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 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
51+ 52.04% |
$5.55K - $7.6K
|
149
$14.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1- 0.45% |
$109 - $149
|
219
$21.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-25- 1.16% |
$2.72K - $3.73K
|
2.13K
$211K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-280- 7.27% |
$30.5K - $41.7K
|
3.57K
$354K
|
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
3.2KNew |
$348K - $477K
|
3.2K
$317K
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-249- 0.9% |
$27.1K - $37.1K
|
27.5K
$2.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
143+ 1.57% |
$15.6K - $21.3K
|
9.24K
$915K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
58New |
$6.31K - $8.64K
|
58
$5.75K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-18- 26.09% |
$1.96K - $2.68K
|
51
$5.05K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.55K+ 6.25% |
$169K - $232K
|
26.4K
$2.62M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-1.6K- 94.94% |
$174K - $238K
|
85
$8.42K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-2- 20.0% |
$218 - $298
|
8
$793
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
188+ 10.9% |
$20.5K - $28K
|
1.91K
$190K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
137+ 74.05% |
$14.9K - $20.4K
|
322
$31.9K
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
BUY
|
- |
5K+ 71.43% |
$544K - $745K
|
12K
$1.19M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
14+ 35.0% |
$1.52K - $2.09K
|
54
$5.35K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
1+ 0.04% |
$109 - $149
|
2.51K
$248K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-5.59K- 61.77% |
$609K - $833K
|
3.46K
$343K
|
|
| Q3 2024 | |||||||
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
2.83K+ 31.51% |
$294K - $410K
|
11.8K
$1.17M
|
|
|
May 12, 2025
Q3 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
3.04KNew |
$316K - $441K
|
3.04K
$301K
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-2- 2.02% |
$208 - $290
|
97
$9.61K
|
|
|
Feb 21, 2025
Q3 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
8KNew |
$831K - $1.16M
|
8K
$793K
|
|
|
Feb 20, 2025
Q3 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
3KNew |
$312K - $435K
|
3K
$297K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.63KNew |
$169K - $236K
|
1.63K
$161K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
27New |
$2.81K - $3.91K
|
27
$2.68K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
131New |
$13.6K - $19K
|
131
$13K
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
1.63KNew |
$170K - $237K
|
1.63K
$162K
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
4.92KNew |
$512K - $714K
|
4.92K
$488K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-203- 85.65% |
$21.1K - $29.4K
|
34
$3.37K
|
|
|
Nov 14, 2024
Q3 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-14.1K- 15.89% |
$1.47M - $2.05M
|
74.8K
$7.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-601- 55.24% |
$62.5K - $87.1K
|
487
$48.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-94- 1.31% |
$9.77K - $13.6K
|
7.08K
$702K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.72KNew |
$178K - $249K
|
1.72K
$170K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-91- 1.61% |
$9.46K - $13.2K
|
5.54K
$549K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-560- 13.52% |
$58.2K - $81.2K
|
3.58K
$355K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
14.7KNew |
$1.53M - $2.13M
|
14.7K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
28.4KNew |
$2.95M - $4.12M
|
28.4K
$2.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Miura Global Management, LLC
New York, NY |
BUY
|
- |
5KNew |
$520K - $725K
|
5K
$496K
|
|
|
Nov 14, 2024
Q3 2024
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-2.1K- 39.62% |
$218K - $304K
|
3.2K
$317K
|
|
|
Nov 14, 2024
Q3 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-2.06K- 32.61% |
$214K - $299K
|
4.26K
$422K
|
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
BUY
|
- |
1.7KNew |
$177K - $247K
|
1.7K
$169K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-319- 17.01% |
$33.2K - $46.2K
|
1.56K
$154K
|
|
|
Nov 14, 2024
Q3 2024
|
Teewinot Capital Advisers, L.L.C.
New York, NY |
BUY
|
- |
205KNew |
$21.4M - $29.8M
|
205K
$20.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-199- 3.21% |
$20.7K - $28.9K
|
6K
$595K
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
16K+ 851.44% |
$1.66M - $2.31M
|
17.8K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-245- 3.71% |
$25.5K - $35.5K
|
6.36K
$630K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-275- 7.16% |
$28.6K - $39.9K
|
3.57K
$353K
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
3.11KNew |
$323K - $451K
|
3.11K
$308K
|
|
|
Nov 13, 2024
Q3 2024
|
Vision Capital Corp
Toronto, A6 |
BUY
|
- |
156KNew |
$16.2M - $22.6M
|
156K
$15.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
1K+ 19.23% |
$104K - $145K
|
6.2K
$614K
|
|