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 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-749- 1.53% |
$75.7K - $88.8K
|
48.3K
$4.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-190- 1.08% |
$19.2K - $22.5K
|
17.4K
$1.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-8.31K- 2.99% |
$840K - $985K
|
270K
$27.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
911+ 4.24% |
$92.1K - $108K
|
22.4K
$2.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
424+ 14.64% |
$42.9K - $50.2K
|
3.32K
$336K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-11- 0.11% |
$1.11K - $1.3K
|
10.1K
$1.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-5.76K- 1.08% |
$583K - $683K
|
526K
$53.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-95.6K- 61.82% |
$9.67M - $11.3M
|
59K
$5.98M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
10+ 0.23% |
$1.01K - $1.19K
|
4.44K
$450K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2New |
$202 - $237
|
2
$203
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-16.3K- 6.34% |
$1.64M - $1.93M
|
240K
$24.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
95+ 0.24% |
$9.6K - $11.3K
|
40.3K
$4.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-64- 0.15% |
$6.47K - $7.58K
|
42.4K
$4.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-140- 3.94% |
$14.2K - $16.6K
|
3.41K
$346K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.72KNew |
$780K - $915K
|
7.72K
$782K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-26- 37.68% |
$2.63K - $3.08K
|
43
$4.36K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 2.0% |
$101 - $119
|
49
$4.96K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-5.45K- 49.57% |
$551K - $646K
|
5.55K
$562K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-11- 11.0% |
$1.11K - $1.3K
|
89
$9.02K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-176- 10.53% |
$17.8K - $20.9K
|
1.5K
$151K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
8.55K+ 7.58% |
$864K - $1.01M
|
121K
$12.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-130- 5.44% |
$13.1K - $15.4K
|
2.26K
$229K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-2.35K- 8.85% |
$238K - $278K
|
24.2K
$2.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
2.33KNew |
$236K - $276K
|
2.33K
$236K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.74K- 81.72% |
$277K - $324K
|
612
$62K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-8- 47.06% |
$809 - $948
|
9
$912
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-3- 3.45% |
$303 - $356
|
84
$8.51K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
54+ 11.37% |
$5.46K - $6.4K
|
529
$53.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
SELL
|
- |
-7.5K- 6.29% |
$758K - $889K
|
112K
$11.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.22K- 11.52% |
$124K - $145K
|
9.39K
$951K
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
9.27K+ 11.83% |
$937K - $1.1M
|
87.6K
$8.88M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.31% |
$202 - $237
|
651
$66K
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-3.28K- 59.74% |
$331K - $388K
|
2.21K
$224K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.98K- 11.58% |
$402K - $472K
|
30.4K
$3.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
47.5KNew |
$4.8M - $5.63M
|
47.5K
$4.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
146New |
$14.8K - $17.3K
|
146
$14.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
31.2K+ 4.55% |
$3.15M - $3.69M
|
716K
$72.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
3.32K+ 37.76% |
$336K - $394K
|
12.1K
$1.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-945- 50.97% |
$95.5K - $112K
|
909
$92.1K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
3+ 300.0% |
$303 - $356
|
4
$405
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-740- 23.23% |
$74.8K - $87.7K
|
2.45K
$248K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.94K- 2.18% |
$196K - $230K
|
87.3K
$8.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.44K- 1.33% |
$145K - $171K
|
106K
$10.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-57.6K- 23.19% |
$5.82M - $6.82M
|
191K
$19.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Edmp, Inc.
|
BUY
|
- |
2.09KNew |
$211K - $248K
|
2.09K
$212K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-514- 8.07% |
$52K - $60.9K
|
5.86K
$593K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
356+ 15.75% |
$36K - $42.2K
|
2.62K
$265K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.32K+ 80.91% |
$134K - $157K
|
2.96K
$299K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-10.2K- 55.7% |
$1.03M - $1.21M
|
8.13K
$824K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
23+ 71.88% |
$2.33K - $2.73K
|
55
$5.57K
|