Purchases and Sales Made in Q3 2023 in Pultegroup Inc (PHM)
This table provides information about the institutional ownership of Pultegroup Inc (PHM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
200+ 3.72% |
$14.6K - $17.2K
|
5.57K
$634K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
197New |
$14.4K - $16.9K
|
197
$22.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
182+ 1.54% |
$13.3K - $15.7K
|
12K
$1.37M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
179+ 12.17% |
$13.1K - $15.4K
|
1.65K
$188K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
175+ 1.4% |
$12.8K - $15.1K
|
12.6K
$1.44M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
173+ 640.74% |
$12.7K - $14.9K
|
200
$22.8K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
172+ 25.04% |
$12.6K - $14.8K
|
859
$97.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
169+ 3.48% |
$12.4K - $14.5K
|
5.02K
$572K
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
163+ 6.15% |
$11.9K - $14K
|
2.81K
$320K
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
BUY
|
- |
158+ 1.58% |
$11.6K - $13.6K
|
10.1K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
153+ 11.0% |
$11.2K - $13.2K
|
1.54K
$176K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
145New |
$10.6K - $12.5K
|
145
$16.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
143+ 9.21% |
$10.5K - $12.3K
|
1.7K
$193K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
135+ 68.53% |
$9.88K - $11.6K
|
332
$37.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
131+ 12.52% |
$9.59K - $11.3K
|
1.18K
$134K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
130+ 1.99% |
$9.52K - $11.2K
|
6.68K
$760K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
124+ 25.2% |
$9.08K - $10.7K
|
616
$70.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
122+ 0.66% |
$8.93K - $10.5K
|
18.6K
$2.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
114+ 6.17% |
$8.34K - $9.81K
|
1.96K
$223K
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
112+ 3.58% |
$8.2K - $9.63K
|
3.24K
$369K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
106New |
$7.76K - $9.12K
|
106
$12.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
105New |
$7.69K - $9.03K
|
105
$11.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
100+ 0.39% |
$7.32K - $8.6K
|
26.1K
$2.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
100+ 1.08% |
$7.32K - $8.6K
|
9.37K
$1.07M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
98+ 3.58% |
$7.17K - $8.43K
|
2.84K
$323K
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
98+ 0.8% |
$7.17K - $8.43K
|
12.3K
$1.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
95+ 0.46% |
$6.95K - $8.17K
|
20.8K
$2.36M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
94+ 1.84% |
$6.88K - $8.08K
|
5.21K
$593K
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
89+ 10.48% |
$6.51K - $7.65K
|
938
$107K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
78+ 1.82% |
$5.71K - $6.71K
|
4.37K
$497K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
77+ 24.6% |
$5.64K - $6.62K
|
390
$44.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
72+ 2.17% |
$5.27K - $6.19K
|
3.38K
$385K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
65New |
$4.76K - $5.59K
|
65
$7.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
65+ 41.14% |
$4.76K - $5.59K
|
223
$25.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
61New |
$4.47K - $5.25K
|
61
$6.94K
|
|
|
Nov 13, 2023
Q3 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
60+ 0.48% |
$4.39K - $5.16K
|
12.6K
$1.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
58+ 38.93% |
$4.25K - $4.99K
|
207
$23.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
54+ 1.78% |
$3.95K - $4.64K
|
3.08K
$351K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
50+ 2.37% |
$3.66K - $4.3K
|
2.16K
$246K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
47+ 1.8% |
$3.44K - $4.04K
|
2.66K
$303K
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
47+ 7.85% |
$3.44K - $4.04K
|
646
$73.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
46+ 0.69% |
$3.37K - $3.96K
|
6.73K
$766K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
45+ 20.93% |
$3.29K - $3.87K
|
260
$29.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
41New |
$3K - $3.53K
|
41
$4.66K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
40+ 1.52% |
$2.93K - $3.44K
|
2.67K
$303K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
38+ 16.89% |
$2.78K - $3.27K
|
263
$29.9K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
34+ 2.57% |
$2.49K - $2.92K
|
1.36K
$154K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
33+ 8.35% |
$2.42K - $2.84K
|
428
$48.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
30+ 0.54% |
$2.2K - $2.58K
|
5.62K
$639K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
26+ 2.24% |
$1.9K - $2.24K
|
1.19K
$135K
|