Purchases and Sales Made in Q3 2023 in Pultegroup Inc (PHM)
This table provides information about the institutional ownership of Pultegroup Inc (PHM) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
847+ 14.93% |
$62K - $72.9K
|
6.52K
$846K
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
843+ 33.41% |
$61.7K - $72.5K
|
3.37K
$437K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
800New |
$58.6K - $68.8K
|
800
$104K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
725+ 7.0% |
$53.1K - $62.4K
|
11.1K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
704New |
$51.5K - $60.6K
|
704
$91.4K
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
700+ 6.4% |
$51.2K - $60.2K
|
11.6K
$1.51M
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
690New |
$50.5K - $59.3K
|
690
$89.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
680+ 24.32% |
$49.8K - $58.5K
|
3.48K
$451K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
674+ 176.9% |
$49.3K - $58K
|
1.06K
$137K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
652+ 8.96% |
$47.7K - $56.1K
|
7.93K
$1.03M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
642+ 22.64% |
$47K - $55.2K
|
3.48K
$451K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
629New |
$46K - $54.1K
|
629
$81.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
612+ 1.43% |
$44.8K - $52.6K
|
43.4K
$5.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
565+ 4.56% |
$41.4K - $48.6K
|
13K
$1.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
538New |
$39.4K - $46.3K
|
538
$69.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
506+ 25.16% |
$37K - $43.5K
|
2.52K
$327K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
500+ 0.63% |
$36.6K - $43K
|
79.6K
$10.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
487New |
$35.6K - $41.9K
|
487
$63.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Nbw Capital LLC
|
BUY
|
- |
467+ 0.52% |
$34.2K - $40.2K
|
89.9K
$11.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
440New |
$32.2K - $37.8K
|
440
$57.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
437+ 1.72% |
$32K - $37.6K
|
25.8K
$3.34M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
399+ 1.15% |
$29.2K - $34.3K
|
35.1K
$4.56M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
393+ 14.12% |
$28.8K - $33.8K
|
3.18K
$412K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
377+ 0.3% |
$27.6K - $32.4K
|
128K
$16.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
357+ 1.88% |
$26.1K - $30.7K
|
19.3K
$2.51M
|
|
|
Nov 15, 2023
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
347+ 1.94% |
$25.4K - $29.8K
|
18.3K
$2.37M
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
340+ 12.33% |
$24.9K - $29.2K
|
3.1K
$402K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
333+ 7.01% |
$24.4K - $28.6K
|
5.08K
$659K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
332+ 0.85% |
$24.3K - $28.6K
|
39.3K
$5.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
328+ 10.28% |
$24K - $28.2K
|
3.52K
$457K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
319+ 186.55% |
$23.4K - $27.4K
|
490
$63.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
302+ 1.42% |
$22.1K - $26K
|
21.6K
$2.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
300+ 5.4% |
$22K - $25.8K
|
5.86K
$760K
|
|
|
Nov 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
286+ 2.12% |
$20.9K - $24.6K
|
13.8K
$1.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
283+ 222.83% |
$20.7K - $24.3K
|
410
$53.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
273+ 1.47% |
$20K - $23.5K
|
18.8K
$2.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
248+ 2.71% |
$18.2K - $21.3K
|
9.39K
$1.22M
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
242+ 5.09% |
$17.7K - $20.8K
|
5K
$648K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
240+ 0.09% |
$17.6K - $20.6K
|
280K
$36.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
233+ 9.08% |
$17.1K - $20K
|
2.8K
$363K
|
|
|
Oct 30, 2023
Q3 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
225+ 2.88% |
$16.5K - $19.4K
|
8.04K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
224New |
$16.4K - $19.3K
|
224
$29.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
220+ 96.07% |
$16.1K - $18.9K
|
449
$58.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
210New |
$15.4K - $18.1K
|
210
$27.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
207+ 18.02% |
$15.2K - $17.8K
|
1.36K
$176K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
206+ 55.23% |
$15.1K - $17.7K
|
579
$75.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
204+ 7.25% |
$14.9K - $17.5K
|
3.02K
$391K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
203+ 3.59% |
$14.9K - $17.5K
|
5.86K
$761K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
200+ 3.72% |
$14.6K - $17.2K
|
5.57K
$723K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
197New |
$14.4K - $16.9K
|
197
$25.6K
|