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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.61% |
$1.31K - $1.54K
|
2.13K
$215K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.98K- 38.91% |
$403K - $472K
|
6.25K
$633K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-6.91K- 6.68% |
$698K - $819K
|
96.4K
$9.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.13K- 25.98% |
$114K - $133K
|
3.21K
$325K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-39- 0.62% |
$3.94K - $4.62K
|
6.21K
$629K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
971+ 1.01% |
$98.2K - $115K
|
97K
$9.83M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
3.55KNew |
$359K - $420K
|
3.55K
$359K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-724- 11.73% |
$73.2K - $85.8K
|
5.45K
$552K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
13+ 2.62% |
$1.31K - $1.54K
|
509
$51.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
15New |
$1.52K - $1.78K
|
15
$1.52K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-400- 4.02% |
$40.4K - $47.4K
|
9.54K
$966K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
320+ 17.41% |
$32.3K - $37.9K
|
2.16K
$219K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-52- 2.07% |
$5.26K - $6.16K
|
2.46K
$249K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-10.8K- 23.44% |
$1.1M - $1.29M
|
35.4K
$3.59M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-700- 0.86% |
$70.8K - $83K
|
80.6K
$8.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-173- 6.45% |
$17.5K - $20.5K
|
2.51K
$254K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
2.38KNew |
$241K - $282K
|
2.38K
$241K
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
4.04KNew |
$408K - $479K
|
4.04K
$409K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
10.9K+ 38.64% |
$1.1M - $1.29M
|
39K
$3.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.55K+ 25.03% |
$157K - $184K
|
7.74K
$784K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.29K+ 97.88% |
$434K - $509K
|
8.68K
$879K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
10+ 2.07% |
$1.01K - $1.19K
|
492
$49.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-3- 0.19% |
$303 - $356
|
1.54K
$156K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.83K+ 87.45% |
$387K - $454K
|
8.21K
$832K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
527New |
$53.3K - $62.5K
|
527
$53.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-51.2K- 44.26% |
$5.17M - $6.06M
|
64.4K
$6.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-818- 1.64% |
$82.7K - $96.9K
|
49.1K
$4.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
SELL
|
- |
-50- 0.12% |
$5.05K - $5.93K
|
42.2K
$4.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8.49K- 70.47% |
$858K - $1.01M
|
3.56K
$360K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-899- 35.56% |
$90.9K - $107K
|
1.63K
$165K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
133+ 6.33% |
$13.4K - $15.8K
|
2.23K
$226K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
63+ 88.73% |
$6.37K - $7.47K
|
134
$13.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-50- 41.67% |
$5.05K - $5.93K
|
70
$7.09K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-439- 41.45% |
$44.4K - $52K
|
620
$62.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.93K+ 0.94% |
$296K - $347K
|
316K
$32M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-63- 0.5% |
$6.37K - $7.47K
|
12.5K
$1.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.05K- 15.77% |
$106K - $125K
|
5.62K
$569K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-100- 2.9% |
$10.1K - $11.9K
|
3.35K
$340K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-152- 3.65% |
$15.4K - $18K
|
4.02K
$407K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
460+ 22.29% |
$46.5K - $54.5K
|
2.52K
$256K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
12.6K+ 79.48% |
$1.27M - $1.49M
|
28.4K
$2.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.08KNew |
$210K - $247K
|
2.08K
$211K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
216+ 0.96% |
$21.8K - $25.6K
|
22.7K
$2.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
227New |
$22.9K - $26.9K
|
227
$23K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
706+ 7.36% |
$71.4K - $83.7K
|
10.3K
$1.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.2K+ 55.83% |
$121K - $142K
|
3.35K
$340K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.31K- 43.48% |
$132K - $155K
|
1.7K
$172K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
90+ 3.02% |
$9.1K - $10.7K
|
3.07K
$311K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-47.1K- 14.88% |
$4.77M - $5.59M
|
270K
$27.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-749- 1.53% |
$75.7K - $88.8K
|
48.3K
$4.89M
|