Purchases and Sales Made in Q3 2024 in Pultegroup Inc (PHM)
This table provides information about the institutional ownership of Pultegroup Inc (PHM) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.19% |
$416 - $580
|
2.14K
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-5- 0.23% |
$520 - $725
|
2.17K
$221K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-5- 13.89% |
$520 - $725
|
31
$3.16K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5- 1.1% |
$520 - $725
|
450
$45.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-5- 0.23% |
$520 - $725
|
2.16K
$221K
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-7- 3.08% |
$728 - $1.01K
|
220
$22.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8- 0.94% |
$832 - $1.16K
|
843
$86K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-8- 10.39% |
$832 - $1.16K
|
69
$7.04K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-9- 0.16% |
$936 - $1.3K
|
5.52K
$563K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-9- 2.06% |
$936 - $1.3K
|
428
$43.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-9- 14.75% |
$936 - $1.3K
|
52
$5.31K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-10- 15.87% |
$1.04K - $1.45K
|
53
$5.41K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-12- 0.39% |
$1.25K - $1.74K
|
3.09K
$315K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-12- 2.48% |
$1.25K - $1.74K
|
472
$48.2K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-14- 0.75% |
$1.46K - $2.03K
|
1.86K
$190K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-16- 13.91% |
$1.66K - $2.32K
|
99
$10.1K
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
SELL
|
- |
-18- 0.17% |
$1.87K - $2.61K
|
10.8K
$1.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-18- 0.43% |
$1.87K - $2.61K
|
4.16K
$424K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-19- 16.38% |
$1.98K - $2.75K
|
97
$9.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-19- 0.74% |
$1.98K - $2.75K
|
2.56K
$261K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-19- 3.41% |
$1.98K - $2.75K
|
539
$55K
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-21- 1.0% |
$2.18K - $3.04K
|
2.07K
$212K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-24- 4.99% |
$2.49K - $3.48K
|
457
$46.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-25- 1.12% |
$2.6K - $3.62K
|
2.2K
$225K
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-28- 1.41% |
$2.91K - $4.06K
|
1.95K
$199K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-29- 3.22% |
$3.01K - $4.2K
|
873
$89.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-34- 0.03% |
$3.53K - $4.93K
|
97.8K
$9.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-34- 72.34% |
$3.53K - $4.93K
|
13
$1.33K
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-35- 1.5% |
$3.64K - $5.07K
|
2.3K
$235K
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-39- 0.57% |
$4.05K - $5.65K
|
6.8K
$693K
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-40- 32.0% |
$4.16K - $5.8K
|
85
$8.67K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-43- 0.84% |
$4.47K - $6.23K
|
5.07K
$517K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-45- 17.51% |
$4.68K - $6.52K
|
212
$21.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-45- 1.98% |
$4.68K - $6.52K
|
2.23K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-47- 0.98% |
$4.89K - $6.81K
|
4.73K
$482K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-48- 2.71% |
$4.99K - $6.96K
|
1.72K
$175K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-55- 1.38% |
$5.72K - $7.97K
|
3.92K
$400K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-57- 1.27% |
$5.93K - $8.26K
|
4.42K
$451K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-58- 1.94% |
$6.03K - $8.41K
|
2.93K
$299K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-59- 1.96% |
$6.13K - $8.55K
|
2.95K
$301K
|
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-63- 3.64% |
$6.55K - $9.13K
|
1.67K
$170K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-65- 1.69% |
$6.76K - $9.42K
|
3.78K
$386K
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-67- 1.98% |
$6.96K - $9.71K
|
3.33K
$339K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-69- 28.99% |
$7.17K - $10K
|
169
$17.2K
|
|
|
Nov 14, 2024
Q3 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-69- 0.26% |
$7.17K - $10K
|
26K
$2.65M
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-79- 1.1% |
$8.21K - $11.5K
|
7.09K
$724K
|
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-87- 3.18% |
$9.04K - $12.6K
|
2.65K
$271K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-88- 2.33% |
$9.15K - $12.8K
|
3.69K
$377K
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-90- 14.85% |
$9.36K - $13K
|
516
$52.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-91- 1.61% |
$9.46K - $13.2K
|
5.54K
$566K
|