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 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-14- 0.75% |
$1.46K - $2.03K
|
1.86K
$238K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-16- 13.91% |
$1.66K - $2.32K
|
99
$12.7K
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
SELL
|
- |
-18- 0.17% |
$1.87K - $2.61K
|
10.8K
$1.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-18- 0.43% |
$1.87K - $2.61K
|
4.16K
$533K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-19- 0.74% |
$1.98K - $2.75K
|
2.56K
$328K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-19- 16.38% |
$1.98K - $2.75K
|
97
$12.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-19- 3.41% |
$1.98K - $2.75K
|
539
$69.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-21- 1.0% |
$2.18K - $3.04K
|
2.07K
$266K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-24- 4.99% |
$2.49K - $3.48K
|
457
$58.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-25- 1.12% |
$2.6K - $3.62K
|
2.2K
$282K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-29- 3.22% |
$3.01K - $4.2K
|
873
$112K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-34- 72.34% |
$3.53K - $4.93K
|
13
$1.67K
|
|
|
Nov 12, 2024
Q3 2024
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-34- 0.03% |
$3.53K - $4.93K
|
97.8K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-35- 1.5% |
$3.64K - $5.07K
|
2.3K
$295K
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-39- 0.57% |
$4.05K - $5.65K
|
6.8K
$871K
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-40- 32.0% |
$4.16K - $5.8K
|
85
$10.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-43- 0.84% |
$4.47K - $6.23K
|
5.07K
$649K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-45- 17.51% |
$4.68K - $6.52K
|
212
$27.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-45- 1.98% |
$4.68K - $6.52K
|
2.23K
$286K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-47- 0.98% |
$4.89K - $6.81K
|
4.73K
$605K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-48- 2.71% |
$4.99K - $6.96K
|
1.72K
$220K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-55- 1.38% |
$5.72K - $7.97K
|
3.92K
$502K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-57- 1.27% |
$5.93K - $8.26K
|
4.42K
$566K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-58- 1.94% |
$6.03K - $8.41K
|
2.93K
$375K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-59- 1.96% |
$6.13K - $8.55K
|
2.95K
$378K
|
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-63- 3.64% |
$6.55K - $9.13K
|
1.67K
$214K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-65- 1.69% |
$6.76K - $9.42K
|
3.78K
$485K
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-67- 1.98% |
$6.96K - $9.71K
|
3.33K
$426K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-69- 28.99% |
$7.17K - $10K
|
169
$21.7K
|
|
|
Nov 14, 2024
Q3 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-69- 0.26% |
$7.17K - $10K
|
26K
$3.33M
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-79- 1.1% |
$8.21K - $11.5K
|
7.09K
$909K
|
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-87- 3.18% |
$9.04K - $12.6K
|
2.65K
$340K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-88- 2.33% |
$9.15K - $12.8K
|
3.69K
$473K
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-90- 14.85% |
$9.36K - $13K
|
516
$66.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-91- 1.09% |
$9.46K - $13.2K
|
8.26K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-91- 1.61% |
$9.46K - $13.2K
|
5.54K
$710K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-94- 1.31% |
$9.77K - $13.6K
|
7.08K
$907K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-98- 0.94% |
$10.2K - $14.2K
|
10.4K
$1.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-99- 1.92% |
$10.3K - $14.4K
|
5.06K
$648K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-100- 1.13% |
$10.4K - $14.5K
|
8.74K
$1.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-106- 1.52% |
$11K - $15.4K
|
6.86K
$879K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-107- 2.96% |
$11.1K - $15.5K
|
3.51K
$450K
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-112- 5.12% |
$11.6K - $16.2K
|
2.08K
$266K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-113- 52.8% |
$11.7K - $16.4K
|
101
$12.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-116- 1.73% |
$12.1K - $16.8K
|
6.58K
$843K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-117- 4.67% |
$12.2K - $17K
|
2.39K
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-121- 0.96% |
$12.6K - $17.5K
|
12.4K
$1.59M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-122- 0.94% |
$12.7K - $17.7K
|
12.9K
$1.65M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-122- 10.18% |
$12.7K - $17.7K
|
1.08K
$138K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-123- 1.49% |
$12.8K - $17.8K
|
8.14K
$1.04M
|