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 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 5.0% |
$626 - $749
|
38
$14.3K
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
BUY
|
- |
295+ 27.21% |
$92.3K - $111K
|
1.38K
$518K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-286- 24.26% |
$89.5K - $107K
|
893
$335K
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-30- 14.29% |
$9.39K - $11.2K
|
180
$67.6K
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
220New |
$68.9K - $82.4K
|
220
$82.6K
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
552New |
$173K - $207K
|
552
$207K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
17New |
$5.32K - $6.37K
|
17
$6.39K
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1- 50.0% |
$313 - $375
|
1
$376
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2+ 0.28% |
$626 - $749
|
720
$270K
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
29+ 3.08% |
$9.08K - $10.9K
|
971
$365K
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
158+ 9.15% |
$49.5K - $59.2K
|
1.89K
$708K
|
|
Jul 27, 2023
Q2 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
231+ 37.44% |
$72.3K - $86.5K
|
848
$319K
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-166- 9.02% |
$52K - $62.2K
|
1.68K
$629K
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
70+ 3.78% |
$21.9K - $26.2K
|
1.92K
$721K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
125New |
$39.1K - $46.8K
|
125
$47K
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.67K- 33.37% |
$523K - $626K
|
3.34K
$1.25M
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-11- 44.0% |
$3.44K - $4.12K
|
14
$5.26K
|
|
Jul 13, 2023
Q2 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
8+ 1.25% |
$2.5K - $3K
|
649
$244K
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
775New |
$243K - $290K
|
775
$291K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 28.57% |
$626 - $749
|
5
$1.88K
|
|
Jul 07, 2023
Q2 2023
|
Covea Finance
|
BUY
|
- |
600+ 13.33% |
$188K - $225K
|
5.1K
$1.92M
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
14.7KNew |
$4.42M - $6.21M
|
14.7K
$5.52M
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
13New |
$3.91K - $5.49K
|
13
$4.88K
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
2.15KNew |
$648K - $909K
|
2.15K
$809K
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-16- 13.91% |
$4.81K - $6.75K
|
99
$37.2K
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
913New |
$275K - $385K
|
913
$343K
|
|
May 15, 2023
Q1 2023
|
Freshford Capital Management, LLC
Rye Brook, NY |
BUY
|
PUT |
100KNew |
$30.1M - $42.2M
|
100K
$37.6M
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
558New |
$168K - $236K
|
558
$210K
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
933New |
$281K - $394K
|
933
$350K
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-200- 4.26% |
$60.2K - $84.4K
|
4.5K
$1.69M
|
|
May 15, 2023
Q1 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
1.1KNew |
$331K - $464K
|
1.1K
$413K
|
|
May 15, 2023
Q1 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
3.4KNew |
$1.02M - $1.44M
|
3.4K
$1.28M
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
1.77K+ 104.37% |
$531K - $746K
|
3.46K
$1.3M
|
|
May 15, 2023
Q1 2023
|
Connacht Asset Management LP
New York, NY |
BUY
|
PUT |
2KNew |
$602K - $844K
|
2K
$751K
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-339- 13.26% |
$102K - $143K
|
2.22K
$833K
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
3.63K+ 51.0% |
$1.09M - $1.53M
|
10.7K
$4.03M
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-17- 9.29% |
$5.11K - $7.18K
|
166
$62.4K
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
672New |
$202K - $284K
|
672
$252K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
30KNew |
$9.02M - $12.7M
|
30K
$11.3M
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
54New |
$16.2K - $22.8K
|
54
$20.3K
|
|
May 11, 2023
Q1 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
789New |
$237K - $333K
|
789
$296K
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
1.35K+ 16.73% |
$407K - $572K
|
9.45K
$3.55M
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
711New |
$214K - $300K
|
711
$267K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
100New |
$30.1K - $42.2K
|
100
$37.6K
|
|
May 10, 2023
Q1 2023
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
BUY
|
- |
3.03K+ 209.1% |
$912K - $1.28M
|
4.48K
$1.68M
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
597New |
$180K - $252K
|
597
$224K
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
672New |
$202K - $284K
|
672
$252K
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
132New |
$39.7K - $55.7K
|
132
$49.6K
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
120New |
$36.1K - $50.7K
|
120
$45.1K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-2- 7.41% |
$602 - $844
|
25
$9.39K
|