Purchases and Sales Made in Q4 2023 in Pultegroup Inc (PHM)
This table provides information about the institutional ownership of Pultegroup Inc (PHM) during Q4 2023. 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 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-74- 5.46% |
$5.15K - $7.76K
|
1.28K
$164K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-80- 23.88% |
$5.57K - $8.39K
|
255
$32.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-84- 1.43% |
$5.85K - $8.81K
|
5.78K
$740K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-86- 87.76% |
$5.99K - $9.02K
|
12
$1.54K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-86- 6.58% |
$5.99K - $9.02K
|
1.22K
$156K
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-87- 0.08% |
$6.06K - $9.12K
|
116K
$14.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-90- 1.18% |
$6.27K - $9.44K
|
7.55K
$967K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-91- 32.16% |
$6.34K - $9.54K
|
192
$24.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-99- 25.38% |
$6.9K - $10.4K
|
291
$37.3K
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-99- 0.71% |
$6.9K - $10.4K
|
13.9K
$1.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-103- 1.49% |
$7.17K - $10.8K
|
6.82K
$874K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-103- 3.6% |
$7.17K - $10.8K
|
2.76K
$353K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-104- 2.18% |
$7.24K - $10.9K
|
4.66K
$597K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-106- 12.34% |
$7.38K - $11.1K
|
753
$96.4K
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-114- 16.01% |
$7.94K - $12K
|
598
$76.6K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-121- 2.83% |
$8.43K - $12.7K
|
4.15K
$532K
|
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-122- 1.67% |
$8.5K - $12.8K
|
7.2K
$922K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-126- 2.24% |
$8.78K - $13.2K
|
5.51K
$705K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-127- 3.86% |
$8.85K - $13.3K
|
3.17K
$406K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-134- 1.59% |
$9.33K - $14.1K
|
8.29K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-137- 5.41% |
$9.54K - $14.4K
|
2.4K
$307K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-143- 20.61% |
$9.96K - $15K
|
551
$70.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-148- 34.58% |
$10.3K - $15.5K
|
280
$35.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-159- 4.52% |
$11.1K - $16.7K
|
3.36K
$430K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-167- 3.37% |
$11.6K - $17.5K
|
4.79K
$614K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-171- 1.61% |
$11.9K - $17.9K
|
10.4K
$1.34M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-171- 34.9% |
$11.9K - $17.9K
|
319
$40.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
SELL
|
- |
-181- 2.4% |
$12.6K - $19K
|
7.35K
$941K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-182- 37.68% |
$12.7K - $19.1K
|
301
$38.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-203- 0.69% |
$14.1K - $21.3K
|
29.3K
$3.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-204- 6.76% |
$14.2K - $21.4K
|
2.81K
$360K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-220- 2.83% |
$15.3K - $23.1K
|
7.56K
$968K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-223- 5.4% |
$15.5K - $23.4K
|
3.91K
$500K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-240- 35.29% |
$16.7K - $25.2K
|
440
$56.3K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-241- 4.65% |
$16.8K - $25.3K
|
4.95K
$633K
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-250- 7.93% |
$17.4K - $26.2K
|
2.9K
$372K
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-251- 35.65% |
$17.5K - $26.3K
|
453
$58K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-255- 62.2% |
$17.8K - $26.7K
|
155
$19.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-266- 0.62% |
$18.5K - $27.9K
|
42.8K
$5.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-270- 9.25% |
$18.8K - $28.3K
|
2.65K
$339K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-274- 0.41% |
$19.1K - $28.7K
|
66.5K
$8.52M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-284- 2.91% |
$19.8K - $29.8K
|
9.48K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-286- 36.71% |
$19.9K - $30K
|
493
$63.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-298- 66.37% |
$20.8K - $31.3K
|
151
$19.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-300- 0.28% |
$20.9K - $31.5K
|
107K
$13.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-300- 2.93% |
$20.9K - $31.5K
|
9.95K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-305- 3.36% |
$21.2K - $32K
|
8.77K
$1.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-305- 3.82% |
$21.2K - $32K
|
7.68K
$984K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-306- 9.3% |
$21.3K - $32.1K
|
2.99K
$382K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-308- 6.89% |
$21.5K - $32.3K
|
4.16K
$533K
|