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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
49+ 6.06% |
$13.5K - $17.3K
|
858
$318K
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
49+ 2.38% |
$13.5K - $17.3K
|
2.11K
$783K
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
49+ 6.53% |
$13.5K - $17.3K
|
799
$296K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
49+ 0.47% |
$13.5K - $17.3K
|
10.4K
$3.86M
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
48+ 0.23% |
$13.3K - $17K
|
20.8K
$7.71M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
48+ 2.54% |
$13.3K - $17K
|
1.94K
$720K
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
47+ 4.86% |
$13K - $16.6K
|
1.02K
$377K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
BUY
|
- |
47+ 0.29% |
$13K - $16.6K
|
16.4K
$6.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
46+ 1.16% |
$12.7K - $16.3K
|
4.01K
$1.49M
|
|
|
Jan 18, 2024
Q4 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
46+ 6.49% |
$12.7K - $16.3K
|
755
$280K
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
46+ 0.42% |
$12.7K - $16.3K
|
10.9K
$4.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
45+ 5.4% |
$12.4K - $15.9K
|
879
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
45+ 2.12% |
$12.4K - $15.9K
|
2.17K
$806K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
44+ 0.41% |
$12.2K - $15.6K
|
10.8K
$3.99M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
43+ 0.69% |
$11.9K - $15.2K
|
6.32K
$2.34M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
42+ 0.33% |
$11.6K - $14.9K
|
12.7K
$4.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
42+ 0.93% |
$11.6K - $14.9K
|
4.55K
$1.69M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
41+ 3.42% |
$11.3K - $14.5K
|
1.24K
$460K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
41+ 0.61% |
$11.3K - $14.5K
|
6.74K
$2.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
41+ 1.01% |
$11.3K - $14.5K
|
4.11K
$1.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
41+ 2.14% |
$11.3K - $14.5K
|
1.96K
$728K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
41New |
$11.3K - $14.5K
|
41
$15.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
40+ 0.45% |
$11.1K - $14.2K
|
8.9K
$3.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
40+ 0.5% |
$11.1K - $14.2K
|
8.01K
$2.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
40+ 1.76% |
$11.1K - $14.2K
|
2.32K
$860K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
40+ 10.67% |
$11.1K - $14.2K
|
415
$154K
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
40+ 2.53% |
$11.1K - $14.2K
|
1.62K
$601K
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
40+ 5.89% |
$11.1K - $14.2K
|
719
$267K
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
39+ 3.06% |
$10.8K - $13.8K
|
1.31K
$487K
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
BUY
|
- |
39+ 0.81% |
$10.8K - $13.8K
|
4.85K
$1.8M
|
|
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
39+ 1.47% |
$10.8K - $13.8K
|
2.68K
$996K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
38+ 4.09% |
$10.5K - $13.5K
|
968
$359K
|
|
|
Feb 05, 2024
Q4 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
38+ 3.47% |
$10.5K - $13.5K
|
1.13K
$421K
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
38+ 16.89% |
$10.5K - $13.5K
|
263
$97.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
38+ 0.83% |
$10.5K - $13.5K
|
4.62K
$1.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
37+ 2.69% |
$10.2K - $13.1K
|
1.41K
$524K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
37+ 24.34% |
$10.2K - $13.1K
|
189
$70.1K
|
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
37+ 2.28% |
$10.2K - $13.1K
|
1.66K
$615K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
36+ 2.82% |
$9.95K - $12.7K
|
1.31K
$487K
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
36+ 0.5% |
$9.95K - $12.7K
|
7.2K
$2.67M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
35+ 3.72% |
$9.68K - $12.4K
|
977
$363K
|
|
|
Jan 23, 2024
Q4 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
35+ 0.37% |
$9.68K - $12.4K
|
9.6K
$3.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
35+ 1.16% |
$9.68K - $12.4K
|
3.04K
$1.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
35+ 3.1% |
$9.68K - $12.4K
|
1.16K
$432K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
35+ 3.28% |
$9.68K - $12.4K
|
1.1K
$409K
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
34+ 1.5% |
$9.4K - $12K
|
2.29K
$851K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
34+ 1.23% |
$9.4K - $12K
|
2.8K
$1.04M
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
33+ 1.93% |
$9.12K - $11.7K
|
1.74K
$645K
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
33+ 0.24% |
$9.12K - $11.7K
|
13.7K
$5.07M
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
33+ 2.97% |
$9.12K - $11.7K
|
1.14K
$424K
|