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 |
---|---|---|---|---|---|---|---|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-166- 9.02% |
$52K - $62.2K
|
1.68K
$556K
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
70+ 3.78% |
$21.9K - $26.2K
|
1.92K
$637K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
125New |
$39.1K - $46.8K
|
125
$41.5K
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.67K- 33.37% |
$523K - $626K
|
3.34K
$1.11M
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-11- 44.0% |
$3.44K - $4.12K
|
14
$4.64K
|
|
Jul 13, 2023
Q2 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
8+ 1.25% |
$2.5K - $3K
|
649
$215K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 28.57% |
$626 - $749
|
5
$1.66K
|
|
Jul 07, 2023
Q2 2023
|
Covea Finance
|
BUY
|
- |
600+ 13.33% |
$188K - $225K
|
5.1K
$1.69M
|
|
Q1 2023 | |||||||
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-595- 3.79% |
$179K - $251K
|
15.1K
$5.02M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
14.7KNew |
$4.42M - $6.21M
|
14.7K
$4.88M
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
13New |
$3.91K - $5.49K
|
13
$4.31K
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
2.15KNew |
$648K - $909K
|
2.15K
$714K
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-16- 13.91% |
$4.81K - $6.75K
|
99
$32.8K
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
913New |
$275K - $385K
|
913
$303K
|
|
May 15, 2023
Q1 2023
|
Freshford Capital Management, LLC
Rye Brook, NY |
BUY
|
PUT |
100KNew |
$30.1M - $42.2M
|
100K
$33.2M
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
558New |
$168K - $236K
|
558
$185K
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
933New |
$281K - $394K
|
933
$309K
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-200- 4.26% |
$60.2K - $84.4K
|
4.5K
$1.49M
|
|
May 15, 2023
Q1 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
1.1KNew |
$331K - $464K
|
1.1K
$365K
|
|
May 15, 2023
Q1 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
3.4KNew |
$1.02M - $1.44M
|
3.4K
$1.13M
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
1.77K+ 104.37% |
$531K - $746K
|
3.46K
$1.15M
|
|
May 15, 2023
Q1 2023
|
Connacht Asset Management LP
New York, NY |
BUY
|
PUT |
2KNew |
$602K - $844K
|
2K
$663K
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-339- 13.26% |
$102K - $143K
|
2.22K
$735K
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
3.63K+ 51.0% |
$1.09M - $1.53M
|
10.7K
$3.56M
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-17- 9.29% |
$5.11K - $7.18K
|
166
$55.1K
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
672New |
$202K - $284K
|
672
$223K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
30KNew |
$9.02M - $12.7M
|
30K
$9.95M
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
54New |
$16.2K - $22.8K
|
54
$17.9K
|
|
May 11, 2023
Q1 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
789New |
$237K - $333K
|
789
$262K
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
1.35K+ 16.73% |
$407K - $572K
|
9.45K
$3.13M
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
711New |
$214K - $300K
|
711
$236K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
100New |
$30.1K - $42.2K
|
100
$33.2K
|
|
May 10, 2023
Q1 2023
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
BUY
|
- |
3.03K+ 209.1% |
$912K - $1.28M
|
4.48K
$1.49M
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
597New |
$180K - $252K
|
597
$198K
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
672New |
$202K - $284K
|
672
$223K
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
132New |
$39.7K - $55.7K
|
132
$43.8K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-2- 7.41% |
$602 - $844
|
25
$8.29K
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
688New |
$207K - $290K
|
688
$228K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 5.56% |
$301 - $422
|
19
$6.3K
|
|
May 03, 2023
Q1 2023
|
Calamos Advisors LLC
|
BUY
|
PUT |
1KNew |
$301K - $422K
|
1K
$332K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
5+ 35.71% |
$1.5K - $2.11K
|
19
$6.3K
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
3New |
$902 - $1.27K
|
3
$995
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
103New |
$31K - $43.5K
|
103
$34.2K
|
|
Apr 25, 2023
Q1 2023
|
Eos Management, L.P.
|
BUY
|
- |
5.45KNew |
$1.64M - $2.3M
|
5.45K
$1.81M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
9New |
$2.71K - $3.8K
|
9
$2.99K
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
631New |
$190K - $266K
|
631
$209K
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-394- 15.59% |
$119K - $166K
|
2.13K
$708K
|
|
Q4 2022 | |||||||
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
1.04KNew |
$295K - $365K
|
1.04K
$345K
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
80New |
$22.7K - $28.1K
|
80
$26.5K
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
21New |
$5.96K - $7.38K
|
21
$6.97K
|