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 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
296+ 7.12% |
$31.2K - $36.1K
|
4.46K
$516K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
288+ 0.68% |
$30.4K - $35.2K
|
42.8K
$4.95M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
283New |
$29.8K - $34.5K
|
283
$32.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
270+ 10.58% |
$28.5K - $33K
|
2.82K
$327K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
246+ 180.88% |
$25.9K - $30K
|
382
$44.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
241+ 0.94% |
$25.4K - $29.4K
|
25.9K
$3.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
240+ 68.38% |
$25.3K - $29.3K
|
591
$68.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
238New |
$25.1K - $29.1K
|
238
$27.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
225+ 67.57% |
$23.7K - $27.5K
|
558
$64.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
214New |
$22.6K - $26.1K
|
214
$24.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
214+ 8.79% |
$22.6K - $26.1K
|
2.65K
$307K
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
206+ 3.9% |
$21.7K - $25.1K
|
5.49K
$636K
|
|
|
Jul 23, 2024
Q2 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
201+ 7.92% |
$21.2K - $24.5K
|
2.74K
$317K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
201+ 6.48% |
$21.2K - $24.5K
|
3.3K
$383K
|
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
200+ 1.8% |
$21.1K - $24.4K
|
11.3K
$1.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
200New |
$21.1K - $24.4K
|
200
$23.2K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
186+ 13.72% |
$19.6K - $22.7K
|
1.54K
$179K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
183+ 8.9% |
$19.3K - $22.3K
|
2.24K
$259K
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
182+ 10.1% |
$19.2K - $22.2K
|
1.98K
$230K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
176+ 11.06% |
$18.6K - $21.5K
|
1.77K
$205K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
171+ 13.09% |
$18K - $20.9K
|
1.48K
$171K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
170+ 19.1% |
$17.9K - $20.8K
|
1.06K
$123K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
154+ 94.48% |
$16.2K - $18.8K
|
317
$36.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
153+ 3.79% |
$16.1K - $18.7K
|
4.19K
$486K
|
|
|
Jul 31, 2024
Q2 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
145+ 2.31% |
$15.3K - $17.7K
|
6.43K
$745K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
143+ 0.95% |
$15.1K - $17.5K
|
15.2K
$1.77M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
140+ 8.32% |
$14.8K - $17.1K
|
1.82K
$211K
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
139+ 1.89% |
$14.7K - $17K
|
7.5K
$869K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
138+ 48.59% |
$14.5K - $16.8K
|
422
$48.9K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
133+ 2.51% |
$14K - $16.2K
|
5.42K
$628K
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
132+ 1.02% |
$13.9K - $16.1K
|
13K
$1.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
126+ 5.56% |
$13.3K - $15.4K
|
2.39K
$277K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
124+ 9.86% |
$13.1K - $15.1K
|
1.38K
$160K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
119+ 1.96% |
$12.5K - $14.5K
|
6.18K
$716K
|
|
|
Aug 13, 2024
Q2 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
114+ 6.26% |
$12K - $13.9K
|
1.94K
$224K
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
109New |
$11.5K - $13.3K
|
109
$12.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
109+ 2.95% |
$11.5K - $13.3K
|
3.81K
$441K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
101+ 4.54% |
$10.6K - $12.3K
|
2.33K
$270K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
100New |
$10.5K - $12.2K
|
100
$11.6K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
89+ 1.08% |
$9.38K - $10.9K
|
8.35K
$968K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
89New |
$9.38K - $10.9K
|
89
$10.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
88+ 550.0% |
$9.28K - $10.7K
|
104
$12.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
87+ 3.88% |
$9.17K - $10.6K
|
2.33K
$270K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
82+ 54.67% |
$8.65K - $10K
|
232
$26.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
76+ 1.85% |
$8.01K - $9.28K
|
4.18K
$484K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
74+ 1.53% |
$7.8K - $9.03K
|
4.92K
$570K
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
74+ 1.56% |
$7.8K - $9.03K
|
4.83K
$560K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
73+ 6.59% |
$7.7K - $8.91K
|
1.18K
$137K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
71+ 1.03% |
$7.49K - $8.67K
|
6.98K
$809K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
71+ 17.15% |
$7.49K - $8.67K
|
485
$56.2K
|