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 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
26+ 2.24% |
$1.9K - $2.24K
|
1.19K
$135K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
25+ 4.07% |
$1.83K - $2.15K
|
639
$72.7K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
22+ 0.63% |
$1.61K - $1.89K
|
3.49K
$398K
|
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
BUY
|
- |
20+ 0.19% |
$1.46K - $1.72K
|
10.4K
$1.19M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
17+ 0.53% |
$1.24K - $1.46K
|
3.21K
$365K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
15+ 0.36% |
$1.1K - $1.29K
|
4.22K
$481K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
15+ 0.36% |
$1.1K - $1.29K
|
4.22K
$481K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
14New |
$1.02K - $1.2K
|
14
$1.59K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13+ 0.09% |
$952 - $1.12K
|
13.8K
$1.57M
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
13New |
$952 - $1.12K
|
13
$1.48K
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
11+ 0.2% |
$805 - $946
|
5.48K
$623K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
11+ 0.3% |
$805 - $946
|
3.63K
$413K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
9New |
$659 - $774
|
9
$1.02K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
9New |
$659 - $774
|
9
$1.02K
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
9+ 0.21% |
$659 - $774
|
4.33K
$492K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
6+ 0.69% |
$439 - $516
|
872
$99.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
6+ 0.05% |
$439 - $516
|
13.1K
$1.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
5New |
$366 - $430
|
5
$569
|
|
|
Nov 13, 2023
Q3 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
2+ 0.03% |
$146 - $172
|
6.59K
$749K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$146 - $172
|
2.8K
$319K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2+ 0.07% |
$146 - $172
|
2.8K
$319K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
1+ 100.0% |
$73.2 - $86
|
2
$228
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$73.2 - $86
|
1
$114
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$73.2 - $86
|
2.98K
$339K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
1+ 0.48% |
$73.2 - $86
|
211
$24K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1- 1.12% |
$73.2 - $86
|
88
$10K
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1- 2.63% |
$73.2 - $86
|
37
$4.21K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
SELL
|
- |
-1- 0.01% |
$73.2 - $86
|
7.53K
$857K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2- 0.06% |
$146 - $172
|
3.55K
$404K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2- 14.29% |
$146 - $172
|
12
$1.37K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-2- 2.3% |
$146 - $172
|
85
$9.67K
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-6- 0.14% |
$439 - $516
|
4.39K
$500K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-6- 0.11% |
$439 - $516
|
5.69K
$647K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-7- 0.32% |
$512 - $602
|
2.21K
$252K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-8- 38.1% |
$586 - $688
|
13
$1.48K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-11- 16.42% |
$805 - $946
|
56
$6.37K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-12- 25.53% |
$878 - $1.03K
|
35
$3.98K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-14- 0.13% |
$1.02K - $1.2K
|
10.5K
$1.19M
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-23- 47.92% |
$1.68K - $1.98K
|
25
$2.84K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-23- 0.39% |
$1.68K - $1.98K
|
5.93K
$674K
|
|
|
Nov 14, 2023
Q3 2023
|
Saber Capital Managment, LLC
Fuquay Varina, NC |
SELL
|
- |
-25- 0.23% |
$1.83K - $2.15K
|
11K
$1.26M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-27- 0.34% |
$1.98K - $2.32K
|
7.99K
$909K
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-37- 0.04% |
$2.71K - $3.18K
|
89.8K
$10.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-38- 1.14% |
$2.78K - $3.27K
|
3.29K
$374K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-49- 1.85% |
$3.59K - $4.21K
|
2.6K
$296K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-58- 1.07% |
$4.25K - $4.99K
|
5.38K
$612K
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-61- 0.34% |
$4.47K - $5.25K
|
17.9K
$2.04M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-66- 84.62% |
$4.83K - $5.68K
|
12
$1.37K
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-71- 46.1% |
$5.2K - $6.11K
|
83
$9.44K
|