Purchases and Sales Made in Q2 2023 in Pultegroup Inc (PHM)
This table provides information about the institutional ownership of Pultegroup Inc (PHM) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
7+ 100.0% |
$405 - $551
|
14
$1.66K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.43% |
$347 - $472
|
1.39K
$165K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
5+ 0.06% |
$289 - $393
|
8.86K
$1.05M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 0.88% |
$289 - $393
|
570
$67.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 6.56% |
$231 - $315
|
65
$7.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2+ 3.77% |
$116 - $157
|
55
$6.52K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 2.35% |
$116 - $157
|
87
$10.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
1New |
$57.8 - $78.7
|
1
$119
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.6% |
$57.8 - $78.7
|
168
$19.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
1+ 0.53% |
$57.8 - $78.7
|
191
$22.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-3- 0.26% |
$174 - $236
|
1.16K
$138K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-3- 0.08% |
$174 - $236
|
3.87K
$459K
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-5- 11.63% |
$289 - $393
|
38
$4.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7- 0.27% |
$405 - $551
|
2.57K
$304K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-11- 0.09% |
$636 - $865
|
12.5K
$1.48M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-13- 4.26% |
$752 - $1.02K
|
292
$34.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-14- 0.17% |
$810 - $1.1K
|
8.01K
$950K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-18- 1.36% |
$1.04K - $1.42K
|
1.31K
$155K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-18- 46.15% |
$1.04K - $1.42K
|
21
$2.49K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-20- 0.37% |
$1.16K - $1.57K
|
5.37K
$636K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-24- 0.44% |
$1.39K - $1.89K
|
5.47K
$648K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-24- 0.73% |
$1.39K - $1.89K
|
3.26K
$386K
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-25- 2.56% |
$1.45K - $1.97K
|
951
$113K
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-26- 0.01% |
$1.5K - $2.05K
|
329K
$39M
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-30- 0.73% |
$1.74K - $2.36K
|
4.06K
$481K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-34- 4.72% |
$1.97K - $2.67K
|
687
$81.4K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-38- 2.02% |
$2.2K - $2.99K
|
1.85K
$219K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-42- 0.89% |
$2.43K - $3.3K
|
4.68K
$554K
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-45- 12.97% |
$2.6K - $3.54K
|
302
$35.8K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-48- 0.24% |
$2.78K - $3.78K
|
20.2K
$2.39M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-49- 1.15% |
$2.83K - $3.85K
|
4.21K
$499K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-49- 1.15% |
$2.83K - $3.85K
|
4.21K
$499K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-50- 0.71% |
$2.89K - $3.93K
|
7.04K
$834K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-51- 1.06% |
$2.95K - $4.01K
|
4.75K
$563K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-53- 0.77% |
$3.07K - $4.17K
|
6.87K
$814K
|
|
|
Aug 14, 2023
Q2 2023
|
Saber Capital Managment, LLC
Fuquay Varina, NC |
SELL
|
- |
-53- 0.48% |
$3.07K - $4.17K
|
11.1K
$1.31M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-54- 0.48% |
$3.12K - $4.25K
|
11.2K
$1.33M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-59- 33.91% |
$3.41K - $4.64K
|
115
$13.6K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-60- 1.75% |
$3.47K - $4.72K
|
3.37K
$400K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-61- 1.42% |
$3.53K - $4.8K
|
4.23K
$502K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-71- 1.89% |
$4.11K - $5.59K
|
3.69K
$437K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-75- 0.71% |
$4.34K - $5.9K
|
10.5K
$1.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-75- 1.25% |
$4.34K - $5.9K
|
5.93K
$702K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-76- 1.32% |
$4.4K - $5.98K
|
5.66K
$671K
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-79- 0.57% |
$4.57K - $6.21K
|
13.7K
$1.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-85- 27.07% |
$4.92K - $6.69K
|
229
$27.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-90- 7.26% |
$5.21K - $7.08K
|
1.15K
$136K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-92- 1.33% |
$5.32K - $7.24K
|
6.85K
$812K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-110- 1.07% |
$6.36K - $8.65K
|
10.2K
$1.21M
|