Institutional Ownership Pultegroup Inc (PHM)
This table provides information about the institutional ownership of Pultegroup Inc (PHM). We have compiled data on the 1,085 institutions that hold shares in the stock, with a total of 185 Million shares, which have been reported (via 13F filing form) to have a value of $20.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
54
shares
|
$6,101
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
54
shares
|
$6,101
0.0% of portfolio
|
Q4 2024
Added 35.0%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
53
shares
|
$5,988
0.0% of portfolio
|
Q1 2022
Reduced 11.67%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
53
shares
|
$5,988
0.0% of portfolio
|
Q1 2024
Reduced 10.17%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
52
shares
|
$5,875
0.0% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
51
shares
|
$5,762
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
51
shares
|
$5,762
0.0% of portfolio
|
Q4 2024
Reduced 26.09%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
50
shares
|
$5,649
0.0% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
48
shares
|
$5,423
0.0% of portfolio
|
Q1 2024
Reduced 21.31%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
46
shares
|
$5,197
0.0% of portfolio
|
Q4 2024
Reduced 11.54%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
44
shares
|
$4,971
0.0% of portfolio
|
Q4 2022
Added 25.71%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
40
shares
|
$4,519
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
38
shares
|
$4,293
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
34
shares
|
$3,841
0.0% of portfolio
|
Q3 2024
Reduced 85.65%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
32
shares
|
$3,615
0.0% of portfolio
|
Q4 2024
Reduced 36.0%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
32
shares
|
$3,615
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
32
shares
|
$3,615
0.0% of portfolio
|
Q1 2024
Added 10.34%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
31
shares
|
$3,502
0.0% of portfolio
|
Q4 2024
Reduced 13.89%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
31
shares
|
$3,502
0.0% of portfolio
|
Q2 2024
Reduced 3.13%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 13, 2024 Q3 2024 |
29
shares
|
$3,276
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
29
shares
|
$3,276
0.0% of portfolio
|
Q3 2024
Added 93.33%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
28
shares
|
$3,163
0.0% of portfolio
|
Q2 2024
Added 40.0%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
28
shares
|
$3,163
0.0% of portfolio
|
Q4 2024
Reduced 9.68%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
27
shares
|
$3,050
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
26
shares
|
$2,937
0.0% of portfolio
|
Q3 2024
Added 420.0%
|