Institutional Owners for HD
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
NEWMAN & SCHIMEL LLC COM 4301 $201,000 730 0.10 0.10 0 0.00 09-30-2022
TWIN FOCUS CAPITAL PARTNERS LLC COM 4302 $252,982 730 0.00 730 +Inf 12-31-2023
EPIC TRUST INVESTMENT ADVISORS LLC COM 4303 $279,174 728 0.00 0.00 -113 -13.44 03-31-2024
CAPITAL INVESTMENT SERVICES OF AMERICA INC COM 4304 $251,492 726 0.00 0.00 12 1.68 12-31-2023
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