Latest Institutional Transactions on Pool Corp (POOL)
This table provides information on the latest institutional transactions involving Pool Corp (POOL) 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 |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
54+ 0.31% |
$18.3K - $21.1K
|
17.6K
$6.16M
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
5New |
$1.7K - $1.95K
|
5
$1.75K
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-268- 19.73% |
$90.9K - $105K
|
1.09K
$382K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
24.3KNew |
$8.25M - $9.49M
|
24.3K
$8.52M
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.52K- 77.64% |
$515K - $592K
|
437
$153K
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
635New |
$215K - $248K
|
635
$222K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-107- 15.4% |
$36.3K - $41.7K
|
588
$206K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-11- 52.38% |
$3.73K - $4.29K
|
10
$3.5K
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
17+ 0.5% |
$5.77K - $6.63K
|
3.44K
$1.2M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7+ 700.0% |
$2.38K - $2.73K
|
8
$2.8K
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-230- 25.25% |
$78K - $89.7K
|
681
$239K
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-202- 7.44% |
$68.5K - $78.8K
|
2.51K
$881K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-278- 18.87% |
$94.3K - $108K
|
1.2K
$419K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
953+ 19.89% |
$323K - $372K
|
5.74K
$2.01M
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
15+ 15.46% |
$5.09K - $5.85K
|
112
$39.2K
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
102+ 8.26% |
$34.6K - $39.8K
|
1.34K
$468K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7+ 6.8% |
$2.38K - $2.73K
|
110
$38.5K
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
800New |
$271K - $312K
|
800
$280K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
26+ 3.3% |
$8.82K - $10.1K
|
814
$285K
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
345+ 9.67% |
$117K - $135K
|
3.91K
$1.37M
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
144+ 22.54% |
$48.9K - $56.2K
|
783
$274K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1New |
$339 - $390
|
1
$350
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
180+ 6.48% |
$61.1K - $70.2K
|
2.96K
$1.04M
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.82KNew |
$956K - $1.1M
|
2.82K
$987K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
90+ 5.76% |
$30.5K - $35.1K
|
1.65K
$579K
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-9- 0.5% |
$3.05K - $3.51K
|
1.78K
$623K
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
4.27KNew |
$1.45M - $1.67M
|
4.27K
$1.5M
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
5+ 0.64% |
$1.7K - $1.95K
|
784
$275K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
661+ 22.65% |
$224K - $258K
|
3.58K
$1.25M
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
15+ 18.52% |
$5.09K - $5.85K
|
96
$33.6K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-95- 8.61% |
$32.2K - $37.1K
|
1.01K
$353K
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
186+ 19.7% |
$63.1K - $72.5K
|
1.13K
$396K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4+ 0.35% |
$1.36K - $1.56K
|
1.15K
$402K
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-15- 0.48% |
$5.09K - $5.85K
|
3.09K
$1.08M
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
625New |
$212K - $244K
|
625
$219K
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
11.6K+ 113.2% |
$3.93M - $4.52M
|
21.8K
$7.64M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-275- 10.93% |
$93.3K - $107K
|
2.24K
$785K
|
|
Jan 14, 2025
Q4 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-65- 1.36% |
$22.1K - $25.4K
|
4.71K
$1.65M
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
15+ 1.17% |
$5.09K - $5.85K
|
1.29K
$453K
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-107- 6.15% |
$36.3K - $41.7K
|
1.63K
$572K
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
179+ 16.42% |
$60.7K - $69.8K
|
1.27K
$444K
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.59K+ 4.89% |
$539K - $619K
|
34K
$11.9M
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
459+ 5.89% |
$156K - $179K
|
8.25K
$2.89M
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-100- 3.35% |
$33.9K - $39K
|
2.89K
$1.01M
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-109- 23.9% |
$37K - $42.5K
|
347
$122K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 1.85% |
$339 - $390
|
53
$18.6K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11- 2.47% |
$3.73K - $4.29K
|
434
$152K
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
73+ 0.54% |
$24.8K - $28.5K
|
13.6K
$4.77M
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-96- 23.13% |
$32.6K - $37.4K
|
319
$112K
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
64+ 4.75% |
$21.7K - $25K
|
1.41K
$494K
|