2024
Q4 2023
|
F
|
BUY
|
- |
681New |
$188K - $241K
|
681
$278K
|
|
Feb 02, 2024
Q4 2023
|
Retirement Solution Inc.
|
BUY
|
- |
678New |
$187K - $240K
|
678
$277K
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
BUY
|
- |
677+ 2.22% |
$187K - $240K
|
31.1K
$12.7M
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
BUY
|
- |
672New |
$186K - $238K
|
672
$274K
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
666+ 4.99% |
$184K - $236K
|
14K
$5.72M
|
|
Jan 31, 2024
Q4 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
664New |
$184K - $235K
|
664
$271K
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
664+ 4.03% |
$184K - $235K
|
17.1K
$7M
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
663New |
$183K - $235K
|
663
$271K
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
663+ 17.89% |
$183K - $235K
|
4.37K
$1.78M
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
661New |
$183K - $234K
|
661
$270K
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
660New |
$182K - $234K
|
660
$270K
|
|
Feb 14, 2024
Q4 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
660+ 10.7% |
$182K - $234K
|
6.83K
$2.79M
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
659+ 20.93% |
$182K - $233K
|
3.81K
$1.56M
|
|
Feb 13, 2024
Q4 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
658New |
$182K - $233K
|
658
$269K
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
BUY
|
- |
657New |
$182K - $233K
|
657
$268K
|
|
May 06, 2024
Q4 2023
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
657New |
$182K - $233K
|
657
$268K
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
655New |
$181K - $232K
|
655
$268K
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
655New |
$181K - $232K
|
655
$268K
|