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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
115+ 2.65% |
$36.2K - $41.9K
|
4.46K
$1.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-42- 4.39% |
$13.2K - $15.3K
|
915
$282K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-41- 0.23% |
$12.9K - $14.9K
|
17.8K
$5.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.96K- 44.6% |
$932K - $1.08M
|
3.68K
$1.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
38+ 20.32% |
$12K - $13.8K
|
225
$69.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
16+ 34.78% |
$5.04K - $5.83K
|
62
$19.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-62- 0.75% |
$19.5K - $22.6K
|
8.18K
$2.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
692+ 2.11% |
$218K - $252K
|
33.5K
$10.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
8+ 0.85% |
$2.52K - $2.91K
|
949
$293K
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-3- 1.23% |
$945 - $1.09K
|
241
$74.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
19+ 26.39% |
$5.98K - $6.92K
|
91
$28.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-2.77K- 91.56% |
$872K - $1.01M
|
255
$78.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-1.6K- 10.19% |
$504K - $583K
|
14.1K
$4.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 5.66% |
$945 - $1.09K
|
56
$17.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
12+ 0.58% |
$3.78K - $4.37K
|
2.09K
$644K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-642- 2.64% |
$202K - $234K
|
23.7K
$7.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
9.2K+ 7.37% |
$2.9M - $3.35M
|
134K
$41.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
8New |
$2.52K - $2.91K
|
8
$2.47K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-2.67K- 49.21% |
$839K - $971K
|
2.75K
$849K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
94+ 8.32% |
$29.6K - $34.2K
|
1.22K
$378K
|
|
|
Apr 16, 2025
Q1 2025
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-2- 0.04% |
$630 - $729
|
4.71K
$1.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-26- 31.33% |
$8.19K - $9.47K
|
57
$17.6K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
23+ 76.67% |
$7.24K - $8.38K
|
53
$16.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6+ 0.44% |
$1.89K - $2.19K
|
1.38K
$425K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-126- 12.02% |
$39.7K - $45.9K
|
922
$284K
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
7+ 0.08% |
$2.2K - $2.55K
|
8.65K
$2.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 16.67% |
$315 - $364
|
7
$2.16K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
682New |
$215K - $248K
|
682
$210K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
6.5K+ 1486.5% |
$2.05M - $2.37M
|
6.93K
$2.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-164- 3.84% |
$51.6K - $59.7K
|
4.11K
$1.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-31K- 24.54% |
$9.76M - $11.3M
|
95.3K
$29.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 1.19% |
$315 - $364
|
85
$26.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-9- 33.33% |
$2.83K - $3.28K
|
18
$5.55K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
93+ 6.24% |
$29.3K - $33.9K
|
1.58K
$488K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
171+ 24.26% |
$53.9K - $62.3K
|
876
$270K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-6- 54.55% |
$1.89K - $2.19K
|
5
$1.54K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
702New |
$221K - $256K
|
702
$217K
|
|
|
Apr 14, 2025
Q1 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
136+ 2.46% |
$42.8K - $49.5K
|
5.67K
$1.75M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-530- 21.92% |
$167K - $193K
|
1.89K
$582K
|
|
|
Apr 14, 2025
Q1 2025
|
Fenimore Asset Management Inc
|
SELL
|
- |
-5.09K- 5.1% |
$1.6M - $1.85M
|
94.8K
$29.2M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
2New |
$630 - $729
|
2
$617
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
145+ 5.57% |
$45.7K - $52.8K
|
2.75K
$848K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
83New |
$26.1K - $30.2K
|
83
$25.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-74- 1.54% |
$23.3K - $27K
|
4.75K
$1.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-259K- 99.69% |
$81.6M - $94.3M
|
816
$252K
|
|
|
Apr 11, 2025
Q1 2025
|
Caledonia Investments PLC
|
BUY
|
- |
7.7K+ 6.33% |
$2.42M - $2.81M
|
129K
$39.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
155+ 7.97% |
$48.8K - $56.5K
|
2.1K
$647K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
2.07K+ 5.19% |
$651K - $753K
|
41.9K
$12.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
970+ 76.44% |
$305K - $353K
|
2.24K
$691K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
362+ 28.0% |
$114K - $132K
|
1.66K
$511K
|