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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Settian Capital LP
|
BUY
|
- |
400+ 7.44% |
$114K - $141K
|
5.78K
$2.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.24K+ 40.39% |
$1.77M - $2.19M
|
21.7K
$8.02M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
13New |
$3.69K - $4.57K
|
13
$4.81K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
11New |
$3.12K - $3.86K
|
11
$4.07K
|
|
|
Feb 03, 2023
Q4 2022
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
8.5KNew |
$2.41M - $2.98M
|
8.5K
$3.14M
|
|
|
Feb 01, 2023
Q4 2022
|
River Road Asset Management, LLC
|
BUY
|
- |
7.63KNew |
$2.17M - $2.68M
|
7.63K
$2.82M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
50New |
$14.2K - $17.6K
|
50
$18.5K
|
|
|
Jan 26, 2023
Q4 2022
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
1.41KNew |
$400K - $495K
|
1.41K
$522K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
26+ 3.21% |
$7.38K - $9.14K
|
835
$309K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
4+ 133.33% |
$1.14K - $1.41K
|
7
$2.59K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
8New |
$2.27K - $2.81K
|
8
$2.96K
|
|
|
Jan 20, 2023
Q4 2022
|
Redwood Investments, LLC
|
SELL
|
- |
-7.87K- 91.23% |
$2.24M - $2.77M
|
757
$280K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1- 50.0% |
$284 - $351
|
1
$370
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-15- 60.0% |
$4.26K - $5.27K
|
10
$3.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
1.72K+ 23.41% |
$488K - $604K
|
9.06K
$3.35M
|
|
|
Jan 17, 2023
Q4 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
2.96KNew |
$842K - $1.04M
|
2.96K
$1.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3New |
$852 - $1.05K
|
3
$1.11K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
37New |
$10.5K - $13K
|
37
$13.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2New |
$568 - $703
|
2
$740
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
3New |
$852 - $1.05K
|
3
$1.11K
|
|
| Q3 2022 | |||||||
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-23Closed |
$7.17K - $9.13K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
11.2K+ 846.25% |
$3.49M - $4.44M
|
12.5K
$4.62M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
30+ 5.39% |
$9.36K - $11.9K
|
587
$217K
|
|
|
Nov 14, 2022
Q3 2022
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-5K- 33.33% |
$1.56M - $1.98M
|
10K
$3.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
41New |
$12.8K - $16.3K
|
41
$15.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Noked Capital LTD
Tel Aviv, L3 |
SELL
|
- |
-43.9K- 63.08% |
$13.7M - $17.4M
|
25.7K
$9.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-265- 22.08% |
$82.7K - $105K
|
935
$346K
|
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
7.5KNew |
$2.34M - $2.98M
|
7.5K
$2.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
23.4KNew |
$7.3M - $9.28M
|
23.4K
$8.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
36+ 2.54% |
$11.2K - $14.3K
|
1.45K
$537K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2New |
$624 - $794
|
2
$740
|
|
|
Nov 14, 2022
Q3 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
24.2KNew |
$7.55M - $9.61M
|
24.2K
$8.96M
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-220- 89.43% |
$68.6K - $87.3K
|
26
$9.62K
|
|
|
Nov 14, 2022
Q3 2022
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
2.28KNew |
$712K - $905K
|
2.28K
$844K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
3.35K+ 4.15% |
$1.05M - $1.33M
|
84.2K
$31.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
578+ 0.14% |
$180K - $229K
|
406K
$150M
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
1.49K+ 130.99% |
$464K - $590K
|
2.62K
$971K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
338+ 8.06% |
$105K - $134K
|
4.53K
$1.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-36- 4.9% |
$11.2K - $14.3K
|
699
$259K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurion Capital Management LP
New York, NY |
BUY
|
PUT |
800New |
$250K - $317K
|
800
$296K
|
|
|
Nov 14, 2022
Q3 2022
|
Southpoint Capital Advisors LP
New York, NY |
BUY
|
- |
200KNew |
$62.4M - $79.4M
|
200K
$74M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
65+ 2.13% |
$20.3K - $25.8K
|
3.12K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-31.7K- 97.14% |
$9.88M - $12.6M
|
932
$345K
|
|
|
Nov 10, 2022
Q3 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-111- 70.7% |
$34.6K - $44K
|
46
$17K
|
|
|
Nov 10, 2022
Q3 2022
|
Robeco Schweiz Ag
|
SELL
|
- |
-17.4K- 14.67% |
$5.42M - $6.89M
|
101K
$37.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Point State Capital LP
New York, NY |
BUY
|
PUT |
200KNew |
$62.4M - $79.4M
|
200K
$74M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
23New |
$7.17K - $9.13K
|
23
$8.51K
|
|
|
Nov 09, 2022
Q3 2022
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
159+ 24.24% |
$49.6K - $63.1K
|
815
$301K
|
|
|
Nov 08, 2022
Q3 2022
|
Impax Asset Management Group PLC
|
BUY
|
- |
39.1K+ 14.85% |
$12.2M - $15.5M
|
302K
$112M
|
|