Institutional Ownership Pultegroup Inc (PHM)
This table provides information about the institutional ownership of Pultegroup Inc (PHM). We have compiled data on the 1,103 institutions that hold shares in the stock, with a total of 187 Million shares, which have been reported (via 13F filing form) to have a value of $21.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
2,927
shares
|
$339,210
0.09% of portfolio
|
Q3 2024
Added 21.7%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
2,906
shares
|
$336,776
0.04% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
2,900
shares
|
$336,081
0.18% of portfolio
|
Q1 2024
Reduced 9.38%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
2,891
shares
|
$335,037
0.0% of portfolio
|
Q3 2024
Reduced 38.8%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
2,891
shares
|
$335,037
0.02% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
2,874
shares
|
$333,067
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
2,874
shares
|
$333,067
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
2,829
shares
|
$327,852
0.0% of portfolio
|
Q3 2024
Added 15.38%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
2,822
shares
|
$327,041
0.01% of portfolio
|
Q3 2024
Reduced 14.77%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Oct 31, 2024 Q3 2024 |
2,798
shares
|
$324,260
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
2,779
shares
|
$322,058
0.04% of portfolio
|
Q3 2024
Added 6.72%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,747
shares
|
$318,349
0.01% of portfolio
|
Q3 2024
Reduced 77.24%
|
|
|
Evolution Wealth Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
2,743
shares
|
$317,886
0.07% of portfolio
|
Q4 2023
Reduced 41.74%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,732
shares
|
$316,611
0.01% of portfolio
|
Q3 2024
Added 17.4%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
2,714
shares
|
$314,525
0.01% of portfolio
|
Q3 2024
Added 1016.87%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
2,710
shares
|
$314,061
0.01% of portfolio
|
Q3 2024
Reduced 17.33%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,702
shares
|
$313,134
0.09% of portfolio
|
Q3 2024
Added 20.68%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2024 Q3 2024 |
2,681
shares
|
$310,701
0.2% of portfolio
|
Q2 2024
Added 0.87%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
2,676
shares
|
$310,121
0.01% of portfolio
|
Q3 2024
Reduced 78.01%
|
|
|
Moody Aldrich Partners LLC
|
Oct 22, 2024 Q3 2024 |
2,665
shares
|
$308,846
0.08% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Diametric Capital, LP
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,664
shares
|
$308,730
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Eads & Heald Wealth Management
|
Oct 28, 2024 Q3 2024 |
2,652
shares
|
$307,340
0.18% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
2,629
shares
|
$304,674
0.04% of portfolio
|
Q3 2024
Added 11.54%
|
|
|
Trust Asset Management LLC
Houston, TX |
Nov 13, 2024 Q3 2024 |
2,627
shares
|
$304,443
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,610
shares
|
$302,472
0.02% of portfolio
|
Q3 2024
Reduced 83.38%
|