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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-30Closed |
$12.5K - $16.5K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-385Closed |
$160K - $212K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-50Closed |
$20.8K - $27.5K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-428Closed |
$178K - $236K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
SELL
|
- |
-75- 43.86% |
$31.2K - $41.3K
|
96
$29.6K
|
|
|
Apr 22, 2022
Q1 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-370Closed |
$154K - $204K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-317Closed |
$132K - $174K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-738Closed |
$307K - $406K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-391Closed |
$162K - $215K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
SELL
|
- |
-391Closed |
$162K - $215K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Schwab Charitable Fund
|
SELL
|
- |
-400Closed |
$166K - $220K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
2New |
$831 - $1.1K
|
2
$617
|
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
SELL
|
- |
-536Closed |
$223K - $295K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 10, 2023
Q4 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
17+ 0.26% |
$7.41K - $9.82K
|
6.57K
$2.03M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
16+ 3.01% |
$6.97K - $9.25K
|
547
$169K
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
674New |
$294K - $389K
|
674
$208K
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
1+ 0.87% |
$436 - $578
|
116
$35.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-69- 18.96% |
$30.1K - $39.9K
|
295
$91K
|
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
SELL
|
- |
-1.75KClosed |
$761K - $1.01M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-76Closed |
$33.1K - $43.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-106Closed |
$46.2K - $61.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-5KClosed |
$2.18M - $2.89M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-7Closed |
$3.05K - $4.04K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-17Closed |
$7.41K - $9.82K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Srb Corp
Boston, MA |
SELL
|
- |
-3.57KClosed |
$1.56M - $2.07M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-590Closed |
$257K - $341K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-117Closed |
$51K - $67.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-6.98KClosed |
$3.04M - $4.03M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Sandler Capital Management
New York, NY |
SELL
|
- |
-15.9KClosed |
$6.92M - $9.17M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-157KClosed |
$68.4M - $90.7M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-4Closed |
$1.74K - $2.31K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
2New |
$872 - $1.16K
|
2
$617
|
|
|
Feb 11, 2022
Q4 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-643Closed |
$280K - $372K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-21KClosed |
$9.15M - $12.1M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-713Closed |
$311K - $412K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Bellevue Group Ag
Kuesnacht, V8 |
SELL
|
- |
-900Closed |
$392K - $520K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-4KClosed |
$1.74M - $2.31M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-904Closed |
$394K - $522K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-622Closed |
$271K - $359K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-2.99KClosed |
$1.3M - $1.73M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-2Closed |
$872 - $1.16K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
SELL
|
- |
-10Closed |
$4.36K - $5.78K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-590Closed |
$257K - $341K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-46Closed |
$20.1K - $26.6K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Sciencast Management LP
|
SELL
|
- |
-2.93KClosed |
$1.28M - $1.69M
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-8Closed |
$3.49K - $4.62K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
47+ 587.5% |
$20.4K - $23.4K
|
55
$17K
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.68KClosed |
$729K - $835K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-498Closed |
$216K - $248K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-2.4KClosed |
$1.04M - $1.19M
|
0
$0
|
|