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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
27
shares
|
$3,072
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
26
shares
|
$2,958
0.0% of portfolio
|
Q3 2024
Added 420.0%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
22
shares
|
$2,503
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
22
shares
|
$2,503
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
20
shares
|
$2,275
0.0% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
17
shares
|
$1,934
0.0% of portfolio
|
Q3 2024
Added 13.33%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
16
shares
|
$1,820
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
16
shares
|
$1,820
0.0% of portfolio
|
Q3 2024
Reduced 15.79%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
14
shares
|
$1,592
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
13
shares
|
$1,479
0.0% of portfolio
|
Q3 2024
Reduced 72.34%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
12
shares
|
$1,365
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
12
shares
|
$1,365
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
10
shares
|
$1,137
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
10
shares
|
$1,137
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
10
shares
|
$1,137
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
9
shares
|
$1,024
0.0% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
8
shares
|
$910
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
8
shares
|
$910
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
7
shares
|
$796
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
7
shares
|
$796
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
7
shares
|
$796
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
6
shares
|
$682
0.0% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
5
shares
|
$568
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
5
shares
|
$568
0.05% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
5
shares
|
$568
0.0% of portfolio
|
Q4 2024
New holding
|