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HOME DEPOT, INC.
/ Institutional moves
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Back to HOME DEPOT, INC.
HD
Home Depot, Inc.
Institutional position changes, all quarters
880 moves
All actions
All impact
Action
Institution
Quarter
↓
Δ shares
Δ %
Held after
Flow
Impact
Trimmed
RNC CAPITAL MANAGEMENT LLC
Jun 30, 2026
-1,806
-1.6%
109,427
$636.9K
low
Added
Occidental Asset Management, LLC
Jun 30, 2026
+1,734
+11%
17,041
$611.5K
low
Added
CITIZENS FINANCIAL GROUP INC/RI
Jun 30, 2026
+1,666
+1.6%
104,640
$587.6K
low
Trimmed
Principle Wealth Partners LLC
Jun 30, 2026
-1,568
-3.7%
41,298
$553.0K
low
Added
Naviter Wealth, LLC
Jun 30, 2026
+1,227
+13%
10,954
$432.7K
low
Added
CCG WEALTH MANAGEMENT, LLC
Jun 30, 2026
+1,178
+23%
6,360
$415.5K
low
Trimmed
Univest Financial Corp
Jun 30, 2026
-1,163
-6.8%
16,009
$410.2K
low
Trimmed
LITTLE HOUSE CAPITAL LLC
Jun 30, 2026
-1,054
-13%
7,155
$371.7K
low
Trimmed
May Hill Capital, LLC
Jun 30, 2026
-969
-30%
2,273
$341.7K
low
Trimmed
Quent Capital, LLC
Jun 30, 2026
-937
-10%
8,015
$330.5K
low
Added
Inman Jager Wealth Management, LLC
Jun 30, 2026
+936
+25%
4,615
$330.1K
low
Exited
Versor Investments LP
Jun 30, 2026
-901
-100%
0
$310.0K
low
Added
Ethos Financial Group, LLC
Jun 30, 2026
+899
+19%
5,752
$309.6K
low
Trimmed
Argyle Capital Partners, LLC
Jun 30, 2026
-852
-52%
802
$300.4K
low
New
Royal Palms Capital LLC
Jun 30, 2026
+825
New
825
$291.0K
low
Added
TRUST CO OF VERMONT
Jun 30, 2026
+798
+1.4%
59,110
$281.4K
low
New
BTGP Boreas Fund LP - Series A
Jun 30, 2026
+767
New
767
$270.5K
low
Trimmed
Sigma Planning Corp
Jun 30, 2026
-711
-2.0%
35,150
$250.8K
low
Added
B & T Capital Management DBA Alpha Capital Management
Jun 30, 2026
+690
+4.8%
15,033
$243.4K
low
Trimmed
JENSEN INVESTMENT MANAGEMENT INC
Jun 30, 2026
-665
-45%
797
$234.5K
low
Trimmed
Destiny Wealth Partners, LLC
Jun 30, 2026
-692
-49%
732
$229.6K
low
Added
BRIDGES INVESTMENT MANAGEMENT INC
Jun 30, 2026
+610
+0.6%
106,516
$215.1K
low
Trimmed
Oxbow Advisors, LLC
Jun 30, 2026
-598
-24%
1,939
$210.9K
low
Added
Harbour Wealth Management Group, Inc.
Jun 30, 2026
+592
+20%
3,557
$208.8K
low
Exited
Indie Asset Partners, LLC
Jun 30, 2026
-592
-100%
0
$203.7K
low
Trimmed
FIDUCIENT ADVISORS LLC
Jun 30, 2026
-561
-48%
612
$197.9K
low
Added
SIERRA OCEAN, LLC
Jun 30, 2026
+542
+73%
1,285
$191.2K
low
Added
Aljian Capital Management, LLC
Jun 30, 2026
+540
+7.5%
7,701
$190.4K
low
Added
Corundum Group, Inc.
Jun 30, 2026
+534
+15%
4,102
$188.3K
low
Trimmed
Global Strategic Investment Solutions, LLC
Jun 30, 2026
-528
-21%
1,934
$186.3K
low
Added
BARINGS LLC
Jun 30, 2026
+516
+86%
1,113
$182.0K
low
Added
Focused Wealth Management, Inc
Jun 30, 2026
+510
+40%
1,789
$179.9K
low
Trimmed
Perigon Wealth Management, LLC
Jun 30, 2026
-505
-0.5%
102,898
$178.1K
low
Trimmed
Pinnacle Wealth Planning Services, Inc.
Jun 30, 2026
-463
-6.7%
6,497
$163.3K
low
Trimmed
Pavion Blue Capital, LLC
Jun 30, 2026
-450
-8.0%
5,178
$158.7K
low
Added
PERSONAL CFO SOLUTIONS, LLC
Jun 30, 2026
+424
+13%
3,695
$149.5K
low
Added
Menard Financial Group LLC
Jun 30, 2026
+389
+11%
3,979
$137.2K
low
Added
Vantus Wealth LLC
Jun 30, 2026
+371
+12%
3,440
$130.8K
low
Trimmed
Beverly Hills Private Wealth, LLC
Jun 30, 2026
-366
-26%
1,033
$129.1K
low
Added
Kingdom Financial Group LLC.
Jun 30, 2026
+359
>1000%
394
$126.5K
low
Trimmed
DOVER ADVISORS, LLC
Jun 30, 2026
-348
-4.9%
6,726
$119.7K
low
Added
Crestmont Private Wealth LLC
Jun 30, 2026
+336
+17%
2,302
$118.5K
low
Added
Nordwand Advisors, LLC
Jun 30, 2026
+331
+8.9%
4,044
$116.7K
low
Exited
Timothy G. Youngquist 2020 Irrevocable Trust
Jun 30, 2026
-352
-100%
0
$115.8K
low
Trimmed
Edgemoor Investment Advisors, Inc.
Jun 30, 2026
-327
-12%
2,404
$115.3K
low
Added
MASTER'S WEALTH MANAGEMENT INC.
Jun 30, 2026
+327
+22%
1,804
$115.3K
low
Trimmed
OARSMAN CAPITAL, INC.
Jun 30, 2026
-298
-13%
2,048
$105.1K
low
Trimmed
FORTRESS PRIVATE LEDGER, LLC
Jun 30, 2026
-294
-14%
1,790
$103.7K
low
Trimmed
NOVARE CAPITAL MANAGEMENT LLC
Jun 30, 2026
-289
-0.9%
33,146
$101.9K
low
Added
MAYPORT, LLC
Jun 30, 2026
+283
+23%
1,540
$99.8K
low
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