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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2020
Q3 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-2.19KClosed |
$589K - $737K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
26+ 1.88% |
$4.64K - $7.07K
|
1.41K
$521K
|
|
|
Aug 14, 2020
Q2 2020
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-2.86KClosed |
$510K - $778K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-152Closed |
$27.1K - $41.3K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.95KClosed |
$525K - $801K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Chicago Capital, LLC
|
BUY
|
- |
920New |
$164K - $250K
|
920
$340K
|
|
|
Jul 24, 2020
Q2 2020
|
G&S Capital LLC
|
SELL
|
- |
-1.41KClosed |
$252K - $384K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.05KNew |
$187K - $286K
|
1.05K
$388K
|
|
|
Jul 09, 2020
Q2 2020
|
Polianta LTD
|
SELL
|
- |
-4.2KClosed |
$749K - $1.14M
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-7.51KClosed |
$1.34M - $2.04M
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-17Closed |
$2.85K - $4.01K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-21KClosed |
$3.52M - $4.96M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-372Closed |
$62.4K - $87.8K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
1.03KNew |
$173K - $243K
|
1.03K
$381K
|
|
|
May 15, 2020
Q1 2020
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-92KClosed |
$15.4M - $21.7M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.08KClosed |
$180K - $254K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
New Square Capital LLC
|
SELL
|
- |
-890Closed |
$149K - $210K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-2.33KClosed |
$390K - $549K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-1Closed |
$168 - $236
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-65Closed |
$10.9K - $15.3K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.19KClosed |
$200K - $282K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Barnett & Company, Inc.
|
SELL
|
- |
-18Closed |
$3.02K - $4.25K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 05, 2020
Q4 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-2Closed |
$365 - $406
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-1.53KClosed |
$279K - $311K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-1.96KClosed |
$357K - $397K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-10Closed |
$1.82K - $2.03K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-6.07KClosed |
$1.11M - $1.23M
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1.58KClosed |
$257K - $302K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-52Closed |
$8.44K - $9.93K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-6.57KClosed |
$1.07M - $1.26M
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2Closed |
$325 - $382
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-6Closed |
$974 - $1.15K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-52Closed |
$8.44K - $9.93K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-4.5KClosed |
$731K - $860K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.85KClosed |
$462K - $544K
|
0
$0
|
|
|
Aug 01, 2019
Q2 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
1+ 0.29% |
$162 - $191
|
344
$127K
|
|
|
Jul 31, 2019
Q2 2019
|
Bell Rock Capital LLC
|
SELL
|
- |
-6.91KClosed |
$1.12M - $1.32M
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-20Closed |
$3.25K - $3.82K
|
0
$0
|
|
|
Jul 25, 2019
Q2 2019
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-112KClosed |
$18.1M - $21.3M
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-132K- 99.39% |
$21.4M - $25.2M
|
805
$297K
|
|
|
Jul 23, 2019
Q2 2019
|
Wbi Investments, Inc.
|
SELL
|
- |
-13.1KClosed |
$2.13M - $2.51M
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Cordasco Financial Network
|
BUY
|
- |
46New |
$7.47K - $8.79K
|
46
$17K
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
6.47KNew |
$934K - $1.07M
|
6.47K
$2.39M
|
|
|
May 14, 2019
Q1 2019
|
Old Mission Capital LLC
|
SELL
|
- |
-1.56KClosed |
$224K - $257K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-34Closed |
$4.91K - $5.61K
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-200Closed |
$28.9K - $33K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-1.88KClosed |
$261K - $314K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-61Closed |
$8.46K - $10.2K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-281Closed |
$38.9K - $46.9K
|
0
$0
|
|