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 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-491- 11.28% |
$49.6K - $58.2K
|
3.86K
$439K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.04K+ 5.41% |
$206K - $242K
|
39.8K
$4.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
23+ 0.68% |
$2.33K - $2.73K
|
3.4K
$387K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-70- 1.01% |
$7.08K - $8.3K
|
6.85K
$779K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
187+ 1438.46% |
$18.9K - $22.2K
|
200
$22.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
775+ 8.47% |
$78.3K - $91.8K
|
9.92K
$1.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-494- 1.57% |
$49.9K - $58.5K
|
30.9K
$3.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
653+ 24.81% |
$66K - $77.4K
|
3.29K
$374K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-310K- 99.03% |
$31.3M - $36.7M
|
3.04K
$346K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
3.27K+ 8.59% |
$330K - $387K
|
41.3K
$4.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
43New |
$4.35K - $5.1K
|
43
$4.89K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-3- 60.0% |
$303 - $356
|
2
$228
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
15New |
$1.52K - $1.78K
|
15
$1.71K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-371- 2.62% |
$37.5K - $44K
|
13.8K
$1.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-3.38K- 1.96% |
$341K - $400K
|
169K
$19.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-33- 8.64% |
$3.34K - $3.91K
|
349
$39.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.05K- 10.58% |
$207K - $243K
|
17.3K
$1.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
291K+ 1311.27% |
$29.4M - $34.4M
|
313K
$35.6M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
376New |
$38K - $44.6K
|
376
$42.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.66K- 27.66% |
$269K - $315K
|
6.95K
$791K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.61K+ 20.45% |
$264K - $310K
|
15.4K
$1.75M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
637New |
$64.4K - $75.5K
|
637
$72.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
21.9K+ 1016.72% |
$2.21M - $2.59M
|
24K
$2.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-131- 82.91% |
$13.2K - $15.5K
|
27
$3.07K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
23+ 3.59% |
$2.33K - $2.73K
|
664
$75.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
483+ 14.07% |
$48.8K - $57.2K
|
3.92K
$446K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.52% |
$101 - $119
|
192
$21.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
3New |
$303 - $356
|
3
$341
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-6.7K- 98.73% |
$678K - $794K
|
86
$9.78K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-744- 26.77% |
$75.2K - $88.2K
|
2.04K
$232K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-28- 0.97% |
$2.83K - $3.32K
|
2.86K
$325K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
912+ 37.22% |
$92.2K - $108K
|
3.36K
$382K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
22K+ 1.2% |
$2.4M - $3.28M
|
1.86M
$212M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
48.5K+ 73.35% |
$5.28M - $7.23M
|
115K
$13M
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
8.92K+ 35.35% |
$971K - $1.33M
|
34.1K
$3.88M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-39.8K- 9.2% |
$4.33M - $5.93M
|
393K
$44.7M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
6.23K+ 9.9% |
$678K - $928K
|
69.1K
$7.87M
|
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
SELL
|
- |
-2.37K- 13.61% |
$258K - $353K
|
15K
$1.71M
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
8New |
$871 - $1.19K
|
8
$910
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
73New |
$7.95K - $10.9K
|
73
$8.31K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-53- 54.64% |
$5.77K - $7.9K
|
44
$5.01K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-639- 19.84% |
$69.6K - $95.2K
|
2.58K
$294K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
329New |
$35.8K - $49K
|
329
$37.4K
|
|
|
Feb 21, 2025
Q4 2024
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
6.53KNew |
$711K - $974K
|
6.53K
$743K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.56K+ 55.29% |
$387K - $530K
|
9.99K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
8.8KNew |
$958K - $1.31M
|
8.8K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-47.4K- 3.12% |
$5.16M - $7.07M
|
1.47M
$168M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.74KNew |
$298K - $408K
|
2.74K
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-185- 3.91% |
$20.1K - $27.6K
|
4.54K
$517K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
116+ 10.04% |
$12.6K - $17.3K
|
1.27K
$145K
|
|