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 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-148- 2.84% |
$16.1K - $22.1K
|
5.06K
$516K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
131+ 41.85% |
$14.3K - $19.5K
|
444
$45.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-249- 0.9% |
$27.1K - $37.1K
|
27.5K
$2.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-57.3K- 36.97% |
$6.24M - $8.54M
|
97.7K
$9.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-18- 36.0% |
$1.96K - $2.68K
|
32
$3.26K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-44- 0.63% |
$4.79K - $6.56K
|
6.92K
$706K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
143+ 1.57% |
$15.6K - $21.3K
|
9.24K
$942K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.95K- 26.22% |
$212K - $290K
|
5.48K
$559K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-54- 0.76% |
$5.88K - $8.05K
|
7.04K
$718K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
27+ 0.82% |
$2.94K - $4.02K
|
3.33K
$340K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
16.7K+ 29.35% |
$1.82M - $2.5M
|
73.8K
$7.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-448- 3.07% |
$48.8K - $66.8K
|
14.1K
$1.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.4K- 5.6% |
$152K - $209K
|
23.6K
$2.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
58New |
$6.31K - $8.64K
|
58
$5.92K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
2.19K+ 5.19% |
$239K - $327K
|
44.5K
$4.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.13KNew |
$450K - $616K
|
4.13K
$421K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
335+ 11.0% |
$36.5K - $49.9K
|
3.38K
$345K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-18- 26.09% |
$1.96K - $2.68K
|
51
$5.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.09K- 16.06% |
$119K - $162K
|
5.69K
$581K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
110+ 3.74% |
$12K - $16.4K
|
3.05K
$311K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
6.24K+ 4.57% |
$680K - $930K
|
143K
$14.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
68+ 2.35% |
$7.4K - $10.1K
|
2.96K
$302K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
43+ 29.05% |
$4.68K - $6.41K
|
191
$19.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
394+ 5.92% |
$42.9K - $58.7K
|
7.05K
$720K
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-7.65K- 24.22% |
$833K - $1.14M
|
23.9K
$2.44M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.55K+ 6.25% |
$169K - $232K
|
26.4K
$2.7M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-1.6K- 94.94% |
$174K - $238K
|
85
$8.67K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
25+ 0.85% |
$2.72K - $3.73K
|
2.96K
$302K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.08K+ 44.16% |
$226K - $310K
|
6.79K
$693K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
13+ 2.41% |
$1.42K - $1.94K
|
552
$56.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9+ 0.01% |
$980 - $1.34K
|
67.2K
$6.86M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
143+ 3.24% |
$15.6K - $21.3K
|
4.56K
$465K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-2- 20.0% |
$218 - $298
|
8
$816
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
188+ 10.9% |
$20.5K - $28K
|
1.91K
$195K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-131- 2.06% |
$14.3K - $19.5K
|
6.22K
$635K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-2.29K- 48.28% |
$249K - $341K
|
2.45K
$250K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
137+ 74.05% |
$14.9K - $20.4K
|
322
$32.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-14- 2.4% |
$1.52K - $2.09K
|
570
$58.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 4.0% |
$544 - $745
|
130
$13.3K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
130K+ 10.04% |
$14.1M - $19.4M
|
1.42M
$145M
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
BUY
|
- |
5K+ 71.43% |
$544K - $745K
|
12K
$1.22M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.86K+ 5.55% |
$311K - $426K
|
54.4K
$5.55M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
14+ 35.0% |
$1.52K - $2.09K
|
54
$5.51K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
1+ 0.04% |
$109 - $149
|
2.51K
$256K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-5.59K- 61.77% |
$609K - $833K
|
3.46K
$353K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
266+ 70.74% |
$29K - $39.6K
|
642
$65.5K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
329+ 17.68% |
$35.8K - $49K
|
2.19K
$223K
|
|
| Q3 2024 | |||||||
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
5.61K+ 0.37% |
$583K - $813K
|
1.54M
$157M
|
|
|
Feb 21, 2025
Q3 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
8KNew |
$831K - $1.16M
|
8K
$816K
|
|
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-2.04K- 2.74% |
$212K - $296K
|
72.5K
$7.4M
|
|