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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
496+ 77.5% |
$152K - $199K
|
1.14K
$427K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
131+ 21.41% |
$40.3K - $52.6K
|
743
$279K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1- 50.0% |
$307 - $401
|
1
$376
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-19- 0.57% |
$5.84K - $7.62K
|
3.31K
$1.24M
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-3- 50.0% |
$922 - $1.2K
|
3
$1.13K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
953New |
$293K - $382K
|
953
$358K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 16.67% |
$1.54K - $2.01K
|
35
$13.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-167- 11.79% |
$51.3K - $67K
|
1.25K
$470K
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.03K- 53.04% |
$317K - $413K
|
912
$343K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
729New |
$224K - $293K
|
729
$274K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
14+ 0.93% |
$4.3K - $5.62K
|
1.52K
$570K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 16.67% |
$307 - $401
|
7
$2.63K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
59New |
$18.1K - $23.7K
|
59
$22.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
79+ 232.35% |
$24.3K - $31.7K
|
113
$42.4K
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
454New |
$140K - $182K
|
454
$171K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
243New |
$74.7K - $97.5K
|
243
$91.3K
|
|
|
Jul 26, 2024
Q2 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-1K- 14.08% |
$307K - $401K
|
6.1K
$2.29M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-407- 26.81% |
$125K - $163K
|
1.11K
$417K
|
|
|
Jul 25, 2024
Q2 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-8.76K- 1.57% |
$2.69M - $3.52M
|
549K
$206M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-183- 0.67% |
$56.2K - $73.4K
|
27.2K
$10.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 27.78% |
$1.54K - $2.01K
|
23
$8.64K
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 4.35% |
$30.7K - $40.1K
|
2.2K
$826K
|
|
|
Jul 24, 2024
Q2 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-647- 1.64% |
$199K - $260K
|
38.7K
$14.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
5New |
$1.54K - $2.01K
|
5
$1.88K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
3New |
$922 - $1.2K
|
3
$1.13K
|
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-35- 1.5% |
$10.8K - $14K
|
2.3K
$864K
|
|
|
Jul 22, 2024
Q2 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-1.66K- 57.85% |
$509K - $664K
|
1.21K
$453K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1New |
$307 - $401
|
1
$376
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
BUY
|
- |
5+ 25.0% |
$1.54K - $2.01K
|
25
$9.39K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.51K- 61.17% |
$463K - $604K
|
956
$359K
|
|
|
Jul 19, 2024
Q2 2024
|
Caledonia Investments PLC
|
BUY
|
- |
122KNew |
$37.4M - $48.8M
|
122K
$45.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.38K+ 8.81% |
$423K - $552K
|
17K
$6.38M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
14New |
$4.3K - $5.62K
|
14
$5.26K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-13- 26.0% |
$4K - $5.22K
|
37
$13.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-10- 0.33% |
$3.07K - $4.01K
|
3K
$1.13M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$307 - $401
|
1
$376
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-15- 0.74% |
$4.61K - $6.02K
|
2.03K
$761K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
45+ 7.33% |
$13.8K - $18.1K
|
659
$248K
|
|
|
Jul 16, 2024
Q2 2024
|
Riverview Trust CO
|
SELL
|
- |
-386- 91.04% |
$119K - $155K
|
38
$14.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Yarbrough Capital, LLC
|
SELL
|
- |
-920- 47.42% |
$283K - $369K
|
1.02K
$383K
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-1.25KClosed |
$385K - $502K
|
0
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
83+ 7.44% |
$25.5K - $33.3K
|
1.2K
$450K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
64New |
$19.7K - $25.7K
|
64
$24K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
52New |
$16K - $20.9K
|
52
$19.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-111- 12.43% |
$34.1K - $44.5K
|
782
$294K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-11- 19.3% |
$3.38K - $4.41K
|
46
$17.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-3- 3.49% |
$922 - $1.2K
|
83
$31.2K
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
57.4K+ 236.97% |
$21M - $24M
|
81.6K
$30.7M
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.5K- 25.0% |
$917K - $1.05M
|
7.5K
$2.82M
|
|