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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Dean Capital Management
Overland Park, KS |
BUY
|
- |
2.77K+ 19.36% |
$193K - $291K
|
17.1K
$2.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
2.76KNew |
$192K - $289K
|
2.76K
$353K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.74K+ 5.55% |
$191K - $287K
|
52.1K
$6.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.74KNew |
$191K - $287K
|
2.74K
$351K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.74KNew |
$191K - $287K
|
2.74K
$351K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.69KNew |
$187K - $282K
|
2.69K
$344K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.68KNew |
$187K - $281K
|
2.68K
$344K
|
|
|
Feb 02, 2024
Q4 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
2.63KNew |
$183K - $276K
|
2.63K
$336K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.58KNew |
$180K - $271K
|
2.58K
$331K
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
2.55KNew |
$178K - $267K
|
2.55K
$327K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.52KNew |
$175K - $264K
|
2.52K
$322K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
2.5KNew |
$174K - $262K
|
2.5K
$320K
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
2.5KNew |
$174K - $262K
|
2.5K
$320K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
2.48KNew |
$173K - $260K
|
2.48K
$318K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.48KNew |
$173K - $260K
|
2.48K
$318K
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2.48KNew |
$173K - $260K
|
2.48K
$317K
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2.47KNew |
$172K - $259K
|
2.47K
$316K
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
BUY
|
- |
2.45KNew |
$171K - $257K
|
2.45K
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.4KNew |
$167K - $252K
|
2.4K
$308K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.4KNew |
$167K - $251K
|
2.4K
$307K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
2.39KNew |
$166K - $250K
|
2.39K
$306K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
2.38KNew |
$166K - $249K
|
2.38K
$305K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
2.35KNew |
$164K - $247K
|
2.35K
$301K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.33K+ 6.93% |
$162K - $244K
|
35.9K
$4.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.31KNew |
$161K - $243K
|
2.31K
$296K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
2.31KNew |
$161K - $242K
|
2.31K
$296K
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
2.31KNew |
$161K - $242K
|
2.31K
$296K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
2.3KNew |
$160K - $241K
|
2.3K
$294K
|
|
|
Jan 11, 2024
Q4 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
2.29KNew |
$160K - $240K
|
2.29K
$294K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.28KNew |
$159K - $239K
|
2.28K
$292K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.27K+ 5.11% |
$158K - $238K
|
46.7K
$5.98M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
2.26K+ 38.14% |
$157K - $237K
|
8.19K
$1.05M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
2.23KNew |
$156K - $234K
|
2.23K
$286K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.21KNew |
$154K - $232K
|
2.21K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.21KNew |
$154K - $232K
|
2.21K
$283K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.2KNew |
$154K - $231K
|
2.2K
$282K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
2.2KNew |
$153K - $231K
|
2.2K
$282K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.18KNew |
$152K - $229K
|
2.18K
$279K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.18KNew |
$151K - $228K
|
2.18K
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
2.17KNew |
$151K - $228K
|
2.17K
$278K
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
2.17KNew |
$151K - $227K
|
2.17K
$278K
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.16KNew |
$150K - $226K
|
2.16K
$276K
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
2.15KNew |
$150K - $226K
|
2.15K
$276K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
2.12KNew |
$148K - $222K
|
2.12K
$272K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
2.11KNew |
$147K - $222K
|
2.11K
$271K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
2.1KNew |
$146K - $220K
|
2.1K
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
2.09KNew |
$146K - $220K
|
2.09K
$268K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.07K+ 58.94% |
$144K - $217K
|
5.59K
$715K
|
|
|
Feb 05, 2024
Q4 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
2.07KNew |
$144K - $217K
|
2.07K
$264K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.06KNew |
$144K - $216K
|
2.06K
$264K
|