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 |
|---|---|---|---|---|---|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
46
shares
|
$15,086
0.01% of portfolio
|
Q2 2019
New holding
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
46
shares
|
$15,086
0.0% of portfolio
|
Q2 2024
Reduced 19.3%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
44
shares
|
$14,430
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
41
shares
|
$13,446
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
41
shares
|
$13,446
0.0% of portfolio
|
Q3 2024
Reduced 41.43%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
41
shares
|
$13,446
0.0% of portfolio
|
Q3 2024
Reduced 28.07%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
40
shares
|
$13,118
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
38
shares
|
$12,462
0.0% of portfolio
|
Q4 2023
Reduced 54.76%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
38
shares
|
$12,462
0.01% of portfolio
|
Q2 2024
Reduced 91.04%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
38
shares
|
$12,462
0.0% of portfolio
|
Q2 2023
Reduced 5.0%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
37
shares
|
$12,134
0.0% of portfolio
|
Q3 2024
Reduced 32.73%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
37
shares
|
$12,134
0.01% of portfolio
|
Q3 2024
Added 76.19%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
35
shares
|
$11,478
0.0% of portfolio
|
Q2 2024
Added 16.67%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
35
shares
|
$11,478
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
35
shares
|
$11,478
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
35
shares
|
$11,478
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
35
shares
|
$11,478
0.0% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
32
shares
|
$10,495
0.0% of portfolio
|
Q2 2024
Reduced 31.91%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
32
shares
|
$10,495
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
31
shares
|
$10,167
0.01% of portfolio
|
Q3 2024
Reduced 43.64%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
31
shares
|
$10,167
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
30
shares
|
$9,839
0.01% of portfolio
|
Q2 2023
Added 11.11%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
30
shares
|
$9,839
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
28
shares
|
$9,183
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
28
shares
|
$9,183
0.01% of portfolio
|
Q2 2022
Reduced 50.0%
|