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 |
---|---|---|---|---|---|---|---|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
18+ 2.43% |
$5.33K - $6.78K
|
758
$261K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
335+ 27.3% |
$99.2K - $126K
|
1.56K
$538K
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-19- 1.99% |
$5.63K - $7.16K
|
934
$322K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
137K+ 37863.64% |
$40.7M - $51.8M
|
138K
$47.4M
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-292- 3.53% |
$86.5K - $110K
|
7.98K
$2.75M
|
|
Oct 22, 2024
Q3 2024
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
156+ 4.4% |
$46.2K - $58.8K
|
3.7K
$1.27M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-16- 3.0% |
$4.74K - $6.03K
|
517
$178K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
164+ 101.23% |
$48.6K - $61.8K
|
326
$112K
|
|
Oct 21, 2024
Q3 2024
|
James Hambro & Partners
|
SELL
|
- |
-6.45K- 75.45% |
$1.91M - $2.43M
|
2.1K
$723K
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-245- 6.13% |
$72.6K - $92.3K
|
3.75K
$1.29M
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
7New |
$2.07K - $2.64K
|
7
$2.41K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-51- 9.09% |
$15.1K - $19.2K
|
510
$176K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
531+ 31.85% |
$157K - $200K
|
2.2K
$757K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-16- 28.07% |
$4.74K - $6.03K
|
41
$14.1K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.79K- 50.65% |
$531K - $676K
|
1.75K
$602K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
723+ 0.24% |
$214K - $272K
|
306K
$105M
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-4- 66.67% |
$1.18K - $1.51K
|
2
$689
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.64K- 35.62% |
$2.86M - $3.63M
|
17.4K
$6M
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
10New |
$2.96K - $3.77K
|
10
$3.44K
|
|
Oct 17, 2024
Q3 2024
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
714+ 4.22% |
$211K - $269K
|
17.6K
$6.08M
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1K+ 29.49% |
$297K - $378K
|
4.41K
$1.52M
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
702New |
$208K - $265K
|
702
$242K
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 14.29% |
$296 - $377
|
6
$2.07K
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-16- 8.56% |
$4.74K - $6.03K
|
171
$58.9K
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
12+ 27.91% |
$3.55K - $4.52K
|
55
$18.9K
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
39+ 16.81% |
$11.6K - $14.7K
|
271
$93.3K
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
293+ 4.35% |
$86.8K - $110K
|
7.02K
$2.42M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7+ 0.83% |
$2.07K - $2.64K
|
847
$292K
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
665New |
$197K - $251K
|
665
$229K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.19KNew |
$352K - $448K
|
1.19K
$409K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
59+ 1.05% |
$17.5K - $22.2K
|
5.68K
$1.96M
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.6KNew |
$474K - $604K
|
1.6K
$551K
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
400+ 400.0% |
$118K - $151K
|
500
$172K
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-8- 24.24% |
$2.37K - $3.01K
|
25
$8.61K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14- 6.01% |
$4.15K - $5.28K
|
219
$75.4K
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-29- 0.24% |
$8.59K - $10.9K
|
12.1K
$4.18M
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-225- 29.03% |
$66.6K - $84.8K
|
550
$189K
|
|
Oct 08, 2024
Q3 2024
|
Fcf Advisors LLC
|
SELL
|
- |
-1.69K- 34.78% |
$501K - $637K
|
3.17K
$1.09M
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
16+ 76.19% |
$4.74K - $6.03K
|
37
$12.7K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
28+ 3.74% |
$8.29K - $10.6K
|
777
$267K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-40- 14.34% |
$11.8K - $15.1K
|
239
$82.3K
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
892+ 11.51% |
$264K - $336K
|
8.64K
$2.98M
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-14.4K- 6.38% |
$4.25M - $5.41M
|
211K
$72.6M
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-9- 3.72% |
$2.67K - $3.39K
|
233
$80.2K
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-18- 32.73% |
$5.33K - $6.78K
|
37
$12.7K
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-137- 17.32% |
$40.6K - $51.6K
|
654
$225K
|
|
Q2 2024 | |||||||
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-32- 57.14% |
$9.83K - $12.8K
|
24
$8.26K
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1KNew |
$308K - $402K
|
1K
$345K
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
56+ 8.93% |
$17.2K - $22.5K
|
683
$235K
|
|
Aug 14, 2024
Q2 2024
|
Francis Chou
Chou Associates Management Inc. | Toronto, A6
|
BUY
|
- |
10.6KNew |
$3.27M - $4.27M
|
10.6K
$3.66M
|