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 14, 2023
Q4 2022
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-6.07K- 45.88% |
$1.72M - $2.13M
|
7.16K
$2.38M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-228- 17.98% |
$64.7K - $80.1K
|
1.04K
$345K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
2.51KNew |
$712K - $881K
|
2.51K
$832K
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
1.94K+ 128.56% |
$551K - $682K
|
3.45K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
400KNew |
$114M - $141M
|
400K
$133M
|
|
|
Feb 14, 2023
Q4 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
84+ 4.98% |
$23.8K - $29.5K
|
1.77K
$587K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
871New |
$247K - $306K
|
871
$289K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
10.7K+ 8.35% |
$3.03M - $3.75M
|
139K
$46M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.4KNew |
$397K - $491K
|
1.4K
$464K
|
|
|
Feb 13, 2023
Q4 2022
|
Cipher Capital LP
New York, NY |
BUY
|
- |
1.32KNew |
$376K - $465K
|
1.32K
$439K
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
372+ 35.0% |
$106K - $131K
|
1.44K
$476K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-1.31K- 27.29% |
$373K - $461K
|
3.5K
$1.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
876New |
$249K - $308K
|
876
$291K
|
|
|
Feb 13, 2023
Q4 2022
|
Thematics Asset Management
Paris, I0 |
BUY
|
- |
17.4KNew |
$4.95M - $6.12M
|
17.4K
$5.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
171New |
$48.6K - $60.1K
|
171
$56.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
29New |
$8.23K - $10.2K
|
29
$9.62K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
118New |
$33.5K - $41.5K
|
118
$39.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
87New |
$24.7K - $30.6K
|
87
$28.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Stewart Asset Management, LLC
|
SELL
|
- |
-241- 8.86% |
$68.4K - $84.7K
|
2.48K
$822K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
11.8KNew |
$3.34M - $4.13M
|
11.8K
$3.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
2+ 0.24% |
$568 - $703
|
846
$281K
|
|
|
Feb 06, 2023
Q4 2022
|
Settian Capital LP
|
BUY
|
- |
400+ 7.44% |
$114K - $141K
|
5.78K
$1.92M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.24K+ 40.39% |
$1.77M - $2.19M
|
21.7K
$7.19M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
13New |
$3.69K - $4.57K
|
13
$4.31K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
11New |
$3.12K - $3.86K
|
11
$3.65K
|
|
|
Feb 03, 2023
Q4 2022
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
8.5KNew |
$2.41M - $2.98M
|
8.5K
$2.82M
|
|
|
Feb 01, 2023
Q4 2022
|
River Road Asset Management, LLC
|
BUY
|
- |
7.63KNew |
$2.17M - $2.68M
|
7.63K
$2.53M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
50New |
$14.2K - $17.6K
|
50
$16.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
1.41KNew |
$400K - $495K
|
1.41K
$468K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
26+ 3.21% |
$7.38K - $9.14K
|
835
$277K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
4+ 133.33% |
$1.14K - $1.41K
|
7
$2.32K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
8New |
$2.27K - $2.81K
|
8
$2.65K
|
|
|
Jan 20, 2023
Q4 2022
|
Redwood Investments, LLC
|
SELL
|
- |
-7.87K- 91.23% |
$2.24M - $2.77M
|
757
$251K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1- 50.0% |
$284 - $351
|
1
$332
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-15- 60.0% |
$4.26K - $5.27K
|
10
$3.32K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
1.72K+ 23.41% |
$488K - $604K
|
9.06K
$3.01M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3New |
$852 - $1.05K
|
3
$995
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
37New |
$10.5K - $13K
|
37
$12.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2New |
$568 - $703
|
2
$663
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
3New |
$852 - $1.05K
|
3
$995
|
|
| Q3 2022 | |||||||
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-23Closed |
$7.17K - $9.13K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
11.2K+ 846.25% |
$3.49M - $4.44M
|
12.5K
$4.15M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
30+ 5.39% |
$9.36K - $11.9K
|
587
$195K
|
|
|
Nov 14, 2022
Q3 2022
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-5K- 33.33% |
$1.56M - $1.98M
|
10K
$3.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
41New |
$12.8K - $16.3K
|
41
$13.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Noked Capital LTD
Tel Aviv, L3 |
SELL
|
- |
-43.9K- 63.08% |
$13.7M - $17.4M
|
25.7K
$8.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-265- 22.08% |
$82.7K - $105K
|
935
$310K
|
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
7.5KNew |
$2.34M - $2.98M
|
7.5K
$2.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
23.4KNew |
$7.3M - $9.28M
|
23.4K
$7.76M
|
|