Purchases and Sales Made in Q1 2024 in Pool Corp (POOL)
This table provides information about the institutional ownership of Pool Corp (POOL) during Q1 2024. 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 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
187+ 33.82% |
$68.6K - $78.3K
|
740
$278K
|
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
185+ 16.52% |
$67.8K - $77.5K
|
1.31K
$490K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
177+ 77.97% |
$64.9K - $74.2K
|
404
$152K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
170+ 12.54% |
$62.3K - $71.2K
|
1.53K
$572K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
163+ 3.07% |
$59.8K - $68.3K
|
5.47K
$2.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
157+ 2.48% |
$57.6K - $65.8K
|
6.49K
$2.44M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
157+ 38.01% |
$57.6K - $65.8K
|
570
$214K
|
|
|
May 14, 2024
Q1 2024
|
1623 Capital LLC
Alexandria, VA |
BUY
|
- |
155+ 0.96% |
$56.8K - $64.9K
|
16.3K
$6.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
144+ 5.8% |
$52.8K - $60.3K
|
2.63K
$985K
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
138+ 3.07% |
$50.6K - $57.8K
|
4.63K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
136+ 2.74% |
$49.9K - $57K
|
5.09K
$1.91M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
135+ 613.64% |
$49.5K - $56.6K
|
157
$58.9K
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
BUY
|
- |
133+ 1.42% |
$48.8K - $55.7K
|
9.49K
$3.56M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
130+ 15.1% |
$47.7K - $54.5K
|
991
$372K
|
|
|
May 15, 2024
Q1 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
130+ 21.35% |
$47.7K - $54.5K
|
739
$277K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
123+ 23.79% |
$45.1K - $51.5K
|
640
$240K
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
120+ 0.71% |
$44K - $50.3K
|
17K
$6.37M
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
115+ 1.34% |
$42.2K - $48.2K
|
8.67K
$3.25M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
114+ 4.59% |
$41.8K - $47.8K
|
2.6K
$975K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
113+ 221.57% |
$41.4K - $47.3K
|
164
$61.5K
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
103+ 2.77% |
$37.8K - $43.2K
|
3.82K
$1.43M
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
100+ 1.63% |
$36.7K - $41.9K
|
6.25K
$2.34M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
98+ 12.56% |
$35.9K - $41.1K
|
878
$329K
|
|
|
Apr 12, 2024
Q1 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
98+ 10.55% |
$35.9K - $41.1K
|
1.03K
$385K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
93+ 4.87% |
$34.1K - $39K
|
2K
$752K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
85+ 10.51% |
$31.2K - $35.6K
|
894
$335K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
79+ 2.93% |
$29K - $33.1K
|
2.77K
$1.04M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
78+ 8.06% |
$28.6K - $32.7K
|
1.05K
$392K
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
77+ 0.25% |
$28.2K - $32.3K
|
30.7K
$11.5M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
76+ 8.89% |
$27.9K - $31.8K
|
931
$349K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
73+ 13.83% |
$26.8K - $30.6K
|
601
$225K
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
71+ 13.08% |
$26K - $29.7K
|
614
$230K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
71New |
$26K - $29.7K
|
71
$26.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
71+ 11.68% |
$26K - $29.7K
|
679
$255K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
70+ 58.82% |
$25.7K - $29.3K
|
189
$70.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
69+ 12.71% |
$25.3K - $28.9K
|
612
$230K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
64+ 8.42% |
$23.5K - $26.8K
|
824
$309K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
63+ 1.79% |
$23.1K - $26.4K
|
3.58K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
62+ 2.94% |
$22.7K - $26K
|
2.17K
$813K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
61+ 4.37% |
$22.4K - $25.6K
|
1.46K
$547K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
61New |
$22.4K - $25.6K
|
61
$22.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
60+ 1.23% |
$22K - $25.1K
|
4.94K
$1.85M
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
59+ 6.35% |
$21.6K - $24.7K
|
988
$371K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
58+ 95.08% |
$21.3K - $24.3K
|
119
$44.6K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
57+ 6.66% |
$20.9K - $23.9K
|
913
$342K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
56+ 9.77% |
$20.5K - $23.5K
|
629
$236K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
54+ 3.26% |
$19.8K - $22.6K
|
1.71K
$641K
|
|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
52+ 9.14% |
$19.1K - $21.8K
|
621
$233K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
50+ 4.05% |
$18.3K - $20.9K
|
1.29K
$482K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
50+ 13.93% |
$18.3K - $20.9K
|
409
$153K
|