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 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
42+ 0.93% |
$11.6K - $14.9K
|
4.55K
$1.75M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
41+ 3.42% |
$11.3K - $14.5K
|
1.24K
$477K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
41+ 0.61% |
$11.3K - $14.5K
|
6.74K
$2.59M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
41+ 1.01% |
$11.3K - $14.5K
|
4.11K
$1.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
41+ 2.14% |
$11.3K - $14.5K
|
1.96K
$755K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
41New |
$11.3K - $14.5K
|
41
$15.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
40+ 0.45% |
$11.1K - $14.2K
|
8.9K
$3.43M
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
40+ 0.5% |
$11.1K - $14.2K
|
8.01K
$3.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
40+ 1.76% |
$11.1K - $14.2K
|
2.32K
$893K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
40+ 10.67% |
$11.1K - $14.2K
|
415
$160K
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
40+ 2.53% |
$11.1K - $14.2K
|
1.62K
$624K
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
40+ 5.89% |
$11.1K - $14.2K
|
719
$277K
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
39+ 3.06% |
$10.8K - $13.8K
|
1.31K
$506K
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
BUY
|
- |
39+ 0.81% |
$10.8K - $13.8K
|
4.85K
$1.87M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
38+ 4.09% |
$10.5K - $13.5K
|
968
$373K
|
|
|
Feb 05, 2024
Q4 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
38+ 3.47% |
$10.5K - $13.5K
|
1.13K
$437K
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
38+ 16.89% |
$10.5K - $13.5K
|
263
$101K
|
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
38+ 0.83% |
$10.5K - $13.5K
|
4.62K
$1.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
37+ 2.69% |
$10.2K - $13.1K
|
1.41K
$543K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
37+ 24.34% |
$10.2K - $13.1K
|
189
$72.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
37+ 2.28% |
$10.2K - $13.1K
|
1.66K
$638K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
36+ 2.82% |
$9.95K - $12.7K
|
1.31K
$506K
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
36+ 0.5% |
$9.95K - $12.7K
|
7.2K
$2.77M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
35+ 3.72% |
$9.68K - $12.4K
|
977
$376K
|
|
|
Jan 23, 2024
Q4 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
35+ 0.37% |
$9.68K - $12.4K
|
9.6K
$3.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
35+ 1.16% |
$9.68K - $12.4K
|
3.04K
$1.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
35+ 3.1% |
$9.68K - $12.4K
|
1.16K
$448K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
35+ 3.28% |
$9.68K - $12.4K
|
1.1K
$425K
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
34+ 1.5% |
$9.4K - $12K
|
2.29K
$883K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
34+ 1.23% |
$9.4K - $12K
|
2.8K
$1.08M
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
33+ 1.93% |
$9.12K - $11.7K
|
1.74K
$670K
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
33+ 0.24% |
$9.12K - $11.7K
|
13.7K
$5.26M
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
33+ 2.97% |
$9.12K - $11.7K
|
1.14K
$440K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
33+ 0.3% |
$9.12K - $11.7K
|
11.1K
$4.26M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
32+ 53.33% |
$8.85K - $11.3K
|
92
$35.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
32+ 0.6% |
$8.85K - $11.3K
|
5.39K
$2.07M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
31+ 1.27% |
$8.57K - $11K
|
2.47K
$950K
|
|
|
Jan 10, 2024
Q4 2023
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
30+ 0.28% |
$8.29K - $10.6K
|
10.9K
$4.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Investors Inc
|
BUY
|
- |
30+ 0.5% |
$8.29K - $10.6K
|
6.05K
$2.33M
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
30+ 4.34% |
$8.29K - $10.6K
|
722
$278K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
30+ 2.62% |
$8.29K - $10.6K
|
1.17K
$452K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
30+ 3.41% |
$8.29K - $10.6K
|
911
$351K
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
30+ 0.05% |
$8.29K - $10.6K
|
64.2K
$24.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
BUY
|
- |
30+ 1.27% |
$8.29K - $10.6K
|
2.39K
$922K
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
30+ 0.92% |
$8.29K - $10.6K
|
3.29K
$1.27M
|
|
|
Feb 15, 2024
Q4 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
30+ 0.13% |
$8.29K - $10.6K
|
23.5K
$9.04M
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
29+ 1.68% |
$8.02K - $10.3K
|
1.75K
$675K
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
29+ 0.74% |
$8.02K - $10.3K
|
3.94K
$1.52M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
28+ 1.56% |
$7.74K - $9.91K
|
1.83K
$703K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
28+ 1.45% |
$7.74K - $9.91K
|
1.96K
$756K
|