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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1- 50.0% |
$307 - $401
|
1
$308
|
|
|
Jul 30, 2024
Q2 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
953New |
$293K - $382K
|
953
$294K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-167- 11.79% |
$51.3K - $67K
|
1.25K
$386K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 16.67% |
$307 - $401
|
7
$2.16K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
59New |
$18.1K - $23.7K
|
59
$18.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
79+ 232.35% |
$24.3K - $31.7K
|
113
$34.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
243New |
$74.7K - $97.5K
|
243
$75K
|
|
|
Jul 25, 2024
Q2 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-8.76K- 1.57% |
$2.69M - $3.52M
|
549K
$169M
|
|
|
Jul 24, 2024
Q2 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-647- 1.64% |
$199K - $260K
|
38.7K
$11.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
5New |
$1.54K - $2.01K
|
5
$1.54K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
3New |
$922 - $1.2K
|
3
$925
|
|
|
Jul 22, 2024
Q2 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-1.66K- 57.85% |
$509K - $664K
|
1.21K
$372K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1New |
$307 - $401
|
1
$308
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
BUY
|
- |
5+ 25.0% |
$1.54K - $2.01K
|
25
$7.71K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.51K- 61.17% |
$463K - $604K
|
956
$295K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
14New |
$4.3K - $5.62K
|
14
$4.32K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-13- 26.0% |
$4K - $5.22K
|
37
$11.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-10- 0.33% |
$3.07K - $4.01K
|
3K
$926K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$307 - $401
|
1
$308
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
45+ 7.33% |
$13.8K - $18.1K
|
659
$203K
|
|
|
Jul 16, 2024
Q2 2024
|
Riverview Trust CO
|
SELL
|
- |
-386- 91.04% |
$119K - $155K
|
38
$11.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Yarbrough Capital, LLC
|
SELL
|
- |
-920- 47.42% |
$283K - $369K
|
1.02K
$315K
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-1.25KClosed |
$385K - $502K
|
0
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
83+ 7.44% |
$25.5K - $33.3K
|
1.2K
$370K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
64New |
$19.7K - $25.7K
|
64
$19.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
52New |
$16K - $20.9K
|
52
$16K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-111- 12.43% |
$34.1K - $44.5K
|
782
$241K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-11- 19.3% |
$3.38K - $4.41K
|
46
$14.2K
|
|
| Q1 2024 | |||||||
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-146- 1.91% |
$53.5K - $61.2K
|
7.49K
$2.31M
|
|
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
124KNew |
$45.4M - $51.9M
|
124K
$38.2M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
205New |
$75.2K - $85.9K
|
205
$63.2K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
537New |
$197K - $225K
|
537
$166K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$367 - $419
|
1
$308
|
|
|
May 30, 2024
Q1 2024
|
Eulav Asset Management
|
BUY
|
- |
17.5K+ 10.31% |
$6.42M - $7.33M
|
187K
$57.8M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-126- 31.03% |
$46.2K - $52.8K
|
280
$86.4K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
18New |
$6.6K - $7.54K
|
18
$5.55K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
10+ 1000.0% |
$3.67K - $4.19K
|
11
$3.39K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
975New |
$358K - $408K
|
975
$301K
|
|
|
May 15, 2024
Q1 2024
|
Stony Point Capital LLC
New York, NY |
BUY
|
- |
17.6KNew |
$6.46M - $7.39M
|
17.6K
$5.44M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
582New |
$213K - $244K
|
582
$180K
|
|
|
May 15, 2024
Q1 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
2KNew |
$733K - $838K
|
2K
$617K
|
|
|
May 15, 2024
Q1 2024
|
Ctf Capital Management, LP
Old Greenwich, CT |
BUY
|
- |
26KNew |
$9.53M - $10.9M
|
26K
$8.02M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
3New |
$1.1K - $1.26K
|
3
$925
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-16- 3.09% |
$5.87K - $6.7K
|
501
$155K
|
|
|
May 15, 2024
Q1 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
SELL
|
- |
-102- 6.76% |
$37.4K - $42.7K
|
1.41K
$434K
|
|
|
May 15, 2024
Q1 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1.17KNew |
$430K - $491K
|
1.17K
$362K
|
|
|
May 15, 2024
Q1 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
4.8K+ 123.08% |
$1.76M - $2.01M
|
8.7K
$2.68M
|
|
|
May 15, 2024
Q1 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
1.75KNew |
$642K - $733K
|
1.75K
$540K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
26.5KNew |
$9.72M - $11.1M
|
26.5K
$8.17M
|
|
|
May 15, 2024
Q1 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
8K+ 160.0% |
$2.93M - $3.35M
|
13K
$4.01M
|
|