Purchases and Sales Made in Q3 2023 in Pool Corp (POOL)
This table provides information about the institutional ownership of Pool Corp (POOL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
20+ 10.93% |
$6.77K - $7.77K
|
203
$67.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
19New |
$6.43K - $7.38K
|
19
$6.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
19New |
$6.43K - $7.38K
|
19
$6.3K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18+ 1.3% |
$6.09K - $6.99K
|
1.41K
$467K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
17+ 21.52% |
$5.75K - $6.6K
|
96
$31.8K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
17New |
$5.75K - $6.6K
|
17
$5.64K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
16+ 5.86% |
$5.41K - $6.21K
|
289
$95.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
15+ 2.05% |
$5.07K - $5.83K
|
745
$247K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
15New |
$5.07K - $5.83K
|
15
$4.98K
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
14+ 1.62% |
$4.74K - $5.44K
|
877
$291K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
13New |
$4.4K - $5.05K
|
13
$4.31K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
12+ 5.29% |
$4.06K - $4.66K
|
239
$79.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
12New |
$4.06K - $4.66K
|
12
$3.98K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
10New |
$3.38K - $3.88K
|
10
$3.32K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10+ 0.71% |
$3.38K - $3.88K
|
1.42K
$472K
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
10+ 0.37% |
$3.38K - $3.88K
|
2.69K
$893K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10+ 12.35% |
$3.38K - $3.88K
|
91
$30.2K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9New |
$3.04K - $3.5K
|
9
$2.99K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
9New |
$3.04K - $3.5K
|
9
$2.99K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 42.11% |
$2.71K - $3.11K
|
27
$8.96K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
8+ 1.04% |
$2.71K - $3.11K
|
776
$257K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
7+ 1.24% |
$2.37K - $2.72K
|
571
$189K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
7+ 116.67% |
$2.37K - $2.72K
|
13
$4.31K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.47% |
$2.37K - $2.72K
|
1.49K
$494K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6New |
$2.03K - $2.33K
|
6
$1.99K
|
|
|
Nov 14, 2023
Q3 2023
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
6New |
$2.03K - $2.33K
|
6
$1.99K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6+ 11.11% |
$2.03K - $2.33K
|
60
$19.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
6+ 11.76% |
$2.03K - $2.33K
|
57
$18.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5+ 0.55% |
$1.69K - $1.94K
|
921
$306K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4New |
$1.35K - $1.55K
|
4
$1.33K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4+ 30.77% |
$1.35K - $1.55K
|
17
$5.64K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
3New |
$1.01K - $1.17K
|
3
$995
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
3New |
$1.01K - $1.17K
|
3
$995
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3+ 0.41% |
$1.01K - $1.17K
|
741
$246K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3New |
$1.01K - $1.17K
|
3
$995
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
3New |
$1.01K - $1.17K
|
3
$995
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 3.33% |
$1.01K - $1.17K
|
93
$30.8K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
3+ 33.33% |
$1.01K - $1.17K
|
12
$3.98K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
3+ 37.5% |
$1.01K - $1.17K
|
11
$3.65K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2New |
$677 - $777
|
2
$663
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2+ 12.5% |
$677 - $777
|
18
$5.97K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
2New |
$677 - $777
|
2
$663
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2+ 2.33% |
$677 - $777
|
88
$29.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 1.61% |
$338 - $388
|
63
$20.9K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 1.79% |
$338 - $388
|
57
$18.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 16.67% |
$338 - $388
|
7
$2.32K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.11% |
$338 - $388
|
921
$306K
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1+ 0.13% |
$338 - $388
|
793
$263K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 25.0% |
$338 - $388
|
5
$1.66K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.44% |
$338 - $388
|
226
$75K
|