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 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
29+ 1.71% |
$2.02K - $3.04K
|
1.72K
$196K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
27New |
$1.88K - $2.83K
|
27
$3.07K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
24+ 1.02% |
$1.67K - $2.52K
|
2.37K
$270K
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
22+ 0.21% |
$1.53K - $2.31K
|
10.4K
$1.19M
|
|
|
Jan 12, 2024
Q4 2023
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
20+ 0.67% |
$1.39K - $2.1K
|
3.02K
$344K
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
17+ 0.3% |
$1.18K - $1.78K
|
5.63K
$641K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
17New |
$1.18K - $1.78K
|
17
$1.93K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
17+ 4.15% |
$1.18K - $1.78K
|
427
$48.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16+ 5.48% |
$1.11K - $1.68K
|
308
$35K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
16+ 7.14% |
$1.11K - $1.68K
|
240
$27.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
16+ 1.67% |
$1.11K - $1.68K
|
975
$111K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
15+ 0.04% |
$1.04K - $1.57K
|
41.7K
$4.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
14+ 0.43% |
$975 - $1.47K
|
3.28K
$373K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
14+ 6.76% |
$975 - $1.47K
|
221
$25.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
14+ 0.43% |
$975 - $1.47K
|
3.26K
$370K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
13+ 0.14% |
$905 - $1.36K
|
9.18K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
13New |
$905 - $1.36K
|
13
$1.48K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
12+ 27.27% |
$836 - $1.26K
|
56
$6.37K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
12+ 0.22% |
$836 - $1.26K
|
5.49K
$624K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
11+ 2.68% |
$766 - $1.15K
|
421
$47.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
10+ 0.23% |
$697 - $1.05K
|
4.34K
$494K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 3.49% |
$627 - $944
|
267
$30.4K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
6+ 11.32% |
$418 - $629
|
59
$6.71K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
6+ 0.11% |
$418 - $629
|
5.67K
$645K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 10.87% |
$348 - $524
|
51
$5.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 7.69% |
$348 - $524
|
70
$7.96K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
5New |
$348 - $524
|
5
$569
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
4+ 3.54% |
$279 - $420
|
117
$13.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 0.34% |
$209 - $315
|
875
$99.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
3+ 0.14% |
$209 - $315
|
2.22K
$252K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1+ 0.04% |
$69.7 - $105
|
2.81K
$319K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1+ 0.05% |
$69.7 - $105
|
2.03K
$231K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.3% |
$69.7 - $105
|
333
$37.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 0.94% |
$69.7 - $105
|
107
$12.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2- 3.64% |
$139 - $210
|
53
$6.03K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2- 0.05% |
$139 - $210
|
3.93K
$447K
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-2- 0.05% |
$139 - $210
|
3.83K
$436K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5- 0.09% |
$348 - $524
|
5.51K
$627K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-7- 28.0% |
$488 - $734
|
18
$2.05K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-7- 0.16% |
$488 - $734
|
4.34K
$494K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-12- 0.39% |
$836 - $1.26K
|
3.06K
$348K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-13- 12.15% |
$905 - $1.36K
|
94
$10.7K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-14- 0.36% |
$975 - $1.47K
|
3.92K
$446K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-15- 7.69% |
$1.04K - $1.57K
|
180
$20.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-16- 10.67% |
$1.11K - $1.68K
|
134
$15.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-16- 6.08% |
$1.11K - $1.68K
|
247
$28.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-18- 2.86% |
$1.25K - $1.89K
|
611
$69.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-20- 3.25% |
$1.39K - $2.1K
|
596
$67.8K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-23- 2.49% |
$1.6K - $2.41K
|
902
$103K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-26- 0.25% |
$1.81K - $2.73K
|
10.3K
$1.18M
|