Latest Institutional Purchases of Pool Corp (POOL)
This list provides information on the latest institutional transactions involving Pool Corp (POOL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
41New |
$13.9K - $16K
|
41
$13.6K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
26+ 3.3% |
$8.82K - $10.1K
|
814
$270K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
25+ 1.81% |
$8.48K - $9.75K
|
1.41K
$468K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
20+ 2.71% |
$6.79K - $7.8K
|
759
$252K
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
19+ 1.2% |
$6.45K - $7.41K
|
1.6K
$530K
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
18+ 0.81% |
$6.11K - $7.02K
|
2.24K
$744K
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
17+ 0.5% |
$5.77K - $6.63K
|
3.44K
$1.14M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
15+ 37.5% |
$5.09K - $5.85K
|
55
$18.2K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
15+ 15.46% |
$5.09K - $5.85K
|
112
$37.2K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
15+ 18.52% |
$5.09K - $5.85K
|
96
$31.8K
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
15+ 1.17% |
$5.09K - $5.85K
|
1.29K
$429K
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
14New |
$4.75K - $5.46K
|
14
$4.64K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13+ 0.24% |
$4.41K - $5.07K
|
5.33K
$1.77M
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10+ 12.05% |
$3.39K - $3.9K
|
93
$30.8K
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
10New |
$3.39K - $3.9K
|
10
$3.32K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
9+ 450.0% |
$3.05K - $3.51K
|
11
$3.65K
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
8New |
$2.71K - $3.12K
|
8
$2.65K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
8+ 9.88% |
$2.71K - $3.12K
|
89
$29.5K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7+ 700.0% |
$2.38K - $2.73K
|
8
$2.65K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7+ 6.8% |
$2.38K - $2.73K
|
110
$36.5K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6New |
$2.04K - $2.34K
|
6
$1.99K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5+ 0.72% |
$1.7K - $1.95K
|
704
$234K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
5New |
$1.7K - $1.95K
|
5
$1.66K
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
5New |
$1.7K - $1.95K
|
5
$1.66K
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
5+ 0.64% |
$1.7K - $1.95K
|
784
$260K
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 17.39% |
$1.36K - $1.56K
|
27
$8.96K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
4+ 9.09% |
$1.36K - $1.56K
|
48
$15.9K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4New |
$1.36K - $1.56K
|
4
$1.33K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4+ 0.35% |
$1.36K - $1.56K
|
1.15K
$381K
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
3+ 0.43% |
$1.02K - $1.17K
|
705
$234K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2New |
$679 - $780
|
2
$663
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2New |
$679 - $780
|
2
$663
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
2+ 0.17% |
$679 - $780
|
1.16K
$386K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 3.51% |
$679 - $780
|
59
$19.6K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 5.71% |
$679 - $780
|
37
$12.3K
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 2.86% |
$339 - $390
|
36
$11.9K
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 11.11% |
$339 - $390
|
10
$3.32K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.56% |
$339 - $390
|
180
$59.7K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1New |
$339 - $390
|
1
$332
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.44% |
$339 - $390
|
230
$76.3K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1+ 0.06% |
$339 - $390
|
1.58K
$523K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1New |
$339 - $390
|
1
$332
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Warren Buffett
Berkshire Hathaway Inc | Omaha, Ne
|
BUY
|
- |
404KNew |
$120M - $152M
|
404K
$134M
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
233K+ 22.67% |
$69M - $87.8M
|
1.26M
$418M
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
161K+ 37.5% |
$47.8M - $60.8M
|
592K
$196M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
139K+ 40.62% |
$41.3M - $52.6M
|
483K
$160M
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
137K+ 37863.64% |
$40.7M - $51.8M
|
138K
$45.7M
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
118K+ 5.63% |
$35M - $44.6M
|
2.22M
$737M
|
|
Nov 14, 2024
Q3 2024
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
112KNew |
$33.3M - $42.3M
|
112K
$37.3M
|