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 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-31K- 24.54% |
$9.76M - $11.3M
|
95.3K
$28.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 1.19% |
$315 - $364
|
85
$25.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-9- 33.33% |
$2.83K - $3.28K
|
18
$5.38K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
171+ 24.26% |
$53.9K - $62.3K
|
876
$262K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
702New |
$221K - $256K
|
702
$210K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-530- 21.92% |
$167K - $193K
|
1.89K
$564K
|
|
|
Apr 14, 2025
Q1 2025
|
Fenimore Asset Management Inc
|
SELL
|
- |
-5.09K- 5.1% |
$1.6M - $1.85M
|
94.8K
$28.3M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
2New |
$630 - $729
|
2
$598
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
145+ 5.57% |
$45.7K - $52.8K
|
2.75K
$822K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
83New |
$26.1K - $30.2K
|
83
$24.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-74- 1.54% |
$23.3K - $27K
|
4.75K
$1.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
970+ 76.44% |
$305K - $353K
|
2.24K
$669K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
362+ 28.0% |
$114K - $132K
|
1.66K
$495K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-1- 0.05% |
$315 - $364
|
1.91K
$572K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
1+ 0.02% |
$315 - $364
|
5.71K
$1.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
974+ 40.43% |
$307K - $355K
|
3.38K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-1.47K- 89.96% |
$463K - $536K
|
164
$49K
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
693+ 51.83% |
$218K - $252K
|
2.03K
$607K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-650- 81.25% |
$205K - $237K
|
150
$44.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
976+ 27.27% |
$307K - $356K
|
4.56K
$1.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
99New |
$31.2K - $36.1K
|
99
$29.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
66+ 471.43% |
$20.8K - $24K
|
80
$23.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-9- 31.03% |
$2.83K - $3.28K
|
20
$5.98K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-79- 0.23% |
$24.9K - $28.8K
|
33.9K
$10.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-328- 23.25% |
$103K - $119K
|
1.08K
$324K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-5- 50.0% |
$1.57K - $1.82K
|
5
$1.49K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-30- 81.08% |
$9.45K - $10.9K
|
7
$2.09K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
12+ 32.43% |
$3.78K - $4.37K
|
49
$14.6K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-47- 0.76% |
$14.8K - $17.1K
|
6.15K
$1.84M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2+ 3.92% |
$630 - $729
|
53
$15.8K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
150K+ 59.99% |
$51M - $58.6M
|
401K
$120M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.8K+ 233.7% |
$3.67M - $4.22M
|
15.5K
$4.62M
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
8.23KNew |
$2.79M - $3.21M
|
8.23K
$2.46M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-6.36K- 7.62% |
$2.16M - $2.48M
|
77.1K
$23M
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2New |
$679 - $780
|
2
$598
|
|
|
Mar 14, 2025
Q4 2024
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
12.3KNew |
$4.17M - $4.79M
|
12.3K
$3.67M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
257New |
$87.2K - $100K
|
257
$76.8K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1- 50.0% |
$339 - $390
|
1
$299
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-260- 16.56% |
$88.2K - $101K
|
1.31K
$391K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.48KNew |
$504K - $579K
|
1.48K
$443K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.04KNew |
$352K - $404K
|
1.04K
$310K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-17.5K- 9.98% |
$5.93M - $6.82M
|
158K
$47.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
115New |
$39K - $44.9K
|
115
$34.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-850- 43.68% |
$288K - $332K
|
1.1K
$327K
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-1- 0.02% |
$339 - $390
|
6.6K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-13- 1.94% |
$4.41K - $5.07K
|
658
$197K
|
|
|
Feb 14, 2025
Q4 2024
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
BUY
|
- |
47KNew |
$15.9M - $18.3M
|
47K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
857+ 11.65% |
$291K - $334K
|
8.21K
$2.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-19- 1.25% |
$6.45K - $7.41K
|
1.5K
$447K
|
|