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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2- 0.02% |
$92.4 - $121
|
9.17K
$1.02M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-4- 1.36% |
$185 - $241
|
291
$32.4K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-4- 8.51% |
$185 - $241
|
43
$4.79K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-5- 0.06% |
$231 - $301
|
7.76K
$863K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-6- 0.45% |
$277 - $362
|
1.33K
$148K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
SELL
|
- |
-6- 3.24% |
$277 - $362
|
179
$19.9K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-7- 9.46% |
$323 - $422
|
67
$7.46K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-10- 7.87% |
$462 - $603
|
117
$13K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-10- 7.87% |
$462 - $603
|
117
$13K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-11- 4.09% |
$508 - $663
|
258
$28.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-11- 17.19% |
$508 - $663
|
53
$5.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-13- 0.16% |
$601 - $784
|
7.89K
$878K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-17- 16.19% |
$786 - $1.02K
|
88
$9.8K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-22- 1.53% |
$1.02K - $1.33K
|
1.42K
$158K
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-23- 0.36% |
$1.06K - $1.39K
|
6.37K
$709K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-27- 50.94% |
$1.25K - $1.63K
|
26
$2.89K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-27- 0.65% |
$1.25K - $1.63K
|
4.14K
$461K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-34- 1.09% |
$1.57K - $2.05K
|
3.09K
$344K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-34- 4.5% |
$1.57K - $2.05K
|
721
$80.3K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-35- 11.44% |
$1.62K - $2.11K
|
271
$30.2K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-36- 17.14% |
$1.66K - $2.17K
|
174
$19.4K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-39- 0.81% |
$1.8K - $2.35K
|
4.78K
$532K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-39Closed |
$1.8K - $2.35K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-40- 1.0% |
$1.85K - $2.41K
|
3.98K
$443K
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-45- 0.19% |
$2.08K - $2.71K
|
23.2K
$2.58M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-46- 0.73% |
$2.13K - $2.77K
|
6.21K
$692K
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-49- 0.7% |
$2.26K - $2.95K
|
6.96K
$775K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-49- 1.03% |
$2.26K - $2.95K
|
4.72K
$525K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-49- 0.69% |
$2.26K - $2.95K
|
7.09K
$789K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-52- 21.4% |
$2.4K - $3.13K
|
191
$21.3K
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-55- 0.98% |
$2.54K - $3.31K
|
5.59K
$622K
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-65- 1.05% |
$3K - $3.92K
|
6.1K
$680K
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-73- 0.24% |
$3.37K - $4.4K
|
30.1K
$3.36M
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-78- 1.37% |
$3.6K - $4.7K
|
5.62K
$626K
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-79- 4.94% |
$3.65K - $4.76K
|
1.52K
$169K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-80- 66.67% |
$3.7K - $4.82K
|
40
$4.45K
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-100- 0.37% |
$4.62K - $6.03K
|
26.6K
$2.96M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-105- 1.07% |
$4.85K - $6.33K
|
9.71K
$1.08M
|
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-129- 2.17% |
$5.96K - $7.77K
|
5.82K
$648K
|
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
SELL
|
- |
-179- 6.1% |
$8.27K - $10.8K
|
2.76K
$307K
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-190- 1.81% |
$8.78K - $11.5K
|
10.3K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-191- 0.18% |
$8.83K - $11.5K
|
109K
$12.1M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-198- 10.81% |
$9.15K - $11.9K
|
1.63K
$182K
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-200- 1.07% |
$9.24K - $12.1K
|
18.5K
$2.06M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-209- 2.32% |
$9.66K - $12.6K
|
8.79K
$979K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-226- 0.69% |
$10.4K - $13.6K
|
32.6K
$3.63M
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-235- 1.65% |
$10.9K - $14.2K
|
14K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-243- 4.82% |
$11.2K - $14.6K
|
4.8K
$534K
|
|
|
May 11, 2023
Q1 2023
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-254- 0.88% |
$11.7K - $15.3K
|
28.6K
$3.18M
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-261- 0.8% |
$12.1K - $15.7K
|
32.3K
$3.6M
|