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 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-6- 0.15% |
$709 - $826
|
3.87K
$458K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.2% |
$118 - $138
|
504
$59.7K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-75- 3.58% |
$8.87K - $10.3K
|
2.02K
$239K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-67- 3.13% |
$7.92K - $9.22K
|
2.07K
$245K
|
|
|
Jan 20, 2026
Q4 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$118 - $138
|
2.13K
$252K
|
|
|
Jan 20, 2026
Q4 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-60- 3.04% |
$7.09K - $8.26K
|
1.92K
$227K
|
|
|
Jan 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
SELL
|
- |
-12- 0.3% |
$1.42K - $1.65K
|
4.04K
$478K
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-418- 3.59% |
$49.4K - $57.5K
|
11.2K
$1.33M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
39+ 2.19% |
$4.61K - $5.37K
|
1.82K
$215K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
14+ 155.56% |
$1.66K - $1.93K
|
23
$2.72K
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
22.4KNew |
$2.65M - $3.08M
|
22.4K
$2.65M
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.37K- 32.35% |
$280K - $326K
|
4.96K
$587K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 3.85% |
$47.3K - $55K
|
10K
$1.18M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
SELL
|
- |
-555- 0.91% |
$65.6K - $76.4K
|
60.5K
$7.16M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
13New |
$1.54K - $1.79K
|
13
$1.54K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
92+ 3.57% |
$10.9K - $12.7K
|
2.67K
$316K
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
3.56K+ 4.72% |
$420K - $489K
|
79K
$9.35M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-2.09K- 21.71% |
$247K - $288K
|
7.54K
$893K
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-622- 1.48% |
$73.5K - $85.6K
|
41.5K
$4.91M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
118+ 2.15% |
$14K - $16.2K
|
5.59K
$662K
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
40New |
$4.73K - $5.5K
|
40
$4.73K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-426K- 49.03% |
$50.4M - $58.7M
|
443K
$52.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-4.89K- 6.81% |
$578K - $673K
|
66.9K
$7.92M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
422+ 12.46% |
$49.9K - $58.1K
|
3.81K
$451K
|
|
|
Jan 15, 2026
Q4 2025
|
Econ Financial Services Corp
|
BUY
|
- |
5.34KNew |
$631K - $735K
|
5.34K
$632K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.13K+ 2.02% |
$252K - $293K
|
108K
$12.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-4- 2.26% |
$473 - $550
|
173
$20.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
247+ 13.62% |
$29.2K - $34K
|
2.06K
$244K
|
|
|
Jan 15, 2026
Q4 2025
|
Retireful, LLC
|
SELL
|
- |
-2.53K- 33.81% |
$299K - $348K
|
4.95K
$586K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
261+ 2.48% |
$30.9K - $35.9K
|
10.8K
$1.28M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
12+ 0.55% |
$1.42K - $1.65K
|
2.21K
$261K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-69- 2.74% |
$8.16K - $9.5K
|
2.45K
$290K
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
5.58K+ 10.48% |
$660K - $768K
|
58.9K
$6.97M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.02K- 29.86% |
$121K - $140K
|
2.4K
$284K
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
925+ 35.21% |
$109K - $127K
|
3.55K
$420K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
SELL
|
- |
-4.97K- 3.61% |
$587K - $683K
|
132K
$15.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
23+ 135.29% |
$2.72K - $3.17K
|
40
$4.73K
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
307+ 5.87% |
$36.3K - $42.2K
|
5.53K
$655K
|
|
|
Jan 14, 2026
Q4 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
7.11KNew |
$841K - $979K
|
7.11K
$842K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-304- 2.03% |
$35.9K - $41.8K
|
14.6K
$1.73M
|
|
|
Jan 14, 2026
Q4 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
70+ 0.79% |
$8.28K - $9.63K
|
8.91K
$1.05M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
143+ 230.65% |
$16.9K - $19.7K
|
205
$24.3K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-90- 3.78% |
$10.6K - $12.4K
|
2.29K
$271K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
70+ 1.17% |
$8.28K - $9.63K
|
6.06K
$717K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
455+ 5.2% |
$53.8K - $62.6K
|
9.2K
$1.09M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
308+ 9.42% |
$36.4K - $42.4K
|
3.58K
$424K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-91- 1.23% |
$10.8K - $12.5K
|
7.31K
$866K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-185- 5.59% |
$21.9K - $25.5K
|
3.13K
$370K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
45+ 21.23% |
$5.32K - $6.19K
|
257
$30.4K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
289+ 9.53% |
$34.2K - $39.8K
|
3.32K
$393K
|
|