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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
16New |
$585 - $753
|
16
$1.82K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14+ 0.26% |
$512 - $659
|
5.43K
$618K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
14+ 5.49% |
$512 - $659
|
269
$30.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
13+ 15.85% |
$476 - $612
|
95
$10.8K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
10+ 8.55% |
$366 - $471
|
127
$14.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
9+ 25.71% |
$329 - $423
|
44
$5.01K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5New |
$183 - $235
|
5
$569
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
5New |
$183 - $235
|
5
$569
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
5+ 0.09% |
$183 - $235
|
5.36K
$609K
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
4+ 11.43% |
$146 - $188
|
39
$4.44K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.15% |
$146 - $188
|
2.64K
$300K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.15% |
$146 - $188
|
2.64K
$300K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 10.71% |
$110 - $141
|
31
$3.53K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 3.49% |
$110 - $141
|
89
$10.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2New |
$73.2 - $94.1
|
2
$228
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
2+ 5.41% |
$73.2 - $94.1
|
39
$4.44K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
2+ 0.66% |
$73.2 - $94.1
|
307
$34.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
1+ 0.53% |
$36.6 - $47.1
|
190
$21.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1+ 0.36% |
$36.6 - $47.1
|
275
$31.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.6% |
$36.6 - $47.1
|
167
$19K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.59% |
$36.6 - $47.1
|
170
$19.3K
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1- 1.85% |
$36.6 - $47.1
|
53
$6.03K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2- 0.88% |
$73.2 - $94.1
|
225
$25.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-7- 0.23% |
$256 - $329
|
3.05K
$347K
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-14- 0.09% |
$512 - $659
|
16.2K
$1.85M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-14- 27.45% |
$512 - $659
|
37
$4.21K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-16- 0.05% |
$585 - $753
|
33.4K
$3.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-17- 0.77% |
$622 - $800
|
2.2K
$250K
|
|
|
Feb 14, 2023
Q4 2022
|
Saber Capital Managment, LLC
Fuquay Varina, NC |
SELL
|
- |
-19- 0.07% |
$695 - $894
|
27.4K
$3.11M
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-20- 0.09% |
$732 - $941
|
22.3K
$2.54M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-22- 25.29% |
$805 - $1.04K
|
65
$7.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-30- 12.0% |
$1.1K - $1.41K
|
220
$25K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-32- 11.68% |
$1.17K - $1.51K
|
242
$27.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Hendershot Investments Inc.
|
SELL
|
- |
-34- 0.04% |
$1.24K - $1.6K
|
78.1K
$8.89M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-38- 76.0% |
$1.39K - $1.79K
|
12
$1.37K
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-40- 0.49% |
$1.46K - $1.88K
|
8.05K
$916K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-47- 30.92% |
$1.72K - $2.21K
|
105
$11.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-53- 0.86% |
$1.94K - $2.49K
|
6.1K
$694K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-55Closed |
$2.01K - $2.59K
|
0
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-56- 21.05% |
$2.05K - $2.63K
|
210
$23.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-61- 0.81% |
$2.23K - $2.87K
|
7.46K
$849K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-66- 0.83% |
$2.41K - $3.11K
|
7.9K
$899K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-72- 0.69% |
$2.63K - $3.39K
|
10.4K
$1.18M
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-73- 0.8% |
$2.67K - $3.43K
|
9K
$1.02M
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-98- 0.52% |
$3.59K - $4.61K
|
18.7K
$2.13M
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.68% |
$3.66K - $4.71K
|
14.7K
$1.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-100- 0.51% |
$3.66K - $4.71K
|
19.5K
$2.22M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-101- 29.36% |
$3.7K - $4.75K
|
243
$27.6K
|