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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-91- 8.93% |
$28.7K - $33.2K
|
928
$277K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
185+ 23.6% |
$58.3K - $67.4K
|
969
$290K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-2- 40.0% |
$630 - $729
|
3
$896
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-150- 7.41% |
$47.2K - $54.6K
|
1.88K
$560K
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-1.2K- 13.96% |
$377K - $436K
|
7.39K
$2.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
559+ 12.72% |
$176K - $204K
|
4.95K
$1.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-2K- 1.57% |
$631K - $730K
|
125K
$37.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-1.32K- 1.0% |
$415K - $480K
|
131K
$39M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-4.6K- 11.25% |
$1.45M - $1.67M
|
36.3K
$10.8M
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-1.5K- 26.79% |
$472K - $546K
|
4.1K
$1.23M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$315 - $364
|
1
$299
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.24K+ 4.1% |
$390K - $451K
|
31.4K
$9.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-20- 0.1% |
$6.3K - $7.29K
|
20.3K
$6.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-16- 10.32% |
$5.04K - $5.83K
|
139
$41.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-156K- 97.77% |
$49.3M - $57M
|
3.57K
$1.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3New |
$945 - $1.09K
|
3
$896
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-92- 4.04% |
$29K - $33.5K
|
2.19K
$654K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-585- 30.31% |
$184K - $213K
|
1.35K
$402K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-4- 4.65% |
$1.26K - $1.46K
|
82
$24.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
2.89KNew |
$911K - $1.05M
|
2.89K
$865K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
740+ 77.89% |
$233K - $270K
|
1.69K
$505K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-499- 42.91% |
$157K - $182K
|
664
$198K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-184- 4.6% |
$57.9K - $67K
|
3.82K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-40- 21.28% |
$12.6K - $14.6K
|
148
$44.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 1.11% |
$630 - $729
|
182
$54.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1New |
$315 - $364
|
1
$299
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.39K+ 15.17% |
$436K - $505K
|
10.5K
$3.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
38+ 5.17% |
$12K - $13.8K
|
773
$231K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
12+ 120.0% |
$3.78K - $4.37K
|
22
$6.57K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-41- 0.23% |
$12.9K - $14.9K
|
17.8K
$5.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.96K- 44.6% |
$932K - $1.08M
|
3.68K
$1.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
38+ 20.32% |
$12K - $13.8K
|
225
$67.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-62- 0.75% |
$19.5K - $22.6K
|
8.18K
$2.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
692+ 2.11% |
$218K - $252K
|
33.5K
$10M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
8+ 0.85% |
$2.52K - $2.91K
|
949
$284K
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-3- 1.23% |
$945 - $1.09K
|
241
$72K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
19+ 26.39% |
$5.98K - $6.92K
|
91
$27.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-2.77K- 91.56% |
$872K - $1.01M
|
255
$76.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-1.6K- 10.19% |
$504K - $583K
|
14.1K
$4.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
12+ 0.58% |
$3.78K - $4.37K
|
2.09K
$624K
|
|
|
Apr 17, 2025
Q1 2025
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
9.2K+ 7.37% |
$2.9M - $3.35M
|
134K
$40M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
8New |
$2.52K - $2.91K
|
8
$2.39K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
94+ 8.32% |
$29.6K - $34.2K
|
1.22K
$366K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-26- 31.33% |
$8.19K - $9.47K
|
57
$17K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
23+ 76.67% |
$7.24K - $8.38K
|
53
$15.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6+ 0.44% |
$1.89K - $2.19K
|
1.38K
$411K
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
7+ 0.08% |
$2.2K - $2.55K
|
8.65K
$2.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
682New |
$215K - $248K
|
682
$204K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
6.5K+ 1486.5% |
$2.05M - $2.37M
|
6.93K
$2.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-164- 3.84% |
$51.6K - $59.7K
|
4.11K
$1.23M
|