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
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-600- 65.22% |
$166K - $212K
|
320
$119K
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-600- 65.22% |
$166K - $212K
|
320
$119K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-601- 8.81% |
$166K - $213K
|
6.22K
$2.31M
|
|
Feb 09, 2024
Q4 2023
|
Schaeffer Financial LLC
|
SELL
|
- |
-604- 45.07% |
$167K - $214K
|
736
$273K
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-608- 19.68% |
$168K - $215K
|
2.48K
$921K
|
|
Jan 24, 2024
Q4 2023
|
Reliant Investment Management, LLC
|
SELL
|
- |
-608- 3.08% |
$168K - $215K
|
19.1K
$7.09M
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-616- 11.95% |
$170K - $218K
|
4.54K
$1.68M
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-617- 0.55% |
$171K - $218K
|
111K
$41.1M
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-619- 14.18% |
$171K - $219K
|
3.75K
$1.39M
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-619- 9.74% |
$171K - $219K
|
5.74K
$2.13M
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-619- 17.17% |
$171K - $219K
|
2.99K
$1.11M
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-620- 3.59% |
$171K - $219K
|
16.7K
$6.19M
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-620- 4.29% |
$171K - $219K
|
13.8K
$5.13M
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-623- 1.78% |
$172K - $221K
|
34.4K
$12.8M
|
|
Jan 30, 2024
Q4 2023
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-623- 13.1% |
$172K - $221K
|
4.13K
$1.53M
|
|
May 21, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-623- 5.45% |
$172K - $221K
|
10.8K
$4.01M
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-626- 2.35% |
$173K - $222K
|
26K
$9.65M
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-626- 2.29% |
$173K - $222K
|
26.8K
$9.93M
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-627- 50.61% |
$173K - $222K
|
612
$227K
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-630- 4.2% |
$174K - $223K
|
14.4K
$5.33M
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-633- 16.53% |
$175K - $224K
|
3.2K
$1.19M
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-634- 39.7% |
$175K - $224K
|
963
$357K
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-641- 38.61% |
$177K - $227K
|
1.02K
$378K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-645- 9.97% |
$178K - $228K
|
5.83K
$2.16M
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-650- 76.47% |
$180K - $230K
|
200
$74.2K
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-655- 10.47% |
$181K - $232K
|
5.6K
$2.08M
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-658- 7.15% |
$182K - $233K
|
8.54K
$3.17M
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-660- 0.77% |
$182K - $234K
|
84.6K
$31.4M
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-661- 0.58% |
$183K - $234K
|
113K
$41.8M
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-662- 2.82% |
$183K - $234K
|
22.8K
$8.47M
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-669- 3.71% |
$185K - $237K
|
17.4K
$6.44M
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-673- 3.1% |
$186K - $238K
|
21K
$7.8M
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-674- 7.3% |
$186K - $239K
|
8.56K
$3.18M
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-675- 1.44% |
$187K - $239K
|
46.1K
$17.1M
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-678- 3.8% |
$187K - $240K
|
17.2K
$6.37M
|
|
Feb 07, 2024
Q4 2023
|
Qsemble Capital Management, LP
New York, NY |
SELL
|
- |
-684- 4.46% |
$189K - $242K
|
14.7K
$5.44M
|
|
Feb 13, 2025
Q4 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-684Closed |
$189K - $242K
|
0
$0
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-687- 12.31% |
$190K - $243K
|
4.89K
$1.82M
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-688- 0.52% |
$190K - $244K
|
132K
$49.1M
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-690Closed |
$191K - $244K
|
0
$0
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-690- 1.16% |
$191K - $244K
|
58.7K
$21.8M
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-695- 0.58% |
$192K - $246K
|
120K
$44.5M
|
|
Jan 23, 2024
Q4 2023
|
Founders Capital Management, LLC
|
SELL
|
- |
-698- 1.73% |
$193K - $247K
|
39.6K
$14.7M
|
|
Feb 08, 2024
Q4 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-699- 13.06% |
$193K - $247K
|
4.65K
$1.73M
|
|
Feb 01, 2024
Q4 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-700- 10.43% |
$194K - $248K
|
6.01K
$2.23M
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-701- 1.85% |
$194K - $248K
|
37.2K
$13.8M
|
|
Feb 13, 2024
Q4 2023
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-702- 0.04% |
$194K - $249K
|
1.93M
$717M
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-707- 52.6% |
$195K - $250K
|
637
$236K
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-709- 2.14% |
$196K - $251K
|
32.4K
$12M
|
|
Feb 12, 2024
Q4 2023
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-718- 52.33% |
$198K - $254K
|
654
$243K
|