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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
62+ 0.94% |
$6.7K - $8.77K
|
6.66K
$788K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
62New |
$6.7K - $8.77K
|
62
$7.34K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
62+ 3.62% |
$6.7K - $8.77K
|
1.78K
$210K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
58New |
$6.26K - $8.2K
|
58
$6.87K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
58+ 0.22% |
$6.26K - $8.2K
|
26.4K
$3.12M
|
|
|
Oct 29, 2025
Q3 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
53+ 0.64% |
$5.72K - $7.5K
|
8.33K
$986K
|
|
|
Nov 13, 2025
Q3 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
52+ 1.0% |
$5.62K - $7.35K
|
5.26K
$622K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
49+ 1.83% |
$5.29K - $6.93K
|
2.72K
$322K
|
|
|
Oct 30, 2025
Q3 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
49+ 11.45% |
$5.29K - $6.93K
|
477
$56.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
49+ 0.72% |
$5.29K - $6.93K
|
6.88K
$815K
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
47+ 1.21% |
$5.08K - $6.65K
|
3.94K
$467K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
45+ 2.57% |
$4.86K - $6.36K
|
1.8K
$213K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
45New |
$4.86K - $6.36K
|
45
$5.33K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
44New |
$4.75K - $6.22K
|
44
$5.21K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
43New |
$4.64K - $6.08K
|
43
$5.09K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
43New |
$4.64K - $6.08K
|
43
$5.09K
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
42New |
$4.54K - $5.94K
|
42
$4.97K
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
40+ 307.69% |
$4.32K - $5.66K
|
53
$6.27K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
40+ 7.29% |
$4.32K - $5.66K
|
589
$69.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
39+ 0.57% |
$4.21K - $5.52K
|
6.88K
$814K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
38New |
$4.1K - $5.37K
|
38
$4.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
36+ 6.75% |
$3.89K - $5.09K
|
569
$67.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
34+ 0.25% |
$3.67K - $4.81K
|
13.8K
$1.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
33+ 0.61% |
$3.56K - $4.67K
|
5.46K
$647K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
30+ 0.09% |
$3.24K - $4.24K
|
33K
$3.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
30+ 42.25% |
$3.24K - $4.24K
|
101
$12K
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
29+ 1.97% |
$3.13K - $4.1K
|
1.5K
$178K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
29+ 22.31% |
$3.13K - $4.1K
|
159
$18.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
BUY
|
- |
29+ 0.31% |
$3.13K - $4.1K
|
9.41K
$1.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
26+ 0.1% |
$2.81K - $3.68K
|
26.5K
$3.14M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
25+ 1.22% |
$2.7K - $3.54K
|
2.07K
$245K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
25+ 35.71% |
$2.7K - $3.54K
|
95
$11.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
22+ 70.97% |
$2.38K - $3.11K
|
53
$6.27K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
22New |
$2.38K - $3.11K
|
22
$2.6K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
20+ 0.78% |
$2.16K - $2.83K
|
2.57K
$304K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
20+ 10.81% |
$2.16K - $2.83K
|
205
$24.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Unison Advisors LLC
|
BUY
|
- |
20+ 0.19% |
$2.16K - $2.83K
|
10.6K
$1.25M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
20+ 2.14% |
$2.16K - $2.83K
|
955
$113K
|
|
|
Nov 14, 2025
Q3 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
19+ 3.44% |
$2.05K - $2.69K
|
572
$67.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
18+ 0.24% |
$1.94K - $2.55K
|
7.66K
$906K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
16+ 6.48% |
$1.73K - $2.26K
|
263
$31.1K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
16+ 10.67% |
$1.73K - $2.26K
|
166
$19.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
15New |
$1.62K - $2.12K
|
15
$1.78K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
14New |
$1.51K - $1.98K
|
14
$1.66K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
14+ 16.67% |
$1.51K - $1.98K
|
98
$11.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
13New |
$1.4K - $1.84K
|
13
$1.54K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
12+ 0.2% |
$1.3K - $1.7K
|
6.03K
$714K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
12New |
$1.3K - $1.7K
|
12
$1.42K
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
11New |
$1.19K - $1.56K
|
11
$1.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
11+ 1.87% |
$1.19K - $1.56K
|
598
$70.8K
|
|