Purchases and Sales Made in Q1 2025 in Pultegroup Inc (PHM)
This table provides information about the institutional ownership of Pultegroup Inc (PHM) during Q1 2025. The information is specifically focused on institutions that hold shares of PULTEGROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2- 0.08% |
$202 - $237
|
2.39K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2- 0.5% |
$202 - $237
|
400
$45.5K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-2- 0.05% |
$202 - $237
|
4.05K
$461K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2- 0.1% |
$202 - $237
|
1.95K
$221K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3- 0.76% |
$303 - $356
|
394
$44.8K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3- 3.49% |
$303 - $356
|
83
$9.44K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-3- 0.19% |
$303 - $356
|
1.54K
$175K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-3- 5.66% |
$303 - $356
|
50
$5.69K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-3- 60.0% |
$303 - $356
|
2
$228
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-3- 3.45% |
$303 - $356
|
84
$9.56K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-4- 5.97% |
$404 - $474
|
63
$7.17K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-4- 2.15% |
$404 - $474
|
182
$20.7K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-5- 50.0% |
$505 - $593
|
5
$569
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-5- 0.13% |
$505 - $593
|
3.84K
$437K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-5- 19.23% |
$505 - $593
|
21
$2.39K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5- 0.12% |
$505 - $593
|
4.32K
$491K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-7- 17.95% |
$708 - $830
|
32
$3.64K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-7- 0.45% |
$708 - $830
|
1.55K
$176K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-8- 2.74% |
$809 - $948
|
284
$32.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-8- 47.06% |
$809 - $948
|
9
$1.02K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8- 3.9% |
$809 - $948
|
197
$22.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-11- 0.11% |
$1.11K - $1.3K
|
10.1K
$1.15M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-11- 11.0% |
$1.11K - $1.3K
|
89
$10.1K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-11- 55.0% |
$1.11K - $1.3K
|
9
$1.02K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-12- 0.21% |
$1.21K - $1.42K
|
5.8K
$660K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.61% |
$1.31K - $1.54K
|
2.13K
$242K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-16- 18.6% |
$1.62K - $1.9K
|
70
$7.96K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-17- 0.31% |
$1.72K - $2.01K
|
5.42K
$617K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-19- 0.29% |
$1.92K - $2.25K
|
6.55K
$745K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-19- 0.29% |
$1.92K - $2.25K
|
6.5K
$740K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-21- 16.28% |
$2.12K - $2.49K
|
108
$12.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-26- 37.68% |
$2.63K - $3.08K
|
43
$4.89K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-27- 2.94% |
$2.73K - $3.2K
|
890
$101K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-28- 0.03% |
$2.83K - $3.32K
|
101K
$11.5M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-28- 0.97% |
$2.83K - $3.32K
|
2.86K
$325K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-30- 0.85% |
$3.03K - $3.56K
|
3.49K
$396K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-30- 1.16% |
$3.03K - $3.56K
|
2.56K
$291K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-31- 6.19% |
$3.13K - $3.67K
|
470
$53.5K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-32- 0.42% |
$3.23K - $3.79K
|
7.64K
$869K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-33- 8.64% |
$3.34K - $3.91K
|
349
$39.7K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-35- 0.92% |
$3.54K - $4.15K
|
3.78K
$430K
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-36- 0.01% |
$3.64K - $4.27K
|
370K
$42.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-39- 0.62% |
$3.94K - $4.62K
|
6.21K
$706K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-39- 0.91% |
$3.94K - $4.62K
|
4.22K
$481K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-39- 14.29% |
$3.94K - $4.62K
|
234
$26.6K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-42- 1.99% |
$4.25K - $4.98K
|
2.07K
$235K
|
|
|
May 09, 2025
Q1 2025
|
X Square Capital, LLC
|
SELL
|
- |
-42- 0.39% |
$4.25K - $4.98K
|
10.8K
$1.22M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-43- 20.09% |
$4.35K - $5.1K
|
171
$19.5K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-45- 16.92% |
$4.55K - $5.33K
|
221
$25.1K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-47- 2.05% |
$4.75K - $5.57K
|
2.24K
$255K
|