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 |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
88.6KNew |
$30.1M - $34.6M
|
88.6K
$30.5M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-572- 4.42% |
$194K - $223K
|
12.4K
$4.25M
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-35- 6.42% |
$11.9K - $13.7K
|
510
$176K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-862- 3.24% |
$292K - $336K
|
25.8K
$8.87M
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
217+ 3.87% |
$73.6K - $84.6K
|
5.82K
$2M
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
9.59K+ 5.33% |
$3.25M - $3.74M
|
189K
$65.2M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
43+ 3.99% |
$14.6K - $16.8K
|
1.12K
$386K
|
|
Jan 31, 2025
Q4 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-2.93K- 7.94% |
$994K - $1.14M
|
34K
$11.7M
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2New |
$679 - $780
|
2
$689
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.37K- 9.33% |
$804K - $924K
|
23K
$7.92M
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
8New |
$2.71K - $3.12K
|
8
$2.75K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
516New |
$175K - $201K
|
516
$178K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
561+ 298.4% |
$190K - $219K
|
749
$258K
|
|
Jan 31, 2025
Q4 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-857- 1.16% |
$291K - $334K
|
73.2K
$25.2M
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-3.09K- 9.28% |
$1.05M - $1.21M
|
30.2K
$10.4M
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-92- 8.28% |
$31.2K - $35.9K
|
1.02K
$351K
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-19- 1.66% |
$6.45K - $7.41K
|
1.13K
$388K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-502- 72.86% |
$170K - $196K
|
187
$64.4K
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-1.09K- 3.44% |
$368K - $423K
|
30.5K
$10.5M
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-542- 2.6% |
$184K - $211K
|
20.3K
$6.99M
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-100- 5.26% |
$33.9K - $39K
|
1.8K
$620K
|
|
Jan 30, 2025
Q4 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-2.52K- 1.88% |
$856K - $984K
|
132K
$45.4M
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.86K- 2.36% |
$631K - $725K
|
77.1K
$26.5M
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
735New |
$249K - $287K
|
735
$253K
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 11.11% |
$339 - $390
|
10
$3.44K
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
SELL
|
- |
-282K- 87.62% |
$95.5M - $110M
|
39.8K
$13.7M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
8+ 9.88% |
$2.71K - $3.12K
|
89
$30.6K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3- 0.29% |
$1.02K - $1.17K
|
1.02K
$351K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.56% |
$339 - $390
|
180
$62K
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
88New |
$29.9K - $34.3K
|
88
$30.3K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1New |
$339 - $390
|
1
$344
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-145- 13.21% |
$49.2K - $56.6K
|
953
$328K
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
18+ 0.81% |
$6.11K - $7.02K
|
2.24K
$772K
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
67+ 10.75% |
$22.7K - $26.1K
|
690
$238K
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 9.09% |
$67.9K - $78K
|
2K
$689K
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-46- 1.91% |
$15.6K - $17.9K
|
2.36K
$811K
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
1.92KNew |
$650K - $747K
|
1.92K
$659K
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
36.4K+ 816.76% |
$12.4M - $14.2M
|
40.9K
$14.1M
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
424+ 6.97% |
$144K - $165K
|
6.51K
$2.24M
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-888- 9.83% |
$301K - $346K
|
8.14K
$2.8M
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
12K+ 120.0% |
$4.07M - $4.68M
|
22K
$7.57M
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
4+ 9.09% |
$1.36K - $1.56K
|
48
$16.5K
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.44% |
$339 - $390
|
230
$79.2K
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.55K+ 457.59% |
$1.54M - $1.78M
|
5.55K
$1.91M
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-18- 0.12% |
$6.11K - $7.02K
|
15.3K
$5.25M
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-868- 0.99% |
$295K - $339K
|
86.8K
$29.9M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.03KClosed |
$1.03M - $1.18M
|
0
$0
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
2.1KNew |
$713K - $820K
|
2.1K
$724K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
106+ 7.4% |
$36K - $41.3K
|
1.54K
$530K
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-1- 0.09% |
$339 - $390
|
1.1K
$379K
|