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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-1.6KClosed |
$663K - $878K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
3.1KNew |
$1.29M - $1.71M
|
3.1K
$1.03M
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-17Closed |
$7.06K - $9.35K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-362Closed |
$150K - $199K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-179Closed |
$74.4K - $98.5K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-36Closed |
$15K - $19.8K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-98- 82.35% |
$40.7K - $53.9K
|
21
$6.97K
|
|
|
May 06, 2022
Q1 2022
|
Delta Financial Advisors LLC
|
SELL
|
- |
-376Closed |
$156K - $207K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-454Closed |
$189K - $250K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
50+ 142.86% |
$20.8K - $27.5K
|
85
$28.2K
|
|
|
May 05, 2022
Q1 2022
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.46KClosed |
$607K - $804K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
35New |
$14.5K - $19.3K
|
35
$11.6K
|
|
|
May 04, 2022
Q1 2022
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-1.5KClosed |
$623K - $825K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-30Closed |
$12.5K - $16.5K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-385Closed |
$160K - $212K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-50Closed |
$20.8K - $27.5K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-428Closed |
$178K - $236K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
SELL
|
- |
-75- 43.86% |
$31.2K - $41.3K
|
96
$31.8K
|
|
|
Apr 22, 2022
Q1 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-370Closed |
$154K - $204K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-317Closed |
$132K - $174K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-738Closed |
$307K - $406K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-391Closed |
$162K - $215K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
SELL
|
- |
-391Closed |
$162K - $215K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Schwab Charitable Fund
|
SELL
|
- |
-400Closed |
$166K - $220K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
2New |
$831 - $1.1K
|
2
$663
|
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
SELL
|
- |
-536Closed |
$223K - $295K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 10, 2023
Q4 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
17+ 0.26% |
$7.41K - $9.82K
|
6.57K
$2.18M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
16+ 3.01% |
$6.97K - $9.25K
|
547
$181K
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
674New |
$294K - $389K
|
674
$224K
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
1+ 0.87% |
$436 - $578
|
116
$38.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-69- 18.96% |
$30.1K - $39.9K
|
295
$97.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
SELL
|
- |
-1.75KClosed |
$761K - $1.01M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-76Closed |
$33.1K - $43.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-106Closed |
$46.2K - $61.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-5KClosed |
$2.18M - $2.89M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-7Closed |
$3.05K - $4.04K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-17Closed |
$7.41K - $9.82K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Srb Corp
Boston, MA |
SELL
|
- |
-3.57KClosed |
$1.56M - $2.07M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-590Closed |
$257K - $341K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-117Closed |
$51K - $67.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-6.98KClosed |
$3.04M - $4.03M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Sandler Capital Management
New York, NY |
SELL
|
- |
-15.9KClosed |
$6.92M - $9.17M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-157KClosed |
$68.4M - $90.7M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-4Closed |
$1.74K - $2.31K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
2New |
$872 - $1.16K
|
2
$663
|
|
|
Feb 11, 2022
Q4 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-643Closed |
$280K - $372K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-21KClosed |
$9.15M - $12.1M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-713Closed |
$311K - $412K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Bellevue Group Ag
Kuesnacht, V8 |
SELL
|
- |
-900Closed |
$392K - $520K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-4KClosed |
$1.74M - $2.31M
|
0
$0
|
|