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 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.64KNew |
$486K - $618K
|
1.64K
$506K
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
8KNew |
$2.37M - $3.01M
|
8K
$2.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
418+ 8.87% |
$124K - $158K
|
5.13K
$1.58M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
4.87K+ 79.92% |
$1.44M - $1.84M
|
11K
$3.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-3.01K- 55.16% |
$890K - $1.13M
|
2.44K
$754K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
10New |
$2.96K - $3.77K
|
10
$3.08K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-72- 9.1% |
$21.3K - $27.1K
|
719
$222K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2+ 0.87% |
$592 - $754
|
231
$71.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-103- 8.33% |
$30.5K - $38.8K
|
1.13K
$349K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3KNew |
$887K - $1.13M
|
3K
$924K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1+ 50.0% |
$296 - $377
|
3
$925
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.83% |
$29.6K - $37.7K
|
11.9K
$3.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
32New |
$9.48K - $12.1K
|
32
$9.87K
|
|
|
Nov 04, 2024
Q3 2024
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-3.49K- 42.35% |
$1.03M - $1.32M
|
4.75K
$1.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-7.2K- 92.67% |
$2.13M - $2.71M
|
569
$176K
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
1.91KNew |
$566K - $720K
|
1.91K
$589K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1New |
$296 - $377
|
1
$308
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-123- 3.48% |
$36.4K - $46.3K
|
3.41K
$1.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$592 - $754
|
2
$617
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
605New |
$179K - $228K
|
605
$187K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.03K- 62.33% |
$305K - $388K
|
622
$192K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
135New |
$40K - $50.9K
|
135
$41.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
162+ 16.98% |
$48K - $61K
|
1.12K
$344K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8+ 80.0% |
$2.37K - $3.01K
|
18
$5.55K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-1.18K- 42.52% |
$350K - $446K
|
1.6K
$493K
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-300- 17.65% |
$88.9K - $113K
|
1.4K
$432K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
569New |
$169K - $214K
|
569
$176K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
18+ 2.43% |
$5.33K - $6.78K
|
758
$234K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
137K+ 37863.64% |
$40.7M - $51.8M
|
138K
$42.5M
|
|
|
Oct 21, 2024
Q3 2024
|
James Hambro & Partners
|
SELL
|
- |
-6.45K- 75.45% |
$1.91M - $2.43M
|
2.1K
$648K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-245- 6.13% |
$72.6K - $92.3K
|
3.75K
$1.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
7New |
$2.07K - $2.64K
|
7
$2.16K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
723+ 0.24% |
$214K - $272K
|
306K
$94.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.64K- 35.62% |
$2.86M - $3.63M
|
17.4K
$5.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-16- 8.56% |
$4.74K - $6.03K
|
171
$52.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
12+ 27.91% |
$3.55K - $4.52K
|
55
$17K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7+ 0.83% |
$2.07K - $2.64K
|
847
$261K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
665New |
$197K - $251K
|
665
$205K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.19KNew |
$352K - $448K
|
1.19K
$367K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.6KNew |
$474K - $604K
|
1.6K
$494K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
400+ 400.0% |
$118K - $151K
|
500
$154K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-8- 24.24% |
$2.37K - $3.01K
|
25
$7.71K
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-29- 0.24% |
$8.59K - $10.9K
|
12.1K
$3.75M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-225- 29.03% |
$66.6K - $84.8K
|
550
$170K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-40- 14.34% |
$11.8K - $15.1K
|
239
$73.7K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-137- 17.32% |
$40.6K - $51.6K
|
654
$202K
|
|
| Q2 2024 | |||||||
|
Apr 08, 2025
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
454New |
$140K - $182K
|
454
$140K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-32- 57.14% |
$9.83K - $12.8K
|
24
$7.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1KNew |
$308K - $402K
|
1K
$309K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
56+ 8.93% |
$17.2K - $22.5K
|
683
$211K
|
|