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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
143+ 3.24% |
$15.6K - $21.3K
|
4.56K
$471K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
141+ 7.91% |
$15.3K - $21K
|
1.92K
$199K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
137+ 74.05% |
$14.9K - $20.4K
|
322
$33.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
131+ 41.85% |
$14.3K - $19.5K
|
444
$45.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
123+ 3.9% |
$13.4K - $18.3K
|
3.28K
$338K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
122New |
$13.3K - $18.2K
|
122
$12.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
120New |
$13.1K - $17.9K
|
120
$12.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
118+ 1.18% |
$12.8K - $17.6K
|
10.1K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
118+ 1.16% |
$12.8K - $17.6K
|
10.3K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
116+ 10.04% |
$12.6K - $17.3K
|
1.27K
$131K
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
112+ 5.01% |
$12.2K - $16.7K
|
2.35K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
112+ 5.98% |
$12.2K - $16.7K
|
1.98K
$205K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
110+ 3.74% |
$12K - $16.4K
|
3.05K
$315K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
105+ 43.03% |
$11.4K - $15.6K
|
349
$36K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
103+ 2.41% |
$11.2K - $15.4K
|
4.38K
$453K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.12% |
$10.9K - $14.9K
|
81.3K
$8.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
95+ 3.84% |
$10.3K - $14.2K
|
2.57K
$266K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
95+ 0.72% |
$10.3K - $14.2K
|
13.2K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
91New |
$9.91K - $13.6K
|
91
$9.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
89+ 16.7% |
$9.69K - $13.3K
|
622
$64.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
88+ 0.45% |
$9.58K - $13.1K
|
19.7K
$2.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
81+ 0.19% |
$8.82K - $12.1K
|
42.8K
$4.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
81+ 0.72% |
$8.82K - $12.1K
|
11.3K
$1.16M
|
|
|
Feb 27, 2025
Q4 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
80+ 3.86% |
$8.71K - $11.9K
|
2.15K
$222K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
71New |
$7.73K - $10.6K
|
71
$7.33K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
69New |
$7.51K - $10.3K
|
69
$7.13K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
69+ 2.54% |
$7.51K - $10.3K
|
2.78K
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
68+ 4.64% |
$7.4K - $10.1K
|
1.53K
$158K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
68+ 2.35% |
$7.4K - $10.1K
|
2.96K
$306K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
67New |
$7.29K - $9.99K
|
67
$6.92K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
66New |
$7.18K - $9.84K
|
66
$6.82K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
65+ 6.63% |
$7.08K - $9.69K
|
1.05K
$108K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
62+ 3.48% |
$6.75K - $9.24K
|
1.85K
$191K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
59+ 1.5% |
$6.42K - $8.79K
|
3.98K
$411K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
58New |
$6.31K - $8.64K
|
58
$5.99K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
58+ 1.38% |
$6.31K - $8.64K
|
4.26K
$440K
|
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
57+ 0.7% |
$6.21K - $8.5K
|
8.18K
$845K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
57+ 196.55% |
$6.21K - $8.5K
|
86
$8.88K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
57+ 12.31% |
$6.21K - $8.5K
|
520
$53.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
56New |
$6.1K - $8.35K
|
56
$5.78K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
55+ 1.66% |
$5.99K - $8.2K
|
3.37K
$348K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
55+ 1.27% |
$5.99K - $8.2K
|
4.38K
$452K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
54+ 2.42% |
$5.88K - $8.05K
|
2.28K
$236K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
51+ 52.04% |
$5.55K - $7.6K
|
149
$15.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
50+ 0.26% |
$5.44K - $7.45K
|
19.3K
$2M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
49+ 0.13% |
$5.33K - $7.3K
|
36.5K
$3.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
48+ 0.45% |
$5.23K - $7.15K
|
10.6K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
47+ 19.18% |
$5.12K - $7K
|
292
$30.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
44+ 5.04% |
$4.79K - $6.56K
|
917
$94.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
43+ 29.05% |
$4.68K - $6.41K
|
191
$19.7K
|