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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
688New |
$207K - $290K
|
688
$258K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 5.56% |
$301 - $422
|
19
$7.14K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Advisors LLC
|
BUY
|
PUT |
1KNew |
$301K - $422K
|
1K
$376K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
5+ 35.71% |
$1.5K - $2.11K
|
19
$7.14K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
3New |
$902 - $1.27K
|
3
$1.13K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
103New |
$31K - $43.5K
|
103
$38.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Eos Management, L.P.
|
BUY
|
- |
5.45KNew |
$1.64M - $2.3M
|
5.45K
$2.05M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
9New |
$2.71K - $3.8K
|
9
$3.38K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
135KNew |
$40.6M - $57M
|
135K
$50.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
631New |
$190K - $266K
|
631
$237K
|
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-394- 15.59% |
$119K - $166K
|
2.13K
$801K
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
1.04KNew |
$295K - $365K
|
1.04K
$391K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
80New |
$22.7K - $28.1K
|
80
$30.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
21New |
$5.96K - $7.38K
|
21
$7.89K
|
|
|
Feb 14, 2023
Q4 2022
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-6.07K- 45.88% |
$1.72M - $2.13M
|
7.16K
$2.69M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-228- 17.98% |
$64.7K - $80.1K
|
1.04K
$391K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
2.51KNew |
$712K - $881K
|
2.51K
$942K
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
1.94K+ 128.56% |
$551K - $682K
|
3.45K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
400KNew |
$114M - $141M
|
400K
$150M
|
|
|
Feb 14, 2023
Q4 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
84+ 4.98% |
$23.8K - $29.5K
|
1.77K
$665K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
871New |
$247K - $306K
|
871
$327K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
10.7K+ 8.35% |
$3.03M - $3.75M
|
139K
$52M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.4KNew |
$397K - $491K
|
1.4K
$525K
|
|
|
Feb 13, 2023
Q4 2022
|
Cipher Capital LP
New York, NY |
BUY
|
- |
1.32KNew |
$376K - $465K
|
1.32K
$497K
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
372+ 35.0% |
$106K - $131K
|
1.44K
$539K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-1.31K- 27.29% |
$373K - $461K
|
3.5K
$1.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
876New |
$249K - $308K
|
876
$329K
|
|
|
Feb 13, 2023
Q4 2022
|
Thematics Asset Management
Paris, I0 |
BUY
|
- |
17.4KNew |
$4.95M - $6.12M
|
17.4K
$6.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
171New |
$48.6K - $60.1K
|
171
$64.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
29New |
$8.23K - $10.2K
|
29
$10.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
118New |
$33.5K - $41.5K
|
118
$44.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
87New |
$24.7K - $30.6K
|
87
$32.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Stewart Asset Management, LLC
|
SELL
|
- |
-241- 8.86% |
$68.4K - $84.7K
|
2.48K
$931K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
11.8KNew |
$3.34M - $4.13M
|
11.8K
$4.41M
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
2+ 0.24% |
$568 - $703
|
846
$318K
|
|
|
Feb 06, 2023
Q4 2022
|
Settian Capital LP
|
BUY
|
- |
400+ 7.44% |
$114K - $141K
|
5.78K
$2.17M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.24K+ 40.39% |
$1.77M - $2.19M
|
21.7K
$8.14M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
13New |
$3.69K - $4.57K
|
13
$4.88K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
11New |
$3.12K - $3.86K
|
11
$4.13K
|
|
|
Feb 03, 2023
Q4 2022
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
8.5KNew |
$2.41M - $2.98M
|
8.5K
$3.19M
|
|
|
Feb 01, 2023
Q4 2022
|
River Road Asset Management, LLC
|
BUY
|
- |
7.63KNew |
$2.17M - $2.68M
|
7.63K
$2.87M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
50New |
$14.2K - $17.6K
|
50
$18.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
1.41KNew |
$400K - $495K
|
1.41K
$530K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
26+ 3.21% |
$7.38K - $9.14K
|
835
$314K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
4+ 133.33% |
$1.14K - $1.41K
|
7
$2.63K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
8New |
$2.27K - $2.81K
|
8
$3.01K
|
|
|
Jan 20, 2023
Q4 2022
|
Redwood Investments, LLC
|
SELL
|
- |
-7.87K- 91.23% |
$2.24M - $2.77M
|
757
$284K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1- 50.0% |
$284 - $351
|
1
$376
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-15- 60.0% |
$4.26K - $5.27K
|
10
$3.76K
|
|