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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.86KNew |
$196K - $227K
|
1.86K
$216K
|
|
|
Jul 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
BUY
|
- |
1.83KNew |
$193K - $224K
|
1.83K
$213K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.83K+ 90.78% |
$193K - $224K
|
3.85K
$446K
|
|
|
Aug 13, 2024
Q2 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
1.81K+ 24.63% |
$191K - $221K
|
9.17K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.8KNew |
$190K - $220K
|
1.8K
$209K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.75KNew |
$185K - $214K
|
1.75K
$203K
|
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
1.53K+ 1.87% |
$161K - $186K
|
83.3K
$9.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
1.53K+ 5.66% |
$161K - $186K
|
28.5K
$3.3M
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.51K+ 6.16% |
$160K - $185K
|
26.1K
$3.02M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.5K+ 46.89% |
$158K - $182K
|
4.68K
$543K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.49K+ 1.64% |
$157K - $181K
|
92.1K
$10.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.47K+ 10.95% |
$155K - $180K
|
14.9K
$1.73M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.35K+ 27.07% |
$142K - $165K
|
6.34K
$734K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.34KNew |
$142K - $164K
|
1.34K
$156K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.32K+ 16.98% |
$139K - $161K
|
9.07K
$1.05M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.31K+ 7.94% |
$138K - $160K
|
17.8K
$2.06M
|
|
|
Aug 13, 2024
Q2 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.3K+ 14.94% |
$137K - $159K
|
10K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
1.3K+ 2.44% |
$137K - $159K
|
54.6K
$6.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.27K+ 2.5% |
$134K - $155K
|
52K
$6.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.24K+ 28.96% |
$131K - $151K
|
5.52K
$639K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.24K+ 22.91% |
$130K - $151K
|
6.63K
$768K
|
|
|
Aug 14, 2024
Q2 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
1.23K+ 11.73% |
$130K - $150K
|
11.7K
$1.36M
|
|
|
Oct 07, 2024
Q2 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
1.23K+ 11.73% |
$130K - $150K
|
11.7K
$1.36M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.23K+ 44.87% |
$129K - $150K
|
3.97K
$460K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.23K+ 15.3% |
$129K - $150K
|
9.23K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.21K+ 13.61% |
$127K - $147K
|
10.1K
$1.17M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.2K+ 16.78% |
$127K - $147K
|
8.37K
$970K
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.17K+ 4.67% |
$123K - $143K
|
26.3K
$3.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.09KNew |
$115K - $133K
|
1.09K
$127K
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.09K+ 17.71% |
$115K - $133K
|
7.25K
$841K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
1.08K+ 14.42% |
$114K - $132K
|
8.58K
$995K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.08K+ 14.64% |
$113K - $131K
|
8.42K
$976K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.07K+ 34.23% |
$113K - $130K
|
4.19K
$485K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.04K+ 3.14% |
$109K - $127K
|
34.1K
$3.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
978+ 0.78% |
$103K - $119K
|
126K
$14.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
977+ 41.4% |
$103K - $119K
|
3.34K
$387K
|
|
|
Aug 15, 2024
Q2 2024
|
Ninepoint Partners LP
|
BUY
|
- |
947New |
$99.8K - $116K
|
947
$110K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
944+ 3.75% |
$99.5K - $115K
|
26.1K
$3.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
934+ 13.0% |
$98.5K - $114K
|
8.12K
$941K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
927+ 27.98% |
$97.7K - $113K
|
4.24K
$491K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
912+ 54.68% |
$96.2K - $111K
|
2.58K
$299K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
906+ 36.68% |
$95.5K - $111K
|
3.38K
$391K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
891+ 56.0% |
$93.9K - $109K
|
2.48K
$288K
|
|
|
Jul 26, 2024
Q2 2024
|
Wright Investors Service Inc
|
BUY
|
- |
840+ 3.22% |
$88.6K - $103K
|
26.9K
$3.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
840+ 49.65% |
$88.6K - $103K
|
2.53K
$293K
|
|
|
Aug 13, 2024
Q2 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
831+ 3.55% |
$87.6K - $101K
|
24.3K
$2.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
826+ 23.91% |
$87.1K - $101K
|
4.28K
$496K
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
BUY
|
- |
822+ 14.97% |
$86.7K - $100K
|
6.31K
$731K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
811+ 13.7% |
$85.5K - $99K
|
6.73K
$780K
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
786+ 18.82% |
$82.9K - $95.9K
|
4.96K
$575K
|