Latest Institutional Purchases of Pultegroup Inc (PHM)
This list provides information on the latest institutional transactions involving Pultegroup Inc (PHM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
30New |
$1.39K - $1.81K
|
30
$2.85K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
20New |
$924 - $1.21K
|
20
$1.9K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
17New |
$786 - $1.02K
|
17
$1.61K
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
9New |
$416 - $542
|
9
$855
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
8New |
$370 - $482
|
8
$760
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 2.08% |
$46.2 - $60.3
|
49
$4.65K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.1MNew |
$76.9M - $98.9M
|
2.1M
$200M
|
|
Feb 14, 2023
Q4 2022
|
Southpoint Capital Advisors LP
New York, NY |
BUY
|
- |
400KNew |
$14.6M - $18.8M
|
400K
$38M
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
16.6KNew |
$607K - $780K
|
16.6K
$1.57M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
13.1KNew |
$478K - $614K
|
13.1K
$1.24M
|
|
Jan 18, 2023
Q4 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
6.03KNew |
$221K - $284K
|
6.03K
$572K
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
5KNew |
$183K - $235K
|
5K
$475K
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
4.83KNew |
$177K - $227K
|
4.83K
$459K
|
|
Feb 14, 2023
Q4 2022
|
Iii Capital Management
Boca Raton, FL |
BUY
|
- |
2.37K+ 25.0% |
$86.7K - $111K
|
11.8K
$1.12M
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.24K+ 33.64% |
$82K - $105K
|
8.9K
$845K
|
|
Feb 14, 2023
Q4 2022
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
1.17KNew |
$42.6K - $54.8K
|
1.17K
$111K
|
|
Feb 06, 2023
Q4 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
811+ 3.17% |
$29.7K - $38.2K
|
26.4K
$2.51M
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
579New |
$21.2K - $27.2K
|
579
$55K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
220New |
$8.05K - $10.4K
|
220
$20.9K
|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$7.32K - $9.41K
|
200
$19K
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
185+ 528.57% |
$6.77K - $8.7K
|
220
$20.9K
|
|
Feb 08, 2023
Q4 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
152+ 0.1% |
$5.56K - $7.15K
|
159K
$15.1M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
122New |
$4.46K - $5.74K
|
122
$11.6K
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
115New |
$4.21K - $5.41K
|
115
$10.9K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
100New |
$3.66K - $4.71K
|
100
$9.5K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
86+ 0.47% |
$3.15K - $4.05K
|
18.5K
$1.75M
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
57New |
$2.09K - $2.68K
|
57
$5.41K
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
54New |
$1.98K - $2.54K
|
54
$5.13K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
16+ 100.0% |
$585 - $753
|
32
$3.04K
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
16New |
$585 - $753
|
16
$1.52K
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
9+ 25.71% |
$329 - $423
|
44
$4.18K
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
5+ 0.09% |
$183 - $235
|
5.36K
$508K
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
2+ 0.66% |
$73.2 - $94.1
|
307
$29.1K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Capital Growth Management LP
Boston, MA |
BUY
|
- |
330K+ 330.0% |
$12.4M - $15.2M
|
430K
$40.8M
|
|
Nov 14, 2022
Q3 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
122KNew |
$4.56M - $5.58M
|
122K
$11.5M
|
|
Nov 14, 2022
Q3 2022
|
Waterfront Capital Partners, LLC
New York, NY |
BUY
|
- |
70KNew |
$2.63M - $3.21M
|
70K
$6.65M
|
|
Nov 14, 2022
Q3 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
26.7KNew |
$1M - $1.23M
|
26.7K
$2.54M
|
|
Nov 14, 2022
Q3 2022
|
Khrom Capital Management LLC
Miami Beach, FL |
BUY
|
- |
21.3KNew |
$799K - $978K
|
21.3K
$2.02M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
6.72KNew |
$252K - $308K
|
6.72K
$638K
|
|
Nov 14, 2022
Q3 2022
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
BUY
|
- |
6.2KNew |
$233K - $285K
|
6.2K
$589K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.62KNew |
$136K - $166K
|
3.62K
$344K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.21KNew |
$83K - $102K
|
2.21K
$210K
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1KNew |
$37.5K - $45.9K
|
1K
$95K
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
787+ 6.37% |
$29.5K - $36.1K
|
13.1K
$1.25M
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
239New |
$8.96K - $11K
|
239
$22.7K
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
42New |
$1.58K - $1.93K
|
42
$3.99K
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
40New |
$1.5K - $1.84K
|
40
$3.8K
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
22New |
$825 - $1.01K
|
22
$2.09K
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
13New |
$488 - $597
|
13
$1.23K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
9New |
$338 - $413
|
9
$855
|