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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
123+ 0.94% |
$12.8K - $17.8K
|
13.1K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
122New |
$12.7K - $17.7K
|
122
$12.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
119+ 4.22% |
$12.4K - $17.3K
|
2.94K
$304K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
119+ 3.13% |
$12.4K - $17.3K
|
3.92K
$405K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
115+ 4.98% |
$12K - $16.7K
|
2.43K
$251K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
114+ 3.49% |
$11.9K - $16.5K
|
3.39K
$350K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
114+ 7.39% |
$11.9K - $16.5K
|
1.66K
$171K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
113+ 3.25% |
$11.7K - $16.4K
|
3.59K
$370K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
111+ 0.33% |
$11.5K - $16.1K
|
34.2K
$3.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
110+ 2.67% |
$11.4K - $15.9K
|
4.23K
$437K
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
108+ 0.77% |
$11.2K - $15.7K
|
14.2K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
104+ 1.21% |
$10.8K - $15.1K
|
8.72K
$900K
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
102+ 2.73% |
$10.6K - $14.8K
|
3.84K
$397K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
100New |
$10.4K - $14.5K
|
100
$10.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
99+ 115.12% |
$10.3K - $14.4K
|
185
$19.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
97+ 2.77% |
$10.1K - $14.1K
|
3.6K
$372K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
95+ 8.96% |
$9.88K - $13.8K
|
1.16K
$119K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
89+ 2.18% |
$9.25K - $12.9K
|
4.17K
$430K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
88+ 2.97% |
$9.15K - $12.8K
|
3.05K
$315K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
86+ 1.86% |
$8.94K - $12.5K
|
4.71K
$486K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
84New |
$8.73K - $12.2K
|
84
$8.68K
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
83+ 17.22% |
$8.63K - $12K
|
565
$58.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
83+ 1.69% |
$8.63K - $12K
|
5K
$517K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
75+ 0.32% |
$7.8K - $10.9K
|
23.8K
$2.46M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
72+ 18.41% |
$7.48K - $10.4K
|
463
$47.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
65+ 1.97% |
$6.76K - $9.42K
|
3.37K
$348K
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
59+ 1.62% |
$6.13K - $8.55K
|
3.7K
$382K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
59New |
$6.13K - $8.55K
|
59
$6.09K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
58+ 27.88% |
$6.03K - $8.41K
|
266
$27.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
57New |
$5.93K - $8.26K
|
57
$5.89K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
55+ 1.93% |
$5.72K - $7.97K
|
2.91K
$300K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
55New |
$5.72K - $7.97K
|
55
$5.68K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
54+ 117.39% |
$5.61K - $7.83K
|
100
$10.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
53+ 2.22% |
$5.51K - $7.68K
|
2.44K
$252K
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
52+ 27.96% |
$5.41K - $7.54K
|
238
$24.6K
|
|
|
Jan 28, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
52+ 27.96% |
$5.41K - $7.54K
|
238
$24.6K
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
50+ 0.7% |
$5.2K - $7.25K
|
7.23K
$747K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
49+ 1.47% |
$5.09K - $7.1K
|
3.39K
$350K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
46+ 2.38% |
$4.78K - $6.67K
|
1.98K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
45+ 2.33% |
$4.68K - $6.52K
|
1.98K
$204K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
43+ 21.29% |
$4.47K - $6.23K
|
245
$25.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
42+ 12.65% |
$4.37K - $6.09K
|
374
$38.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
41+ 0.97% |
$4.26K - $5.94K
|
4.28K
$442K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
40+ 2.22% |
$4.16K - $5.8K
|
1.84K
$190K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
38New |
$3.95K - $5.51K
|
38
$3.92K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
32+ 1.5% |
$3.33K - $4.64K
|
2.17K
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
32New |
$3.33K - $4.64K
|
32
$3.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
29New |
$3.01K - $4.2K
|
29
$3K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
27+ 1.37% |
$2.81K - $3.91K
|
2K
$206K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
27New |
$2.81K - $3.91K
|
27
$2.79K
|