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
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
24+ 1.21% |
$2.41K - $2.89K
|
2.01K
$258K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
24+ 8.25% |
$2.41K - $2.89K
|
315
$40.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
BUY
|
- |
16+ 0.15% |
$1.6K - $1.93K
|
10.5K
$1.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
16+ 1.02% |
$1.6K - $1.93K
|
1.59K
$203K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
15New |
$1.5K - $1.81K
|
15
$1.92K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 5.88% |
$1.3K - $1.57K
|
234
$30K
|
|
|
May 14, 2024
Q1 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
12+ 0.19% |
$1.2K - $1.45K
|
6.28K
$804K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
11+ 0.46% |
$1.1K - $1.33K
|
2.39K
$305K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
11+ 25.58% |
$1.1K - $1.33K
|
54
$6.92K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
10New |
$1K - $1.21K
|
10
$1.28K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
10+ 0.6% |
$1K - $1.21K
|
1.67K
$214K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
10+ 0.18% |
$1K - $1.21K
|
5.5K
$704K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9New |
$903 - $1.09K
|
9
$1.15K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9+ 0.48% |
$903 - $1.09K
|
1.87K
$239K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 13.73% |
$702 - $844
|
58
$7.43K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
7New |
$702 - $844
|
7
$896
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
6+ 0.06% |
$602 - $724
|
10.3K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
6+ 0.29% |
$602 - $724
|
2.1K
$269K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
6New |
$602 - $724
|
6
$768
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
5New |
$502 - $603
|
5
$640
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5+ 16.13% |
$502 - $603
|
36
$4.61K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 16.67% |
$502 - $603
|
35
$4.48K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 7.69% |
$401 - $482
|
56
$7.17K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4+ 4.71% |
$401 - $482
|
89
$11.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
4+ 0.1% |
$401 - $482
|
4.12K
$527K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
3+ 0.13% |
$301 - $362
|
2.3K
$294K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 23.08% |
$301 - $362
|
16
$2.05K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3+ 10.34% |
$301 - $362
|
32
$4.1K
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2+ 0.04% |
$201 - $241
|
5.64K
$722K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2+ 0.07% |
$201 - $241
|
2.81K
$359K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$100 - $121
|
3.1K
$397K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 0.11% |
$100 - $121
|
876
$112K
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
1+ 0.04% |
$100 - $121
|
2.5K
$321K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1+ 0.04% |
$100 - $121
|
2.82K
$361K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 12.5% |
$100 - $121
|
9
$1.15K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1- 0.93% |
$100 - $121
|
106
$13.6K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1- 2.33% |
$100 - $121
|
42
$5.38K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3- 0.66% |
$301 - $362
|
455
$58.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4- 3.42% |
$401 - $482
|
113
$14.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4- 2.61% |
$401 - $482
|
149
$19.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-4- 4.6% |
$401 - $482
|
83
$10.6K
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-5- 0.06% |
$502 - $603
|
8.12K
$1.04M
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5- 41.67% |
$502 - $603
|
7
$896
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-5- 13.51% |
$502 - $603
|
32
$4.1K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-6- 10.17% |
$602 - $724
|
53
$6.79K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-8- 0.4% |
$802 - $965
|
1.99K
$254K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-8- 8.51% |
$802 - $965
|
86
$11K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-8- 0.38% |
$802 - $965
|
2.11K
$270K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-8- 6.9% |
$802 - $965
|
108
$13.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-13- 21.31% |
$1.3K - $1.57K
|
48
$6.15K
|