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
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
68+ 1.34% |
$7.17K - $8.3K
|
5.16K
$598K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
58+ 40.28% |
$6.11K - $7.08K
|
202
$23.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
56+ 1.92% |
$5.9K - $6.84K
|
2.97K
$344K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
56New |
$5.9K - $6.84K
|
56
$6.49K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
53+ 1.81% |
$5.59K - $6.47K
|
2.99K
$346K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
52+ 16.51% |
$5.48K - $6.35K
|
367
$42.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
52New |
$5.48K - $6.35K
|
52
$6.03K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
49+ 1.72% |
$5.17K - $5.98K
|
2.89K
$335K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
48+ 0.56% |
$5.06K - $5.86K
|
8.61K
$998K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
46New |
$4.85K - $5.62K
|
46
$5.33K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
43+ 1.53% |
$4.53K - $5.25K
|
2.85K
$330K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
42+ 0.79% |
$4.43K - $5.13K
|
5.37K
$622K
|
|
|
Jul 23, 2024
Q2 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
41+ 1.99% |
$4.32K - $5K
|
2.1K
$243K
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
BUY
|
- |
41+ 0.15% |
$4.32K - $5K
|
28.2K
$3.26M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
34+ 261.54% |
$3.58K - $4.15K
|
47
$5.45K
|
|
|
Aug 14, 2024
Q2 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
29+ 1.4% |
$3.06K - $3.54K
|
2.09K
$243K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
29+ 1.38% |
$3.06K - $3.54K
|
2.13K
$247K
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
29+ 0.53% |
$3.06K - $3.54K
|
5.53K
$641K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
28+ 0.91% |
$2.95K - $3.42K
|
3.1K
$359K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
28+ 20.14% |
$2.95K - $3.42K
|
167
$19.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
28+ 13.02% |
$2.95K - $3.42K
|
243
$28.2K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
27New |
$2.85K - $3.3K
|
27
$3.13K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
26+ 29.21% |
$2.74K - $3.17K
|
115
$13.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
25+ 0.07% |
$2.64K - $3.05K
|
35.4K
$4.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
25+ 0.35% |
$2.64K - $3.05K
|
7.18K
$832K
|
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
23+ 0.87% |
$2.42K - $2.81K
|
2.68K
$311K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
22New |
$2.32K - $2.69K
|
22
$2.55K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
22New |
$2.32K - $2.69K
|
22
$2.55K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
22New |
$2.32K - $2.69K
|
22
$2.55K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
22New |
$2.32K - $2.69K
|
22
$2.55K
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
19+ 0.21% |
$2K - $2.32K
|
9.22K
$1.07M
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
19+ 14.84% |
$2K - $2.32K
|
147
$17K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
19New |
$2K - $2.32K
|
19
$2.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Unison Advisors LLC
|
BUY
|
- |
18+ 0.17% |
$1.9K - $2.2K
|
10.5K
$1.21M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14+ 0.43% |
$1.48K - $1.71K
|
3.31K
$383K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
13+ 22.41% |
$1.37K - $1.59K
|
71
$8.23K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
12+ 0.45% |
$1.27K - $1.46K
|
2.65K
$307K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9+ 0.28% |
$949 - $1.1K
|
3.27K
$379K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
8New |
$843 - $977
|
8
$927
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
8+ 40.0% |
$843 - $977
|
28
$3.24K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
8New |
$843 - $977
|
8
$927
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
8+ 7.41% |
$843 - $977
|
116
$13.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
8+ 0.2% |
$843 - $977
|
4.08K
$473K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7+ 16.67% |
$738 - $854
|
49
$5.68K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
7New |
$738 - $854
|
7
$811
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
7New |
$738 - $854
|
7
$811
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7New |
$738 - $854
|
7
$811
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
7+ 0.98% |
$738 - $854
|
718
$83.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6+ 10.53% |
$633 - $732
|
63
$7.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6New |
$633 - $732
|
6
$695
|