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 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
763+ 21.0% |
$53.1K - $80K
|
4.4K
$563K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
750New |
$52.2K - $78.7K
|
750
$96K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
734+ 1.77% |
$51.1K - $77K
|
42.2K
$5.41M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
715New |
$49.8K - $75K
|
715
$91.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
690+ 43.13% |
$48.1K - $72.4K
|
2.29K
$293K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
650+ 7.91% |
$45.3K - $68.2K
|
8.87K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
647+ 2.83% |
$45.1K - $67.9K
|
23.5K
$3.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
615+ 12.31% |
$42.8K - $64.5K
|
5.61K
$719K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
601+ 11.83% |
$41.9K - $63K
|
5.68K
$728K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
594+ 6.75% |
$41.4K - $62.3K
|
9.4K
$1.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
570New |
$39.7K - $59.8K
|
570
$73K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
559+ 2.69% |
$38.9K - $58.6K
|
21.3K
$2.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
550+ 20.45% |
$38.3K - $57.7K
|
3.24K
$415K
|
|
|
Feb 12, 2024
Q4 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
526+ 0.41% |
$36.6K - $55.2K
|
129K
$16.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
523+ 16.96% |
$36.4K - $54.9K
|
3.61K
$462K
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
514+ 0.55% |
$35.8K - $53.9K
|
93.6K
$12M
|
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
BUY
|
- |
510+ 5.97% |
$35.5K - $53.5K
|
9.05K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
510+ 8.71% |
$35.5K - $53.5K
|
6.37K
$815K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
509+ 43.25% |
$35.5K - $53.4K
|
1.69K
$216K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
507+ 10.52% |
$35.3K - $53.2K
|
5.33K
$682K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
485+ 15.27% |
$33.8K - $50.9K
|
3.66K
$469K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
467+ 15.07% |
$32.5K - $49K
|
3.57K
$457K
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
BUY
|
- |
462+ 10.18% |
$32.2K - $48.5K
|
5K
$640K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
453+ 9060.0% |
$31.6K - $47.5K
|
458
$58.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
445+ 15.19% |
$31K - $46.7K
|
3.37K
$432K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
445+ 15.19% |
$31K - $46.7K
|
3.37K
$432K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
424+ 7.68% |
$29.5K - $44.5K
|
5.95K
$762K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
422+ 1.66% |
$29.4K - $44.3K
|
25.8K
$3.3M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
422New |
$29.4K - $44.3K
|
422
$54K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
414+ 1.28% |
$28.8K - $43.4K
|
32.6K
$4.18M
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
BUY
|
- |
409+ 13.03% |
$28.5K - $42.9K
|
3.55K
$454K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
406+ 3.89% |
$28.3K - $42.6K
|
10.9K
$1.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
400+ 3.24% |
$27.9K - $42K
|
12.7K
$1.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
390New |
$27.2K - $40.9K
|
390
$49.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
381+ 3463.64% |
$26.5K - $40K
|
392
$50.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
366+ 1.95% |
$25.5K - $38.4K
|
19.2K
$2.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
365+ 6.12% |
$25.4K - $38.3K
|
6.33K
$810K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
360New |
$25.1K - $37.8K
|
360
$46.1K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
345+ 3.67% |
$24K - $36.2K
|
9.74K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
311+ 53.71% |
$21.7K - $32.6K
|
890
$114K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
308+ 1.6% |
$21.5K - $32.3K
|
19.6K
$2.51M
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
300New |
$20.9K - $31.5K
|
300
$38.4K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
297+ 10.59% |
$20.7K - $31.1K
|
3.1K
$397K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
292+ 335.63% |
$20.3K - $30.6K
|
379
$48.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
288+ 1.12% |
$20.1K - $30.2K
|
26.1K
$3.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
270+ 51.63% |
$18.8K - $28.3K
|
793
$102K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
264New |
$18.4K - $27.7K
|
264
$33.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
246+ 0.39% |
$17.1K - $25.8K
|
62.9K
$8.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
244+ 5.14% |
$17K - $25.6K
|
4.99K
$639K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
239+ 3.36% |
$16.6K - $25.1K
|
7.36K
$942K
|