Purchases and Sales Made in Q2 2024 in Pultegroup Inc (PHM)
This table provides information about the institutional ownership of Pultegroup Inc (PHM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
7New |
$738 - $854
|
7
$742
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7+ 16.67% |
$738 - $854
|
49
$5.19K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7New |
$738 - $854
|
7
$742
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6New |
$633 - $732
|
6
$636
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6+ 10.53% |
$633 - $732
|
63
$6.68K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
6+ 66.67% |
$633 - $732
|
15
$1.59K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5+ 0.09% |
$527 - $610
|
5.52K
$584K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 0.88% |
$527 - $610
|
575
$60.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
5+ 100.0% |
$527 - $610
|
10
$1.06K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4+ 0.04% |
$422 - $488
|
10.4K
$1.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
3+ 0.09% |
$316 - $366
|
3.39K
$359K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3+ 0.05% |
$316 - $366
|
5.95K
$631K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2+ 0.1% |
$211 - $244
|
1.99K
$211K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2New |
$211 - $244
|
2
$212
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$211 - $244
|
3.04K
$322K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2+ 3.7% |
$211 - $244
|
56
$5.93K
|
|
|
Aug 09, 2024
Q2 2024
|
Denali Advisors LLC
|
BUY
|
- |
2+ 0.09% |
$211 - $244
|
2.11K
$224K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1- 0.3% |
$105 - $122
|
332
$35.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1- 3.13% |
$105 - $122
|
31
$3.29K
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2- 0.06% |
$211 - $244
|
3.62K
$383K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3- 0.11% |
$316 - $366
|
2.7K
$286K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3- 0.54% |
$316 - $366
|
548
$58.1K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-4- 17.39% |
$422 - $488
|
19
$2.01K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-6- 14.29% |
$633 - $732
|
36
$3.81K
|
|
|
Feb 27, 2025
Q2 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-6- 5.04% |
$633 - $732
|
113
$12K
|
|
|
Jul 16, 2024
Q2 2024
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-7- 0.01% |
$738 - $854
|
97.9K
$10.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-8- 0.21% |
$843 - $977
|
3.85K
$408K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-8- 2.67% |
$843 - $977
|
292
$30.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-9- 10.47% |
$949 - $1.1K
|
77
$8.16K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-9- 12.86% |
$949 - $1.1K
|
61
$6.46K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-9- 6.04% |
$949 - $1.1K
|
140
$14.8K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-12- 0.36% |
$1.27K - $1.46K
|
3.34K
$354K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-12- 66.67% |
$1.27K - $1.46K
|
6
$636
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-15- 11.45% |
$1.58K - $1.83K
|
116
$12.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-17- 0.54% |
$1.79K - $2.08K
|
3.12K
$330K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-18- 0.54% |
$1.9K - $2.2K
|
3.31K
$351K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-23- 1.88% |
$2.42K - $2.81K
|
1.2K
$127K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-25- 0.24% |
$2.64K - $3.05K
|
10.5K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-26- 0.1% |
$2.74K - $3.17K
|
26.1K
$2.76M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-28- 11.86% |
$2.95K - $3.42K
|
208
$22K
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-29- 0.35% |
$3.06K - $3.54K
|
8.21K
$870K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-30- 7.13% |
$3.16K - $3.66K
|
391
$41.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-35Closed |
$3.69K - $4.27K
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-38- 0.56% |
$4.01K - $4.64K
|
6.69K
$709K
|
|
|
Jul 19, 2024
Q2 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-38- 1.68% |
$4.01K - $4.64K
|
2.23K
$236K
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-40- 1.73% |
$4.22K - $4.88K
|
2.27K
$240K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-40- 4.25% |
$4.22K - $4.88K
|
902
$95.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-41Closed |
$4.32K - $5K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-42- 0.31% |
$4.43K - $5.13K
|
13.5K
$1.43M
|