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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
41+ 0.26% |
$12.6K - $16.5K
|
15.9K
$3.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
864+ 12.41% |
$266K - $347K
|
7.83K
$1.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-325- 29.55% |
$99.9K - $130K
|
775
$188K
|
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
400New |
$123K - $161K
|
400
$96.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
7+ 0.81% |
$2.15K - $2.81K
|
867
$210K
|
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-863- 22.57% |
$265K - $346K
|
2.96K
$717K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
17New |
$5.22K - $6.82K
|
17
$4.12K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1- 0.13% |
$307 - $401
|
741
$180K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-8- 0.02% |
$2.46K - $3.21K
|
52.6K
$12.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4+ 14.29% |
$1.23K - $1.61K
|
32
$7.75K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2+ 66.67% |
$615 - $803
|
5
$1.21K
|
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.25KNew |
$384K - $501K
|
1.25K
$303K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2+ 100.0% |
$615 - $803
|
4
$969
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
350+ 5.51% |
$108K - $140K
|
6.7K
$1.62M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-16- 2.29% |
$4.92K - $6.42K
|
684
$166K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
9.7KNew |
$2.98M - $3.89M
|
9.7K
$2.35M
|
|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
496+ 77.5% |
$152K - $199K
|
1.14K
$275K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
131+ 21.41% |
$40.3K - $52.6K
|
743
$180K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1- 50.0% |
$307 - $401
|
1
$242
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-167- 11.79% |
$51.3K - $67K
|
1.25K
$303K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
59New |
$18.1K - $23.7K
|
59
$14.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
79+ 232.35% |
$24.3K - $31.7K
|
113
$27.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-8.76K- 1.57% |
$2.69M - $3.52M
|
549K
$133M
|
|
|
Jul 24, 2024
Q2 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-647- 1.64% |
$199K - $260K
|
38.7K
$9.38M
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
5New |
$1.54K - $2.01K
|
5
$1.21K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
3New |
$922 - $1.2K
|
3
$727
|
|
|
Jul 22, 2024
Q2 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-1.66K- 57.85% |
$509K - $664K
|
1.21K
$292K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1New |
$307 - $401
|
1
$242
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
BUY
|
- |
5+ 25.0% |
$1.54K - $2.01K
|
25
$6.06K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.51K- 61.17% |
$463K - $604K
|
956
$232K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
14New |
$4.3K - $5.62K
|
14
$3.39K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-13- 26.0% |
$4K - $5.22K
|
37
$8.97K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-10- 0.33% |
$3.07K - $4.01K
|
3K
$727K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$307 - $401
|
1
$242
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
45+ 7.33% |
$13.8K - $18.1K
|
659
$160K
|
|
|
Jul 16, 2024
Q2 2024
|
Riverview Trust CO
|
SELL
|
- |
-386- 91.04% |
$119K - $155K
|
38
$9.21K
|
|
|
Jul 16, 2024
Q2 2024
|
Yarbrough Capital, LLC
|
SELL
|
- |
-920- 47.42% |
$283K - $369K
|
1.02K
$247K
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-1.25KClosed |
$385K - $502K
|
0
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
83+ 7.44% |
$25.5K - $33.3K
|
1.2K
$290K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
64New |
$19.7K - $25.7K
|
64
$15.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
52New |
$16K - $20.9K
|
52
$12.6K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-111- 12.43% |
$34.1K - $44.5K
|
782
$189K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-11- 19.3% |
$3.38K - $4.41K
|
46
$11.1K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
205New |
$75.2K - $85.9K
|
205
$49.7K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
537New |
$197K - $225K
|
537
$130K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$367 - $419
|
1
$242
|
|
|
May 30, 2024
Q1 2024
|
Eulav Asset Management
|
BUY
|
- |
17.5K+ 10.31% |
$6.42M - $7.33M
|
187K
$45.4M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-126- 31.03% |
$46.2K - $52.8K
|
280
$67.8K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
18New |
$6.6K - $7.54K
|
18
$4.36K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
975New |
$358K - $408K
|
975
$236K
|
|