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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-20- 0.8% |
$1.84K - $2.13K
|
2.49K
$295K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
46+ 2.07% |
$4.23K - $4.9K
|
2.27K
$269K
|
|
|
Jul 28, 2025
Q2 2025
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-268- 11.49% |
$24.7K - $28.6K
|
2.07K
$244K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.28K- 19.97% |
$117K - $136K
|
5.11K
$605K
|
|
|
Jul 25, 2025
Q2 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-100- 2.49% |
$9.2K - $10.7K
|
3.92K
$464K
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-90- 9.5% |
$8.28K - $9.59K
|
857
$101K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
6New |
$552 - $639
|
6
$710
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
106New |
$9.75K - $11.3K
|
106
$12.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2- 0.43% |
$184 - $213
|
468
$55.4K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-21.8K- 89.86% |
$2M - $2.32M
|
2.46K
$291K
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
SELL
|
- |
-37K- 87.39% |
$3.41M - $3.94M
|
5.34K
$632K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5- 2.3% |
$460 - $533
|
212
$25.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
82+ 3.32% |
$7.55K - $8.74K
|
2.55K
$302K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-4- 44.44% |
$368 - $426
|
5
$592
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
4.85KNew |
$446K - $517K
|
4.85K
$574K
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
105+ 33.33% |
$9.66K - $11.2K
|
420
$49.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.67KNew |
$337K - $391K
|
3.67K
$434K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.13KNew |
$196K - $227K
|
2.13K
$252K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-10- 0.05% |
$920 - $1.07K
|
20.2K
$2.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
88+ 17.89% |
$8.1K - $9.38K
|
580
$68.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
37+ 1.29% |
$3.4K - $3.94K
|
2.9K
$343K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.08K+ 26.97% |
$192K - $222K
|
9.8K
$1.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Montgomery Investment Management Inc
|
BUY
|
- |
6KNew |
$552K - $639K
|
6K
$710K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-9.92K- 96.3% |
$913K - $1.06M
|
381
$45.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
9+ 10.23% |
$828 - $959
|
97
$11.5K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
127+ 1.95% |
$11.7K - $13.5K
|
6.63K
$785K
|
|
|
Jul 17, 2025
Q2 2025
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
189KNew |
$17.4M - $20.2M
|
189K
$22.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-64- 12.1% |
$5.89K - $6.82K
|
465
$55K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
34.6K+ 3567.97% |
$3.19M - $3.69M
|
35.6K
$4.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Ruffer LLP
|
BUY
|
- |
20.5K+ 48.42% |
$1.88M - $2.18M
|
62.7K
$7.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
35New |
$3.22K - $3.73K
|
35
$4.14K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.16KNew |
$199K - $230K
|
2.16K
$256K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1- 12.5% |
$92 - $107
|
7
$829
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-273- 78.22% |
$25.1K - $29.1K
|
76
$9K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-93- 4.49% |
$8.56K - $9.91K
|
1.98K
$234K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-318- 5.74% |
$29.3K - $33.9K
|
5.23K
$619K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
44+ 733.33% |
$4.05K - $4.69K
|
50
$5.92K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-10- 0.45% |
$920 - $1.07K
|
2.22K
$263K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-2.6K- 3.33% |
$239K - $277K
|
75.4K
$8.93M
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
271+ 1.39% |
$24.9K - $28.9K
|
19.8K
$2.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.43K+ 5.01% |
$224K - $259K
|
51K
$6.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-6- 0.79% |
$552 - $639
|
754
$89.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-304- 39.48% |
$28K - $32.4K
|
466
$55.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
SELL
|
- |
-149- 19.28% |
$13.7K - $15.9K
|
624
$73.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-32- 17.58% |
$2.94K - $3.41K
|
150
$17.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-26- 0.37% |
$2.39K - $2.77K
|
6.93K
$821K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-28- 58.33% |
$2.58K - $2.98K
|
20
$2.37K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
79New |
$7.27K - $8.42K
|
79
$9.35K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-700- 75.51% |
$64.4K - $74.6K
|
227
$26.9K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
49New |
$4.95K - $5.81K
|
49
$5.8K
|
|