Purchases and Sales Made in Q4 2022 in Pultegroup Inc (PHM)
This table provides information about the institutional ownership of Pultegroup Inc (PHM) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
231New |
$8.45K - $10.9K
|
231
$26.3K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
230+ 19.15% |
$8.42K - $10.8K
|
1.43K
$163K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
224+ 339.39% |
$8.2K - $10.5K
|
290
$33K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
220New |
$8.05K - $10.4K
|
220
$25K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
217+ 5.09% |
$7.94K - $10.2K
|
4.48K
$510K
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
216+ 1.37% |
$7.9K - $10.2K
|
16K
$1.82M
|
|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$7.32K - $9.41K
|
200
$22.8K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
192+ 2.84% |
$7.03K - $9.03K
|
6.94K
$790K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
190+ 8.14% |
$6.95K - $8.94K
|
2.52K
$287K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
185+ 528.57% |
$6.77K - $8.7K
|
220
$25K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
171+ 0.32% |
$6.26K - $8.05K
|
52.8K
$6.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
152+ 0.1% |
$5.56K - $7.15K
|
159K
$18.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
138+ 27.27% |
$5.05K - $6.49K
|
644
$73.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
134New |
$4.9K - $6.3K
|
134
$15.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
130New |
$4.76K - $6.12K
|
130
$14.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
122New |
$4.46K - $5.74K
|
122
$13.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
118+ 9.31% |
$4.32K - $5.55K
|
1.39K
$158K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
115New |
$4.21K - $5.41K
|
115
$13.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
114+ 1.24% |
$4.17K - $5.36K
|
9.3K
$1.06M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
100New |
$3.66K - $4.71K
|
100
$11.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
96+ 0.09% |
$3.51K - $4.52K
|
111K
$12.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
87+ 164.15% |
$3.18K - $4.09K
|
140
$15.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
86+ 0.47% |
$3.15K - $4.05K
|
18.5K
$2.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
83+ 5.95% |
$3.04K - $3.91K
|
1.48K
$168K
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
80+ 0.44% |
$2.93K - $3.76K
|
18.2K
$2.07M
|
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
74+ 0.07% |
$2.71K - $3.48K
|
99.4K
$11.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
74New |
$2.71K - $3.48K
|
74
$8.42K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
69+ 101.47% |
$2.52K - $3.25K
|
137
$15.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
66+ 9.58% |
$2.41K - $3.11K
|
755
$85.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
66+ 0.93% |
$2.41K - $3.11K
|
7.18K
$817K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
62+ 6.84% |
$2.27K - $2.92K
|
969
$110K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
60New |
$2.2K - $2.82K
|
60
$6.83K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
57New |
$2.09K - $2.68K
|
57
$6.48K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
54New |
$1.98K - $2.54K
|
54
$6.14K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
54+ 38.03% |
$1.98K - $2.54K
|
196
$22.3K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
53New |
$1.94K - $2.49K
|
53
$6.03K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
43New |
$1.57K - $2.02K
|
43
$4.89K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
41+ 0.99% |
$1.5K - $1.93K
|
4.17K
$475K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
40New |
$1.46K - $1.88K
|
40
$4.55K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
36+ 1.31% |
$1.32K - $1.69K
|
2.79K
$317K
|
|
|
Feb 02, 2023
Q4 2022
|
X Square Capital, LLC
|
BUY
|
- |
33+ 0.1% |
$1.21K - $1.55K
|
31.7K
$3.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
31+ 37.8% |
$1.13K - $1.46K
|
113
$12.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
31+ 1.33% |
$1.13K - $1.46K
|
2.37K
$269K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
29+ 10.18% |
$1.06K - $1.36K
|
314
$35.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Unison Advisors LLC
|
BUY
|
- |
28+ 0.27% |
$1.02K - $1.32K
|
10.3K
$1.18M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
25+ 92.59% |
$915 - $1.18K
|
52
$5.92K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
21+ 61.76% |
$768 - $988
|
55
$6.26K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18+ 6.5% |
$659 - $847
|
295
$33.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
18+ 41.86% |
$659 - $847
|
61
$6.94K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
16+ 100.0% |
$585 - $753
|
32
$3.64K
|