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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
BUY
|
CALL |
2.1KNew |
$146K - $220K
|
2.1K
$249K
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
2.02KNew |
$141K - $212K
|
2.02K
$239K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
981New |
$68.3K - $103K
|
981
$116K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
773+ 8588.89% |
$53.8K - $81.1K
|
782
$92.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
445+ 15.19% |
$31K - $46.7K
|
3.37K
$399K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
422New |
$29.4K - $44.3K
|
422
$50K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
CALL |
400New |
$27.9K - $42K
|
400
$47.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
237New |
$16.5K - $24.9K
|
237
$28.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
234New |
$16.3K - $24.5K
|
234
$27.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
125+ 1.55% |
$8.71K - $13.1K
|
8.17K
$966K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
103New |
$7.17K - $10.8K
|
103
$12.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
84+ 0.77% |
$5.85K - $8.81K
|
11K
$1.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
46New |
$3.2K - $4.82K
|
46
$5.45K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
27New |
$1.88K - $2.83K
|
27
$3.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
17New |
$1.18K - $1.78K
|
17
$2.01K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
3+ 0.14% |
$209 - $315
|
2.22K
$262K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
BUY
|
- |
53.5KNew |
$3.92M - $4.6M
|
53.5K
$6.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Jetstream Capital LLC
Brentwood, TN |
BUY
|
- |
30KNew |
$2.2M - $2.58M
|
30K
$3.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
PUT |
20KNew |
$1.46M - $1.72M
|
20K
$2.37M
|
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
16.2KNew |
$1.18M - $1.39M
|
16.2K
$1.91M
|
|
|
Nov 29, 2023
Q3 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
6.48KNew |
$474K - $557K
|
6.48K
$767K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
6.1KNew |
$447K - $525K
|
6.1K
$722K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
6.03KNew |
$441K - $519K
|
6.03K
$714K
|
|
|
Nov 14, 2023
Q3 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
4.8KNew |
$351K - $413K
|
4.8K
$568K
|
|
|
Nov 14, 2023
Q3 2023
|
Hazelview Securities Inc.
Toronto, A6 |
BUY
|
- |
3.9KNew |
$285K - $335K
|
3.9K
$462K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3.55KNew |
$259K - $305K
|
3.55K
$420K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
3.14KNew |
$230K - $270K
|
3.14K
$372K
|
|
|
Nov 02, 2023
Q3 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.84K+ 68.94% |
$135K - $158K
|
4.51K
$534K
|
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
BUY
|
- |
1K+ 6.04% |
$73.5K - $86.4K
|
17.6K
$2.09M
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
674+ 176.9% |
$49.3K - $58K
|
1.06K
$125K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
642+ 22.64% |
$47K - $55.2K
|
3.48K
$412K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
210New |
$15.4K - $18.1K
|
210
$24.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
182+ 1.54% |
$13.3K - $15.7K
|
12K
$1.42M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
145New |
$10.6K - $12.5K
|
145
$17.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
78+ 1.82% |
$5.71K - $6.71K
|
4.37K
$517K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
65New |
$4.76K - $5.59K
|
65
$7.69K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
61New |
$4.47K - $5.25K
|
61
$7.22K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
38+ 16.89% |
$2.78K - $3.27K
|
263
$31.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
25+ 4.07% |
$1.83K - $2.15K
|
639
$75.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
14New |
$1.02K - $1.2K
|
14
$1.66K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
13New |
$952 - $1.12K
|
13
$1.54K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
1+ 100.0% |
$73.2 - $86
|
2
$237
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
1+ 0.48% |
$73.2 - $86
|
211
$25K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Engle Capital Management, L.P.
Greenwich, CT |
BUY
|
- |
237KNew |
$13.7M - $18.6M
|
237K
$28.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
160K+ 19.27% |
$9.27M - $12.6M
|
993K
$117M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
PUT |
101KNew |
$5.85M - $7.96M
|
101K
$12M
|
|
|
Aug 04, 2023
Q2 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
101KNew |
$5.83M - $7.92M
|
101K
$11.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
96.4K+ 678.17% |
$5.58M - $7.59M
|
111K
$13.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
71.1KNew |
$4.11M - $5.59M
|
71.1K
$8.42M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
39.5K+ 35.49% |
$2.29M - $3.11M
|
151K
$17.9M
|
|