Institutional Ownership Pool Corp (POOL)
This table provides information about the institutional ownership of Pool Corp (POOL). We have compiled data on the 792 institutions that hold shares in the stock, with a total of 38.5 Million shares, which have been reported (via 13F filing form) to have a value of $12.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
110
shares
|
$36,076
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
103
shares
|
$33,780
0.0% of portfolio
|
Q3 2024
Reduced 15.57%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
103
shares
|
$33,780
0.0% of portfolio
|
Q3 2024
Reduced 30.41%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
102
shares
|
$33,452
0.0% of portfolio
|
Q3 2024
Reduced 13.56%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
101
shares
|
$33,124
0.01% of portfolio
|
Q4 2023
Reduced 82.25%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
100
shares
|
$32,797
0.06% of portfolio
|
Q3 2021
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
97
shares
|
$31,813
0.0% of portfolio
|
Q3 2024
Reduced 53.14%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
95
shares
|
$31,157
0.0% of portfolio
|
Q3 2024
Added 14.46%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
87
shares
|
$28,533
0.0% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
83
shares
|
$27,221
0.0% of portfolio
|
Q2 2024
Added 5.06%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
83
shares
|
$27,221
0.0% of portfolio
|
Q2 2024
Reduced 3.49%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
81
shares
|
$26,565
0.0% of portfolio
|
Q3 2024
Added 10.96%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
81
shares
|
$26,565
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
80
shares
|
$26,237
0.0% of portfolio
|
Q1 2022
Reduced 66.94%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
78
shares
|
$25,581
0.0% of portfolio
|
Q3 2024
Reduced 25.71%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
77
shares
|
$25,253
0.01% of portfolio
|
Q4 2023
Added 250.0%
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
71
shares
|
$23,285
0.0% of portfolio
|
Q3 2024
Reduced 88.03%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
71
shares
|
$23,285
0.0% of portfolio
|
Q1 2024
Added 42.0%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
64
shares
|
$20,990
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
57
shares
|
$18,694
0.0% of portfolio
|
Q3 2024
Added 850.0%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
55
shares
|
$18,038
0.01% of portfolio
|
Q3 2024
Added 27.91%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
55
shares
|
$18,038
0.0% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
54
shares
|
$17,710
0.01% of portfolio
|
Q2 2024
Reduced 11.48%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
51
shares
|
$16,726
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
49
shares
|
$16,070
0.0% of portfolio
|
Q3 2024
New holding
|