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 08, 2024
Q4 2023
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
350+ 19.44% |
$108K - $141K
|
2.15K
$663K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
11New |
$3.4K - $4.44K
|
11
$3.39K
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
1.1K+ 54.33% |
$342K - $446K
|
3.14K
$967K
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
907New |
$281K - $366K
|
907
$280K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1New |
$310 - $404
|
1
$308
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
545New |
$169K - $220K
|
545
$168K
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
55+ 250.0% |
$17K - $22.2K
|
77
$23.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.8K+ 17.68% |
$557K - $726K
|
12K
$3.69M
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
7New |
$2.17K - $2.83K
|
7
$2.16K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
25New |
$7.74K - $10.1K
|
25
$7.71K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-46- 54.76% |
$14.2K - $18.6K
|
38
$11.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
900New |
$279K - $363K
|
900
$278K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-9- 1.1% |
$2.79K - $3.63K
|
809
$250K
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
35New |
$10.8K - $14.1K
|
35
$10.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
70New |
$21.7K - $28.3K
|
70
$21.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-7- 0.9% |
$2.17K - $2.83K
|
771
$238K
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
210New |
$65K - $84.8K
|
210
$64.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
187+ 4.8% |
$57.9K - $75.5K
|
4.09K
$1.26M
|
|
|
Jan 05, 2024
Q4 2023
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
135+ 146.74% |
$41.8K - $54.5K
|
227
$70K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
12New |
$3.71K - $4.84K
|
12
$3.7K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9New |
$3.04K - $3.5K
|
9
$2.78K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
3New |
$1.01K - $1.17K
|
3
$925
|
|
|
Nov 15, 2023
Q3 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
2.44KNew |
$826K - $949K
|
2.44K
$754K
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-11- 6.21% |
$3.72K - $4.27K
|
166
$51.2K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-38- 42.22% |
$12.9K - $14.8K
|
52
$16K
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
30KNew |
$10.1M - $11.7M
|
30K
$9.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
804New |
$272K - $312K
|
804
$248K
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
208New |
$70.4K - $80.8K
|
208
$64.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
10.4KNew |
$3.53M - $4.05M
|
10.4K
$3.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
800New |
$271K - $311K
|
800
$247K
|
|
|
Nov 14, 2023
Q3 2023
|
Dorsal Capital Management, LLC
Redwood City, CA |
BUY
|
- |
50KNew |
$16.9M - $19.4M
|
50K
$15.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
102KNew |
$34.6M - $39.7M
|
102K
$31.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
24New |
$8.12K - $9.32K
|
24
$7.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
868New |
$294K - $337K
|
868
$268K
|
|
|
Nov 14, 2023
Q3 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-95- 1.11% |
$32.1K - $36.9K
|
8.43K
$2.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-27- 21.09% |
$9.13K - $10.5K
|
101
$31.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
11.8KNew |
$3.98M - $4.56M
|
11.8K
$3.62M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
25.5KNew |
$8.61M - $9.89M
|
25.5K
$7.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
35.4KNew |
$12M - $13.8M
|
35.4K
$10.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
BUY
|
- |
651New |
$220K - $253K
|
651
$201K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.95KNew |
$997K - $1.14M
|
2.95K
$909K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
2New |
$677 - $777
|
2
$617
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
19New |
$6.43K - $7.38K
|
19
$5.86K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-98.4K- 23.52% |
$33.3M - $38.2M
|
320K
$98.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
269New |
$91K - $104K
|
269
$83K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4New |
$1.35K - $1.55K
|
4
$1.23K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
19New |
$6.43K - $7.38K
|
19
$5.86K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-107- 4.26% |
$36.2K - $41.6K
|
2.4K
$741K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
9New |
$3.04K - $3.5K
|
9
$2.78K
|
|