Purchases and Sales Made in Q4 2024 in Pultegroup Inc (PHM)
This table provides information about the institutional ownership of Pultegroup Inc (PHM) during Q4 2024. 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 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
384+ 24.35% |
$41.8K - $57.2K
|
1.96K
$200K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
379+ 3.05% |
$41.3K - $56.5K
|
12.8K
$1.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
377+ 23.91% |
$41K - $56.2K
|
1.95K
$199K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
369+ 0.39% |
$40.2K - $55K
|
95.4K
$9.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
361+ 5.64% |
$39.3K - $53.8K
|
6.76K
$690K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
360New |
$39.2K - $53.7K
|
360
$36.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
350+ 11.64% |
$38.1K - $52.2K
|
3.36K
$343K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
344+ 22.56% |
$37.4K - $51.3K
|
1.87K
$191K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
343+ 5.42% |
$37.3K - $51.1K
|
6.67K
$681K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
342+ 0.81% |
$37.2K - $51K
|
42.4K
$4.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
337+ 0.55% |
$36.7K - $50.2K
|
61.6K
$6.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
335+ 11.0% |
$36.5K - $49.9K
|
3.38K
$345K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
329New |
$35.8K - $49K
|
329
$33.6K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
329+ 17.68% |
$35.8K - $49K
|
2.19K
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
320+ 0.59% |
$34.8K - $47.7K
|
54.3K
$5.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
307+ 0.43% |
$33.4K - $45.8K
|
71.6K
$7.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
304+ 13.17% |
$33.1K - $45.3K
|
2.61K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
293+ 0.95% |
$31.9K - $43.7K
|
31.2K
$3.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
277+ 1.25% |
$30.2K - $41.3K
|
22.5K
$2.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
276+ 7.33% |
$30K - $41.1K
|
4.04K
$412K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
266+ 70.74% |
$29K - $39.6K
|
642
$65.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
265New |
$28.8K - $39.5K
|
265
$27K
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
263+ 1.93% |
$28.6K - $39.2K
|
13.9K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Muhlenkamp & CO Inc
|
BUY
|
- |
248+ 0.25% |
$27K - $37K
|
98.1K
$10M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
229+ 14.23% |
$24.9K - $34.1K
|
1.84K
$188K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
228+ 1.46% |
$24.8K - $34K
|
15.9K
$1.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
213+ 6.45% |
$23.2K - $31.7K
|
3.52K
$359K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
205+ 11.03% |
$22.3K - $30.6K
|
2.06K
$211K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
195+ 3.9% |
$21.2K - $29.1K
|
5.2K
$530K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
190+ 0.8% |
$20.7K - $28.3K
|
24K
$2.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
189New |
$20.6K - $28.2K
|
189
$19.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
188+ 10.9% |
$20.5K - $28K
|
1.91K
$195K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
186+ 18.04% |
$20.2K - $27.7K
|
1.22K
$124K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
178+ 8.28% |
$19.4K - $26.5K
|
2.33K
$238K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
173+ 4.16% |
$18.8K - $25.8K
|
4.33K
$442K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
167+ 5.53% |
$18.2K - $24.9K
|
3.19K
$325K
|
|
|
Feb 13, 2025
Q4 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
165+ 8.33% |
$18K - $24.6K
|
2.15K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
164+ 3.27% |
$17.9K - $24.4K
|
5.17K
$528K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
162+ 2.88% |
$17.6K - $24.1K
|
5.79K
$591K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
161+ 2.68% |
$17.5K - $24K
|
6.17K
$630K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
160+ 2.86% |
$17.4K - $23.8K
|
5.75K
$587K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
158+ 1.89% |
$17.2K - $23.5K
|
8.52K
$869K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
158New |
$17.2K - $23.5K
|
158
$16.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
157+ 0.56% |
$17.1K - $23.4K
|
28.3K
$2.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
153+ 4.75% |
$16.7K - $22.8K
|
3.38K
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
150+ 15.72% |
$16.3K - $22.4K
|
1.1K
$113K
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
BUY
|
- |
148+ 0.33% |
$16.1K - $22.1K
|
44.5K
$4.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
145+ 7.23% |
$15.8K - $21.6K
|
2.15K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
144New |
$15.7K - $21.5K
|
144
$14.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
143+ 1.57% |
$15.6K - $21.3K
|
9.24K
$942K
|