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 28, 2025
Q4 2024
|
Nat West Group PLC
|
BUY
|
- |
525+ 0.85% |
$57.2K - $78.2K
|
62.5K
$6.38M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-252- 6.19% |
$27.4K - $37.6K
|
3.82K
$390K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-412- 11.49% |
$44.9K - $61.4K
|
3.17K
$324K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.42K- 50.54% |
$481K - $658K
|
4.32K
$441K
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
11.7K+ 111.5% |
$1.27M - $1.74M
|
22.2K
$2.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-206- 3.19% |
$22.4K - $30.7K
|
6.25K
$637K
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-92- 0.24% |
$10K - $13.7K
|
38.5K
$3.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.15K- 61.8% |
$343K - $469K
|
1.95K
$199K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-6.46K- 45.57% |
$704K - $963K
|
7.72K
$788K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-32K- 18.82% |
$3.48M - $4.76M
|
138K
$14.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
11.9KNew |
$1.3M - $1.78M
|
11.9K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-22.2K- 85.79% |
$2.42M - $3.31M
|
3.68K
$375K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
906+ 33.43% |
$98.6K - $135K
|
3.62K
$369K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-122Closed |
$13.3K - $18.2K
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
11+ 0.06% |
$1.2K - $1.64K
|
17.9K
$1.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
44+ 5.04% |
$4.79K - $6.56K
|
917
$93.6K
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
112+ 5.01% |
$12.2K - $16.7K
|
2.35K
$240K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.09% |
$218 - $298
|
2.14K
$218K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
756+ 7.98% |
$82.3K - $113K
|
10.2K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-7.52K- 19.32% |
$819K - $1.12M
|
31.4K
$3.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-825- 0.37% |
$89.8K - $123K
|
221K
$22.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
265New |
$28.8K - $39.5K
|
265
$27K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.79K- 9.93% |
$413K - $565K
|
34.4K
$3.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.25K+ 51.24% |
$244K - $335K
|
6.63K
$676K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-23- 0.62% |
$2.5K - $3.43K
|
3.68K
$375K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-545- 1.1% |
$59.3K - $81.2K
|
49K
$5M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
4New |
$435 - $596
|
4
$408
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-5.72K- 19.64% |
$622K - $852K
|
23.4K
$2.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3+ 3.61% |
$327 - $447
|
86
$8.77K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-180- 5.31% |
$19.6K - $26.8K
|
3.21K
$328K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
411+ 642.19% |
$44.7K - $61.3K
|
475
$48.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-353- 2.48% |
$38.4K - $52.6K
|
13.9K
$1.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.2K+ 70.48% |
$130K - $178K
|
2.89K
$295K
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
213+ 6.45% |
$23.2K - $31.7K
|
3.52K
$359K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
389+ 5.53% |
$42.3K - $58K
|
7.42K
$757K
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
3.45K+ 30.53% |
$376K - $514K
|
14.8K
$1.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
2K+ 10.98% |
$218K - $298K
|
20.2K
$2.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
89+ 16.7% |
$9.69K - $13.3K
|
622
$63.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.18K+ 256.77% |
$128K - $175K
|
1.63K
$167K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
519+ 7.64% |
$56.5K - $77.4K
|
7.32K
$746K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
495+ 28.03% |
$53.9K - $73.8K
|
2.26K
$231K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
56.1K+ 2898.76% |
$6.1M - $8.36M
|
58K
$5.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
173+ 4.16% |
$18.8K - $25.8K
|
4.33K
$442K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
69New |
$7.51K - $10.3K
|
69
$7.04K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.81K+ 19.35% |
$197K - $269K
|
11.1K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
846+ 2.82% |
$92.1K - $126K
|
30.8K
$3.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
9.38KNew |
$1.02M - $1.4M
|
9.38K
$957K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-93- 2.65% |
$10.1K - $13.9K
|
3.42K
$349K
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-26.1K- 29.84% |
$2.84M - $3.89M
|
61.3K
$6.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
15+ 0.91% |
$1.63K - $2.24K
|
1.67K
$170K
|