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 23, 2025
Q3 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-927- 1.11% |
$100K - $131K
|
82.6K
$9.77M
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
10K+ 10.51% |
$1.08M - $1.42M
|
105K
$12.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
45+ 1.4% |
$4.86K - $6.36K
|
3.27K
$387K
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-142- 4.04% |
$15.3K - $20.1K
|
3.38K
$399K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-940- 4.18% |
$102K - $133K
|
21.6K
$2.55M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
5.19K+ 29.98% |
$561K - $734K
|
22.5K
$2.66M
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.8K- 22.5% |
$194K - $254K
|
6.19K
$733K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.26K- 2.55% |
$244K - $320K
|
86.3K
$10.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.6K- 23.68% |
$1.47M - $1.92M
|
43.8K
$5.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-222- 35.13% |
$24K - $31.4K
|
410
$48.5K
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
154+ 1.77% |
$16.6K - $21.8K
|
8.84K
$1.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-843- 1.43% |
$91K - $119K
|
58K
$6.86M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
58+ 0.22% |
$6.26K - $8.2K
|
26.4K
$3.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.02K- 2.45% |
$110K - $144K
|
40.6K
$4.81M
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-32.3K- 27.22% |
$3.49M - $4.56M
|
86.3K
$10.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-160- 39.02% |
$17.3K - $22.6K
|
250
$29.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.62K- 97.15% |
$283K - $371K
|
77
$9.11K
|
|
|
Oct 22, 2025
Q3 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-35- 1.07% |
$3.78K - $4.95K
|
3.24K
$384K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-116- 4.35% |
$12.5K - $16.4K
|
2.55K
$302K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-45- 0.3% |
$4.86K - $6.36K
|
14.9K
$1.77M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5New |
$540 - $707
|
5
$592
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 1.89% |
$21.6K - $28.3K
|
10.4K
$1.23M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.06K+ 53.72% |
$330K - $432K
|
8.75K
$1.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-180- 2.37% |
$19.4K - $25.5K
|
7.4K
$876K
|
|
|
Oct 22, 2025
Q3 2025
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
1.74KNew |
$188K - $246K
|
1.74K
$206K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3+ 0.24% |
$324 - $424
|
1.28K
$151K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.36K+ 5.65% |
$254K - $333K
|
44K
$5.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
53.5KNew |
$5.78M - $7.57M
|
53.5K
$6.33M
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
17.3KNew |
$1.86M - $2.44M
|
17.3K
$2.04M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
248+ 229.63% |
$26.8K - $35.1K
|
356
$42.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
376+ 14.47% |
$40.6K - $53.2K
|
2.97K
$352K
|
|
|
Oct 21, 2025
Q3 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
655+ 1.53% |
$70.7K - $92.6K
|
43.4K
$5.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-13- 0.33% |
$1.4K - $1.84K
|
3.97K
$469K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
370+ 1423.08% |
$40K - $52.3K
|
396
$46.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
39+ 0.57% |
$4.21K - $5.52K
|
6.88K
$814K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
64New |
$6.91K - $9.05K
|
64
$7.58K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
2New |
$216 - $283
|
2
$237
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
137+ 4.27% |
$14.8K - $19.4K
|
3.35K
$396K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
4+ 3.96% |
$432 - $566
|
105
$12.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-39- 1.14% |
$4.21K - $5.52K
|
3.39K
$401K
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
SELL
|
- |
-7- 0.85% |
$756 - $990
|
815
$96.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
103+ 4.52% |
$11.1K - $14.6K
|
2.38K
$282K
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.54K- 49.19% |
$275K - $360K
|
2.63K
$311K
|
|
|
Oct 20, 2025
Q3 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
18.2KNew |
$1.97M - $2.58M
|
18.2K
$2.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-120- 3.36% |
$13K - $17K
|
3.45K
$408K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
3.31K+ 45.32% |
$358K - $469K
|
10.6K
$1.26M
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
545+ 25.31% |
$58.9K - $77.1K
|
2.7K
$319K
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-50K- 13.28% |
$5.4M - $7.07M
|
327K
$38.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
3.71KNew |
$401K - $525K
|
3.71K
$439K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
522+ 4.47% |
$56.4K - $73.8K
|
12.2K
$1.44M
|
|