Purchases and Sales Made in Q2 2023 in Pool Corp (POOL)
This table provides information about the institutional ownership of Pool Corp (POOL) during Q2 2023. The information is specifically focused on institutions that hold shares of POOL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 4.71% |
$1.25K - $1.5K
|
89
$26.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
3+ 11.11% |
$939 - $1.12K
|
30
$8.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3+ 0.4% |
$939 - $1.12K
|
744
$221K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3+ 0.4% |
$939 - $1.12K
|
744
$221K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
3New |
$939 - $1.12K
|
3
$890
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 3.45% |
$939 - $1.12K
|
90
$26.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
3+ 0.08% |
$939 - $1.12K
|
3.55K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
3+ 0.06% |
$939 - $1.12K
|
4.72K
$1.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 4.08% |
$626 - $749
|
51
$15.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2+ 40.0% |
$626 - $749
|
7
$2.08K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
2+ 0.09% |
$626 - $749
|
2.32K
$687K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2+ 0.28% |
$626 - $749
|
720
$214K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
1+ 0.11% |
$313 - $375
|
881
$261K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 20.0% |
$313 - $375
|
6
$1.78K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1+ 100.0% |
$313 - $375
|
2
$593
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
1+ 100.0% |
$313 - $375
|
2
$593
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1+ 0.03% |
$313 - $375
|
3.91K
$1.16M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.45% |
$313 - $375
|
225
$66.7K
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1- 0.12% |
$313 - $375
|
852
$253K
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1- 0.39% |
$313 - $375
|
255
$75.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1- 50.0% |
$313 - $375
|
1
$297
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2- 50.0% |
$626 - $749
|
2
$593
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2- 0.34% |
$626 - $749
|
591
$175K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 5.0% |
$626 - $749
|
38
$11.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 28.57% |
$626 - $749
|
5
$1.48K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 1.13% |
$626 - $749
|
175
$51.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-4- 0.45% |
$1.25K - $1.5K
|
885
$262K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-4- 0.15% |
$1.25K - $1.5K
|
2.68K
$796K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-5- 23.81% |
$1.57K - $1.87K
|
16
$4.74K
|
|
|
Jul 28, 2023
Q2 2023
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-5- 0.14% |
$1.57K - $1.87K
|
3.48K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6- 0.42% |
$1.88K - $2.25K
|
1.43K
$423K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7- 10.14% |
$2.19K - $2.62K
|
62
$18.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-7- 0.63% |
$2.19K - $2.62K
|
1.11K
$328K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-8- 50.0% |
$2.5K - $3K
|
8
$2.37K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-11- 8.4% |
$3.44K - $4.12K
|
120
$35.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-11- 44.0% |
$3.44K - $4.12K
|
14
$4.15K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-12- 0.32% |
$3.76K - $4.5K
|
3.71K
$1.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-13- 0.93% |
$4.07K - $4.87K
|
1.39K
$412K
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-13- 1.5% |
$4.07K - $4.87K
|
856
$254K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-14Closed |
$4.38K - $5.24K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-14- 1.12% |
$4.38K - $5.24K
|
1.24K
$367K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-16- 55.17% |
$5.01K - $5.99K
|
13
$3.86K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-17- 70.83% |
$5.32K - $6.37K
|
7
$2.08K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-17- 2.25% |
$5.32K - $6.37K
|
739
$219K
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-18- 0.51% |
$5.63K - $6.74K
|
3.53K
$1.05M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-19- 18.63% |
$5.95K - $7.12K
|
83
$24.6K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-19- 54.29% |
$5.95K - $7.12K
|
16
$4.74K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-20- 0.13% |
$6.26K - $7.49K
|
15.2K
$4.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-20- 12.9% |
$6.26K - $7.49K
|
135
$40K
|