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 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
255+ 3.7% |
$86.5K - $99.5K
|
7.15K
$2.37M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1- 33.33% |
$339 - $390
|
2
$663
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
33.8K+ 15.22% |
$11.5M - $13.2M
|
256K
$84.8M
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-609- 7.22% |
$207K - $238K
|
7.82K
$2.59M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.03K- 6.21% |
$350K - $402K
|
15.6K
$5.16M
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-342- 32.88% |
$116K - $133K
|
698
$232K
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-1.86K- 2.92% |
$630K - $724K
|
61.7K
$20.5M
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
132New |
$44.8K - $51.5K
|
132
$43.8K
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
3+ 0.43% |
$1.02K - $1.17K
|
705
$234K
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
379+ 8.16% |
$129K - $148K
|
5.02K
$1.67M
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.34K+ 8.12% |
$455K - $523K
|
17.9K
$5.93M
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
92+ 79.31% |
$31.2K - $35.9K
|
208
$69K
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.37K+ 5.36% |
$464K - $533K
|
26.9K
$8.91M
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
16.7K+ 174.01% |
$5.68M - $6.53M
|
26.4K
$8.74M
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
82+ 3.73% |
$27.8K - $32K
|
2.28K
$756K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
64+ 1.64% |
$21.7K - $25K
|
3.98K
$1.32M
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-178- 3.13% |
$60.4K - $69.4K
|
5.51K
$1.83M
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-10- 1.39% |
$3.39K - $3.9K
|
710
$236K
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-495- 19.25% |
$168K - $193K
|
2.08K
$689K
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-15- 0.44% |
$5.09K - $5.85K
|
3.39K
$1.12M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
180+ 22.73% |
$61.1K - $70.2K
|
972
$322K
|
|
Feb 06, 2025
Q4 2024
|
Alta Capital Management LLC
|
BUY
|
- |
47+ 0.17% |
$15.9K - $18.3K
|
28.4K
$9.43M
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
6.34K+ 1.82% |
$2.15M - $2.47M
|
354K
$117M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6New |
$2.04K - $2.34K
|
6
$1.99K
|
|
Feb 06, 2025
Q4 2024
|
Torray LLC
|
BUY
|
- |
148+ 1.03% |
$50.2K - $57.7K
|
14.6K
$4.84M
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
23.5K+ 79.3% |
$7.97M - $9.16M
|
53.1K
$17.6M
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.46K- 59.38% |
$496K - $571K
|
1K
$332K
|
|
Feb 06, 2025
Q4 2024
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-168- 0.95% |
$57K - $65.5K
|
17.5K
$5.8M
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-2.35K- 67.63% |
$797K - $917K
|
1.13K
$373K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
20+ 2.71% |
$6.79K - $7.8K
|
759
$252K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.65K- 18.15% |
$898K - $1.03M
|
11.9K
$3.96M
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
119+ 1.08% |
$40.4K - $46.4K
|
11.1K
$3.68M
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
41New |
$13.9K - $16K
|
41
$13.6K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
343KNew |
$116M - $134M
|
343K
$114M
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
225New |
$76.3K - $87.8K
|
225
$74.6K
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.52K- 10.1% |
$516K - $594K
|
13.5K
$4.49M
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-17- 17.89% |
$5.77K - $6.63K
|
78
$25.9K
|
|
Feb 06, 2025
Q4 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-6.78K- 7.39% |
$2.3M - $2.65M
|
85K
$28.2M
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
SELL
|
- |
-130- 13.04% |
$44.1K - $50.7K
|
867
$288K
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
6.11KNew |
$2.07M - $2.38M
|
6.11K
$2.03M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.21KNew |
$410K - $471K
|
1.21K
$401K
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
800+ 5.37% |
$271K - $312K
|
15.7K
$5.21M
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
36.5KNew |
$12.4M - $14.2M
|
36.5K
$12.1M
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
55+ 8.35% |
$18.7K - $21.5K
|
714
$237K
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 2.86% |
$339 - $390
|
36
$11.9K
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-5- 0.02% |
$1.7K - $1.95K
|
26.8K
$8.88M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
60+ 76.92% |
$20.4K - $23.4K
|
138
$45.8K
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-154- 3.27% |
$52.3K - $60.1K
|
4.56K
$1.51M
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
21.2KNew |
$7.19M - $8.26M
|
21.2K
$7.03M
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-314- 15.22% |
$107K - $122K
|
1.75K
$580K
|