Purchases and Sales Made in Q4 2024 in Pultegroup Inc (PHM)
This table provides information about the institutional ownership of Pultegroup Inc (PHM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5+ 15.63% |
$544 - $745
|
37
$3.78K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
5+ 0.1% |
$544 - $745
|
5.16K
$527K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
4New |
$435 - $596
|
4
$408
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3+ 3.61% |
$327 - $447
|
86
$8.77K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 4.23% |
$327 - $447
|
74
$7.55K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
BUY
|
- |
3+ 0.14% |
$327 - $447
|
2.2K
$225K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
2+ 1.79% |
$218 - $298
|
114
$11.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2+ 0.08% |
$218 - $298
|
2.41K
$246K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2+ 1.32% |
$218 - $298
|
153
$15.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.2% |
$109 - $149
|
496
$50.6K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
1+ 0.04% |
$109 - $149
|
2.51K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
1+ 0.04% |
$109 - $149
|
2.7K
$276K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 5.26% |
$109 - $149
|
20
$2.04K
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1- 0.03% |
$109 - $149
|
3.07K
$314K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1- 0.45% |
$109 - $149
|
219
$22.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1- 0.02% |
$109 - $149
|
5.82K
$593K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.09% |
$218 - $298
|
2.14K
$218K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-2- 20.0% |
$218 - $298
|
8
$816
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3- 5.66% |
$327 - $447
|
50
$5.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-3- 42.86% |
$327 - $447
|
4
$408
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-3- 9.68% |
$327 - $447
|
28
$2.86K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-5- 13.89% |
$544 - $745
|
31
$3.16K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 11.54% |
$653 - $894
|
46
$4.69K
|
|
|
Feb 12, 2025
Q4 2024
|
X Square Capital, LLC
|
SELL
|
- |
-6- 0.06% |
$653 - $894
|
10.8K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-7- 0.09% |
$762 - $1.04K
|
7.45K
$760K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-7Closed |
$762 - $1.04K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-8- 0.47% |
$871 - $1.19K
|
1.71K
$175K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-11- 0.37% |
$1.2K - $1.64K
|
2.93K
$299K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-12- 0.69% |
$1.31K - $1.79K
|
1.72K
$175K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-12- 2.35% |
$1.31K - $1.79K
|
498
$50.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-12- 0.45% |
$1.31K - $1.79K
|
2.65K
$271K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-14- 0.39% |
$1.52K - $2.09K
|
3.55K
$363K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-14- 2.4% |
$1.52K - $2.09K
|
570
$58.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-17- 0.65% |
$1.85K - $2.53K
|
2.61K
$267K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-17- 1.58% |
$1.85K - $2.53K
|
1.06K
$108K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-18- 0.62% |
$1.96K - $2.68K
|
2.89K
$295K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-18- 36.0% |
$1.96K - $2.68K
|
32
$3.26K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-18- 26.09% |
$1.96K - $2.68K
|
51
$5.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-18- 0.87% |
$1.96K - $2.68K
|
2.06K
$210K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-19- 0.84% |
$2.07K - $2.83K
|
2.25K
$230K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-20- 1.0% |
$2.18K - $2.98K
|
1.98K
$202K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-20- 0.15% |
$2.18K - $2.98K
|
13.7K
$1.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-23- 0.62% |
$2.5K - $3.43K
|
3.68K
$375K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-25- 1.16% |
$2.72K - $3.73K
|
2.13K
$217K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-25- 0.81% |
$2.72K - $3.73K
|
3.06K
$312K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-29- 12.39% |
$3.16K - $4.32K
|
205
$20.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-30- 0.32% |
$3.27K - $4.47K
|
9.45K
$964K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-31- 0.35% |
$3.37K - $4.62K
|
8.88K
$906K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-32- 0.83% |
$3.48K - $4.77K
|
3.83K
$390K
|