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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
57+ 196.55% |
$6.21K - $8.5K
|
86
$9.78K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
57+ 12.31% |
$6.21K - $8.5K
|
520
$59.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
56New |
$6.1K - $8.35K
|
56
$6.37K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
55+ 1.27% |
$5.99K - $8.2K
|
4.38K
$498K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
55+ 1.66% |
$5.99K - $8.2K
|
3.37K
$383K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
54+ 2.42% |
$5.88K - $8.05K
|
2.28K
$260K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
51+ 52.04% |
$5.55K - $7.6K
|
149
$17K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
50+ 0.26% |
$5.44K - $7.45K
|
19.3K
$2.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
49+ 0.13% |
$5.33K - $7.3K
|
36.5K
$4.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
48+ 0.45% |
$5.23K - $7.15K
|
10.6K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
47+ 19.18% |
$5.12K - $7K
|
292
$33.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
44+ 5.04% |
$4.79K - $6.56K
|
917
$104K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
43+ 29.05% |
$4.68K - $6.41K
|
191
$21.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
42+ 0.22% |
$4.57K - $6.26K
|
19.6K
$2.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
36+ 5.95% |
$3.92K - $5.37K
|
641
$72.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
34+ 1.87% |
$3.7K - $5.07K
|
1.85K
$210K
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
32New |
$3.48K - $4.77K
|
32
$3.64K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
32+ 1.88% |
$3.48K - $4.77K
|
1.74K
$198K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
30+ 12.45% |
$3.27K - $4.47K
|
271
$30.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
29New |
$3.16K - $4.32K
|
29
$3.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
27+ 0.82% |
$2.94K - $4.02K
|
3.33K
$379K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
26+ 0.32% |
$2.83K - $3.88K
|
8.05K
$916K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
25+ 0.85% |
$2.72K - $3.73K
|
2.96K
$337K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
23+ 17.04% |
$2.5K - $3.43K
|
158
$18K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
23+ 4.79% |
$2.5K - $3.43K
|
503
$57.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
22+ 5.87% |
$2.39K - $3.28K
|
397
$45.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
22New |
$2.39K - $3.28K
|
22
$2.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
20New |
$2.18K - $2.98K
|
20
$2.28K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
20+ 0.24% |
$2.18K - $2.98K
|
8.33K
$947K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
19+ 3.94% |
$2.07K - $2.83K
|
501
$57K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
19+ 0.67% |
$2.07K - $2.83K
|
2.84K
$323K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
18+ 0.5% |
$1.96K - $2.68K
|
3.63K
$413K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
18New |
$1.96K - $2.68K
|
18
$2.05K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
17+ 0.31% |
$1.85K - $2.53K
|
5.54K
$630K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
15+ 0.91% |
$1.63K - $2.24K
|
1.67K
$190K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
14+ 0.05% |
$1.52K - $2.09K
|
25.6K
$2.91M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
14+ 35.0% |
$1.52K - $2.09K
|
54
$6.14K
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
BUY
|
- |
13+ 0.12% |
$1.42K - $1.94K
|
10.5K
$1.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
13+ 2.41% |
$1.42K - $1.94K
|
552
$62.8K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
13New |
$1.42K - $1.94K
|
13
$1.48K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
13+ 0.02% |
$1.42K - $1.94K
|
60.3K
$6.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
12New |
$1.31K - $1.79K
|
12
$1.37K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
12+ 0.35% |
$1.31K - $1.79K
|
3.42K
$389K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
12+ 2.63% |
$1.31K - $1.79K
|
469
$53.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
11New |
$1.2K - $1.64K
|
11
$1.25K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
11+ 0.06% |
$1.2K - $1.64K
|
17.9K
$2.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
11New |
$1.2K - $1.64K
|
11
$1.25K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
10New |
$1.09K - $1.49K
|
10
$1.14K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
10+ 0.39% |
$1.09K - $1.49K
|
2.61K
$296K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
10+ 0.15% |
$1.09K - $1.49K
|
6.57K
$747K
|