Institutional Ownership Pultegroup Inc (PHM)
This table provides information about the institutional ownership of Pultegroup Inc (PHM). We have compiled data on the 1,080 institutions that hold shares in the stock, with a total of 185 Million shares, which have been reported (via 13F filing form) to have a value of $19.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
5,784
shares
|
$612,352
0.03% of portfolio
|
Q3 2024
Added 31.45%
|
|
|
Bayview Asset Management, LLC
Coral Gables, FL |
Nov 12, 2024 Q3 2024 |
5,750
shares
|
$608,752
0.26% of portfolio
|
Q3 2024
Reduced 42.5%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
5,749
shares
|
$608,646
0.24% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
5,691
shares
|
$602,506
0.08% of portfolio
|
Q4 2024
Reduced 16.06%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jan 23, 2025 Q4 2024 |
5,690
shares
|
$602,400
0.04% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
5,678
shares
|
$601,129
0.2% of portfolio
|
Q3 2024
Reduced 51.89%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,630
shares
|
$596,048
0.12% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
5,616
shares
|
$594,565
0.03% of portfolio
|
Q3 2024
Reduced 35.33%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
5,544
shares
|
$586,943
0.03% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
5,536
shares
|
$586,096
0.1% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
5,500
shares
|
$582,285
0.02% of portfolio
|
Q1 2021
Reduced 3.51%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
5,490
shares
|
$581,226
0.01% of portfolio
|
Q2 2024
Added 3.9%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
5,490
shares
|
$581,226
0.01% of portfolio
|
Q3 2024
Reduced 81.2%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
5,482
shares
|
$580,379
0.33% of portfolio
|
Q4 2024
Reduced 26.22%
|
|
|
Inceptionr LLC
Lafayette, CA |
Feb 06, 2025 Q4 2024 |
5,464
shares
|
$578,473
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
5,441
shares
|
$576,038
0.12% of portfolio
|
Q4 2024
Reduced 6.21%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,411
shares
|
$572,862
0.02% of portfolio
|
Q3 2024
Reduced 16.0%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
5,400
shares
|
$571,698
0.33% of portfolio
|
Q1 2024
Reduced 1.82%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
5,380
shares
|
$569,580
0.07% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Aldebaran Financial Inc.
|
Nov 21, 2024 Q3 2024 |
5,365
shares
|
$567,992
0.96% of portfolio
|
Q3 2024
Added 99.07%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
5,336
shares
|
$564,922
0.01% of portfolio
|
Q3 2024
Added 50.9%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
5,296
shares
|
$560,687
0.13% of portfolio
|
Q2 2022
Added 276.14%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
5,197
shares
|
$550,206
0.09% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
5,163
shares
|
$546,606
0.12% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
5,062
shares
|
$535,913
0.05% of portfolio
|
Q4 2024
Reduced 2.84%
|