Purchases and Sales Made in Q3 2024 in Pultegroup Inc (PHM)
This table provides information about the institutional ownership of Pultegroup Inc (PHM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
12New |
$1.25K - $1.74K
|
12
$1.54K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
12New |
$1.25K - $1.74K
|
12
$1.54K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
11+ 3.01% |
$1.14K - $1.59K
|
376
$48.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
10New |
$1.04K - $1.45K
|
10
$1.28K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
10New |
$1.04K - $1.45K
|
10
$1.28K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
10+ 0.5% |
$1.04K - $1.45K
|
2K
$256K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
10+ 0.23% |
$1.04K - $1.45K
|
4.32K
$553K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
9+ 3.88% |
$936 - $1.3K
|
241
$30.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 1.57% |
$936 - $1.3K
|
584
$74.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 2.18% |
$832 - $1.16K
|
375
$48K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
8+ 0.22% |
$832 - $1.16K
|
3.61K
$463K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 1.69% |
$832 - $1.16K
|
482
$61.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
7New |
$728 - $1.01K
|
7
$897
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 1.43% |
$728 - $1.01K
|
495
$63.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6+ 0.2% |
$624 - $870
|
3.05K
$390K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
5New |
$520 - $725
|
5
$641
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4+ 2.72% |
$416 - $580
|
151
$19.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 0.08% |
$208 - $290
|
2.39K
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.5% |
$208 - $290
|
402
$51.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
2+ 13.33% |
$208 - $290
|
17
$2.18K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
1+ 0.04% |
$104 - $145
|
2.5K
$321K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$104 - $145
|
1
$128
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.15% |
$104 - $145
|
651
$83.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1+ 12.5% |
$104 - $145
|
9
$1.15K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1- 0.04% |
$104 - $145
|
2.27K
$291K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1- 0.03% |
$104 - $145
|
2.89K
$370K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1- 0.01% |
$104 - $145
|
18.2K
$2.33M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2- 3.7% |
$208 - $290
|
52
$6.66K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-3- 15.79% |
$312 - $435
|
16
$2.05K
|
|
|
Oct 22, 2024
Q3 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-3- 0.11% |
$312 - $435
|
2.67K
$341K
|
|
|
Nov 08, 2024
Q3 2024
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-3- 0.16% |
$312 - $435
|
1.87K
$240K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-3- 50.0% |
$312 - $435
|
3
$384
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-4- 0.19% |
$416 - $580
|
2.15K
$276K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.19% |
$416 - $580
|
2.14K
$274K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5- 1.1% |
$520 - $725
|
450
$57.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-5- 0.23% |
$520 - $725
|
2.16K
$277K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-5- 13.89% |
$520 - $725
|
31
$3.97K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-5- 0.23% |
$520 - $725
|
2.17K
$278K
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-7- 3.08% |
$728 - $1.01K
|
220
$28.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8- 0.94% |
$832 - $1.16K
|
843
$108K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-8- 10.39% |
$832 - $1.16K
|
69
$8.84K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-9- 14.75% |
$936 - $1.3K
|
52
$6.66K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-9- 2.06% |
$936 - $1.3K
|
428
$54.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-9- 0.16% |
$936 - $1.3K
|
5.52K
$707K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-10- 15.87% |
$1.04K - $1.45K
|
53
$6.79K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-12- 0.39% |
$1.25K - $1.74K
|
3.09K
$396K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-12- 2.48% |
$1.25K - $1.74K
|
472
$60.5K
|