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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
CALL |
40+ 21.62% |
$1.85K - $2.41K
|
225
$26.6K
|
|
| Q4 2022 | |||||||
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-169KClosed |
$6.19M - $7.96M
|
0
$0
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
115New |
$4.21K - $5.41K
|
115
$13.6K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.24K+ 33.64% |
$82K - $105K
|
8.9K
$1.05M
|
|
|
Feb 21, 2023
Q4 2022
|
Equitable Trust CO
|
SELL
|
- |
-974- 17.05% |
$35.6K - $45.8K
|
4.74K
$561K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
579New |
$21.2K - $27.2K
|
579
$68.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
122New |
$4.46K - $5.74K
|
122
$14.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
2+ 0.66% |
$73.2 - $94.1
|
307
$36.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-4.63K- 1.78% |
$169K - $218K
|
255K
$30.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-55Closed |
$2.01K - $2.59K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Hbk Investments L P
Dallas, TX |
SELL
|
PUT |
-24K- 66.67% |
$878K - $1.13M
|
12K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.1MNew |
$76.9M - $98.9M
|
2.1M
$249M
|
|
|
Feb 14, 2023
Q4 2022
|
Iii Capital Management
Boca Raton, FL |
BUY
|
- |
2.37K+ 25.0% |
$86.7K - $111K
|
11.8K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
1.17KNew |
$42.6K - $54.8K
|
1.17K
$138K
|
|
|
Feb 14, 2023
Q4 2022
|
Southpoint Capital Advisors LP
New York, NY |
BUY
|
- |
400KNew |
$14.6M - $18.8M
|
400K
$47.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
13.1KNew |
$478K - $614K
|
13.1K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
16.6KNew |
$607K - $780K
|
16.6K
$1.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
16+ 100.0% |
$585 - $753
|
32
$3.79K
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
4.83KNew |
$177K - $227K
|
4.83K
$572K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-285- 1.46% |
$10.4K - $13.4K
|
19.3K
$2.28M
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
185+ 528.57% |
$6.77K - $8.7K
|
220
$26K
|
|
|
Feb 08, 2023
Q4 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
152+ 0.1% |
$5.56K - $7.15K
|
159K
$18.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
5KNew |
$183K - $235K
|
5K
$592K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
9+ 25.71% |
$329 - $423
|
44
$5.21K
|
|
|
Feb 06, 2023
Q4 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
811+ 3.17% |
$29.7K - $38.2K
|
26.4K
$3.12M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
54New |
$1.98K - $2.54K
|
54
$6.39K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-14- 27.45% |
$512 - $659
|
37
$4.38K
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.61K- 23.31% |
$58.9K - $75.8K
|
5.3K
$627K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-20- 0.09% |
$732 - $941
|
22.3K
$2.64M
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-21.7K- 59.18% |
$796K - $1.02M
|
15K
$1.78M
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-400- 25.0% |
$14.6K - $18.8K
|
1.2K
$142K
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
5+ 0.09% |
$183 - $235
|
5.36K
$634K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-18.8K- 60.55% |
$688K - $885K
|
12.3K
$1.45M
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
6.03KNew |
$221K - $284K
|
6.03K
$714K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
57New |
$2.09K - $2.68K
|
57
$6.75K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
100New |
$3.66K - $4.71K
|
100
$11.8K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
220New |
$8.05K - $10.4K
|
220
$26K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-504- 33.51% |
$18.4K - $23.7K
|
1K
$118K
|
|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$7.32K - $9.41K
|
200
$23.7K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.02K- 23.39% |
$38.1K - $46.6K
|
3.33K
$394K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
13New |
$488 - $597
|
13
$1.54K
|
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-22.1K- 77.15% |
$827K - $1.01M
|
6.53K
$773K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
787+ 6.37% |
$29.5K - $36.1K
|
13.1K
$1.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Waterfront Capital Partners, LLC
New York, NY |
BUY
|
- |
70KNew |
$2.63M - $3.21M
|
70K
$8.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-822- 2.66% |
$30.8K - $37.7K
|
30.1K
$3.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
9New |
$338 - $413
|
9
$1.07K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
6.72KNew |
$252K - $308K
|
6.72K
$795K
|
|
|
Nov 14, 2022
Q3 2022
|
Khrom Capital Management LLC
Miami Beach, FL |
BUY
|
- |
21.3KNew |
$799K - $978K
|
21.3K
$2.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Growth Management LP
Boston, MA |
BUY
|
- |
330K+ 330.0% |
$12.4M - $15.2M
|
430K
$50.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-33- 23.74% |
$1.24K - $1.52K
|
106
$12.5K
|
|