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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-5- 0.48% |
$1.83K - $2.09K
|
1.04K
$390K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-5- 0.99% |
$1.83K - $2.09K
|
500
$188K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-5- 55.56% |
$1.83K - $2.09K
|
4
$1.5K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6- 0.28% |
$2.2K - $2.51K
|
2.15K
$806K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-6- 3.61% |
$2.2K - $2.51K
|
160
$60K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7- 4.52% |
$2.57K - $2.93K
|
148
$55.5K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-7- 0.46% |
$2.57K - $2.93K
|
1.5K
$563K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-8- 0.86% |
$2.93K - $3.35K
|
926
$347K
|
|
|
May 08, 2024
Q1 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-8- 1.03% |
$2.93K - $3.35K
|
766
$287K
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-8- 0.37% |
$2.93K - $3.35K
|
2.15K
$807K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-8- 0.78% |
$2.93K - $3.35K
|
1.02K
$383K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-8- 2.08% |
$2.93K - $3.35K
|
377
$141K
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-9- 0.35% |
$3.3K - $3.77K
|
2.53K
$951K
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
SELL
|
- |
-9- 1.65% |
$3.3K - $3.77K
|
537
$201K
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-10- 4.35% |
$3.67K - $4.19K
|
220
$82.5K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-10- 0.22% |
$3.67K - $4.19K
|
4.53K
$1.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-11- 1.11% |
$4.03K - $4.61K
|
984
$369K
|
|
|
May 13, 2024
Q1 2024
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-11- 0.06% |
$4.03K - $4.61K
|
17K
$6.37M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-11- 0.05% |
$4.03K - $4.61K
|
22.5K
$8.46M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-12- 27.91% |
$4.4K - $5.03K
|
31
$11.6K
|
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
SELL
|
- |
-13- 0.47% |
$4.77K - $5.45K
|
2.77K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-13- 2.23% |
$4.77K - $5.45K
|
570
$214K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-13- 1.48% |
$4.77K - $5.45K
|
864
$324K
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-13- 5.91% |
$4.77K - $5.45K
|
207
$77.6K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-13- 1.13% |
$4.77K - $5.45K
|
1.13K
$425K
|
|
|
Apr 24, 2024
Q1 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-14- 0.91% |
$5.13K - $5.87K
|
1.52K
$570K
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-14- 0.44% |
$5.13K - $5.87K
|
3.14K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-15- 0.95% |
$5.5K - $6.28K
|
1.56K
$585K
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-15- 1.85% |
$5.5K - $6.28K
|
795
$298K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-15- 39.47% |
$5.5K - $6.28K
|
23
$8.63K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-16- 3.09% |
$5.87K - $6.7K
|
501
$188K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-17- 1.94% |
$6.23K - $7.12K
|
860
$323K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-19- 28.36% |
$6.97K - $7.96K
|
48
$18K
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-20- 1.69% |
$7.33K - $8.38K
|
1.17K
$437K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-20- 1.95% |
$7.33K - $8.38K
|
1.01K
$377K
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-20- 4.49% |
$7.33K - $8.38K
|
425
$159K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-21- 77.78% |
$7.7K - $8.8K
|
6
$2.25K
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-25- 1.83% |
$9.17K - $10.5K
|
1.34K
$502K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-25- 2.07% |
$9.17K - $10.5K
|
1.19K
$444K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-25- 2.52% |
$9.17K - $10.5K
|
967
$363K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-25- 3.5% |
$9.17K - $10.5K
|
689
$258K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-25- 0.64% |
$9.17K - $10.5K
|
3.86K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-27- 1.03% |
$9.9K - $11.3K
|
2.6K
$976K
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-28- 0.3% |
$10.3K - $11.7K
|
9.35K
$3.51M
|
|
|
May 10, 2024
Q1 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-35- 1.49% |
$12.8K - $14.7K
|
2.31K
$865K
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
SELL
|
- |
-36- 2.11% |
$13.2K - $15.1K
|
1.67K
$628K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-36- 1.32% |
$13.2K - $15.1K
|
2.69K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-37- 3.67% |
$13.6K - $15.5K
|
971
$364K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-37- 2.23% |
$13.6K - $15.5K
|
1.62K
$608K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-39- 4.37% |
$14.3K - $16.3K
|
854
$320K
|