Purchases and Sales Made in Q4 2021 in Pultegroup Inc (PHM)
This table provides information about the institutional ownership of Pultegroup Inc (PHM) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2022
Q4 2021
|
Fortem Financial Group, LLC
|
BUY
|
- |
140+ 1.93% |
$6.46K - $8.07K
|
7.4K
$814K
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
137+ 2.65% |
$6.32K - $7.9K
|
5.31K
$584K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
131+ 21.76% |
$6.04K - $7.55K
|
733
$80.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
125+ 56.56% |
$5.77K - $7.21K
|
346
$38.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
118+ 0.76% |
$5.44K - $6.8K
|
15.7K
$1.72M
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
115+ 3.61% |
$5.3K - $6.63K
|
3.3K
$363K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
114+ 0.69% |
$5.26K - $6.57K
|
16.7K
$1.84M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
102New |
$4.71K - $5.88K
|
102
$11.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
100New |
$4.61K - $5.77K
|
100
$11K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
96+ 457.14% |
$4.43K - $5.53K
|
117
$12.9K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
87New |
$4.01K - $5.02K
|
87
$9.57K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
86New |
$3.97K - $4.96K
|
86
$9.46K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
80+ 0.39% |
$3.69K - $4.61K
|
20.6K
$2.27M
|
|
|
Jan 20, 2022
Q4 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
80+ 0.47% |
$3.69K - $4.61K
|
17.2K
$1.9M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
76New |
$3.51K - $4.38K
|
76
$8.36K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
75+ 3.45% |
$3.46K - $4.32K
|
2.25K
$247K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
70+ 152.17% |
$3.23K - $4.04K
|
116
$12.8K
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
65+ 0.97% |
$3K - $3.75K
|
6.79K
$747K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
60New |
$2.77K - $3.46K
|
60
$6.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
59New |
$2.72K - $3.4K
|
59
$6.49K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
51New |
$2.35K - $2.94K
|
51
$5.61K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
50New |
$2.31K - $2.88K
|
50
$5.5K
|
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
45+ 0.57% |
$2.08K - $2.59K
|
7.9K
$869K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
44New |
$2.03K - $2.54K
|
44
$4.84K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
42New |
$1.94K - $2.42K
|
42
$4.62K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
41+ 0.79% |
$1.89K - $2.36K
|
5.25K
$577K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
35+ 3.88% |
$1.61K - $2.02K
|
938
$103K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
33+ 4.66% |
$1.52K - $1.9K
|
741
$81.5K
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
32New |
$1.48K - $1.84K
|
32
$3.52K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
32+ 0.34% |
$1.48K - $1.84K
|
9.37K
$1.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
31+ 1.43% |
$1.43K - $1.79K
|
2.2K
$242K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
30+ 2.98% |
$1.38K - $1.73K
|
1.04K
$114K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
29New |
$1.34K - $1.67K
|
29
$3.19K
|
|
|
Jan 21, 2022
Q4 2021
|
Denali Advisors LLC
|
BUY
|
- |
24+ 48.98% |
$1.11K - $1.38K
|
73
$8.03K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
24New |
$1.11K - $1.38K
|
24
$2.64K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
19+ 0.44% |
$876 - $1.1K
|
4.34K
$477K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
19+ 190.0% |
$876 - $1.1K
|
29
$3.19K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
18+ 36.0% |
$830 - $1.04K
|
68
$7.48K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
16+ 15.09% |
$738 - $922
|
122
$13.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 5.02% |
$738 - $922
|
335
$36.9K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
12New |
$554 - $692
|
12
$1.32K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11New |
$507 - $634
|
11
$1.21K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
3New |
$138 - $173
|
3
$330
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$138 - $173
|
19.7K
$2.17M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3New |
$138 - $173
|
3
$330
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.61% |
$46.1 - $57.7
|
165
$18.2K
|
|
|
Nov 22, 2024
Q4 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$46.1 - $57.7
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-2- 4.76% |
$92.3 - $115
|
40
$4.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-4Closed |
$185 - $231
|
0
$0
|