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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-12- 66.67% |
$1.27K - $1.46K
|
6
$612
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2New |
$211 - $244
|
2
$204
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
353New |
$37.2K - $43.1K
|
353
$36K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
22New |
$2.32K - $2.69K
|
22
$2.24K
|
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
14.6KNew |
$1.54M - $1.78M
|
14.6K
$1.49M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
22New |
$2.32K - $2.69K
|
22
$2.24K
|
|
|
Aug 08, 2024
Q2 2024
|
Union Investments & Development Ltd.
|
SELL
|
- |
-1.5K- 50.0% |
$158K - $183K
|
1.5K
$153K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3- 0.11% |
$316 - $366
|
2.7K
$275K
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-8.8K- 20.05% |
$927K - $1.07M
|
35.1K
$3.58M
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-214- 16.97% |
$22.6K - $26.1K
|
1.05K
$107K
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1- 3.13% |
$105 - $122
|
31
$3.16K
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
5.22KNew |
$550K - $637K
|
5.22K
$532K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-279- 0.96% |
$29.4K - $34.1K
|
28.8K
$2.93M
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-2.49K- 9.07% |
$263K - $304K
|
25K
$2.55M
|
|
|
Aug 06, 2024
Q2 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
2.93KNew |
$309K - $358K
|
2.93K
$299K
|
|
|
Aug 06, 2024
Q2 2024
|
Oak Thistle LLC
|
BUY
|
- |
2.46KNew |
$259K - $300K
|
2.46K
$251K
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2.4KNew |
$253K - $293K
|
2.4K
$245K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-9- 6.04% |
$949 - $1.1K
|
140
$14.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
59.6KNew |
$6.28M - $7.28M
|
59.6K
$6.08M
|
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
4.4KNew |
$464K - $537K
|
4.4K
$449K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
28+ 20.14% |
$2.95K - $3.42K
|
167
$17K
|
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
SELL
|
- |
-13.5K- 87.44% |
$1.42M - $1.64M
|
1.94K
$197K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
100New |
$10.5K - $12.2K
|
100
$10.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
145+ 2.31% |
$15.3K - $17.7K
|
6.43K
$656K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-12.8K- 86.5% |
$1.35M - $1.56M
|
2K
$204K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
22New |
$2.32K - $2.69K
|
22
$2.24K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
22New |
$2.32K - $2.69K
|
22
$2.24K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-43- 23.12% |
$4.53K - $5.25K
|
143
$14.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
4.76K+ 172.49% |
$502K - $581K
|
7.52K
$767K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
8+ 40.0% |
$843 - $977
|
28
$2.86K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
7New |
$738 - $854
|
7
$714
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-538- 36.23% |
$56.7K - $65.7K
|
947
$96.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
PUT |
800New |
$84.3K - $97.7K
|
800
$81.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
8New |
$843 - $977
|
8
$816
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
56New |
$5.9K - $6.84K
|
56
$5.71K
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-24.7KClosed |
$2.6M - $3.02M
|
0
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
246+ 180.88% |
$25.9K - $30K
|
382
$39K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-7.54K- 35.07% |
$795K - $920K
|
14K
$1.42M
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
109New |
$11.5K - $13.3K
|
109
$11.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-110- 3.19% |
$11.6K - $13.4K
|
3.34K
$341K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-87- 9.65% |
$9.17K - $10.6K
|
815
$83.2K
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
7+ 0.98% |
$738 - $854
|
718
$73.3K
|
|
| Q1 2024 | |||||||
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
5.06K+ 1.37% |
$508K - $610K
|
375K
$38.2M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
13.8KNew |
$1.38M - $1.66M
|
13.8K
$1.41M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-105- 19.55% |
$10.5K - $12.7K
|
432
$44.1K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5- 41.67% |
$502 - $603
|
7
$714
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-72- 1.04% |
$7.22K - $8.68K
|
6.86K
$700K
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
53.5KNew |
$5.37M - $6.45M
|
53.5K
$5.46M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.78K- 19.36% |
$178K - $214K
|
7.41K
$756K
|
|
|
May 15, 2024
Q1 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
2.35KNew |
$235K - $283K
|
2.35K
$239K
|
|