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 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
79.9K+ 279.3% |
$8.63M - $11.3M
|
108K
$12.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
641+ 1.58% |
$69.2K - $90.7K
|
41.3K
$4.89M
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
300+ 1.32% |
$32.4K - $42.4K
|
23K
$2.72M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1- 0.74% |
$108 - $141
|
134
$15.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
36.1K+ 4.33% |
$3.89M - $5.1M
|
870K
$103M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
SELL
|
- |
-73- 18.72% |
$7.88K - $10.3K
|
317
$37.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-476- 13.57% |
$51.4K - $67.3K
|
3.03K
$359K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
45New |
$4.86K - $6.36K
|
45
$5.33K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
66New |
$7.13K - $9.33K
|
66
$7.81K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.65KNew |
$178K - $233K
|
1.65K
$195K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
87+ 4.19% |
$9.4K - $12.3K
|
2.16K
$256K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.59KNew |
$172K - $225K
|
1.59K
$188K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16- 0.62% |
$1.73K - $2.26K
|
2.58K
$305K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
257+ 3.73% |
$27.8K - $36.3K
|
7.14K
$845K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
15.7K+ 41271.05% |
$1.69M - $2.22M
|
15.7K
$1.86M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
222+ 1.78% |
$24K - $31.4K
|
12.7K
$1.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-1.88K- 49.34% |
$203K - $265K
|
1.93K
$228K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-5.13K- 13.23% |
$554K - $725K
|
33.6K
$3.98M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
200+ 281.69% |
$21.6K - $28.3K
|
271
$32.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Retireful, LLC
|
BUY
|
- |
7.48KNew |
$808K - $1.06M
|
7.48K
$886K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
6+ 3.51% |
$648 - $849
|
177
$21K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-9.87K- 97.38% |
$1.07M - $1.4M
|
265
$31.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
481+ 2.64% |
$51.9K - $68K
|
18.7K
$2.21M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
62+ 3.62% |
$6.7K - $8.77K
|
1.78K
$210K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-555- 21.52% |
$59.9K - $78.5K
|
2.02K
$240K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-31- 0.18% |
$3.35K - $4.38K
|
17.1K
$2.02M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
858+ 21.25% |
$92.7K - $121K
|
4.9K
$579K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
108K+ 80.26% |
$11.6M - $15.2M
|
242K
$28.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
2.13KNew |
$230K - $301K
|
2.13K
$252K
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-5.67K- 0.96% |
$613K - $802K
|
585K
$69.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
1.85KNew |
$200K - $262K
|
1.85K
$219K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-6- 0.6% |
$648 - $849
|
999
$118K
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
1.56KNew |
$168K - $221K
|
1.56K
$185K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
295+ 7.4% |
$31.9K - $41.7K
|
4.28K
$507K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.22K+ 143.16% |
$348K - $456K
|
5.48K
$648K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.15K+ 56.03% |
$232K - $304K
|
5.99K
$709K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-356- 8.41% |
$38.4K - $50.3K
|
3.88K
$459K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-368- 13.75% |
$39.7K - $52K
|
2.31K
$273K
|
|
|
Oct 15, 2025
Q3 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-60- 2.0% |
$6.48K - $8.49K
|
2.94K
$348K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-392K- 36.55% |
$42.3M - $55.4M
|
681K
$80.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
92+ 0.65% |
$9.94K - $13K
|
14.3K
$1.69M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-7.67K- 69.18% |
$828K - $1.08M
|
3.42K
$404K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
44New |
$4.75K - $6.22K
|
44
$5.21K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.77K+ 43.87% |
$299K - $391K
|
9.07K
$1.07M
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.34K- 10.87% |
$360K - $472K
|
27.3K
$3.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
683+ 17.4% |
$73.8K - $96.6K
|
4.61K
$546K
|
|
|
Oct 10, 2025
Q3 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
3.12K+ 6.22% |
$337K - $441K
|
53.3K
$6.31M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-140- 98.59% |
$15.1K - $19.8K
|
2
$237
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-5.01K- 36.16% |
$541K - $708K
|
8.84K
$1.05M
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.88KNew |
$203K - $266K
|
1.88K
$223K
|
|