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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-722- 16.83% |
$214K - $272K
|
3.57K
$1.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-148- 6.44% |
$43.8K - $55.8K
|
2.15K
$795K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.29K- 34.68% |
$382K - $486K
|
2.43K
$897K
|
|
|
Nov 04, 2024
Q3 2024
|
Findlay Park Partners LLP
London, X0 |
SELL
|
- |
-2.6K- 1.04% |
$770K - $980K
|
247K
$91.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-9.54K- 36.61% |
$2.83M - $3.59M
|
16.5K
$6.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
32New |
$9.48K - $12.1K
|
32
$11.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-3.49K- 42.35% |
$1.03M - $1.32M
|
4.75K
$1.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-28- 50.0% |
$8.29K - $10.6K
|
28
$10.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-7.2K- 92.67% |
$2.13M - $2.71M
|
569
$210K
|
|
|
Nov 04, 2024
Q3 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
22+ 0.35% |
$6.52K - $8.29K
|
6.28K
$2.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
1.91KNew |
$566K - $720K
|
1.91K
$706K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
395+ 57.75% |
$117K - $149K
|
1.08K
$399K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-109- 7.07% |
$32.3K - $41.1K
|
1.43K
$530K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1New |
$296 - $377
|
1
$370
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-123- 3.48% |
$36.4K - $46.3K
|
3.41K
$1.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
11.4K+ 3.94% |
$3.39M - $4.31M
|
301K
$111M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
439+ 24.58% |
$130K - $165K
|
2.23K
$822K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-784- 28.64% |
$232K - $295K
|
1.95K
$722K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-24- 43.64% |
$7.11K - $9.04K
|
31
$11.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-2.94K- 2.14% |
$872K - $1.11M
|
134K
$49.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.15K+ 8.57% |
$341K - $434K
|
14.6K
$5.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
12+ 14.46% |
$3.55K - $4.52K
|
95
$35.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
1.49K+ 2.18% |
$441K - $561K
|
69.6K
$25.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
74+ 11.13% |
$21.9K - $27.9K
|
739
$273K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
280+ 17.8% |
$82.9K - $106K
|
1.85K
$685K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$592 - $754
|
2
$739
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-115- 4.28% |
$34.1K - $43.3K
|
2.57K
$950K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-46- 1.83% |
$13.6K - $17.3K
|
2.46K
$911K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
656New |
$194K - $247K
|
656
$242K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-223- 2.6% |
$66K - $84K
|
8.35K
$3.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
483+ 18.46% |
$143K - $182K
|
3.1K
$1.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-113- 10.64% |
$33.5K - $42.6K
|
949
$351K
|
|
|
Oct 31, 2024
Q3 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-1.57K- 2.07% |
$465K - $591K
|
74.1K
$27.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-6.73K- 7.36% |
$1.99M - $2.54M
|
84.7K
$31.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
250+ 7.75% |
$74K - $94.2K
|
3.48K
$1.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-94- 1.58% |
$27.8K - $35.4K
|
5.86K
$2.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.23K- 6.27% |
$660K - $840K
|
33.3K
$12.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-170- 5.25% |
$50.3K - $64.1K
|
3.07K
$1.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-400- 2.61% |
$118K - $151K
|
14.9K
$5.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-95- 1.88% |
$28.1K - $35.8K
|
4.96K
$1.83M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
11+ 1.29% |
$3.26K - $4.14K
|
867
$320K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.15K- 67.87% |
$341K - $434K
|
545
$201K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-245- 2.97% |
$72.6K - $92.3K
|
8K
$2.95M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-689- 7.4% |
$204K - $260K
|
8.63K
$3.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
271New |
$80.3K - $102K
|
271
$100K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
605New |
$179K - $228K
|
605
$224K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
458+ 8.14% |
$136K - $173K
|
6.09K
$2.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.03K- 62.33% |
$305K - $388K
|
622
$230K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
135New |
$40K - $50.9K
|
135
$49.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
130+ 4.18% |
$38.5K - $49K
|
3.24K
$1.2M
|