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 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
151+ 4.19% |
$15.1K - $18.2K
|
3.76K
$481K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
150New |
$15K - $18.1K
|
150
$19.2K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
150New |
$15K - $18.1K
|
150
$19.2K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
139New |
$13.9K - $16.8K
|
139
$17.8K
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
139+ 0.65% |
$13.9K - $16.8K
|
21.5K
$2.75M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
135+ 4.52% |
$13.5K - $16.3K
|
3.12K
$400K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
130+ 6.77% |
$13K - $15.7K
|
2.05K
$263K
|
|
|
May 14, 2024
Q1 2024
|
Distillate Capital Partners LLC
|
BUY
|
- |
127New |
$12.7K - $15.3K
|
127
$16.3K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
125New |
$12.5K - $15.1K
|
125
$16K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
123+ 4.37% |
$12.3K - $14.8K
|
2.94K
$376K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
112+ 1.13% |
$11.2K - $13.5K
|
10K
$1.28M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
112+ 2.4% |
$11.2K - $13.5K
|
4.77K
$611K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
111+ 41.57% |
$11.1K - $13.4K
|
378
$48.4K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
108+ 2.75% |
$10.8K - $13K
|
4.04K
$517K
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
108+ 4.24% |
$10.8K - $13K
|
2.66K
$340K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
103+ 4.85% |
$10.3K - $12.4K
|
2.23K
$285K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
101+ 2.02% |
$10.1K - $12.2K
|
5.09K
$652K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
100+ 2.04% |
$10K - $12.1K
|
5K
$640K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
100+ 54.35% |
$10K - $12.1K
|
284
$36.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
86+ 7.05% |
$8.63K - $10.4K
|
1.31K
$167K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
86+ 716.67% |
$8.63K - $10.4K
|
98
$12.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
85+ 3.47% |
$8.53K - $10.3K
|
2.54K
$325K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
85+ 0.96% |
$8.53K - $10.3K
|
8.96K
$1.15M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
83+ 2.95% |
$8.33K - $10K
|
2.89K
$370K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
83+ 3.65% |
$8.33K - $10K
|
2.36K
$302K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
77+ 2.28% |
$7.72K - $9.29K
|
3.45K
$442K
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
74+ 0.39% |
$7.42K - $8.93K
|
19.1K
$2.44M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
73+ 6.74% |
$7.32K - $8.81K
|
1.16K
$148K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
69+ 3.44% |
$6.92K - $8.32K
|
2.08K
$266K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
69+ 2.78% |
$6.92K - $8.32K
|
2.55K
$327K
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
63+ 0.62% |
$6.32K - $7.6K
|
10.3K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
62+ 1.19% |
$6.22K - $7.48K
|
5.29K
$677K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
61+ 91.04% |
$6.12K - $7.36K
|
128
$16.4K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
55+ 2.49% |
$5.52K - $6.63K
|
2.27K
$290K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
46+ 86.79% |
$4.61K - $5.55K
|
99
$12.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
45+ 18.22% |
$4.51K - $5.43K
|
292
$37.4K
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
45+ 0.17% |
$4.51K - $5.43K
|
26.1K
$3.34M
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
40New |
$4.01K - $4.82K
|
40
$5.12K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
40+ 1.67% |
$4.01K - $4.82K
|
2.44K
$312K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
37+ 0.88% |
$3.71K - $4.46K
|
4.26K
$546K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
36+ 1.84% |
$3.61K - $4.34K
|
2K
$256K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
36+ 13.64% |
$3.61K - $4.34K
|
300
$38.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
35+ 9.23% |
$3.51K - $4.22K
|
414
$53K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
35+ 1.63% |
$3.51K - $4.22K
|
2.19K
$280K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
31New |
$3.11K - $3.74K
|
31
$3.97K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
31+ 1.02% |
$3.11K - $3.74K
|
3.07K
$393K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
30+ 15.23% |
$3.01K - $3.62K
|
227
$29.1K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
30+ 0.42% |
$3.01K - $3.62K
|
7.19K
$921K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
28+ 13.46% |
$2.81K - $3.38K
|
236
$30.2K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 13.02% |
$2.51K - $3.02K
|
217
$27.8K
|