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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-35.5K- 48.62% |
$2.47M - $3.73M
|
37.5K
$4.89M
|
|
Feb 13, 2024
Q4 2023
|
Marsico Capital Management LLC
Denver, CO |
BUY
|
- |
42.2KNew |
$2.94M - $4.43M
|
42.2K
$5.5M
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
390New |
$27.2K - $40.9K
|
390
$50.8K
|
|
Feb 13, 2024
Q4 2023
|
Greenland Capital Management LP
New York, NY |
SELL
|
PUT |
-5K- 25.0% |
$348K - $524K
|
15K
$1.95M
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.16KNew |
$150K - $226K
|
2.16K
$281K
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
29.7KNew |
$2.07M - $3.11M
|
29.7K
$3.87M
|
|
Feb 13, 2024
Q4 2023
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-4.91K- 54.97% |
$342K - $515K
|
4.03K
$524K
|
|
Feb 12, 2024
Q4 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
4.08KNew |
$284K - $428K
|
4.08K
$531K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
103New |
$7.17K - $10.8K
|
103
$13.4K
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-824- 16.05% |
$57.4K - $86.4K
|
4.31K
$561K
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.18KNew |
$151K - $228K
|
2.18K
$283K
|
|
Feb 09, 2024
Q4 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-25.5K- 81.74% |
$1.77M - $2.67M
|
5.69K
$741K
|
|
Feb 09, 2024
Q4 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-88.7K- 13.75% |
$6.18M - $9.3M
|
556K
$72.5M
|
|
Feb 09, 2024
Q4 2023
|
Imc Chicago, LLC
|
BUY
|
- |
11.8KNew |
$823K - $1.24M
|
11.8K
$1.54M
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-16- 10.67% |
$1.11K - $1.68K
|
134
$17.5K
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
237New |
$16.5K - $24.9K
|
237
$30.9K
|
|
Feb 09, 2024
Q4 2023
|
Tcw Group Inc
|
BUY
|
- |
10.8KNew |
$754K - $1.14M
|
10.8K
$1.41M
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
3+ 0.14% |
$209 - $315
|
2.22K
$289K
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.69KNew |
$187K - $282K
|
2.69K
$350K
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-5.59K- 19.18% |
$389K - $586K
|
23.6K
$3.07M
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
5New |
$348 - $524
|
5
$651
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
120New |
$8.36K - $12.6K
|
120
$15.6K
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
34New |
$2.37K - $3.57K
|
34
$4.43K
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
2.12KNew |
$148K - $222K
|
2.12K
$276K
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
2.39KNew |
$166K - $250K
|
2.39K
$311K
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-171- 1.61% |
$11.9K - $17.9K
|
10.4K
$1.36M
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
9.87K+ 293.2% |
$687K - $1.04M
|
13.2K
$1.72M
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3KNew |
$209K - $315K
|
3K
$391K
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
46New |
$3.2K - $4.82K
|
46
$5.99K
|
|
Feb 02, 2024
Q4 2023
|
Watershed Asset Management, L.L.C.
|
SELL
|
- |
-529- 14.76% |
$36.8K - $55.5K
|
3.05K
$398K
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
BUY
|
CALL |
2.1KNew |
$146K - $220K
|
2.1K
$274K
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.91KNew |
$202K - $305K
|
2.91K
$379K
|
|
Feb 02, 2024
Q4 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
2.63KNew |
$183K - $276K
|
2.63K
$342K
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.94KNew |
$135K - $203K
|
1.94K
$253K
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
84+ 0.77% |
$5.85K - $8.81K
|
11K
$1.43M
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
3.74KNew |
$261K - $392K
|
3.74K
$487K
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.48KNew |
$173K - $260K
|
2.48K
$323K
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.97K- 41.74% |
$137K - $206K
|
2.74K
$357K
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
CALL |
400New |
$27.9K - $42K
|
400
$52.1K
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
3.64KNew |
$253K - $381K
|
3.64K
$474K
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
BUY
|
- |
510+ 5.97% |
$35.5K - $53.5K
|
9.05K
$1.18M
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-580- 2.25% |
$40.4K - $60.8K
|
25.2K
$3.28M
|
|
Jan 29, 2024
Q4 2023
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
6.81KNew |
$475K - $715K
|
6.81K
$888K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
445+ 15.19% |
$31K - $46.7K
|
3.37K
$439K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-171- 34.9% |
$11.9K - $17.9K
|
319
$41.6K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
234New |
$16.3K - $24.5K
|
234
$30.5K
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
22.4KNew |
$1.56M - $2.34M
|
22.4K
$2.91M
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.99KNew |
$278K - $418K
|
3.99K
$520K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
57+ 139.02% |
$3.97K - $5.98K
|
98
$12.8K
|
|
Jan 12, 2024
Q4 2023
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
20+ 0.67% |
$1.39K - $2.1K
|
3.02K
$393K
|