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 |
|---|---|---|---|---|---|---|---|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
264New |
$18.4K - $27.7K
|
264
$30K
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
246+ 0.39% |
$17.1K - $25.8K
|
62.9K
$7.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
244+ 5.14% |
$17K - $25.6K
|
4.99K
$568K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
239+ 3.36% |
$16.6K - $25.1K
|
7.36K
$837K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
237New |
$16.5K - $24.9K
|
237
$27K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
234New |
$16.3K - $24.5K
|
234
$26.6K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
208+ 12.61% |
$14.5K - $21.8K
|
1.86K
$211K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
204+ 7.19% |
$14.2K - $21.4K
|
3.04K
$346K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
204+ 91.48% |
$14.2K - $21.4K
|
427
$48.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
202+ 6.07% |
$14.1K - $21.2K
|
3.53K
$402K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
191+ 4.34% |
$13.3K - $20K
|
4.59K
$523K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
184New |
$12.8K - $19.3K
|
184
$20.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
152+ 2.73% |
$10.6K - $15.9K
|
5.72K
$651K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
141+ 35.61% |
$9.82K - $14.8K
|
537
$61.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
129New |
$8.98K - $13.5K
|
129
$14.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
125+ 1.55% |
$8.71K - $13.1K
|
8.17K
$929K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
121+ 4.06% |
$8.43K - $12.7K
|
3.1K
$353K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
120New |
$8.36K - $12.6K
|
120
$13.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
107+ 3.08% |
$7.45K - $11.2K
|
3.58K
$408K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
103New |
$7.17K - $10.8K
|
103
$11.7K
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
100New |
$6.97K - $10.5K
|
100
$11.4K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
100+ 2.86% |
$6.97K - $10.5K
|
3.59K
$409K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
100New |
$6.97K - $10.5K
|
100
$11.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
87New |
$6.06K - $9.12K
|
87
$9.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
87New |
$6.06K - $9.12K
|
87
$9.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
84+ 0.77% |
$5.85K - $8.81K
|
11K
$1.25M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
73+ 5.38% |
$5.08K - $7.66K
|
1.43K
$163K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
71New |
$4.95K - $7.45K
|
71
$8.08K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
67New |
$4.67K - $7.03K
|
67
$7.62K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
66+ 2.62% |
$4.6K - $6.92K
|
2.58K
$294K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
61New |
$4.25K - $6.4K
|
61
$6.94K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
57New |
$3.97K - $5.98K
|
57
$6.48K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
57+ 139.02% |
$3.97K - $5.98K
|
98
$11.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
55+ 1.58% |
$3.83K - $5.77K
|
3.54K
$402K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
55New |
$3.83K - $5.77K
|
55
$6.26K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
53+ 2.24% |
$3.69K - $5.56K
|
2.42K
$275K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
53+ 2.24% |
$3.69K - $5.56K
|
2.42K
$275K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
50+ 0.93% |
$3.48K - $5.24K
|
5.43K
$617K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
48+ 3.11% |
$3.34K - $5.03K
|
1.59K
$181K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
46New |
$3.2K - $4.82K
|
46
$5.23K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
45+ 63.38% |
$3.13K - $4.72K
|
116
$13.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
44+ 1.04% |
$3.06K - $4.61K
|
4.28K
$486K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
43New |
$2.99K - $4.51K
|
43
$4.89K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
43New |
$2.99K - $4.51K
|
43
$4.89K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
42+ 1.13% |
$2.93K - $4.4K
|
3.75K
$426K
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
39+ 0.01% |
$2.72K - $4.09K
|
280K
$31.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
35+ 7.95% |
$2.44K - $3.67K
|
475
$54K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
34New |
$2.37K - $3.57K
|
34
$3.87K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
33+ 2.78% |
$2.3K - $3.46K
|
1.22K
$139K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
30New |
$2.09K - $3.15K
|
30
$3.41K
|