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, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
16+ 100.0% |
$585 - $753
|
32
$3.26K
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
4.83KNew |
$177K - $227K
|
4.83K
$493K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-285- 1.46% |
$10.4K - $13.4K
|
19.3K
$1.97M
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
185+ 528.57% |
$6.77K - $8.7K
|
220
$22.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
152+ 0.1% |
$5.56K - $7.15K
|
159K
$16.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
5KNew |
$183K - $235K
|
5K
$510K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
9+ 25.71% |
$329 - $423
|
44
$4.49K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
86+ 0.47% |
$3.15K - $4.05K
|
18.5K
$1.88M
|
|
|
Feb 06, 2023
Q4 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
811+ 3.17% |
$29.7K - $38.2K
|
26.4K
$2.69M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
54New |
$1.98K - $2.54K
|
54
$5.51K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-14- 27.45% |
$512 - $659
|
37
$3.78K
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.61K- 23.31% |
$58.9K - $75.8K
|
5.3K
$540K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-20- 0.09% |
$732 - $941
|
22.3K
$2.28M
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-21.7K- 59.18% |
$796K - $1.02M
|
15K
$1.53M
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-400- 25.0% |
$14.6K - $18.8K
|
1.2K
$122K
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
5+ 0.09% |
$183 - $235
|
5.36K
$546K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-18.8K- 60.55% |
$688K - $885K
|
12.3K
$1.25M
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
6.03KNew |
$221K - $284K
|
6.03K
$615K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
57New |
$2.09K - $2.68K
|
57
$5.82K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
100New |
$3.66K - $4.71K
|
100
$10.2K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
220New |
$8.05K - $10.4K
|
220
$22.4K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
16New |
$585 - $753
|
16
$1.63K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-504- 33.51% |
$18.4K - $23.7K
|
1K
$102K
|
|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$7.32K - $9.41K
|
200
$20.4K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.02K- 23.39% |
$38.1K - $46.6K
|
3.33K
$340K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
13New |
$488 - $597
|
13
$1.33K
|
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-22.1K- 77.15% |
$827K - $1.01M
|
6.53K
$666K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
787+ 6.37% |
$29.5K - $36.1K
|
13.1K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Waterfront Capital Partners, LLC
New York, NY |
BUY
|
- |
70KNew |
$2.63M - $3.21M
|
70K
$7.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-822- 2.66% |
$30.8K - $37.7K
|
30.1K
$3.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
9New |
$338 - $413
|
9
$918
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
6.72KNew |
$252K - $308K
|
6.72K
$685K
|
|
|
Nov 14, 2022
Q3 2022
|
Khrom Capital Management LLC
Miami Beach, FL |
BUY
|
- |
21.3KNew |
$799K - $978K
|
21.3K
$2.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Growth Management LP
Boston, MA |
BUY
|
- |
330K+ 330.0% |
$12.4M - $15.2M
|
430K
$43.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-33- 23.74% |
$1.24K - $1.52K
|
106
$10.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1KNew |
$37.5K - $45.9K
|
1K
$102K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
42New |
$1.58K - $1.93K
|
42
$4.29K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-680- 0.13% |
$25.5K - $31.2K
|
531K
$54.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-14.6K- 29.93% |
$548K - $671K
|
34.2K
$3.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
122KNew |
$4.56M - $5.58M
|
122K
$12.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
BUY
|
- |
6.2KNew |
$233K - $285K
|
6.2K
$633K
|
|
|
Nov 14, 2022
Q3 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
26.7KNew |
$1M - $1.23M
|
26.7K
$2.72M
|
|
|
Nov 10, 2022
Q3 2022
|
Algebris (Uk) LTD
London, X0 |
SELL
|
- |
-82KClosed |
$3.07M - $3.76M
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.21KNew |
$83K - $102K
|
2.21K
$226K
|
|
|
Nov 09, 2022
Q3 2022
|
Employees Retirement System Of Texas
|
SELL
|
- |
-186K- 58.81% |
$6.96M - $8.52M
|
130K
$13.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
SELL
|
- |
-1.2K- 3.56% |
$44.9K - $55K
|
32.4K
$3.31M
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
22New |
$825 - $1.01K
|
22
$2.24K
|
|
|
Nov 03, 2022
Q3 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-532K- 93.81% |
$19.9M - $24.4M
|
35K
$3.58M
|
|
|
Nov 02, 2022
Q3 2022
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-672- 5.25% |
$25.2K - $30.9K
|
12.1K
$1.24M
|
|
|
Oct 31, 2022
Q3 2022
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-900- 2.07% |
$33.8K - $41.3K
|
42.7K
$4.35M
|
|