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 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-7- 0.45% |
$708 - $830
|
1.55K
$157K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.47KNew |
$250K - $293K
|
2.47K
$250K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.17K- 20.4% |
$119K - $139K
|
4.58K
$464K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
38.4KNew |
$3.88M - $4.55M
|
38.4K
$3.89M
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
50+ 18.87% |
$5.05K - $5.93K
|
315
$31.9K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.85K+ 5.41% |
$490K - $575K
|
94.5K
$9.58M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.03K+ 5.53% |
$205K - $241K
|
38.7K
$3.92M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.02K- 28.82% |
$104K - $121K
|
2.53K
$256K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-198- 5.38% |
$20K - $23.5K
|
3.48K
$353K
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.26K+ 43.68% |
$228K - $267K
|
7.42K
$752K
|
|
|
May 02, 2025
Q1 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-6.06K- 2.49% |
$613K - $719K
|
238K
$24.1M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
285K+ 25.58% |
$28.8M - $33.7M
|
1.4M
$142M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3- 3.49% |
$303 - $356
|
83
$8.41K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-4- 5.97% |
$404 - $474
|
63
$6.38K
|
|
|
May 02, 2025
Q1 2025
|
Shayne & Co., LLC
|
BUY
|
- |
1.39K+ 4.5% |
$140K - $164K
|
32.2K
$3.26M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-369- 12.13% |
$37.3K - $43.7K
|
2.67K
$271K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
1.72K+ 33.0% |
$173K - $203K
|
6.91K
$700K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
86K+ 2709.96% |
$8.7M - $10.2M
|
89.2K
$9.04M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-39- 0.91% |
$3.94K - $4.62K
|
4.22K
$428K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
3New |
$303 - $356
|
3
$304
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
3.95KNew |
$399K - $468K
|
3.95K
$400K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-11.5K- 15.0% |
$1.16M - $1.36M
|
65K
$6.58M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-11- 55.0% |
$1.11K - $1.3K
|
9
$912
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-894- 93.71% |
$90.4K - $106K
|
60
$6.08K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
45+ 49.45% |
$4.55K - $5.33K
|
136
$13.8K
|
|
|
May 01, 2025
Q1 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
77+ 2.66% |
$7.78K - $9.13K
|
2.98K
$301K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
8+ 0.2% |
$809 - $948
|
4.04K
$409K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-616- 14.9% |
$62.3K - $73K
|
3.52K
$356K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
140+ 2.77% |
$14.2K - $16.6K
|
5.2K
$527K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.68KNew |
$372K - $436K
|
3.68K
$373K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
16+ 10.46% |
$1.62K - $1.9K
|
169
$17.1K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
2K+ 1.66% |
$202K - $237K
|
122K
$12.4M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.02K- 4.15% |
$103K - $121K
|
23.6K
$2.39M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-294- 3.92% |
$29.7K - $34.8K
|
7.2K
$730K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-969- 1.61% |
$98K - $115K
|
59.3K
$6.01M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.91% |
$10.1K - $11.9K
|
10.9K
$1.1M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.46K- 39.55% |
$147K - $172K
|
2.22K
$225K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-791- 5.2% |
$80K - $93.7K
|
14.4K
$1.46M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
20New |
$2.02K - $2.37K
|
20
$2.03K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-45- 16.92% |
$4.55K - $5.33K
|
221
$22.4K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-5- 19.23% |
$505 - $593
|
21
$2.13K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
228+ 42.07% |
$23K - $27K
|
770
$78K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.13K+ 30.49% |
$114K - $134K
|
4.83K
$490K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-318- 2.9% |
$32.1K - $37.7K
|
10.6K
$1.08M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1.67K+ 2.62% |
$169K - $198K
|
65.4K
$6.62M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
127+ 1.95% |
$12.8K - $15.1K
|
6.64K
$673K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5- 0.12% |
$505 - $593
|
4.32K
$437K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
74.5K+ 2686.95% |
$7.53M - $8.83M
|
77.3K
$7.83M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
111+ 555.0% |
$11.2K - $13.2K
|
131
$13.3K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-2.7K- 11.66% |
$273K - $320K
|
20.5K
$2.07M
|