Purchases and Sales Made in Q1 2023 in Pool Corp (POOL)
This table provides information about the institutional ownership of Pool Corp (POOL) during Q1 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 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
45New |
$13.5K - $19K
|
45
$16.9K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
45+ 1.79% |
$13.5K - $19K
|
2.56K
$958K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
41+ 0.64% |
$12.3K - $17.3K
|
6.4K
$2.4M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
41+ 15.71% |
$12.3K - $17.3K
|
302
$113K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
40+ 13.25% |
$12K - $16.9K
|
342
$128K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
39+ 1.55% |
$11.7K - $16.5K
|
2.55K
$956K
|
|
|
May 12, 2023
Q1 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
38+ 0.25% |
$11.4K - $16K
|
15.2K
$5.71M
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
37+ 19.37% |
$11.1K - $15.6K
|
228
$85.5K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
37+ 94.87% |
$11.1K - $15.6K
|
76
$28.5K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
36+ 138.46% |
$10.8K - $15.2K
|
62
$23.3K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
35+ 0.68% |
$10.5K - $14.8K
|
5.2K
$1.95M
|
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
34+ 2.73% |
$10.2K - $14.4K
|
1.28K
$479K
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
33+ 0.58% |
$9.93K - $13.9K
|
5.7K
$2.14M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
33+ 4.79% |
$9.93K - $13.9K
|
722
$271K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
33+ 3.07% |
$9.93K - $13.9K
|
1.11K
$415K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
30+ 2.46% |
$9.02K - $12.7K
|
1.25K
$469K
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
29+ 0.63% |
$8.72K - $12.2K
|
4.6K
$1.73M
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
29+ 0.22% |
$8.72K - $12.2K
|
13.4K
$5.04M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
27+ 3.27% |
$8.12K - $11.4K
|
853
$320K
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
27+ 0.11% |
$8.12K - $11.4K
|
25.2K
$9.44M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
27+ 2.5% |
$8.12K - $11.4K
|
1.11K
$416K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
25New |
$7.52K - $10.6K
|
25
$9.38K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
25+ 1.71% |
$7.52K - $10.6K
|
1.49K
$559K
|
|
|
Apr 28, 2023
Q1 2023
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
24+ 0.49% |
$7.22K - $10.1K
|
4.91K
$1.84M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
23+ 121.05% |
$6.92K - $9.71K
|
42
$15.8K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20+ 0.64% |
$6.02K - $8.44K
|
3.15K
$1.18M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
20+ 222.22% |
$6.02K - $8.44K
|
29
$10.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
20+ 2.3% |
$6.02K - $8.44K
|
889
$333K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
19+ 950.0% |
$5.72K - $8.02K
|
21
$7.88K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
19New |
$5.72K - $8.02K
|
19
$7.13K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
19+ 0.29% |
$5.72K - $8.02K
|
6.62K
$2.48M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
18New |
$5.41K - $7.6K
|
18
$6.75K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
17+ 1.15% |
$5.11K - $7.18K
|
1.49K
$559K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
16+ 4.04% |
$4.81K - $6.75K
|
412
$155K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
15+ 2.07% |
$4.51K - $6.33K
|
741
$278K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
15+ 2.02% |
$4.51K - $6.33K
|
756
$284K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
13+ 325.0% |
$3.91K - $5.49K
|
17
$6.38K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
13New |
$3.91K - $5.49K
|
13
$4.88K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11+ 0.34% |
$3.31K - $4.64K
|
3.28K
$1.23M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
11+ 366.67% |
$3.31K - $4.64K
|
14
$5.25K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
10+ 1.41% |
$3.01K - $4.22K
|
718
$269K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
10+ 12.99% |
$3.01K - $4.22K
|
87
$32.6K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
10New |
$3.01K - $4.22K
|
10
$3.75K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
9New |
$2.71K - $3.8K
|
9
$3.38K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
8+ 100.0% |
$2.41K - $3.38K
|
16
$6K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
7+ 0.13% |
$2.11K - $2.96K
|
5.59K
$2.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7+ 0.5% |
$2.11K - $2.96K
|
1.4K
$526K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
6+ 4.03% |
$1.8K - $2.53K
|
155
$58.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 2.91% |
$1.5K - $2.11K
|
177
$66.4K
|
|
|
May 15, 2023
Q1 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
5+ 0.14% |
$1.5K - $2.11K
|
3.55K
$1.33M
|