Latest Institutional Sells of Pultegroup Inc (PHM)
This list provides information on the latest institutional transactions involving Pultegroup Inc (PHM) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-5.45K- 49.57% |
$551K - $646K
|
5.55K
$656K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-4.51K- 31.6% |
$456K - $534K
|
9.76K
$1.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-3.28K- 59.74% |
$331K - $388K
|
2.21K
$261K
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-3.23K- 16.6% |
$326K - $382K
|
16.2K
$1.92M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.05K- 10.58% |
$207K - $243K
|
17.3K
$2.05M
|
|
|
May 13, 2025
Q1 2025
|
Semanteon Capital Management, LP
Newton, MA |
SELL
|
- |
-2.01K- 21.61% |
$203K - $238K
|
7.28K
$862K
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-1.86K- 46.67% |
$188K - $220K
|
2.12K
$251K
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.78K- 37.24% |
$179K - $210K
|
2.99K
$354K
|
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
SELL
|
- |
-1.6K- 13.33% |
$162K - $190K
|
10.4K
$1.23M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.36K- 12.45% |
$137K - $161K
|
9.53K
$1.13M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-894- 93.71% |
$90.4K - $106K
|
60
$7.1K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-744- 26.77% |
$75.2K - $88.2K
|
2.04K
$241K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-470- 15.59% |
$47.5K - $55.7K
|
2.54K
$301K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-439- 41.45% |
$44.4K - $52K
|
620
$73.4K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-389- 7.11% |
$39.3K - $46.1K
|
5.09K
$602K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-369- 12.13% |
$37.3K - $43.7K
|
2.67K
$316K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-318- 0.8% |
$32.1K - $37.7K
|
39.4K
$4.67M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-300- 60.0% |
$30.3K - $35.6K
|
200
$23.7K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-294- 3.92% |
$29.7K - $34.8K
|
7.2K
$852K
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-259- 0.67% |
$26.2K - $30.7K
|
38.2K
$4.52M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-100- 1.45% |
$10.1K - $11.9K
|
6.8K
$805K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-100- 2.9% |
$10.1K - $11.9K
|
3.35K
$397K
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-92- 1.18% |
$9.3K - $10.9K
|
7.69K
$910K
|
|
|
Aug 06, 2025
Q1 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-47- 9.94% |
$4.75K - $5.57K
|
426
$50.4K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-47- 2.05% |
$4.75K - $5.57K
|
2.24K
$265K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-45- 16.92% |
$4.55K - $5.33K
|
221
$26.2K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-11- 11.0% |
$1.11K - $1.3K
|
89
$10.5K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-7- 17.95% |
$708 - $830
|
32
$3.79K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-5- 50.0% |
$505 - $593
|
5
$592
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-5- 19.23% |
$505 - $593
|
21
$2.49K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-4- 5.97% |
$404 - $474
|
63
$7.46K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-3- 60.0% |
$303 - $356
|
2
$237
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2- 0.08% |
$202 - $237
|
2.39K
$282K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1- 2.7% |
$101 - $119
|
36
$4.26K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-1- 8.33% |
$101 - $119
|
11
$1.3K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-1- 14.29% |
$101 - $119
|
6
$710
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 2.0% |
$101 - $119
|
49
$5.8K
|
|
| Q4 2024 | |||||||
|
Jan 29, 2025
Q4 2024
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-232K- 98.64% |
$25.3M - $34.6M
|
3.2K
$379K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-83.5K- 94.56% |
$9.09M - $12.4M
|
4.8K
$568K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-47.4K- 3.12% |
$5.16M - $7.07M
|
1.47M
$175M
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-14.9K- 52.15% |
$1.63M - $2.23M
|
13.7K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-11.5K- 29.13% |
$1.26M - $1.72M
|
28.1K
$3.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.59K- 47.51% |
$499K - $684K
|
5.07K
$600K
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-3.62K- 48.14% |
$394K - $539K
|
3.9K
$461K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.36K- 16.89% |
$366K - $501K
|
16.5K
$1.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-2.71K- 32.34% |
$295K - $404K
|
5.67K
$672K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-2.39K- 35.6% |
$260K - $356K
|
4.32K
$511K
|
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
SELL
|
- |
-2.37K- 13.61% |
$258K - $353K
|
15K
$1.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.77K- 21.74% |
$193K - $264K
|
6.37K
$754K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-1.6K- 94.94% |
$174K - $238K
|
85
$10.1K
|
|