Purchases and Sales Made in Q2 2023 in Pultegroup Inc (PHM)
This table provides information about the institutional ownership of Pultegroup Inc (PHM) during Q2 2023. The information is specifically focused on institutions that hold shares of PULTEGROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
154New |
$8.91K - $12.1K
|
154
$17.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
150New |
$8.68K - $11.8K
|
150
$17.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
150+ 12.8% |
$8.68K - $11.8K
|
1.32K
$150K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
150+ 2.49% |
$8.68K - $11.8K
|
6.19K
$704K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
135+ 198.53% |
$7.81K - $10.6K
|
203
$23.1K
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
132+ 1.74% |
$7.63K - $10.4K
|
7.72K
$878K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
127New |
$7.35K - $9.99K
|
127
$14.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
116+ 2.18% |
$6.71K - $9.13K
|
5.43K
$618K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
BUY
|
- |
115+ 41.07% |
$6.65K - $9.05K
|
395
$44.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
111+ 0.62% |
$6.42K - $8.73K
|
17.9K
$2.04M
|
|
|
Aug 02, 2023
Q2 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
100+ 0.15% |
$5.78K - $7.87K
|
68.9K
$7.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
87New |
$5.03K - $6.84K
|
87
$9.9K
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
80New |
$4.63K - $6.29K
|
80
$9.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
77+ 0.98% |
$4.45K - $6.06K
|
7.97K
$906K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
72+ 0.29% |
$4.16K - $5.66K
|
25.2K
$2.87M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
69New |
$3.99K - $5.43K
|
69
$7.85K
|
|
|
Jul 21, 2023
Q2 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
60+ 0.77% |
$3.47K - $4.72K
|
7.82K
$889K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
60+ 4.02% |
$3.47K - $4.72K
|
1.55K
$177K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
59+ 1.66% |
$3.41K - $4.64K
|
3.62K
$412K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
51New |
$2.95K - $4.01K
|
51
$5.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
50+ 0.85% |
$2.89K - $3.93K
|
5.94K
$676K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
50New |
$2.89K - $3.93K
|
50
$5.69K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
48New |
$2.78K - $3.78K
|
48
$5.46K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
46New |
$2.66K - $3.62K
|
46
$5.23K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
43+ 19.55% |
$2.49K - $3.38K
|
263
$29.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
40New |
$2.31K - $3.15K
|
40
$4.55K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
39+ 1.26% |
$2.26K - $3.07K
|
3.13K
$356K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
37+ 0.77% |
$2.14K - $2.91K
|
4.82K
$548K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
37+ 370.0% |
$2.14K - $2.91K
|
47
$5.35K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
29+ 0.33% |
$1.68K - $2.28K
|
8.82K
$1M
|
|
|
Jul 28, 2023
Q2 2023
|
Unison Advisors LLC
|
BUY
|
- |
27+ 0.26% |
$1.56K - $2.12K
|
10.4K
$1.18M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
27New |
$1.56K - $2.12K
|
27
$3.07K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
26+ 8.2% |
$1.5K - $2.05K
|
343
$39K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25+ 2.45% |
$1.45K - $1.97K
|
1.05K
$119K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25+ 2.45% |
$1.45K - $1.97K
|
1.05K
$119K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
24+ 12.57% |
$1.39K - $1.89K
|
215
$24.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
23+ 0.46% |
$1.33K - $1.81K
|
5.06K
$576K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
22+ 7.56% |
$1.27K - $1.73K
|
313
$35.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
20+ 34.48% |
$1.16K - $1.57K
|
78
$8.87K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
19+ 21.59% |
$1.1K - $1.49K
|
107
$12.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
19New |
$1.1K - $1.49K
|
19
$2.16K
|
|
|
Aug 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
18+ 41.86% |
$1.04K - $1.42K
|
61
$6.94K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
18+ 12.86% |
$1.04K - $1.42K
|
158
$18K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
18+ 0.82% |
$1.04K - $1.42K
|
2.22K
$253K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
16+ 8.94% |
$925 - $1.26K
|
195
$22.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
15+ 0.07% |
$868 - $1.18K
|
20.7K
$2.35M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
13+ 0.89% |
$752 - $1.02K
|
1.47K
$167K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
12+ 0.28% |
$694 - $944
|
4.32K
$491K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
11New |
$636 - $865
|
11
$1.25K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
8New |
$463 - $629
|
8
$910
|