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 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.14K- 4.23% |
$216K - $253K
|
48.4K
$4.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-4- 2.15% |
$404 - $474
|
182
$18.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
67+ 11.75% |
$6.77K - $7.94K
|
637
$64.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-17- 0.31% |
$1.72K - $2.01K
|
5.42K
$550K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.16KNew |
$218K - $256K
|
2.16K
$219K
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-500- 2.12% |
$50.5K - $59.3K
|
23.1K
$2.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-26.5K- 35.96% |
$2.68M - $3.15M
|
47.3K
$4.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.31KNew |
$233K - $273K
|
2.31K
$234K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-122K- 92.74% |
$12.3M - $14.4M
|
9.53K
$965K
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-130- 0.57% |
$13.1K - $15.4K
|
22.8K
$2.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-7.65K- 9.0% |
$774K - $907K
|
77.4K
$7.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-6.77K- 17.33% |
$684K - $802K
|
32.3K
$3.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
11+ 2.35% |
$1.11K - $1.3K
|
480
$48.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-1.26K- 34.72% |
$127K - $149K
|
2.37K
$240K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-31- 6.19% |
$3.13K - $3.67K
|
470
$47.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.96KNew |
$401K - $470K
|
3.96K
$402K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-146- 1.97% |
$14.8K - $17.3K
|
7.28K
$737K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
98+ 2.94% |
$9.91K - $11.6K
|
3.43K
$347K
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
167+ 2.04% |
$16.9K - $19.8K
|
8.35K
$846K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
443+ 14.52% |
$44.8K - $52.5K
|
3.49K
$354K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
182+ 1.62% |
$18.4K - $21.6K
|
11.4K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-491- 11.28% |
$49.6K - $58.2K
|
3.86K
$391K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.04K+ 5.41% |
$206K - $242K
|
39.8K
$4.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
6.06K+ 18.45% |
$612K - $718K
|
38.9K
$3.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
23+ 0.68% |
$2.33K - $2.73K
|
3.4K
$345K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-70- 1.01% |
$7.08K - $8.3K
|
6.85K
$694K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
187+ 1438.46% |
$18.9K - $22.2K
|
200
$20.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-658- 22.24% |
$66.5K - $78K
|
2.3K
$233K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
53+ 1.57% |
$5.36K - $6.28K
|
3.43K
$347K
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
775+ 8.47% |
$78.3K - $91.8K
|
9.92K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-302- 6.62% |
$30.5K - $35.8K
|
4.26K
$431K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-494- 1.57% |
$49.9K - $58.5K
|
30.9K
$3.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
66.3KNew |
$6.7M - $7.85M
|
66.3K
$6.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
653+ 24.81% |
$66K - $77.4K
|
3.29K
$333K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-310K- 99.03% |
$31.3M - $36.7M
|
3.04K
$308K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
3.27K+ 8.59% |
$330K - $387K
|
41.3K
$4.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
228+ 0.27% |
$23K - $27K
|
84.6K
$8.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
43New |
$4.35K - $5.1K
|
43
$4.36K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-81- 1.15% |
$8.19K - $9.6K
|
6.96K
$705K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-3- 60.0% |
$303 - $356
|
2
$203
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
15New |
$1.52K - $1.78K
|
15
$1.52K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-371- 2.62% |
$37.5K - $44K
|
13.8K
$1.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-3.38K- 1.96% |
$341K - $400K
|
169K
$17.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.07KNew |
$209K - $245K
|
2.07K
$209K
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
BUY
|
- |
250+ 3.55% |
$25.3K - $29.6K
|
7.3K
$740K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-33- 8.64% |
$3.34K - $3.91K
|
349
$35.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
483+ 108.78% |
$48.8K - $57.2K
|
927
$93.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.05K- 10.58% |
$207K - $243K
|
17.3K
$1.75M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
291K+ 1311.27% |
$29.4M - $34.4M
|
313K
$31.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
162+ 5.47% |
$16.4K - $19.2K
|
3.13K
$317K
|