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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
162+ 5.47% |
$16.4K - $19.2K
|
3.13K
$356K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
150+ 3.24% |
$15.2K - $17.8K
|
4.77K
$543K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
149+ 150.51% |
$15.1K - $17.7K
|
248
$28.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
146New |
$14.8K - $17.3K
|
146
$16.6K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
140+ 2.77% |
$14.2K - $16.6K
|
5.2K
$592K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
133+ 6.33% |
$13.4K - $15.8K
|
2.23K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
132+ 5.84% |
$13.3K - $15.6K
|
2.39K
$272K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
127+ 1.95% |
$12.8K - $15.1K
|
6.64K
$756K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
116+ 39.73% |
$11.7K - $13.7K
|
408
$46.4K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
113+ 4.33% |
$11.4K - $13.4K
|
2.73K
$310K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
111+ 555.0% |
$11.2K - $13.2K
|
131
$14.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
107+ 5.46% |
$10.8K - $12.7K
|
2.07K
$235K
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
100+ 2.02% |
$10.1K - $11.9K
|
5.06K
$576K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
98+ 2.94% |
$9.91K - $11.6K
|
3.43K
$390K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
95+ 0.24% |
$9.6K - $11.3K
|
40.3K
$4.58M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
93New |
$9.4K - $11K
|
93
$10.6K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
91+ 3.6% |
$9.2K - $10.8K
|
2.62K
$298K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
90+ 3.02% |
$9.1K - $10.7K
|
3.07K
$349K
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
84+ 3.21% |
$8.49K - $9.95K
|
2.7K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
81New |
$8.19K - $9.6K
|
81
$9.22K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
80New |
$8.09K - $9.48K
|
80
$9.1K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
79+ 2.78% |
$7.99K - $9.36K
|
2.92K
$332K
|
|
|
May 01, 2025
Q1 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
77+ 2.66% |
$7.78K - $9.13K
|
2.98K
$339K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
76New |
$7.68K - $9.01K
|
76
$8.65K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
72+ 20.63% |
$7.28K - $8.53K
|
421
$47.9K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
71+ 62.28% |
$7.18K - $8.41K
|
185
$21K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
70+ 2.88% |
$7.08K - $8.3K
|
2.5K
$285K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
67+ 11.75% |
$6.77K - $7.94K
|
637
$72.5K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
66New |
$6.67K - $7.82K
|
66
$7.51K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
63+ 88.73% |
$6.37K - $7.47K
|
134
$15.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
60+ 214.29% |
$6.07K - $7.11K
|
88
$10K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
60New |
$6.07K - $7.11K
|
60
$6.83K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
60+ 15.15% |
$6.07K - $7.11K
|
456
$51.9K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
58New |
$5.86K - $6.87K
|
58
$6.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
57+ 11.33% |
$5.76K - $6.76K
|
560
$63.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
54+ 11.37% |
$5.46K - $6.4K
|
529
$60.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
53+ 1.57% |
$5.36K - $6.28K
|
3.43K
$390K
|
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
50+ 1.49% |
$5.05K - $5.93K
|
3.41K
$388K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
50+ 18.87% |
$5.05K - $5.93K
|
315
$35.8K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
45+ 49.45% |
$4.55K - $5.33K
|
136
$15.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
43New |
$4.35K - $5.1K
|
43
$4.89K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
40+ 2.3% |
$4.04K - $4.74K
|
1.78K
$202K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
38+ 237.5% |
$3.84K - $4.5K
|
54
$6.14K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
35+ 0.09% |
$3.54K - $4.15K
|
39.9K
$4.54M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
33+ 1.07% |
$3.34K - $3.91K
|
3.13K
$356K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
32+ 2.11% |
$3.23K - $3.79K
|
1.55K
$176K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
29New |
$2.93K - $3.44K
|
29
$3.3K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
29+ 1.34% |
$2.93K - $3.44K
|
2.2K
$250K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
29+ 1.12% |
$2.93K - $3.44K
|
2.62K
$298K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
26+ 0.64% |
$2.63K - $3.08K
|
4.07K
$463K
|