Purchases and Sales Made in Q3 2022 in Pultegroup Inc (PHM)
This table provides information about the institutional ownership of Pultegroup Inc (PHM) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
254+ 95.85% |
$9.53K - $11.7K
|
519
$59.1K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
239New |
$8.96K - $11K
|
239
$27.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
235+ 0.23% |
$8.81K - $10.8K
|
102K
$11.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
222+ 3.01% |
$8.33K - $10.2K
|
7.6K
$864K
|
|
|
Nov 04, 2022
Q3 2022
|
Empirical Finance, LLC
|
BUY
|
- |
221+ 1.38% |
$8.29K - $10.1K
|
16.2K
$1.85M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
192+ 2.84% |
$7.2K - $8.81K
|
6.94K
$790K
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
BUY
|
- |
192+ 3.28% |
$7.2K - $8.81K
|
6.05K
$688K
|
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
178+ 2.05% |
$6.68K - $8.17K
|
8.86K
$1.01M
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
178+ 1.11% |
$6.68K - $8.17K
|
16.3K
$1.85M
|
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
177+ 2.18% |
$6.64K - $8.13K
|
8.3K
$944K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
172+ 3.34% |
$6.45K - $7.9K
|
5.32K
$606K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
165+ 7.61% |
$6.19K - $7.58K
|
2.33K
$266K
|
|
|
Oct 19, 2022
Q3 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
146+ 0.93% |
$5.48K - $6.7K
|
15.8K
$1.79M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
115+ 1.76% |
$4.31K - $5.28K
|
6.66K
$758K
|
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
97+ 46.41% |
$3.64K - $4.45K
|
306
$34.8K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
83+ 48.26% |
$3.11K - $3.81K
|
255
$29K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
82New |
$3.08K - $3.76K
|
82
$9.33K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
78+ 2.45% |
$2.93K - $3.58K
|
3.27K
$372K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
66+ 0.62% |
$2.48K - $3.03K
|
10.8K
$1.23M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
64+ 1.04% |
$2.4K - $2.94K
|
6.2K
$706K
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
63New |
$2.36K - $2.89K
|
63
$7.17K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
57+ 67.06% |
$2.14K - $2.62K
|
142
$16.2K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
56+ 26.67% |
$2.1K - $2.57K
|
266
$30.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Kbc Group Nv
|
BUY
|
- |
56+ 0.12% |
$2.1K - $2.57K
|
48.5K
$5.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
55New |
$2.06K - $2.53K
|
55
$6.26K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
53+ 0.67% |
$1.99K - $2.43K
|
7.97K
$907K
|
|
|
Nov 14, 2022
Q3 2022
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
52+ 2.06% |
$1.95K - $2.39K
|
2.58K
$294K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
50New |
$1.88K - $2.3K
|
50
$5.69K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
42New |
$1.58K - $1.93K
|
42
$4.78K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
40New |
$1.5K - $1.84K
|
40
$4.55K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
39+ 0.34% |
$1.46K - $1.79K
|
11.6K
$1.32M
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
36+ 31.03% |
$1.35K - $1.65K
|
152
$17.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
36+ 72.0% |
$1.35K - $1.65K
|
86
$9.79K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
30+ 24.39% |
$1.13K - $1.38K
|
153
$17.4K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
26+ 0.25% |
$975 - $1.19K
|
10.4K
$1.19M
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
25+ 277.78% |
$938 - $1.15K
|
34
$3.87K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
22New |
$825 - $1.01K
|
22
$2.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
21+ 0.39% |
$788 - $964
|
5.41K
$616K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
16+ 0.59% |
$600 - $735
|
2.75K
$313K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
16New |
$600 - $735
|
16
$1.82K
|
|
|
Nov 10, 2022
Q3 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
14+ 0.14% |
$525 - $643
|
10.1K
$1.15M
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14+ 107.69% |
$525 - $643
|
27
$3.07K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
13New |
$488 - $597
|
13
$1.48K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
11+ 20.75% |
$413 - $505
|
64
$7.28K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
9New |
$338 - $413
|
9
$1.02K
|
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
BUY
|
- |
5+ 0.04% |
$188 - $230
|
11.1K
$1.27M
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 10.26% |
$150 - $184
|
43
$4.89K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 16.67% |
$150 - $184
|
28
$3.19K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2+ 0.39% |
$75 - $91.8
|
513
$58.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.6% |
$37.5 - $45.9
|
169
$19.2K
|