Latest Institutional Transactions on Pultegroup Inc (PHM)
This table provides information on the latest institutional transactions involving Pultegroup Inc (PHM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-849- 0.78% |
$85.8K - $101K
|
108K
$10.9M
|
|
|
May 07, 2025
Q1 2025
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
8.55K+ 18.45% |
$865K - $1.01M
|
54.9K
$5.56M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-43- 20.09% |
$4.35K - $5.1K
|
171
$17.3K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-199- 3.98% |
$20.1K - $23.6K
|
4.8K
$486K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
201New |
$20.3K - $23.8K
|
201
$20.4K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-16.9K- 80.84% |
$1.71M - $2.01M
|
4.01K
$407K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.6K- 24.11% |
$162K - $189K
|
5.03K
$510K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
5.67K+ 3.8% |
$573K - $672K
|
155K
$15.7M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.85K- 97.57% |
$187K - $219K
|
46
$4.66K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
1.2K+ 0.79% |
$121K - $142K
|
152K
$15.4M
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-8.19K- 53.3% |
$828K - $970K
|
7.17K
$727K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-106- 17.04% |
$10.7K - $12.6K
|
516
$52.3K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.43K+ 15.27% |
$245K - $288K
|
18.3K
$1.86M
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
2+ 9.09% |
$202 - $237
|
24
$2.43K
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-259- 0.67% |
$26.2K - $30.7K
|
38.2K
$3.87M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-28- 0.03% |
$2.83K - $3.32K
|
101K
$10.2M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-70.6K- 72.26% |
$7.14M - $8.37M
|
27.1K
$2.75M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-389- 7.11% |
$39.3K - $46.1K
|
5.09K
$515K
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
17+ 0.16% |
$1.72K - $2.01K
|
10.5K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.83K+ 10.47% |
$185K - $217K
|
19.3K
$1.96M
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-1.64K- 20.24% |
$166K - $195K
|
6.48K
$656K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.23K- 35.53% |
$427K - $501K
|
7.67K
$777K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.61K- 4.7% |
$466K - $547K
|
93.4K
$9.46M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.12M+ 2586.8% |
$114M - $133M
|
1.17M
$118M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-7.83K- 77.1% |
$791K - $927K
|
2.33K
$236K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.09% |
$303 - $356
|
3.42K
$346K
|
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
SELL
|
- |
-4.64K- 5.49% |
$469K - $550K
|
79.9K
$8.09M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.14K+ 25.72% |
$317K - $372K
|
15.3K
$1.55M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
3.15K+ 0.51% |
$319K - $374K
|
619K
$62.7M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
10.7K+ 1.87% |
$1.08M - $1.27M
|
585K
$59.2M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.14K- 30.12% |
$317K - $372K
|
7.27K
$737K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.36K- 20.02% |
$137K - $161K
|
5.42K
$549K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
3.95KNew |
$399K - $468K
|
3.95K
$400K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
7.12KNew |
$720K - $844K
|
7.12K
$721K
|
|
|
May 05, 2025
Q1 2025
|
Australian Super Pty LTD
|
BUY
|
- |
714K+ 219.16% |
$72.1M - $84.6M
|
1.04M
$105M
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
BUY
|
- |
1.81K+ 38.29% |
$183K - $214K
|
6.52K
$661K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-1- 14.29% |
$101 - $119
|
6
$608
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-2- 0.05% |
$202 - $237
|
4.05K
$410K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
9.79KNew |
$990K - $1.16M
|
9.79K
$992K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
76New |
$7.68K - $9.01K
|
76
$7.7K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-2.39K- 80.71% |
$241K - $283K
|
570
$57.7K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
298+ 9.93% |
$30.1K - $35.3K
|
3.3K
$334K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
15+ 15.15% |
$1.52K - $1.78K
|
114
$11.5K
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-1.02K- 2.29% |
$103K - $121K
|
43.4K
$4.4M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-789- 11.13% |
$79.8K - $93.5K
|
6.3K
$638K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.35K- 6.44% |
$238K - $279K
|
34.2K
$3.46M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
261+ 52.41% |
$26.4K - $30.9K
|
759
$76.9K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-170K- 23.98% |
$17.2M - $20.2M
|
539K
$54.6M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
513+ 3.35% |
$51.9K - $60.8K
|
15.8K
$1.6M
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4.7KNew |
$475K - $557K
|
4.7K
$476K
|