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 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
180+ 8.36% |
$18.2K - $21.3K
|
2.33K
$236K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-407- 13.01% |
$41.1K - $48.2K
|
2.72K
$276K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-39- 14.29% |
$3.94K - $4.62K
|
234
$23.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.3K+ 11.68% |
$233K - $273K
|
22K
$2.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-392K- 65.22% |
$39.6M - $46.4M
|
209K
$21.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
10New |
$1.01K - $1.19K
|
10
$1.01K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
696+ 6.86% |
$70.4K - $82.5K
|
10.8K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4.18K+ 20.29% |
$422K - $495K
|
24.7K
$2.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
724+ 2.83% |
$73.2K - $85.8K
|
26.3K
$2.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-339- 2.38% |
$34.3K - $40.2K
|
13.9K
$1.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-6.28K- 51.43% |
$635K - $744K
|
5.93K
$601K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.57K- 7.94% |
$260K - $305K
|
29.8K
$3.02M
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
570+ 24.27% |
$57.6K - $67.6K
|
2.92K
$296K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 2.36% |
$505 - $593
|
217
$22K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
6+ 6.0% |
$607 - $711
|
106
$10.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.57K- 3.17% |
$159K - $186K
|
48.1K
$4.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
57+ 11.33% |
$5.76K - $6.76K
|
560
$56.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-3- 5.66% |
$303 - $356
|
50
$5.07K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
345+ 1.48% |
$34.9K - $40.9K
|
23.7K
$2.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.67K+ 3.07% |
$169K - $198K
|
56K
$5.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
60+ 214.29% |
$6.07K - $7.11K
|
88
$8.92K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.6K+ 15.52% |
$161K - $189K
|
11.9K
$1.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-374- 5.53% |
$37.8K - $44.3K
|
6.39K
$647K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.75K- 24.53% |
$379K - $444K
|
11.5K
$1.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
923+ 13.31% |
$93.3K - $109K
|
7.86K
$796K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-303- 11.78% |
$30.6K - $35.9K
|
2.27K
$230K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-4.51K- 31.6% |
$456K - $534K
|
9.76K
$989K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
32+ 2.11% |
$3.23K - $3.79K
|
1.55K
$157K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-491- 88.95% |
$49.6K - $58.2K
|
61
$6.18K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
441+ 1.07% |
$44.6K - $52.3K
|
41.8K
$4.23M
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
582+ 7.96% |
$58.8K - $69K
|
7.9K
$800K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
80New |
$8.09K - $9.48K
|
80
$8.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-177K- 80.29% |
$17.9M - $21M
|
43.5K
$4.41M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-16- 18.6% |
$1.62K - $1.9K
|
70
$7.09K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5.9K- 52.98% |
$597K - $700K
|
5.24K
$531K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
6.41K+ 92.98% |
$648K - $760K
|
13.3K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
107+ 5.46% |
$10.8K - $12.7K
|
2.07K
$210K
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-374- 27.81% |
$37.8K - $44.3K
|
971
$98.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-3.99K- 56.56% |
$403K - $472K
|
3.06K
$310K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
3.11KNew |
$314K - $369K
|
3.11K
$315K
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-6.1K- 7.25% |
$617K - $723K
|
78K
$7.9M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-35- 0.92% |
$3.54K - $4.15K
|
3.78K
$383K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-227K- 85.31% |
$22.9M - $26.9M
|
39.1K
$3.96M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
2+ 0.02% |
$202 - $237
|
8.6K
$871K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
824+ 40.0% |
$83.3K - $97.7K
|
2.88K
$292K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.88KNew |
$594K - $696K
|
5.88K
$595K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-8.86K- 2.24% |
$895K - $1.05M
|
386K
$39.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
240+ 46.15% |
$24.3K - $28.4K
|
760
$77K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
704+ 3.74% |
$71.2K - $83.4K
|
19.5K
$1.98M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.76K+ 3.0% |
$380K - $445K
|
129K
$13.1M
|