Purchases and Sales Made in Q1 2024 in Pultegroup Inc (PHM)
This table provides information about the institutional ownership of Pultegroup Inc (PHM) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-4- 4.6% |
$401 - $482
|
83
$9.44K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4- 3.42% |
$401 - $482
|
113
$12.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4- 2.61% |
$401 - $482
|
149
$17K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5- 41.67% |
$502 - $603
|
7
$796
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-5- 13.51% |
$502 - $603
|
32
$3.64K
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-5- 0.06% |
$502 - $603
|
8.12K
$924K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-6- 10.17% |
$602 - $724
|
53
$6.03K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-8- 6.9% |
$802 - $965
|
108
$12.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-8- 0.38% |
$802 - $965
|
2.11K
$239K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-8- 0.4% |
$802 - $965
|
1.99K
$226K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-8- 8.51% |
$802 - $965
|
86
$9.78K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-13- 21.31% |
$1.3K - $1.57K
|
48
$5.46K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-13- 50.0% |
$1.3K - $1.57K
|
13
$1.48K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-14- 0.1% |
$1.4K - $1.69K
|
13.9K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-15- 0.05% |
$1.5K - $1.81K
|
31.8K
$3.62M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-19- 0.4% |
$1.91K - $2.29K
|
4.77K
$543K
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.28% |
$2.01K - $2.41K
|
7.18K
$817K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-20- 13.25% |
$2.01K - $2.41K
|
131
$14.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-21- 0.53% |
$2.11K - $2.53K
|
3.94K
$448K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-24- 1.22% |
$2.41K - $2.89K
|
1.95K
$222K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
SELL
|
- |
-25- 5.52% |
$2.51K - $3.02K
|
428
$48.7K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-25- 1.95% |
$2.51K - $3.02K
|
1.26K
$143K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-25- 1.16% |
$2.51K - $3.02K
|
2.14K
$243K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-26- 0.71% |
$2.61K - $3.14K
|
3.62K
$412K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-27- 0.81% |
$2.71K - $3.26K
|
3.31K
$377K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-28- 0.37% |
$2.81K - $3.38K
|
7.5K
$853K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-30- 42.25% |
$3.01K - $3.62K
|
41
$4.66K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-30- 0.89% |
$3.01K - $3.62K
|
3.33K
$379K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-31- 0.83% |
$3.11K - $3.74K
|
3.7K
$420K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-33- 3.38% |
$3.31K - $3.98K
|
942
$107K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-35- 7.37% |
$3.51K - $4.22K
|
440
$50.1K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-46- 1.11% |
$4.61K - $5.55K
|
4.11K
$467K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-49- 1.05% |
$4.92K - $5.91K
|
4.6K
$524K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-49- 87.5% |
$4.92K - $5.91K
|
7
$796
|
|
|
Apr 25, 2024
Q1 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-50- 0.45% |
$5.02K - $6.03K
|
11.1K
$1.26M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-50- 1.21% |
$5.02K - $6.03K
|
4.07K
$463K
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-52- 0.27% |
$5.22K - $6.27K
|
19.4K
$2.2M
|
|
|
May 14, 2024
Q1 2024
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-55- 0.29% |
$5.52K - $6.63K
|
19.1K
$2.17M
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-59- 15.05% |
$5.92K - $7.12K
|
333
$37.9K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-62- 2.27% |
$6.22K - $7.48K
|
2.68K
$304K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-63- 2.03% |
$6.32K - $7.6K
|
3.04K
$346K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-65- 16.29% |
$6.52K - $7.84K
|
334
$38K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-65- 56.52% |
$6.52K - $7.84K
|
50
$5.69K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-66- 0.92% |
$6.62K - $7.96K
|
7.12K
$810K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-69- 27.06% |
$6.92K - $8.32K
|
186
$21.2K
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-72- 1.04% |
$7.22K - $8.68K
|
6.86K
$780K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-73- 34.93% |
$7.32K - $8.81K
|
136
$15.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-75- 0.91% |
$7.52K - $9.05K
|
8.21K
$934K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-81- 0.46% |
$8.13K - $9.77K
|
17.5K
$1.99M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-93- 3.13% |
$9.33K - $11.2K
|
2.88K
$327K
|