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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Marsico Capital Management LLC
Denver, CO |
BUY
|
- |
42.2KNew |
$2.94M - $4.43M
|
42.2K
$4.31M
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
390New |
$27.2K - $40.9K
|
390
$39.8K
|
|
Feb 13, 2024
Q4 2023
|
Greenland Capital Management LP
New York, NY |
SELL
|
PUT |
-5K- 25.0% |
$348K - $524K
|
15K
$1.53M
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
29.7KNew |
$2.07M - $3.11M
|
29.7K
$3.03M
|
|
Feb 13, 2024
Q4 2023
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-4.91K- 54.97% |
$342K - $515K
|
4.03K
$411K
|
|
Feb 12, 2024
Q4 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
4.08KNew |
$284K - $428K
|
4.08K
$416K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
103New |
$7.17K - $10.8K
|
103
$10.5K
|
|
Feb 09, 2024
Q4 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-25.5K- 81.74% |
$1.77M - $2.67M
|
5.69K
$580K
|
|
Feb 09, 2024
Q4 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-88.7K- 13.75% |
$6.18M - $9.3M
|
556K
$56.8M
|
|
Feb 09, 2024
Q4 2023
|
Imc Chicago, LLC
|
BUY
|
- |
11.8KNew |
$823K - $1.24M
|
11.8K
$1.21M
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
237New |
$16.5K - $24.9K
|
237
$24.2K
|
|
Feb 09, 2024
Q4 2023
|
Tcw Group Inc
|
BUY
|
- |
10.8KNew |
$754K - $1.14M
|
10.8K
$1.1M
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
3+ 0.14% |
$209 - $315
|
2.22K
$226K
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-5.59K- 19.18% |
$389K - $586K
|
23.6K
$2.4M
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
5New |
$348 - $524
|
5
$510
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
120New |
$8.36K - $12.6K
|
120
$12.2K
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
34New |
$2.37K - $3.57K
|
34
$3.47K
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
2.12KNew |
$148K - $222K
|
2.12K
$216K
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
2.39KNew |
$166K - $250K
|
2.39K
$244K
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
9.87K+ 293.2% |
$687K - $1.04M
|
13.2K
$1.35M
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
46New |
$3.2K - $4.82K
|
46
$4.69K
|
|
Feb 02, 2024
Q4 2023
|
Watershed Asset Management, L.L.C.
|
SELL
|
- |
-529- 14.76% |
$36.8K - $55.5K
|
3.05K
$312K
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
BUY
|
CALL |
2.1KNew |
$146K - $220K
|
2.1K
$214K
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.91KNew |
$202K - $305K
|
2.91K
$296K
|
|
Feb 02, 2024
Q4 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
2.63KNew |
$183K - $276K
|
2.63K
$268K
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
84+ 0.77% |
$5.85K - $8.81K
|
11K
$1.12M
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.48KNew |
$173K - $260K
|
2.48K
$253K
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.97K- 41.74% |
$137K - $206K
|
2.74K
$280K
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
CALL |
400New |
$27.9K - $42K
|
400
$40.8K
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-580- 2.25% |
$40.4K - $60.8K
|
25.2K
$2.57M
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
445+ 15.19% |
$31K - $46.7K
|
3.37K
$344K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-171- 34.9% |
$11.9K - $17.9K
|
319
$32.5K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
234New |
$16.3K - $24.5K
|
234
$23.9K
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
22.4KNew |
$1.56M - $2.34M
|
22.4K
$2.28M
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-148- 34.58% |
$10.3K - $15.5K
|
280
$28.6K
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
125+ 1.55% |
$8.71K - $13.1K
|
8.17K
$833K
|
|
Jan 09, 2024
Q4 2023
|
Polianta LTD
|
BUY
|
- |
9.8KNew |
$683K - $1.03M
|
9.8K
$1M
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
2.02KNew |
$141K - $212K
|
2.02K
$206K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
773+ 8588.89% |
$53.8K - $81.1K
|
782
$79.8K
|
|
Jan 04, 2024
Q4 2023
|
Fcf Advisors LLC
|
BUY
|
- |
11.3KNew |
$788K - $1.19M
|
11.3K
$1.15M
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-240- 35.29% |
$16.7K - $25.2K
|
440
$44.9K
|
|
Q3 2023 | |||||||
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-47.3K- 9.96% |
$3.46M - $4.07M
|
428K
$43.6M
|
|
Nov 29, 2023
Q3 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
6.48KNew |
$474K - $557K
|
6.48K
$661K
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2- 14.29% |
$146 - $172
|
12
$1.22K
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
674+ 176.9% |
$49.3K - $58K
|
1.06K
$108K
|
|
Nov 14, 2023
Q3 2023
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-6.86K- 35.21% |
$502K - $590K
|
12.6K
$1.29M
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
210New |
$15.4K - $18.1K
|
210
$21.4K
|
|
Nov 14, 2023
Q3 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
122+ 0.66% |
$8.93K - $10.5K
|
18.6K
$1.9M
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
257KNew |
$18.8M - $22.1M
|
257K
$26.2M
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
3.14KNew |
$230K - $270K
|
3.14K
$320K
|