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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-3- 9.68% |
$327 - $447
|
28
$2.84K
|
|
|
Jan 29, 2025
Q4 2024
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-232K- 98.64% |
$25.3M - $34.6M
|
3.2K
$324K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.29KNew |
$249K - $341K
|
2.29K
$232K
|
|
|
Jan 29, 2025
Q4 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-252- 5.42% |
$27.4K - $37.6K
|
4.4K
$446K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 4.23% |
$327 - $447
|
74
$7.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-2.71K- 32.34% |
$295K - $404K
|
5.67K
$575K
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
20.7KNew |
$2.26M - $3.09M
|
20.7K
$2.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
13.2K+ 13.16% |
$1.44M - $1.97M
|
113K
$11.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Nat West Group PLC
|
BUY
|
- |
525+ 0.85% |
$57.2K - $78.2K
|
62.5K
$6.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
11.9KNew |
$1.3M - $1.78M
|
11.9K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
906+ 33.43% |
$98.6K - $135K
|
3.62K
$366K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
4New |
$435 - $596
|
4
$405
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-180- 5.31% |
$19.6K - $26.8K
|
3.21K
$326K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-353- 2.48% |
$38.4K - $52.6K
|
13.9K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
213+ 6.45% |
$23.2K - $31.7K
|
3.52K
$356K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
389+ 5.53% |
$42.3K - $58K
|
7.42K
$752K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
2K+ 10.98% |
$218K - $298K
|
20.2K
$2.05M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
56.1K+ 2898.76% |
$6.1M - $8.36M
|
58K
$5.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
846+ 2.82% |
$92.1K - $126K
|
30.8K
$3.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
9.38KNew |
$1.02M - $1.4M
|
9.38K
$950K
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
564KNew |
$61.4M - $84.1M
|
564K
$57.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-235- 3.97% |
$25.6K - $35K
|
5.69K
$576K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-480- 12.24% |
$52.3K - $71.5K
|
3.44K
$349K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
120New |
$13.1K - $17.9K
|
120
$12.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-3- 42.86% |
$327 - $447
|
4
$405
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
410+ 0.66% |
$44.6K - $61.1K
|
62.7K
$6.35M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
12+ 0.35% |
$1.31K - $1.79K
|
3.42K
$347K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
427+ 12.38% |
$46.5K - $63.6K
|
3.88K
$393K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
10New |
$1.09K - $1.49K
|
10
$1.01K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
3.03KNew |
$330K - $451K
|
3.03K
$307K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-19- 0.84% |
$2.07K - $2.83K
|
2.25K
$228K
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-12- 0.45% |
$1.31K - $1.79K
|
2.65K
$269K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
360New |
$39.2K - $53.7K
|
360
$36.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-607- 1.25% |
$66.1K - $90.5K
|
47.8K
$4.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4.26KNew |
$464K - $635K
|
4.26K
$432K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-97- 4.97% |
$10.6K - $14.5K
|
1.85K
$188K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 11.54% |
$653 - $894
|
46
$4.66K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-43- 1.94% |
$4.68K - $6.41K
|
2.18K
$220K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-5- 13.89% |
$544 - $745
|
31
$3.14K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.23K+ 86.01% |
$134K - $183K
|
2.66K
$269K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
34+ 1.87% |
$3.7K - $5.07K
|
1.85K
$187K
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
2.55KNew |
$277K - $379K
|
2.55K
$258K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.97K+ 24.86% |
$214K - $293K
|
9.87K
$1M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-91- 10.79% |
$9.91K - $13.6K
|
752
$76.2K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-20- 1.0% |
$2.18K - $2.98K
|
1.98K
$200K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
4.07KNew |
$443K - $607K
|
4.07K
$413K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$544 - $745
|
5
$507
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-83.5K- 94.56% |
$9.09M - $12.4M
|
4.8K
$486K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-209- 9.73% |
$22.8K - $31.1K
|
1.94K
$197K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
51+ 52.04% |
$5.55K - $7.6K
|
149
$15.1K
|