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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Symmetry Investments LP
|
BUY
|
- |
2.26KNew |
$227K - $273K
|
2.26K
$294K
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.86KNew |
$186K - $224K
|
1.86K
$241K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-20.6K- 4.56% |
$2.06M - $2.48M
|
430K
$55.9M
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-9.66K- 31.19% |
$968K - $1.16M
|
21.3K
$2.76M
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
2.14KNew |
$215K - $258K
|
2.14K
$278K
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
80.9KNew |
$8.12M - $9.76M
|
80.9K
$10.5M
|
|
May 09, 2024
Q1 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
18.2KNew |
$1.83M - $2.2M
|
18.2K
$2.37M
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.77KNew |
$178K - $214K
|
1.77K
$230K
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.97KNew |
$197K - $237K
|
1.97K
$255K
|
|
May 08, 2024
Q1 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
3.47KNew |
$348K - $419K
|
3.47K
$450K
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 5.88% |
$1.3K - $1.57K
|
234
$30.4K
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.53KNew |
$254K - $305K
|
2.53K
$328K
|
|
May 07, 2024
Q1 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
700+ 30.33% |
$70.2K - $84.4K
|
3.01K
$390K
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-169- 5.34% |
$17K - $20.4K
|
3K
$389K
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-784- 25.5% |
$78.6K - $94.6K
|
2.29K
$297K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
100New |
$10K - $12.1K
|
100
$13K
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-293- 8.69% |
$29.4K - $35.3K
|
3.08K
$399K
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-182- 25.45% |
$18.3K - $22K
|
533
$69.2K
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.85KNew |
$186K - $224K
|
1.85K
$241K
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-100- 1.82% |
$10K - $12.1K
|
5.4K
$701K
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
49.6KNew |
$4.98M - $5.98M
|
49.6K
$6.44M
|
|
May 01, 2024
Q1 2024
|
Broad Peak Investment Holdings Ltd.
Singapore, U0 |
SELL
|
- |
-17.6K- 39.91% |
$1.77M - $2.12M
|
26.5K
$3.44M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.78KNew |
$179K - $215K
|
1.78K
$231K
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
4.4KNew |
$441K - $530K
|
4.4K
$571K
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-4- 4.6% |
$401 - $482
|
83
$10.8K
|
|
Apr 26, 2024
Q1 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
2.3K+ 255.56% |
$231K - $277K
|
3.2K
$415K
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
300+ 10.88% |
$30.1K - $36.2K
|
3.06K
$397K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
2.23KNew |
$224K - $269K
|
2.23K
$289K
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
SELL
|
- |
-25- 5.52% |
$2.51K - $3.02K
|
428
$55.5K
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
239+ 3.8% |
$24K - $28.8K
|
6.52K
$846K
|
|
Apr 24, 2024
Q1 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
215New |
$21.6K - $25.9K
|
215
$27.9K
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.76K- 24.3% |
$277K - $333K
|
8.6K
$1.12M
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
6New |
$602 - $724
|
6
$779
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.9KNew |
$191K - $229K
|
1.9K
$247K
|
|
Apr 22, 2024
Q1 2024
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
40.6K+ 20.8% |
$4.07M - $4.89M
|
236K
$30.6M
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
45+ 18.22% |
$4.51K - $5.43K
|
292
$37.9K
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14.8KNew |
$1.49M - $1.79M
|
14.8K
$1.92M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
2.94KNew |
$295K - $354K
|
2.94K
$381K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-10.8K- 96.43% |
$1.08M - $1.3M
|
400
$51.9K
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 16.67% |
$502 - $603
|
35
$4.54K
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
150New |
$15K - $18.1K
|
150
$19.5K
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
579+ 6.03% |
$58.1K - $69.8K
|
10.2K
$1.32M
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
31New |
$3.11K - $3.74K
|
31
$4.02K
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-976- 25.48% |
$97.9K - $118K
|
2.85K
$370K
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
7New |
$702 - $844
|
7
$908
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-65- 56.52% |
$6.52K - $7.84K
|
50
$6.49K
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
2.51KNew |
$251K - $302K
|
2.51K
$325K
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-35- 7.37% |
$3.51K - $4.22K
|
440
$57.1K
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
35+ 1.63% |
$3.51K - $4.22K
|
2.19K
$284K
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5+ 16.13% |
$502 - $603
|
36
$4.67K
|