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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
1.72K+ 23.41% |
$488K - $604K
|
9.06K
$3.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3New |
$852 - $1.05K
|
3
$1.13K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
37New |
$10.5K - $13K
|
37
$13.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2New |
$568 - $703
|
2
$750
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
3New |
$852 - $1.05K
|
3
$1.13K
|
|
| Q3 2022 | |||||||
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-23Closed |
$7.17K - $9.13K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
11.2K+ 846.25% |
$3.49M - $4.44M
|
12.5K
$4.69M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
30+ 5.39% |
$9.36K - $11.9K
|
587
$220K
|
|
|
Nov 14, 2022
Q3 2022
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-5K- 33.33% |
$1.56M - $1.98M
|
10K
$3.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
41New |
$12.8K - $16.3K
|
41
$15.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Noked Capital LTD
Tel Aviv, L3 |
SELL
|
- |
-43.9K- 63.08% |
$13.7M - $17.4M
|
25.7K
$9.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-265- 22.08% |
$82.7K - $105K
|
935
$351K
|
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
7.5KNew |
$2.34M - $2.98M
|
7.5K
$2.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
23.4KNew |
$7.3M - $9.28M
|
23.4K
$8.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
36+ 2.54% |
$11.2K - $14.3K
|
1.45K
$545K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2New |
$624 - $794
|
2
$750
|
|
|
Nov 14, 2022
Q3 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
24.2KNew |
$7.55M - $9.61M
|
24.2K
$9.08M
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-220- 89.43% |
$68.6K - $87.3K
|
26
$9.75K
|
|
|
Nov 14, 2022
Q3 2022
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
2.28KNew |
$712K - $905K
|
2.28K
$856K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
3.35K+ 4.15% |
$1.05M - $1.33M
|
84.2K
$31.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
578+ 0.14% |
$180K - $229K
|
406K
$152M
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
1.49K+ 130.99% |
$464K - $590K
|
2.62K
$984K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
338+ 8.06% |
$105K - $134K
|
4.53K
$1.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-36- 4.9% |
$11.2K - $14.3K
|
699
$262K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurion Capital Management LP
New York, NY |
BUY
|
PUT |
800New |
$250K - $317K
|
800
$300K
|
|
|
Nov 14, 2022
Q3 2022
|
Southpoint Capital Advisors LP
New York, NY |
BUY
|
- |
200KNew |
$62.4M - $79.4M
|
200K
$75M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
65+ 2.13% |
$20.3K - $25.8K
|
3.12K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-31.7K- 97.14% |
$9.88M - $12.6M
|
932
$350K
|
|
|
Nov 10, 2022
Q3 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-111- 70.7% |
$34.6K - $44K
|
46
$17.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Robeco Schweiz Ag
|
SELL
|
- |
-17.4K- 14.67% |
$5.42M - $6.89M
|
101K
$37.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Point State Capital LP
New York, NY |
BUY
|
PUT |
200KNew |
$62.4M - $79.4M
|
200K
$75M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
23New |
$7.17K - $9.13K
|
23
$8.63K
|
|
|
Nov 09, 2022
Q3 2022
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
159+ 24.24% |
$49.6K - $63.1K
|
815
$306K
|
|
|
Nov 08, 2022
Q3 2022
|
Impax Asset Management Group PLC
|
BUY
|
- |
39.1K+ 14.85% |
$12.2M - $15.5M
|
302K
$113M
|
|
|
Nov 08, 2022
Q3 2022
|
Oak Ridge Investments LLC
|
SELL
|
- |
-50- 0.48% |
$15.6K - $19.8K
|
10.3K
$3.87M
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-10- 1.0% |
$3.12K - $3.97K
|
990
$371K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-175Closed |
$54.6K - $69.4K
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
44+ 1466.67% |
$13.7K - $17.5K
|
47
$17.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
29New |
$9.05K - $11.5K
|
29
$10.9K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-48- 64.0% |
$15K - $19K
|
27
$10.1K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
135New |
$42.1K - $53.6K
|
135
$50.6K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-39- 54.17% |
$12.2K - $15.5K
|
33
$12.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
10+ 1.21% |
$3.12K - $3.97K
|
836
$314K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
368New |
$115K - $146K
|
368
$138K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
40New |
$12.5K - $15.9K
|
40
$15K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
PUT |
2.4KNew |
$749K - $952K
|
2.4K
$900K
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-24- 13.79% |
$7.49K - $9.52K
|
150
$56.3K
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Advisors LLC
|
SELL
|
- |
-2.78K- 75.09% |
$866K - $1.1M
|
921
$345K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
22New |
$6.86K - $8.73K
|
22
$8.25K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
10New |
$3.12K - $3.97K
|
10
$3.75K
|
|