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 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.53K+ 90.51% |
$1.74M - $2.01M
|
11.6K
$2.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
1.38K+ 21.14% |
$434K - $502K
|
7.89K
$1.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
27+ 15.0% |
$8.5K - $9.84K
|
207
$50.2K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1New |
$315 - $364
|
1
$242
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-150- 7.41% |
$47.2K - $54.6K
|
1.88K
$454K
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-1.5K- 26.79% |
$472K - $546K
|
4.1K
$994K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$315 - $364
|
1
$242
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-4- 4.65% |
$1.26K - $1.46K
|
82
$19.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
2.89KNew |
$911K - $1.05M
|
2.89K
$701K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-499- 42.91% |
$157K - $182K
|
664
$161K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1New |
$315 - $364
|
1
$242
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-41- 0.23% |
$12.9K - $14.9K
|
17.8K
$4.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
8+ 0.85% |
$2.52K - $2.91K
|
949
$230K
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-2.77K- 91.56% |
$872K - $1.01M
|
255
$61.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-1.6K- 10.19% |
$504K - $583K
|
14.1K
$3.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
682New |
$215K - $248K
|
682
$165K
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-164- 3.84% |
$51.6K - $59.7K
|
4.11K
$996K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-9- 33.33% |
$2.83K - $3.28K
|
18
$4.36K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
702New |
$221K - $256K
|
702
$170K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
83New |
$26.1K - $30.2K
|
83
$20.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
970+ 76.44% |
$305K - $353K
|
2.24K
$543K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
974+ 40.43% |
$307K - $355K
|
3.38K
$820K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-650- 81.25% |
$205K - $237K
|
150
$36.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-328- 23.25% |
$103K - $119K
|
1.08K
$262K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-5- 50.0% |
$1.57K - $1.82K
|
5
$1.21K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-30- 81.08% |
$9.45K - $10.9K
|
7
$1.7K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-47- 0.76% |
$14.8K - $17.1K
|
6.15K
$1.49M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2+ 3.92% |
$630 - $729
|
53
$12.8K
|
|
| Q4 2024 | |||||||
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
8.23KNew |
$2.79M - $3.21M
|
8.23K
$1.99M
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2New |
$679 - $780
|
2
$485
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
257New |
$87.2K - $100K
|
257
$62.3K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-260- 16.56% |
$88.2K - $101K
|
1.31K
$317K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.48KNew |
$504K - $579K
|
1.48K
$360K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-17.5K- 9.98% |
$5.93M - $6.82M
|
158K
$38.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
115New |
$39K - $44.9K
|
115
$27.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-19- 1.25% |
$6.45K - $7.41K
|
1.5K
$363K
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
1.02KNew |
$346K - $398K
|
1.02K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
129+ 25.96% |
$43.8K - $50.3K
|
626
$152K
|
|
|
Feb 14, 2025
Q4 2024
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
948New |
$322K - $370K
|
948
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
148+ 24.42% |
$50.2K - $57.7K
|
754
$183K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
300+ 60.0% |
$102K - $117K
|
800
$194K
|
|
|
Feb 14, 2025
Q4 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
24.3KNew |
$8.23M - $9.46M
|
24.3K
$5.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Manchester Global Management (Uk) LTD
London, X0 |
BUY
|
- |
34.3KNew |
$11.6M - $13.4M
|
34.3K
$8.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
9.55KNew |
$3.24M - $3.72M
|
9.55K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
620+ 73.2% |
$210K - $242K
|
1.47K
$355K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
3New |
$1.02K - $1.17K
|
3
$727
|
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-282- 30.36% |
$95.7K - $110K
|
647
$157K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
621New |
$211K - $242K
|
621
$150K
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-890- 30.57% |
$302K - $347K
|
2.02K
$490K
|
|