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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-13- 50.0% |
$1.3K - $1.57K
|
13
$1.69K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-14- 0.1% |
$1.4K - $1.69K
|
13.9K
$1.8M
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-15- 0.05% |
$1.5K - $1.81K
|
31.8K
$4.13M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-19- 0.4% |
$1.91K - $2.29K
|
4.77K
$619K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-20- 13.25% |
$2.01K - $2.41K
|
131
$17K
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.28% |
$2.01K - $2.41K
|
7.18K
$932K
|
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-21- 0.53% |
$2.11K - $2.53K
|
3.94K
$511K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-24- 1.22% |
$2.41K - $2.89K
|
1.95K
$253K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-25- 1.16% |
$2.51K - $3.02K
|
2.14K
$278K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
SELL
|
- |
-25- 5.52% |
$2.51K - $3.02K
|
428
$55.5K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-25- 1.95% |
$2.51K - $3.02K
|
1.26K
$163K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-26- 0.71% |
$2.61K - $3.14K
|
3.62K
$469K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-27- 0.81% |
$2.71K - $3.26K
|
3.31K
$430K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-28- 0.37% |
$2.81K - $3.38K
|
7.5K
$973K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-30- 42.25% |
$3.01K - $3.62K
|
41
$5.32K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-30- 0.89% |
$3.01K - $3.62K
|
3.33K
$432K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-31- 0.83% |
$3.11K - $3.74K
|
3.7K
$480K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-33- 3.38% |
$3.31K - $3.98K
|
942
$122K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-35- 7.37% |
$3.51K - $4.22K
|
440
$57.1K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-46- 1.11% |
$4.61K - $5.55K
|
4.11K
$533K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-49- 1.05% |
$4.92K - $5.91K
|
4.6K
$597K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-49- 87.5% |
$4.92K - $5.91K
|
7
$908
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-50- 1.21% |
$5.02K - $6.03K
|
4.07K
$528K
|
|
|
Apr 25, 2024
Q1 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-50- 0.45% |
$5.02K - $6.03K
|
11.1K
$1.44M
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-52- 0.27% |
$5.22K - $6.27K
|
19.4K
$2.51M
|
|
|
May 14, 2024
Q1 2024
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-55- 0.29% |
$5.52K - $6.63K
|
19.1K
$2.47M
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-59- 15.05% |
$5.92K - $7.12K
|
333
$43.2K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-62- 2.27% |
$6.22K - $7.48K
|
2.68K
$347K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-63- 2.03% |
$6.32K - $7.6K
|
3.04K
$394K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-65- 16.29% |
$6.52K - $7.84K
|
334
$43.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-65- 56.52% |
$6.52K - $7.84K
|
50
$6.49K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-66- 0.92% |
$6.62K - $7.96K
|
7.12K
$924K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-69- 27.06% |
$6.92K - $8.32K
|
186
$24.1K
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-72- 1.04% |
$7.22K - $8.68K
|
6.86K
$890K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-73- 34.93% |
$7.32K - $8.81K
|
136
$17.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-75- 0.91% |
$7.52K - $9.05K
|
8.21K
$1.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-81- 0.46% |
$8.13K - $9.77K
|
17.5K
$2.27M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-93- 1.36% |
$9.33K - $11.2K
|
6.73K
$873K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-93- 3.13% |
$9.33K - $11.2K
|
2.88K
$373K
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-100- 1.82% |
$10K - $12.1K
|
5.4K
$701K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 0.27% |
$10K - $12.1K
|
37.1K
$4.81M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-100- 0.49% |
$10K - $12.1K
|
20.3K
$2.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-104- 2.94% |
$10.4K - $12.5K
|
3.43K
$445K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-105- 19.55% |
$10.5K - $12.7K
|
432
$56.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-115- 1.23% |
$11.5K - $13.9K
|
9.2K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-117- 2.17% |
$11.7K - $14.1K
|
5.28K
$686K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-120- 3.66% |
$12K - $14.5K
|
3.16K
$410K
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-120- 4.53% |
$12K - $14.5K
|
2.53K
$328K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-135- 3.14% |
$13.5K - $16.3K
|
4.16K
$540K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-136- 1.66% |
$13.6K - $16.4K
|
8.07K
$1.05M
|