Latest Institutional Transactions on Pultegroup Inc (PHM)
This table provides information on the latest institutional transactions involving Pultegroup Inc (PHM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
13+ 0.38% |
$1.35K - $1.88K
|
3.41K
$443K
|
|
|
Oct 23, 2024
Q3 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-1.57K- 4.61% |
$164K - $228K
|
32.5K
$4.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-8.87K- 11.28% |
$922K - $1.29M
|
69.8K
$9.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
83+ 17.22% |
$8.63K - $12K
|
565
$73.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
3.41KNew |
$355K - $495K
|
3.41K
$443K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.78K+ 2.3% |
$289K - $403K
|
124K
$16M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.4K+ 32.41% |
$1.71M - $2.38M
|
67.2K
$8.72M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
924+ 9.22% |
$96K - $134K
|
10.9K
$1.42M
|
|
|
Oct 22, 2024
Q3 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-3- 0.11% |
$312 - $435
|
2.67K
$346K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
88.3KNew |
$9.18M - $12.8M
|
88.3K
$11.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
8.36KNew |
$869K - $1.21M
|
8.36K
$1.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-370- 2.73% |
$38.5K - $53.6K
|
13.2K
$1.71M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-3- 50.0% |
$312 - $435
|
3
$389
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-18- 0.43% |
$1.87K - $2.61K
|
4.16K
$539K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.8K- 11.0% |
$187K - $261K
|
14.6K
$1.89M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.99K+ 47.22% |
$311K - $434K
|
9.34K
$1.21M
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
SELL
|
- |
-18- 0.17% |
$1.87K - $2.61K
|
10.8K
$1.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-25- 1.12% |
$2.6K - $3.62K
|
2.2K
$286K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.93KNew |
$201K - $280K
|
1.93K
$251K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
52.9KNew |
$5.5M - $7.67M
|
52.9K
$6.87M
|
|
|
Oct 22, 2024
Q3 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
20.7KNew |
$2.15M - $3.01M
|
20.7K
$2.69M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-8- 10.39% |
$832 - $1.16K
|
69
$8.95K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.28K- 2.35% |
$133K - $185K
|
52.9K
$6.87M
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
315+ 15.95% |
$32.7K - $45.7K
|
2.29K
$297K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
14.1K+ 44.6% |
$1.47M - $2.05M
|
45.8K
$5.94M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.55K+ 1.15% |
$161K - $225K
|
136K
$17.7M
|
|
|
Oct 21, 2024
Q3 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-445- 16.59% |
$46.3K - $64.5K
|
2.24K
$290K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-234- 42.7% |
$24.3K - $33.9K
|
314
$40.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
3.51K+ 5.97% |
$365K - $508K
|
62.3K
$8.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.22KNew |
$335K - $467K
|
3.22K
$418K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
384+ 6.21% |
$39.9K - $55.7K
|
6.57K
$852K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-191- 2.59% |
$19.9K - $27.7K
|
7.19K
$933K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-686- 8.45% |
$71.3K - $99.5K
|
7.43K
$964K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.5K+ 8.26% |
$156K - $217K
|
19.6K
$2.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
388+ 21.19% |
$40.3K - $56.3K
|
2.22K
$288K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-246- 13.49% |
$25.6K - $35.7K
|
1.58K
$205K
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
8.39K+ 15249.09% |
$872K - $1.22M
|
8.44K
$1.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
12+ 23.08% |
$1.25K - $1.74K
|
64
$8.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
219+ 5.22% |
$22.8K - $31.8K
|
4.41K
$572K
|
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-468- 12.41% |
$48.6K - $67.9K
|
3.3K
$429K
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
500+ 3.58% |
$52K - $72.5K
|
14.5K
$1.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
322+ 113.78% |
$33.5K - $46.7K
|
605
$78.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17K+ 38.47% |
$1.77M - $2.47M
|
61.2K
$7.95M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
92.9K+ 28.5% |
$9.65M - $13.5M
|
419K
$54.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
1KNew |
$104K - $145K
|
1K
$130K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-5.2K- 3.25% |
$541K - $754K
|
155K
$20.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.3K+ 23.49% |
$1.7M - $2.37M
|
86K
$11.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-5- 13.89% |
$520 - $725
|
31
$4.02K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
5New |
$520 - $725
|
5
$649
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
500New |
$52K - $72.5K
|
500
$64.9K
|