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 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-28- 0.39% |
$8.82K - $10.2K
|
7.09K
$2.19M
|
|
|
May 07, 2025
Q1 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
1.2K+ 79.08% |
$379K - $438K
|
2.72K
$840K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
586+ 37.28% |
$185K - $213K
|
2.16K
$666K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-934- 29.93% |
$294K - $340K
|
2.19K
$675K
|
|
|
May 07, 2025
Q1 2025
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
4+ 0.48% |
$1.26K - $1.46K
|
842
$260K
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
9.04K+ 41.1% |
$2.85M - $3.29M
|
31K
$9.58M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3+ 15.79% |
$945 - $1.09K
|
22
$6.79K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
46New |
$14.5K - $16.8K
|
46
$14.2K
|
|
|
May 07, 2025
Q1 2025
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
530KNew |
$167M - $193M
|
530K
$163M
|
|
|
May 07, 2025
Q1 2025
|
Thornburg Investment Management Inc
|
SELL
|
- |
-14.3K- 39.17% |
$4.51M - $5.22M
|
22.3K
$6.86M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.66KNew |
$837K - $968K
|
2.66K
$820K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.05K- 40.91% |
$329K - $381K
|
1.51K
$466K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
187+ 0.99% |
$58.9K - $68.1K
|
19K
$5.86M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.49KNew |
$470K - $544K
|
1.49K
$461K
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
3.04KNew |
$958K - $1.11M
|
3.04K
$938K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
100+ 8.91% |
$31.5K - $36.4K
|
1.22K
$377K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
49New |
$15.4K - $17.9K
|
49
$15.1K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.62KNew |
$2.08M - $2.41M
|
6.62K
$2.04M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-53- 4.01% |
$16.7K - $19.3K
|
1.27K
$392K
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.02KNew |
$636K - $736K
|
2.02K
$623K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
477+ 26.38% |
$150K - $174K
|
2.29K
$705K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
251+ 2.72% |
$79K - $91.4K
|
9.49K
$2.93M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-1.26K- 35.04% |
$396K - $458K
|
2.33K
$719K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
398+ 26.32% |
$125K - $145K
|
1.91K
$589K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
374+ 2.64% |
$118K - $136K
|
14.5K
$4.48M
|
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
SELL
|
- |
-13K- 21.83% |
$4.1M - $4.74M
|
46.6K
$14.4M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
594+ 4.98% |
$187K - $216K
|
12.5K
$3.87M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
115+ 15.15% |
$36.2K - $41.9K
|
874
$270K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
160K+ 25.22% |
$50.5M - $58.4M
|
796K
$246M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
161+ 13.47% |
$50.7K - $58.7K
|
1.36K
$418K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
70+ 4.9% |
$22K - $25.5K
|
1.5K
$462K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.08KNew |
$341K - $394K
|
1.08K
$334K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-67- 7.95% |
$21.1K - $24.4K
|
776
$239K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-145- 0.54% |
$45.7K - $52.8K
|
26.6K
$8.21M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
14+ 25.45% |
$4.41K - $5.1K
|
69
$21.3K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
76+ 97.44% |
$23.9K - $27.7K
|
154
$47.5K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-2.43K- 6.95% |
$764K - $884K
|
32.5K
$10M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
172+ 14.9% |
$54.2K - $62.7K
|
1.33K
$409K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.81KNew |
$571K - $661K
|
1.81K
$560K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-20- 0.4% |
$6.3K - $7.29K
|
5.01K
$1.54M
|
|
|
May 02, 2025
Q1 2025
|
Times Square Capital Management, LLC
|
BUY
|
- |
680+ 0.39% |
$214K - $248K
|
173K
$53.4M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
455KNew |
$143M - $166M
|
455K
$140M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-22- 6.27% |
$6.93K - $8.01K
|
329
$101K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-18- 11.39% |
$5.67K - $6.56K
|
140
$43.2K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
3New |
$945 - $1.09K
|
3
$925
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
858New |
$270K - $313K
|
858
$265K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.36K+ 19.35% |
$744K - $861K
|
14.6K
$4.5M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-318- 19.27% |
$100K - $116K
|
1.33K
$411K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
14+ 700.0% |
$4.41K - $5.1K
|
16
$4.94K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-30.5K- 57.46% |
$9.6M - $11.1M
|
22.6K
$6.97M
|