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 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
384+ 6.21% |
$39.9K - $55.7K
|
6.57K
$678K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
377+ 15.38% |
$39.2K - $54.7K
|
2.83K
$292K
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
BUY
|
- |
346+ 5.48% |
$36K - $50.2K
|
6.66K
$688K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
343+ 10.63% |
$35.7K - $49.7K
|
3.57K
$369K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
341+ 12.5% |
$35.4K - $49.4K
|
3.07K
$317K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
340+ 4.78% |
$35.3K - $49.3K
|
7.46K
$770K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
333+ 3.07% |
$34.6K - $48.3K
|
11.2K
$1.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
329+ 6.81% |
$34.2K - $47.7K
|
5.16K
$533K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
325+ 4.04% |
$33.8K - $47.1K
|
8.36K
$864K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
322+ 113.78% |
$33.5K - $46.7K
|
605
$62.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
320+ 231.88% |
$33.3K - $46.4K
|
458
$47.3K
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
315+ 15.95% |
$32.7K - $45.7K
|
2.29K
$237K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
301+ 5.46% |
$31.3K - $43.6K
|
5.82K
$601K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
300New |
$31.2K - $43.5K
|
300
$31K
|
|
|
Nov 08, 2024
Q3 2024
|
Alta Advisers LTD
|
BUY
|
- |
300New |
$31.2K - $43.5K
|
300
$31K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
286+ 1059.26% |
$29.7K - $41.5K
|
313
$32.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
272+ 11.54% |
$28.3K - $39.4K
|
2.63K
$272K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
271+ 17.04% |
$28.2K - $39.3K
|
1.86K
$192K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
268+ 12.71% |
$27.9K - $38.9K
|
2.38K
$245K
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
266+ 11.42% |
$27.7K - $38.6K
|
2.6K
$268K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
266+ 0.94% |
$27.7K - $38.6K
|
28.4K
$2.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
263+ 0.88% |
$27.3K - $38.1K
|
30K
$3.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
260+ 11.73% |
$27K - $37.7K
|
2.48K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
258+ 0.74% |
$26.8K - $37.4K
|
35.2K
$3.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
245+ 7.26% |
$25.5K - $35.5K
|
3.62K
$374K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
226+ 12.91% |
$23.5K - $32.8K
|
1.98K
$204K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
225+ 9.67% |
$23.4K - $32.6K
|
2.55K
$264K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
220+ 2.82% |
$22.9K - $31.9K
|
8.02K
$829K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
219+ 5.22% |
$22.8K - $31.8K
|
4.41K
$456K
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
210+ 3.67% |
$21.8K - $30.4K
|
5.93K
$612K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
200New |
$20.8K - $29K
|
200
$20.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
195+ 397.96% |
$20.3K - $28.3K
|
244
$25.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
189+ 0.61% |
$19.6K - $27.4K
|
31.2K
$3.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
186+ 0.71% |
$19.3K - $27K
|
26.5K
$2.73M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
175+ 6.72% |
$18.2K - $25.4K
|
2.78K
$287K
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
172+ 0.78% |
$17.9K - $24.9K
|
22.2K
$2.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
171+ 0.41% |
$17.8K - $24.8K
|
42.1K
$4.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
170+ 8.05% |
$17.7K - $24.6K
|
2.28K
$236K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
170+ 1.64% |
$17.7K - $24.6K
|
10.6K
$1.09M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
163+ 51.42% |
$16.9K - $23.6K
|
480
$49.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
159+ 3.76% |
$16.5K - $23.1K
|
4.38K
$453K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
157+ 4.97% |
$16.3K - $22.8K
|
3.32K
$343K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
155+ 1.68% |
$16.1K - $22.5K
|
9.41K
$972K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
155New |
$16.1K - $22.5K
|
155
$16K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
150+ 9.52% |
$15.6K - $21.7K
|
1.73K
$178K
|
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
150+ 3.5% |
$15.6K - $21.7K
|
4.43K
$458K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
140New |
$14.6K - $20.3K
|
140
$14.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
135New |
$14K - $19.6K
|
135
$13.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
134+ 1.34% |
$13.9K - $19.4K
|
10.2K
$1.05M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
131New |
$13.6K - $19K
|
131
$13.5K
|