Purchases and Sales Made in Q1 2023 in Pultegroup Inc (PHM)
This table provides information about the institutional ownership of Pultegroup Inc (PHM) during Q1 2023. The information is specifically focused on institutions that hold shares of PULTEGROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
100New |
$4.62K - $6.03K
|
100
$11.1K
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
100+ 1.85% |
$4.62K - $6.03K
|
5.5K
$612K
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.25% |
$4.62K - $6.03K
|
40.4K
$4.5M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
93+ 1.78% |
$4.3K - $5.61K
|
5.32K
$592K
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
90+ 1.66% |
$4.16K - $5.42K
|
5.52K
$615K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
82+ 0.74% |
$3.79K - $4.94K
|
11.1K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
82+ 0.45% |
$3.79K - $4.94K
|
18.3K
$2.03M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
80+ 1.48% |
$3.7K - $4.82K
|
5.49K
$611K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
77+ 59.23% |
$3.56K - $4.64K
|
207
$23K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
74+ 8.4% |
$3.42K - $4.46K
|
955
$106K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
67+ 1.26% |
$3.1K - $4.04K
|
5.39K
$600K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
57+ 1.34% |
$2.63K - $3.44K
|
4.31K
$480K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
56New |
$2.59K - $3.38K
|
56
$6.23K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
50+ 1.98% |
$2.31K - $3.01K
|
2.57K
$286K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
45+ 14.9% |
$2.08K - $2.71K
|
347
$38.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
43+ 3.84% |
$1.99K - $2.59K
|
1.16K
$130K
|
|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
BUY
|
- |
39+ 0.38% |
$1.8K - $2.35K
|
10.4K
$1.16M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
35New |
$1.62K - $2.11K
|
35
$3.9K
|
|
|
May 15, 2023
Q1 2023
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
33+ 0.07% |
$1.52K - $1.99K
|
49.4K
$5.5M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
33+ 13.64% |
$1.52K - $1.99K
|
275
$30.6K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
32+ 33.68% |
$1.48K - $1.93K
|
127
$14.1K
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
32+ 0.36% |
$1.48K - $1.93K
|
8.85K
$986K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
30+ 16.76% |
$1.39K - $1.81K
|
209
$23.3K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
30New |
$1.39K - $1.81K
|
30
$3.34K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
29New |
$1.34K - $1.75K
|
29
$3.23K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
27+ 1.89% |
$1.25K - $1.63K
|
1.46K
$162K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
26+ 144.44% |
$1.2K - $1.57K
|
44
$4.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
20New |
$924 - $1.21K
|
20
$2.23K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
20+ 30.77% |
$924 - $1.21K
|
85
$9.46K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
17New |
$786 - $1.02K
|
17
$1.89K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15+ 5.17% |
$693 - $904
|
305
$34K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
14New |
$647 - $844
|
14
$1.56K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
12+ 26.09% |
$555 - $723
|
58
$6.46K
|
|
|
May 11, 2023
Q1 2023
|
X Square Capital, LLC
|
BUY
|
- |
10+ 0.03% |
$462 - $603
|
31.7K
$3.53M
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
10New |
$462 - $603
|
10
$1.11K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
9New |
$416 - $542
|
9
$1K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 6.43% |
$416 - $542
|
149
$16.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
8New |
$370 - $482
|
8
$891
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
8+ 12.7% |
$370 - $482
|
71
$7.9K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
7New |
$323 - $422
|
7
$779
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 10.91% |
$277 - $362
|
61
$6.79K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.59% |
$277 - $362
|
1.02K
$114K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
6+ 0.13% |
$277 - $362
|
4.48K
$499K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
6+ 0.27% |
$277 - $362
|
2.2K
$245K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 2.19% |
$139 - $181
|
140
$15.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 2.08% |
$46.2 - $60.3
|
49
$5.46K
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 1.12% |
$46.2 - $60.3
|
88
$9.8K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 1.64% |
$46.2 - $60.3
|
60
$6.68K
|