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 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
36+ 13.64% |
$3.61K - $4.34K
|
300
$34.1K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
36+ 1.84% |
$3.61K - $4.34K
|
2K
$227K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
35+ 9.23% |
$3.51K - $4.22K
|
414
$47.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
35+ 1.63% |
$3.51K - $4.22K
|
2.19K
$249K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
31New |
$3.11K - $3.74K
|
31
$3.53K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
31+ 1.02% |
$3.11K - $3.74K
|
3.07K
$349K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
30+ 0.42% |
$3.01K - $3.62K
|
7.19K
$818K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
30+ 15.23% |
$3.01K - $3.62K
|
227
$25.8K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
28+ 13.46% |
$2.81K - $3.38K
|
236
$26.8K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 13.02% |
$2.51K - $3.02K
|
217
$24.7K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
24+ 1.21% |
$2.41K - $2.89K
|
2.01K
$229K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
24+ 8.25% |
$2.41K - $2.89K
|
315
$35.8K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
19+ 19.0% |
$1.91K - $2.29K
|
119
$13.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
16+ 1.02% |
$1.6K - $1.93K
|
1.59K
$181K
|
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
BUY
|
- |
16+ 0.15% |
$1.6K - $1.93K
|
10.5K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
15New |
$1.5K - $1.81K
|
15
$1.71K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 5.88% |
$1.3K - $1.57K
|
234
$26.6K
|
|
|
May 14, 2024
Q1 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
12+ 0.19% |
$1.2K - $1.45K
|
6.28K
$715K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
11+ 25.58% |
$1.1K - $1.33K
|
54
$6.14K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
11+ 0.46% |
$1.1K - $1.33K
|
2.39K
$271K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
10New |
$1K - $1.21K
|
10
$1.14K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
10+ 0.6% |
$1K - $1.21K
|
1.67K
$190K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
10+ 0.18% |
$1K - $1.21K
|
5.5K
$626K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9+ 0.48% |
$903 - $1.09K
|
1.87K
$212K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9New |
$903 - $1.09K
|
9
$1.02K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
7New |
$702 - $844
|
7
$796
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 13.73% |
$702 - $844
|
58
$6.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
6New |
$602 - $724
|
6
$683
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
6+ 0.17% |
$602 - $724
|
3.5K
$398K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
6+ 0.06% |
$602 - $724
|
10.3K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
6+ 0.29% |
$602 - $724
|
2.1K
$239K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 16.67% |
$502 - $603
|
35
$3.98K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
5New |
$502 - $603
|
5
$569
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5+ 16.13% |
$502 - $603
|
36
$4.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 7.69% |
$401 - $482
|
56
$6.37K
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
4+ 0.1% |
$401 - $482
|
4.12K
$469K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4+ 4.71% |
$401 - $482
|
89
$10.1K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3+ 10.34% |
$301 - $362
|
32
$3.64K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
3+ 0.13% |
$301 - $362
|
2.3K
$261K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 23.08% |
$301 - $362
|
16
$1.82K
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2+ 0.04% |
$201 - $241
|
5.64K
$641K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2+ 0.07% |
$201 - $241
|
2.81K
$319K
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
1+ 0.04% |
$100 - $121
|
2.5K
$285K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1+ 0.04% |
$100 - $121
|
2.82K
$321K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 0.11% |
$100 - $121
|
876
$99.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 12.5% |
$100 - $121
|
9
$1.02K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$100 - $121
|
3.1K
$353K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1- 2.33% |
$100 - $121
|
42
$4.78K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1- 0.93% |
$100 - $121
|
106
$12.1K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3- 0.66% |
$301 - $362
|
455
$51.8K
|