Latest Institutional Purchases of Pool Corp (POOL)
This list provides information on the latest institutional transactions involving Pool Corp (POOL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
866+ 42.47% |
$288K - $375K
|
2.91K
$1.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
645New |
$214K - $280K
|
645
$242K
|
|
|
Aug 15, 2022
Q2 2022
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
600New |
$199K - $260K
|
600
$225K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
332New |
$110K - $144K
|
332
$125K
|
|
|
Aug 03, 2022
Q2 2022
|
Motive Wealth Advisors
|
BUY
|
- |
273+ 25.05% |
$90.7K - $118K
|
1.36K
$511K
|
|
|
Aug 10, 2022
Q2 2022
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
272+ 50.0% |
$90.4K - $118K
|
816
$306K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
206New |
$68.4K - $89.3K
|
206
$77.3K
|
|
|
Jul 28, 2022
Q2 2022
|
Banco Santander, S.A.
|
BUY
|
- |
106+ 2.85% |
$35.2K - $46K
|
3.82K
$1.43M
|
|
|
Aug 10, 2022
Q2 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
93+ 0.5% |
$30.9K - $40.3K
|
18.8K
$7.05M
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
56+ 70.0% |
$18.6K - $24.3K
|
136
$51K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
26New |
$8.64K - $11.3K
|
26
$9.75K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
23New |
$7.64K - $9.97K
|
23
$8.63K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
16New |
$5.31K - $6.94K
|
16
$6K
|
|
|
Jul 12, 2022
Q2 2022
|
Heartland Bank & Trust CO
|
BUY
|
- |
15+ 2.59% |
$4.98K - $6.5K
|
595
$223K
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
7+ 1.21% |
$2.33K - $3.03K
|
587
$220K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
152K+ 42252.22% |
$63.2M - $83.7M
|
152K
$57.2M
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
3.1KNew |
$1.29M - $1.71M
|
3.1K
$1.16M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.85KNew |
$1.18M - $1.57M
|
2.85K
$1.07M
|
|
|
May 16, 2022
Q1 2022
|
Harding Loevner LP
Bridgewater, NJ |
BUY
|
- |
103New |
$42.8K - $56.7K
|
103
$38.6K
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
50+ 142.86% |
$20.8K - $27.5K
|
85
$31.9K
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
35New |
$14.5K - $19.3K
|
35
$13.1K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
2New |
$831 - $1.1K
|
2
$750
|
|
| Q4 2021 | |||||||
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
674New |
$294K - $389K
|
674
$253K
|
|
|
Mar 10, 2023
Q4 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
17+ 0.26% |
$7.41K - $9.82K
|
6.57K
$2.46M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
16+ 3.01% |
$6.97K - $9.25K
|
547
$205K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
2New |
$872 - $1.16K
|
2
$750
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
1+ 0.87% |
$436 - $578
|
116
$43.5K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Precept Management LLC
Dallas, TX |
BUY
|
PUT |
11KNew |
$4.78M - $5.47M
|
11K
$4.13M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.38KNew |
$597K - $684K
|
1.38K
$516K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
100New |
$43.4K - $49.7K
|
100
$37.5K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
50New |
$21.7K - $24.9K
|
50
$18.8K
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
47+ 587.5% |
$20.4K - $23.4K
|
55
$20.6K
|
|
|
Nov 05, 2021
Q3 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
8New |
$3.48K - $3.98K
|
8
$3K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
8New |
$3.48K - $3.98K
|
8
$3K
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
13.8KNew |
$4.84M - $6.4M
|
13.8K
$5.16M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
1.49KNew |
$525K - $694K
|
1.49K
$560K
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
956New |
$336K - $445K
|
956
$359K
|
|
|
Jul 26, 2021
Q2 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
700New |
$246K - $326K
|
700
$263K
|
|
|
Aug 12, 2021
Q2 2021
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
269New |
$94.6K - $125K
|
269
$101K
|
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
BUY
|
- |
38New |
$13.4K - $17.7K
|
38
$14.3K
|
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
30New |
$10.5K - $14K
|
30
$11.3K
|
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
16New |
$5.63K - $7.44K
|
16
$6K
|
|
|
Jul 14, 2021
Q2 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
7New |
$2.46K - $3.26K
|
7
$2.63K
|
|
| Q1 2021 | |||||||
|
Apr 13, 2021
Q1 2021
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
273+ 43.61% |
$85.8K - $107K
|
899
$337K
|
|
| Q4 2020 | |||||||
|
Feb 01, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
- |
1.19KNew |
$384K - $457K
|
1.19K
$446K
|
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
1.19KNew |
$384K - $457K
|
1.19K
$446K
|
|
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
277New |
$89.3K - $106K
|
277
$104K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
62New |
$16.7K - $20.9K
|
62
$23.3K
|
|
| Q2 2020 | |||||||
|
Jul 14, 2020
Q2 2020
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.05KNew |
$187K - $286K
|
1.05K
$394K
|
|
|
Jul 29, 2020
Q2 2020
|
Chicago Capital, LLC
|
BUY
|
- |
920New |
$164K - $250K
|
920
$345K
|
|