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 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
172+ 0.78% |
$17.9K - $24.9K
|
22.2K
$2.89M
|
|
|
Oct 17, 2024
Q3 2024
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-499- 7.96% |
$51.9K - $72.3K
|
5.77K
$752K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
89+ 2.18% |
$9.25K - $12.9K
|
4.17K
$543K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
9+ 3.88% |
$936 - $1.3K
|
241
$31.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
707+ 9.88% |
$73.5K - $103K
|
7.86K
$1.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.51K- 72.45% |
$677K - $944K
|
2.48K
$323K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.93KNew |
$201K - $280K
|
1.93K
$251K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6+ 0.2% |
$624 - $870
|
3.05K
$397K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.26K+ 26.95% |
$131K - $183K
|
5.95K
$774K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
522+ 21.7% |
$54.3K - $75.7K
|
2.93K
$381K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.19% |
$416 - $580
|
2.14K
$279K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.09K- 10.35% |
$114K - $159K
|
9.48K
$1.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-88- 2.33% |
$9.15K - $12.8K
|
3.69K
$481K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4.43K+ 199.64% |
$461K - $643K
|
6.66K
$867K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
22+ 1.11% |
$2.29K - $3.19K
|
2.01K
$261K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
944+ 18.33% |
$98.1K - $137K
|
6.09K
$794K
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-40- 32.0% |
$4.16K - $5.8K
|
85
$11.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Generate Investment Management LTD
Auckland, Q2 |
SELL
|
- |
-272K- 73.05% |
$28.3M - $39.4M
|
100K
$13.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-9- 14.75% |
$936 - $1.3K
|
52
$6.77K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.82KNew |
$189K - $263K
|
1.82K
$237K
|
|
|
Oct 16, 2024
Q3 2024
|
Nat West Group PLC
|
SELL
|
- |
-19.5K- 23.97% |
$2.03M - $2.83M
|
62K
$8.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.42K+ 23.54% |
$147K - $205K
|
7.43K
$968K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
17.1KNew |
$1.78M - $2.48M
|
17.1K
$2.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1+ 12.5% |
$104 - $145
|
9
$1.17K
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
18.3KNew |
$1.9M - $2.65M
|
18.3K
$2.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
49+ 1.47% |
$5.09K - $7.1K
|
3.39K
$442K
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.45KNew |
$150K - $210K
|
1.45K
$188K
|
|
|
Oct 16, 2024
Q3 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-2.67K- 5.4% |
$278K - $387K
|
46.8K
$6.09M
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.9KNew |
$198K - $275K
|
1.9K
$247K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
405+ 17.4% |
$42.1K - $58.7K
|
2.73K
$356K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
114+ 3.49% |
$11.9K - $16.5K
|
3.39K
$441K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-107- 2.96% |
$11.1K - $15.5K
|
3.51K
$457K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.81KNew |
$188K - $262K
|
1.81K
$235K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.29K- 46.66% |
$134K - $187K
|
1.48K
$192K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-10- 15.87% |
$1.04K - $1.45K
|
53
$6.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
268+ 12.71% |
$27.9K - $38.9K
|
2.38K
$310K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.25K+ 31.4% |
$129K - $181K
|
5.21K
$679K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
170+ 1.64% |
$17.7K - $24.6K
|
10.6K
$1.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
260+ 11.73% |
$27K - $37.7K
|
2.48K
$323K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-43- 0.84% |
$4.47K - $6.23K
|
5.07K
$660K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
425+ 16.04% |
$44.2K - $61.6K
|
3.07K
$400K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
320+ 231.88% |
$33.3K - $46.4K
|
458
$59.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-606- 29.28% |
$63K - $87.9K
|
1.46K
$191K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-106- 1.52% |
$11K - $15.4K
|
6.86K
$894K
|
|
|
Oct 15, 2024
Q3 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
6.32K+ 1.11% |
$657K - $916K
|
574K
$74.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.41KNew |
$146K - $204K
|
1.41K
$183K
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
171+ 0.41% |
$17.8K - $24.8K
|
42.1K
$5.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.94KNew |
$306K - $426K
|
2.94K
$383K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
226+ 12.91% |
$23.5K - $32.8K
|
1.98K
$257K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
21+ 420.0% |
$2.18K - $3.04K
|
26
$3.39K
|