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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
18.2KNew |
$1.83M - $2.2M
|
18.2K
$2.16M
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.77KNew |
$178K - $214K
|
1.77K
$210K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.97KNew |
$197K - $237K
|
1.97K
$233K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.53KNew |
$254K - $305K
|
2.53K
$299K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-169- 5.34% |
$17K - $20.4K
|
3K
$355K
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-784- 25.5% |
$78.6K - $94.6K
|
2.29K
$271K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-293- 8.69% |
$29.4K - $35.3K
|
3.08K
$364K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.85KNew |
$186K - $224K
|
1.85K
$219K
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-100- 1.82% |
$10K - $12.1K
|
5.4K
$639K
|
|
|
May 01, 2024
Q1 2024
|
Broad Peak Investment Holdings Ltd.
Singapore, U0 |
SELL
|
- |
-17.6K- 39.91% |
$1.77M - $2.12M
|
26.5K
$3.14M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.78KNew |
$179K - $215K
|
1.78K
$211K
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
4.4KNew |
$441K - $530K
|
4.4K
$521K
|
|
|
Apr 26, 2024
Q1 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
2.3K+ 255.56% |
$231K - $277K
|
3.2K
$379K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
2.23KNew |
$224K - $269K
|
2.23K
$264K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
SELL
|
- |
-25- 5.52% |
$2.51K - $3.02K
|
428
$50.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
239+ 3.8% |
$24K - $28.8K
|
6.52K
$772K
|
|
|
Apr 24, 2024
Q1 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
215New |
$21.6K - $25.9K
|
215
$25.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
6New |
$602 - $724
|
6
$710
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.9KNew |
$191K - $229K
|
1.9K
$225K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
2.94KNew |
$295K - $354K
|
2.94K
$348K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-10.8K- 96.43% |
$1.08M - $1.3M
|
400
$47.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
579+ 6.03% |
$58.1K - $69.8K
|
10.2K
$1.21M
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
31New |
$3.11K - $3.74K
|
31
$3.67K
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-976- 25.48% |
$97.9K - $118K
|
2.85K
$338K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
7New |
$702 - $844
|
7
$829
|
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
2.51KNew |
$251K - $302K
|
2.51K
$297K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-35- 7.37% |
$3.51K - $4.22K
|
440
$52.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
35+ 1.63% |
$3.51K - $4.22K
|
2.19K
$259K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4- 3.42% |
$401 - $482
|
113
$13.4K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-6- 10.17% |
$602 - $724
|
53
$6.27K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
1.78KNew |
$179K - $215K
|
1.78K
$211K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1- 0.93% |
$100 - $121
|
106
$12.5K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-300- 9.38% |
$30.1K - $36.2K
|
2.9K
$343K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
1.78KNew |
$179K - $215K
|
1.78K
$211K
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.86KNew |
$187K - $224K
|
1.86K
$220K
|
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-3.85K- 32.26% |
$386K - $465K
|
8.09K
$958K
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
981New |
$68.3K - $103K
|
981
$116K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
422New |
$29.4K - $44.3K
|
422
$50K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
5KNew |
$348K - $524K
|
5K
$592K
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
12.9KNew |
$900K - $1.35M
|
12.9K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
4.51KNew |
$314K - $473K
|
4.51K
$534K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
198K+ 1.83% |
$13.8M - $20.7M
|
11M
$1.3B
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
17New |
$1.18K - $1.78K
|
17
$2.01K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.21KNew |
$154K - $232K
|
2.21K
$261K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-15- 7.69% |
$1.04K - $1.57K
|
180
$21.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
2.5KNew |
$174K - $262K
|
2.5K
$296K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-6.6K- 27.05% |
$460K - $692K
|
17.8K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-1.24K- 29.98% |
$86.5K - $130K
|
2.9K
$343K
|
|
|
Feb 14, 2024
Q4 2023
|
Candlestick Capital Management LP
Greenwich, CT |
BUY
|
- |
325KNew |
$22.6M - $34.1M
|
325K
$38.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Numerai Gp LLC
San Francisco, CA |
SELL
|
- |
-8.39K- 58.35% |
$584K - $879K
|
5.98K
$708K
|
|