Latest Institutional Purchases of Pultegroup Inc (PHM)
This list provides information on the latest institutional transactions involving Pultegroup Inc (PHM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
295+ 7.4% |
$31.9K - $41.7K
|
4.28K
$507K
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
292+ 6.47% |
$31.5K - $41.3K
|
4.81K
$569K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
260+ 7.29% |
$28.1K - $36.8K
|
3.83K
$453K
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
BUY
|
- |
258+ 3.23% |
$27.9K - $36.5K
|
8.26K
$977K
|
|
|
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 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
251+ 8.73% |
$27.1K - $35.5K
|
3.13K
$370K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
251+ 10.77% |
$27.1K - $35.5K
|
2.58K
$306K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
244New |
$26.4K - $34.5K
|
244
$28.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
243+ 10.75% |
$26.2K - $34.4K
|
2.5K
$296K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
241+ 12.68% |
$26K - $34.1K
|
2.14K
$253K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
234+ 7.27% |
$25.3K - $33.1K
|
3.45K
$409K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
227+ 2.58% |
$24.5K - $32.1K
|
9.03K
$1.07M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
227+ 8.54% |
$24.5K - $32.1K
|
2.88K
$341K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
222+ 1.78% |
$24K - $31.4K
|
12.7K
$1.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
217+ 36.97% |
$23.4K - $30.7K
|
804
$95.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
210+ 3.27% |
$22.7K - $29.7K
|
6.62K
$784K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
203+ 9.37% |
$21.9K - $28.7K
|
2.37K
$280K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
203+ 8.3% |
$21.9K - $28.7K
|
2.65K
$313K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
200+ 281.69% |
$21.6K - $28.3K
|
271
$32.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
195+ 5.51% |
$21.1K - $27.6K
|
3.73K
$442K
|
|
|
Nov 14, 2025
Q3 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
194+ 4.22% |
$21K - $27.4K
|
4.8K
$568K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
181+ 0.31% |
$19.5K - $25.6K
|
59.1K
$7M
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
179+ 7.84% |
$19.3K - $25.3K
|
2.46K
$292K
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
168New |
$18.1K - $23.8K
|
168
$19.9K
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
154+ 1.77% |
$16.6K - $21.8K
|
8.84K
$1.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
151+ 11.18% |
$16.3K - $21.4K
|
1.5K
$178K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
149+ 1.81% |
$16.1K - $21.1K
|
8.39K
$993K
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
140+ 19.69% |
$15.1K - $19.8K
|
851
$101K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
140+ 3.86% |
$15.1K - $19.8K
|
3.76K
$445K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
137+ 4.27% |
$14.8K - $19.4K
|
3.35K
$396K
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
125New |
$13.5K - $17.7K
|
125
$14.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
123+ 0.6% |
$13.3K - $17.4K
|
20.7K
$2.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
120New |
$13K - $17K
|
120
$14.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
115+ 1.54% |
$12.4K - $16.3K
|
7.57K
$896K
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
113+ 2.73% |
$12.2K - $16K
|
4.26K
$504K
|
|
|
Nov 14, 2025
Q3 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
PUT |
100New |
$10.8K - $14.1K
|
100
$11.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
100+ 0.96% |
$10.8K - $14.1K
|
10.5K
$1.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
94+ 68.12% |
$10.2K - $13.3K
|
232
$27.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
92+ 0.65% |
$9.94K - $13K
|
14.3K
$1.69M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
87+ 4.19% |
$9.4K - $12.3K
|
2.16K
$256K
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
81+ 2.76% |
$8.75K - $11.5K
|
3.01K
$357K
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
78+ 709.09% |
$8.42K - $11K
|
89
$10.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
71New |
$7.67K - $10K
|
71
$8.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
67+ 1.45% |
$7.24K - $9.48K
|
4.68K
$554K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
66New |
$7.13K - $9.33K
|
66
$7.81K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
65+ 2166.67% |
$7.02K - $9.19K
|
68
$8.05K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
64New |
$6.91K - $9.05K
|
64
$7.58K
|
|
|
Nov 14, 2025
Q3 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
64+ 213.33% |
$6.91K - $9.05K
|
94
$11.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Empirical Finance, LLC
|
BUY
|
- |
64+ 0.8% |
$6.91K - $9.05K
|
8.07K
$955K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
64New |
$6.91K - $9.05K
|
64
$7.58K
|
|