Latest Institutional Transactions on Pultegroup Inc (PHM)
This table provides information on the latest institutional transactions involving Pultegroup Inc (PHM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
2.07KNew |
$215K - $300K
|
2.07K
$211K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.58KNew |
$164K - $229K
|
1.58K
$161K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-34- 72.34% |
$3.53K - $4.93K
|
13
$1.33K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
10KNew |
$1.04M - $1.45M
|
10K
$1.02M
|
|
|
Nov 06, 2024
Q3 2024
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
1.7KNew |
$177K - $246K
|
1.7K
$173K
|
|
|
Nov 06, 2024
Q3 2024
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
500New |
$52K - $72.5K
|
500
$51K
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
607+ 33.15% |
$63.1K - $88K
|
2.44K
$249K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.67KNew |
$173K - $242K
|
1.67K
$170K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-8.7K- 85.77% |
$904K - $1.26M
|
1.44K
$147K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-329- 6.58% |
$34.2K - $47.7K
|
4.67K
$476K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 0.08% |
$208 - $290
|
2.39K
$244K
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
102+ 2.73% |
$10.6K - $14.8K
|
3.84K
$392K
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
1.5KNew |
$156K - $217K
|
1.5K
$153K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.44KNew |
$150K - $209K
|
1.44K
$147K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-117- 4.67% |
$12.2K - $17K
|
2.39K
$244K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.44KNew |
$150K - $209K
|
1.44K
$147K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-113- 52.8% |
$11.7K - $16.4K
|
101
$10.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
155New |
$16.1K - $22.5K
|
155
$15.8K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-627- 22.41% |
$65.2K - $90.9K
|
2.17K
$222K
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
780+ 6.08% |
$81.1K - $113K
|
13.6K
$1.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
100New |
$10.4K - $14.5K
|
100
$10.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.49K- 30.12% |
$155K - $216K
|
3.45K
$352K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
84New |
$8.73K - $12.2K
|
84
$8.57K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-3.88K- 5.57% |
$403K - $563K
|
65.7K
$6.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-997- 37.58% |
$104K - $145K
|
1.66K
$169K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
200New |
$20.8K - $29K
|
200
$20.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
1.45KNew |
$151K - $210K
|
1.45K
$148K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.8KNew |
$187K - $261K
|
1.8K
$184K
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
5.59KNew |
$581K - $811K
|
5.59K
$571K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
10New |
$1.04K - $1.45K
|
10
$1.02K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
3.63KNew |
$377K - $526K
|
3.63K
$370K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
7.31KNew |
$760K - $1.06M
|
7.31K
$746K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.75KNew |
$182K - $254K
|
1.75K
$179K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-9- 2.06% |
$936 - $1.3K
|
428
$43.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
894+ 1490.0% |
$92.9K - $130K
|
954
$97.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
38New |
$3.95K - $5.51K
|
38
$3.88K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.79KNew |
$186K - $260K
|
1.79K
$183K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-252- 3.61% |
$26.2K - $36.5K
|
6.73K
$686K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
300New |
$31.2K - $43.5K
|
300
$30.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-5- 0.23% |
$520 - $725
|
2.16K
$221K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.46KNew |
$151K - $211K
|
1.46K
$148K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
481New |
$50K - $69.7K
|
481
$49.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-2.51K- 30.63% |
$261K - $364K
|
5.69K
$581K
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
266+ 11.42% |
$27.7K - $38.6K
|
2.6K
$265K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
59New |
$6.13K - $8.55K
|
59
$6.02K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5- 1.1% |
$520 - $725
|
450
$45.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
55New |
$5.72K - $7.97K
|
55
$5.61K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-244- 2.84% |
$25.4K - $35.4K
|
8.34K
$851K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-45- 17.51% |
$4.68K - $6.52K
|
212
$21.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-13.4K- 74.71% |
$1.39M - $1.94M
|
4.54K
$463K
|