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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5+ 0.51% |
$1.5K - $2.11K
|
978
$361K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
5+ 0.29% |
$1.5K - $2.11K
|
1.71K
$632K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
5+ 35.71% |
$1.5K - $2.11K
|
19
$7.02K
|
|
|
May 10, 2023
Q1 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
4+ 0.29% |
$1.2K - $1.69K
|
1.38K
$509K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4+ 0.12% |
$1.2K - $1.69K
|
3.25K
$1.2M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
3New |
$902 - $1.27K
|
3
$1.11K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
3+ 0.25% |
$902 - $1.27K
|
1.23K
$453K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2New |
$602 - $844
|
2
$739
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2+ 0.11% |
$602 - $844
|
1.75K
$646K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 40.0% |
$602 - $844
|
7
$2.59K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.63% |
$301 - $422
|
159
$58.8K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1New |
$301 - $422
|
1
$370
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1+ 0.05% |
$301 - $422
|
2.12K
$784K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1+ 0.19% |
$301 - $422
|
536
$198K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.09% |
$301 - $422
|
1.14K
$422K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 5.56% |
$301 - $422
|
19
$7.02K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1+ 0.02% |
$301 - $422
|
5.64K
$2.08M
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
1New |
$301 - $422
|
1
$370
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1- 0.11% |
$301 - $422
|
913
$337K
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1- 0.02% |
$301 - $422
|
6.26K
$2.31M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-1- 0.14% |
$301 - $422
|
713
$263K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2- 7.69% |
$602 - $844
|
24
$8.87K
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-2- 0.06% |
$602 - $844
|
3.25K
$1.2M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-2- 7.41% |
$602 - $844
|
25
$9.24K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2- 0.13% |
$602 - $844
|
1.6K
$590K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-3- 3.66% |
$902 - $1.27K
|
79
$29.2K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-3- 10.0% |
$902 - $1.27K
|
27
$9.98K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3- 0.31% |
$902 - $1.27K
|
953
$352K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 9.09% |
$1.2K - $1.69K
|
40
$14.8K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4- 4.49% |
$1.2K - $1.69K
|
85
$31.4K
|
|
|
Nov 16, 2023
Q1 2023
|
R.P. Boggs & Co.
|
SELL
|
- |
-4- 0.03% |
$1.2K - $1.69K
|
14.4K
$5.32M
|
|
|
Apr 25, 2023
Q1 2023
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-5- 0.14% |
$1.5K - $2.11K
|
3.48K
$1.29M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-5- 2.16% |
$1.5K - $2.11K
|
227
$83.9K
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-6- 0.22% |
$1.8K - $2.53K
|
2.69K
$993K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6- 13.33% |
$1.8K - $2.53K
|
39
$14.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-6- 10.91% |
$1.8K - $2.53K
|
49
$18.1K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7- 7.37% |
$2.11K - $2.96K
|
88
$32.5K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-8- 5.76% |
$2.41K - $3.38K
|
131
$48.4K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-9- 15.79% |
$2.71K - $3.8K
|
48
$17.7K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11- 1.59% |
$3.31K - $4.64K
|
680
$251K
|
|
|
May 04, 2023
Q1 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-11- 0.63% |
$3.31K - $4.64K
|
1.73K
$640K
|
|
|
May 11, 2023
Q1 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-12- 0.15% |
$3.61K - $5.07K
|
7.8K
$2.88M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-13- 27.08% |
$3.91K - $5.49K
|
35
$12.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-14- 0.8% |
$4.21K - $5.91K
|
1.73K
$638K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-15- 17.86% |
$4.51K - $6.33K
|
69
$25.5K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-16- 13.91% |
$4.81K - $6.75K
|
99
$36.6K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-16- 2.05% |
$4.81K - $6.75K
|
766
$283K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-17- 26.15% |
$5.11K - $7.18K
|
48
$17.7K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-17- 9.29% |
$5.11K - $7.18K
|
166
$61.3K
|