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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-18K- 14.82% |
$1.87M - $2.61M
|
103K
$10.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
493+ 7042.86% |
$51.2K - $71.5K
|
500
$51K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
2+ 13.33% |
$208 - $290
|
17
$1.73K
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.1K- 11.0% |
$114K - $159K
|
8.9K
$908K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
3.41KNew |
$355K - $495K
|
3.41K
$348K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.78K+ 2.3% |
$289K - $403K
|
124K
$12.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
8.36KNew |
$869K - $1.21M
|
8.36K
$852K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-3- 50.0% |
$312 - $435
|
3
$306
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
52.9KNew |
$5.5M - $7.67M
|
52.9K
$5.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
20.7KNew |
$2.15M - $3.01M
|
20.7K
$2.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.28K- 2.35% |
$133K - $185K
|
52.9K
$5.4M
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
315+ 15.95% |
$32.7K - $45.7K
|
2.29K
$234K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-234- 42.7% |
$24.3K - $33.9K
|
314
$32K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.22KNew |
$335K - $467K
|
3.22K
$329K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
92.9K+ 28.5% |
$9.65M - $13.5M
|
419K
$42.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
1KNew |
$104K - $145K
|
1K
$102K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.3K+ 23.49% |
$1.7M - $2.37M
|
86K
$8.77M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
5New |
$520 - $725
|
5
$510
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
500New |
$52K - $72.5K
|
500
$51K
|
|
|
Oct 17, 2024
Q3 2024
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-499- 7.96% |
$51.9K - $72.3K
|
5.77K
$589K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.93KNew |
$201K - $280K
|
1.93K
$197K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
17.1KNew |
$1.78M - $2.48M
|
17.1K
$1.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1+ 12.5% |
$104 - $145
|
9
$918
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.45KNew |
$150K - $210K
|
1.45K
$148K
|
|
|
Oct 16, 2024
Q3 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-2.67K- 5.4% |
$278K - $387K
|
46.8K
$4.77M
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.9KNew |
$198K - $275K
|
1.9K
$194K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.81KNew |
$188K - $262K
|
1.81K
$184K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
268+ 12.71% |
$27.9K - $38.9K
|
2.38K
$243K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-606- 29.28% |
$63K - $87.9K
|
1.46K
$149K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.41KNew |
$146K - $204K
|
1.41K
$143K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
226+ 12.91% |
$23.5K - $32.8K
|
1.98K
$202K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
21+ 420.0% |
$2.18K - $3.04K
|
26
$2.65K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
923New |
$95.9K - $134K
|
923
$94.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
1.35KNew |
$140K - $195K
|
1.35K
$137K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-69- 28.99% |
$7.17K - $10K
|
169
$17.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-12- 2.48% |
$1.25K - $1.74K
|
472
$48.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
16.1K+ 25.53% |
$1.67M - $2.33M
|
79K
$8.06M
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
1.56KNew |
$162K - $226K
|
1.56K
$159K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-142- 7.74% |
$14.8K - $20.6K
|
1.69K
$173K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
16.1KNew |
$1.67M - $2.33M
|
16.1K
$1.64M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$104 - $145
|
1
$102
|
|
|
Oct 08, 2024
Q3 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
10.4K+ 30.03% |
$1.08M - $1.51M
|
45.1K
$4.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-173- 8.11% |
$18K - $25.1K
|
1.96K
$200K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.86KNew |
$193K - $270K
|
1.86K
$190K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.44KNew |
$149K - $208K
|
1.44K
$147K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.04KNew |
$212K - $296K
|
2.04K
$208K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2- 3.7% |
$208 - $290
|
52
$5.31K
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.62KNew |
$168K - $234K
|
1.62K
$165K
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
175+ 6.72% |
$18.2K - $25.4K
|
2.78K
$284K
|