Purchases and Sales Made in Q2 2023 in Pool Corp (POOL)
This table provides information about the institutional ownership of Pool Corp (POOL) during Q2 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 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
131+ 84.52% |
$41K - $49.1K
|
286
$96.5K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
130+ 3.92% |
$40.7K - $48.7K
|
3.44K
$1.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
129+ 1.44% |
$40.4K - $48.3K
|
9.09K
$3.07M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
125New |
$39.1K - $46.8K
|
125
$42.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
121+ 3.36% |
$37.9K - $45.3K
|
3.72K
$1.25M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
120+ 28.3% |
$37.6K - $45K
|
544
$183K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
112+ 12.86% |
$35.1K - $42K
|
983
$332K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
108+ 7.24% |
$33.8K - $40.5K
|
1.6K
$539K
|
|
|
Aug 14, 2023
Q2 2023
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
BUY
|
- |
107+ 0.24% |
$33.5K - $40.1K
|
44.7K
$15.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
105+ 1.87% |
$32.9K - $39.3K
|
5.73K
$1.93M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
102+ 4.0% |
$31.9K - $38.2K
|
2.65K
$894K
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
BUY
|
- |
101+ 3.93% |
$31.6K - $37.8K
|
2.67K
$901K
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
100+ 5.56% |
$31.3K - $37.5K
|
1.9K
$641K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
96+ 2.62% |
$30K - $36K
|
3.76K
$1.27M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
90+ 1.29% |
$28.2K - $33.7K
|
7.09K
$2.39M
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
90New |
$28.2K - $33.7K
|
90
$30.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
89+ 8.05% |
$27.9K - $33.3K
|
1.19K
$403K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
86New |
$26.9K - $32.2K
|
86
$29K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
85+ 0.73% |
$26.6K - $31.8K
|
11.8K
$3.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
83+ 5.73% |
$26K - $31.1K
|
1.53K
$517K
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
83+ 12.67% |
$26K - $31.1K
|
738
$249K
|
|
|
Aug 07, 2023
Q2 2023
|
Versor Investments LP
|
BUY
|
- |
78+ 4.59% |
$24.4K - $29.2K
|
1.78K
$600K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
75+ 3.85% |
$23.5K - $28.1K
|
2.03K
$683K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
74+ 4.42% |
$23.2K - $27.7K
|
1.75K
$590K
|
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
73+ 15.5% |
$22.9K - $27.3K
|
544
$183K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
73+ 0.88% |
$22.9K - $27.3K
|
8.41K
$2.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
72+ 8.38% |
$22.5K - $27K
|
931
$314K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
70+ 3.78% |
$21.9K - $26.2K
|
1.92K
$648K
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
69+ 1.34% |
$21.6K - $25.9K
|
5.2K
$1.75M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
69+ 33.5% |
$21.6K - $25.9K
|
275
$92.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
67+ 3.55% |
$21K - $25.1K
|
1.95K
$659K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
62+ 6.3% |
$19.4K - $23.2K
|
1.05K
$353K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
60+ 14.56% |
$18.8K - $22.5K
|
472
$159K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
57+ 4.21% |
$17.8K - $21.4K
|
1.41K
$476K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
55+ 2.62% |
$17.2K - $20.6K
|
2.16K
$727K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
55+ 8.28% |
$17.2K - $20.6K
|
719
$242K
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
BUY
|
- |
55+ 8.02% |
$17.2K - $20.6K
|
741
$250K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
54New |
$16.9K - $20.2K
|
54
$18.2K
|
|
|
Jul 11, 2023
Q2 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
54New |
$16.9K - $20.2K
|
54
$18.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
51+ 1.65% |
$16K - $19.1K
|
3.14K
$1.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
51+ 10.28% |
$16K - $19.1K
|
547
$184K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
50+ 21.93% |
$15.7K - $18.7K
|
278
$93.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
46+ 0.57% |
$14.4K - $17.2K
|
8.19K
$2.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Prospect Capital Advisors, LLC
Sausalito, CA |
BUY
|
- |
45+ 0.11% |
$14.1K - $16.9K
|
41.2K
$13.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
43New |
$13.5K - $16.1K
|
43
$14.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
43+ 0.88% |
$13.5K - $16.1K
|
4.96K
$1.67M
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
40+ 4.08% |
$12.5K - $15K
|
1.02K
$344K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
38+ 4.96% |
$11.9K - $14.2K
|
804
$271K
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
38+ 0.77% |
$11.9K - $14.2K
|
4.95K
$1.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
37+ 2.04% |
$11.6K - $13.9K
|
1.85K
$623K
|