Institutional Ownership Pultegroup Inc (PHM)
This table provides information about the institutional ownership of Pultegroup Inc (PHM). We have compiled data on the 1,087 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 $21.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
2,102
shares
|
$239,165
0.01% of portfolio
|
Q3 2024
Reduced 8.89%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
2,101
shares
|
$239,051
0.04% of portfolio
|
Q4 2024
Reduced 34.28%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 14, 2024 Q3 2024 |
2,099
shares
|
$238,824
0.01% of portfolio
|
Q1 2024
Added 0.29%
|
|
|
Sienna Gestion
Paris, I0 |
Nov 14, 2024 Q3 2024 |
2,082
shares
|
$236,889
0.02% of portfolio
|
Q2 2024
Reduced 28.23%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
2,077
shares
|
$236,321
0.19% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Omnia Family Wealth, LLC
|
Nov 06, 2024 Q3 2024 |
2,073
shares
|
$235,865
0.13% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
2,019
shares
|
$229,721
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
1,981
shares
|
$225,398
0.01% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Nov 14, 2024 Q3 2024 |
1,980
shares
|
$225,284
0.26% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
1,975
shares
|
$224,715
0.09% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1,961
shares
|
$223,122
0.01% of portfolio
|
Q4 2024
Added 24.35%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
1,954
shares
|
$222,326
0.02% of portfolio
|
Q4 2024
Added 23.91%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
1,947
shares
|
$221,529
0.0% of portfolio
|
Q4 2024
Reduced 61.8%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
1,940
shares
|
$220,733
0.01% of portfolio
|
Q4 2024
Reduced 9.73%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
1,930
shares
|
$219,595
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,923
shares
|
$218,798
0.01% of portfolio
|
Q4 2024
Added 7.91%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,913
shares
|
$217,661
0.04% of portfolio
|
Q4 2024
Added 10.9%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
1,900
shares
|
$216,182
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
1,900
shares
|
$216,182
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Ndvr, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
1,872
shares
|
$212,996
0.27% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
1,864
shares
|
$212,085
0.02% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
1,864
shares
|
$212,085
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
1,860
shares
|
$211,630
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
1,859
shares
|
$211,517
0.01% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
1,854
shares
|
$210,948
0.05% of portfolio
|
Q4 2024
Reduced 4.97%
|