Purchases and Sales Made in Q4 2025 in Pultegroup Inc (PHM)
This table provides information about the institutional ownership of Pultegroup Inc (PHM) during Q4 2025. The information is specifically focused on institutions that hold shares of PULTEGROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
229K+ 2576.31% |
$27M - $31.5M
|
238K
$28.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
22.4KNew |
$2.65M - $3.08M
|
22.4K
$2.65M
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
13.3K+ 2.37% |
$1.57M - $1.82M
|
573K
$67.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
7.11KNew |
$841K - $979K
|
7.11K
$842K
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
6.59KNew |
$779K - $907K
|
6.59K
$780K
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
5.58K+ 10.48% |
$660K - $768K
|
58.9K
$6.97M
|
|
|
Jan 15, 2026
Q4 2025
|
Econ Financial Services Corp
|
BUY
|
- |
5.34KNew |
$631K - $735K
|
5.34K
$632K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.86K+ 7.75% |
$456K - $531K
|
53.6K
$6.35M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.69K+ 21.83% |
$437K - $508K
|
20.6K
$2.44M
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
3.56K+ 4.72% |
$420K - $489K
|
79K
$9.35M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.39K+ 2.6% |
$401K - $467K
|
134K
$15.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.13K+ 2.02% |
$252K - $293K
|
108K
$12.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.29K+ 2.57% |
$152K - $177K
|
51.4K
$6.08M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.09K+ 21.39% |
$128K - $149K
|
6.16K
$730K
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
925+ 35.21% |
$109K - $127K
|
3.55K
$420K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
895+ 33.16% |
$106K - $123K
|
3.59K
$425K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
635+ 9.83% |
$75.1K - $87.4K
|
7.1K
$840K
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
536+ 10.97% |
$63.4K - $73.8K
|
5.42K
$642K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
455+ 5.2% |
$53.8K - $62.6K
|
9.2K
$1.09M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
422+ 12.46% |
$49.9K - $58.1K
|
3.81K
$451K
|
|
|
Jan 12, 2026
Q4 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
340New |
$40.2K - $46.8K
|
340
$40.2K
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
316+ 16.78% |
$37.4K - $43.5K
|
2.2K
$260K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
308+ 9.42% |
$36.4K - $42.4K
|
3.58K
$424K
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
307+ 5.87% |
$36.3K - $42.2K
|
5.53K
$655K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
289+ 9.53% |
$34.2K - $39.8K
|
3.32K
$393K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
261+ 2.48% |
$30.9K - $35.9K
|
10.8K
$1.28M
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
247+ 13.62% |
$29.2K - $34K
|
2.06K
$244K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
241+ 3.97% |
$28.5K - $33.2K
|
6.31K
$747K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
233+ 6.08% |
$27.5K - $32.1K
|
4.07K
$481K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
143+ 230.65% |
$16.9K - $19.7K
|
205
$24.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
141+ 4.47% |
$16.7K - $19.4K
|
3.3K
$390K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
118+ 2.15% |
$14K - $16.2K
|
5.59K
$662K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
92+ 3.57% |
$10.9K - $12.7K
|
2.67K
$316K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
70+ 1.17% |
$8.28K - $9.63K
|
6.06K
$717K
|
|
|
Jan 14, 2026
Q4 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
70+ 0.79% |
$8.28K - $9.63K
|
8.91K
$1.05M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
68+ 3.94% |
$8.04K - $9.36K
|
1.79K
$212K
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
48+ 6.37% |
$5.68K - $6.61K
|
802
$94.9K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
45+ 21.23% |
$5.32K - $6.19K
|
257
$30.4K
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
40New |
$4.73K - $5.5K
|
40
$4.73K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
39+ 2.19% |
$4.61K - $5.37K
|
1.82K
$215K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
23+ 135.29% |
$2.72K - $3.17K
|
40
$4.73K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
14+ 155.56% |
$1.66K - $1.93K
|
23
$2.72K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
13New |
$1.54K - $1.79K
|
13
$1.54K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
12+ 0.55% |
$1.42K - $1.65K
|
2.21K
$261K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10+ 0.78% |
$1.18K - $1.38K
|
1.29K
$152K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
5New |
$591 - $688
|
5
$592
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1+ 4.76% |
$118 - $138
|
22
$2.6K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-3- 0.13% |
$355 - $413
|
2.38K
$281K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-4- 2.26% |
$473 - $550
|
173
$20.5K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-7- 12.28% |
$828 - $963
|
50
$5.92K
|
|