Purchases and Sales Made in Q2 2022 in Pultegroup Inc (PHM)
This table provides information about the institutional ownership of Pultegroup Inc (PHM) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
SELL
|
- |
-1- 2.5% |
$36.3 - $45.9
|
39
$4.41K
|
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-3- 0.15% |
$109 - $138
|
2.04K
$231K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4Closed |
$145 - $183
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-5Closed |
$181 - $229
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-7- 24.14% |
$254 - $321
|
22
$2.49K
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-8- 18.6% |
$290 - $367
|
35
$3.95K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-11- 15.49% |
$399 - $504
|
60
$6.78K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-11- 0.18% |
$399 - $504
|
5.97K
$674K
|
|
|
Jul 21, 2022
Q2 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-13- 0.22% |
$471 - $596
|
5.77K
$651K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-13- 25.0% |
$471 - $596
|
39
$4.41K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-16Closed |
$580 - $734
|
0
$0
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-17- 6.97% |
$616 - $780
|
227
$25.6K
|
|
|
Jul 20, 2022
Q2 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-20- 6.67% |
$725 - $917
|
280
$31.6K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-21- 20.59% |
$761 - $963
|
81
$9.15K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-23- 5.85% |
$834 - $1.05K
|
370
$41.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-31Closed |
$1.12K - $1.42K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
SELL
|
- |
-32Closed |
$1.16K - $1.47K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-33- 0.75% |
$1.2K - $1.51K
|
4.36K
$492K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-39- 1.72% |
$1.41K - $1.79K
|
2.22K
$251K
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-41- 0.85% |
$1.49K - $1.88K
|
4.77K
$539K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-46- 24.73% |
$1.67K - $2.11K
|
140
$15.8K
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-50Closed |
$1.81K - $2.29K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-54- 35.06% |
$1.96K - $2.48K
|
100
$11.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-58- 0.88% |
$2.1K - $2.66K
|
6.55K
$740K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-59Closed |
$2.14K - $2.71K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-75Closed |
$2.72K - $3.44K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-77- 76.24% |
$2.79K - $3.53K
|
24
$2.71K
|
|
|
Aug 11, 2022
Q2 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-77- 1.02% |
$2.79K - $3.53K
|
7.47K
$844K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-78- 1.15% |
$2.83K - $3.58K
|
6.72K
$760K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-86Closed |
$3.12K - $3.94K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-100- 2.11% |
$3.63K - $4.59K
|
4.63K
$523K
|
|
|
Jul 13, 2022
Q2 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-107- 0.68% |
$3.88K - $4.91K
|
15.6K
$1.76M
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-114- 8.61% |
$4.13K - $5.23K
|
1.21K
$137K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-117- 57.64% |
$4.24K - $5.37K
|
86
$9.72K
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-121Closed |
$4.39K - $5.55K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
SELL
|
- |
-121- 2.03% |
$4.39K - $5.55K
|
5.85K
$661K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-123Closed |
$4.46K - $5.64K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-125- 13.81% |
$4.53K - $5.73K
|
780
$88.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-130Closed |
$4.71K - $5.96K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-132Closed |
$4.79K - $6.05K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-135- 63.38% |
$4.89K - $6.19K
|
78
$8.81K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-147- 6.35% |
$5.33K - $6.74K
|
2.17K
$245K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-150Closed |
$5.44K - $6.88K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-156- 0.73% |
$5.66K - $7.15K
|
21.1K
$2.38M
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-165- 57.09% |
$5.98K - $7.57K
|
124
$14K
|
|
|
Aug 12, 2022
Q2 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-170- 2.88% |
$6.16K - $7.8K
|
5.73K
$648K
|
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-213- 3.7% |
$7.72K - $9.77K
|
5.54K
$626K
|
|
|
Jul 08, 2022
Q2 2022
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-215- 0.69% |
$7.79K - $9.86K
|
30.7K
$3.47M
|
|
|
Jul 27, 2022
Q2 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-215- 0.4% |
$7.79K - $9.86K
|
53.5K
$6.04M
|
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-224- 0.96% |
$8.12K - $10.3K
|
23.1K
$2.61M
|