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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
905+ 1.93% |
$97.7K - $128K
|
47.9K
$5.66M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-17- 0.76% |
$1.84K - $2.4K
|
2.23K
$264K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.33KNew |
$576K - $754K
|
5.33K
$631K
|
|
|
Oct 31, 2025
Q3 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
528+ 16.61% |
$57K - $74.7K
|
3.71K
$439K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
43New |
$4.64K - $6.08K
|
43
$5.09K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
67+ 1.45% |
$7.24K - $9.48K
|
4.68K
$554K
|
|
|
Oct 30, 2025
Q3 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
49+ 11.45% |
$5.29K - $6.93K
|
477
$56.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.26KNew |
$245K - $320K
|
2.26K
$268K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-23.6K- 15.71% |
$2.54M - $3.33M
|
126K
$15M
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
28K+ 150.56% |
$3.02M - $3.96M
|
46.5K
$5.51M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-1- 0.16% |
$108 - $141
|
635
$75.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
660+ 301.37% |
$71.3K - $93.3K
|
879
$104K
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
49+ 0.72% |
$5.29K - $6.93K
|
6.88K
$815K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
151+ 11.18% |
$16.3K - $21.4K
|
1.5K
$178K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
BUY
|
- |
247K+ 348.9% |
$26.7M - $34.9M
|
318K
$37.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.64KNew |
$177K - $232K
|
1.64K
$194K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-39- 8.65% |
$4.21K - $5.52K
|
412
$48.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Myriad Asset Management Us LP
|
BUY
|
- |
8.83KNew |
$953K - $1.25M
|
8.83K
$1.04M
|
|
|
Oct 30, 2025
Q3 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
SELL
|
- |
-3.73K- 28.63% |
$402K - $527K
|
9.29K
$1.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-57.1K- 20.48% |
$6.17M - $8.08M
|
222K
$26.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
BUY
|
- |
29+ 0.31% |
$3.13K - $4.1K
|
9.41K
$1.11M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
71New |
$7.67K - $10K
|
71
$8.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-16- 0.14% |
$1.73K - $2.26K
|
11.6K
$1.38M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
15New |
$1.62K - $2.12K
|
15
$1.78K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.13K+ 49.87% |
$230K - $302K
|
6.41K
$759K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.79KNew |
$193K - $253K
|
1.79K
$212K
|
|
|
Oct 29, 2025
Q3 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.39K+ 23.4% |
$150K - $196K
|
7.32K
$866K
|
|
|
Oct 29, 2025
Q3 2025
|
Cfc Planning CO LLC
Cicero, IN |
SELL
|
- |
-355- 15.22% |
$38.3K - $50.2K
|
1.98K
$234K
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
2.39MNew |
$258M - $338M
|
2.39M
$283M
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.26K- 3.21% |
$136K - $177K
|
37.9K
$4.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
869+ 13.46% |
$93.9K - $123K
|
7.32K
$867K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.03K+ 0.8% |
$111K - $146K
|
130K
$15.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-96- 0.19% |
$10.4K - $13.6K
|
49.8K
$5.89M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-782- 8.65% |
$84.5K - $111K
|
8.26K
$977K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
7.22KNew |
$780K - $1.02M
|
7.22K
$855K
|
|
|
Oct 29, 2025
Q3 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
53+ 0.64% |
$5.72K - $7.5K
|
8.33K
$986K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
407New |
$44K - $57.6K
|
407
$48.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
4.94K+ 89.05% |
$533K - $698K
|
10.5K
$1.24M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.15K+ 55.65% |
$232K - $304K
|
6.02K
$712K
|
|
|
Oct 29, 2025
Q3 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
50.1K+ 13.71% |
$5.41M - $7.08M
|
415K
$49.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3+ 2.33% |
$324 - $424
|
132
$15.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-6- 8.96% |
$648 - $849
|
61
$7.22K
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
13.6K+ 29.86% |
$1.47M - $1.93M
|
59.4K
$7.03M
|
|
|
Oct 28, 2025
Q3 2025
|
Franchise Capital LTD
Grand Cayman, E9 |
BUY
|
- |
340+ 26.15% |
$36.7K - $48.1K
|
1.64K
$194K
|
|
|
Oct 28, 2025
Q3 2025
|
Wright Investors Service Inc
|
BUY
|
- |
4.23K+ 24.86% |
$457K - $599K
|
21.3K
$2.52M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1+ 25.0% |
$108 - $141
|
5
$592
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.59K+ 4.22% |
$280K - $366K
|
63.9K
$7.56M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-2.04K- 36.54% |
$220K - $289K
|
3.54K
$420K
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
638New |
$68.9K - $90.2K
|
638
$75.5K
|
|
|
Oct 28, 2025
Q3 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-8- 0.21% |
$864 - $1.13K
|
3.83K
$453K
|
|