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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
36+ 4.35% |
$11.3K - $13.5K
|
863
$291K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
34+ 3.84% |
$10.6K - $12.7K
|
920
$310K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
34+ 65.38% |
$10.6K - $12.7K
|
86
$29K
|
|
|
Aug 07, 2023
Q2 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
34+ 1.55% |
$10.6K - $12.7K
|
2.22K
$749K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
34+ 3.07% |
$10.6K - $12.7K
|
1.14K
$385K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
33+ 9.65% |
$10.3K - $12.4K
|
375
$126K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
33+ 0.18% |
$10.3K - $12.4K
|
18K
$6.06M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33+ 0.72% |
$10.3K - $12.4K
|
4.63K
$1.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
30+ 10.68% |
$9.39K - $11.2K
|
311
$105K
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
30+ 0.54% |
$9.39K - $11.2K
|
5.62K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
30+ 0.96% |
$9.39K - $11.2K
|
3.15K
$1.06M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
29+ 3.08% |
$9.08K - $10.9K
|
971
$327K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
28+ 1.88% |
$8.76K - $10.5K
|
1.52K
$512K
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
27+ 2.52% |
$8.45K - $10.1K
|
1.1K
$371K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
26+ 2.57% |
$8.14K - $9.74K
|
1.04K
$349K
|
|
|
Jul 21, 2023
Q2 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
25+ 0.35% |
$7.83K - $9.37K
|
7.18K
$2.42M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
23+ 63.89% |
$7.2K - $8.62K
|
59
$19.9K
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
21+ 0.46% |
$6.57K - $7.87K
|
4.62K
$1.56M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
21+ 0.37% |
$6.57K - $7.87K
|
5.66K
$1.91M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19+ 30.65% |
$5.95K - $7.12K
|
81
$27.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
19+ 11.59% |
$5.95K - $7.12K
|
183
$61.7K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
19New |
$5.95K - $7.12K
|
19
$6.41K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18+ 42.86% |
$5.63K - $6.74K
|
60
$20.2K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
18New |
$5.63K - $6.74K
|
18
$6.07K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
17New |
$5.32K - $6.37K
|
17
$5.73K
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
17+ 2.38% |
$5.32K - $6.37K
|
730
$246K
|
|
|
Jul 27, 2023
Q2 2023
|
R.P. Boggs & Co.
|
BUY
|
- |
15+ 0.1% |
$4.7K - $5.62K
|
14.4K
$4.86M
|
|
|
Nov 16, 2023
Q2 2023
|
R.P. Boggs & Co.
|
BUY
|
- |
15+ 0.1% |
$4.7K - $5.62K
|
14.4K
$4.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
15+ 5.88% |
$4.7K - $5.62K
|
270
$91.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
14+ 4.64% |
$4.38K - $5.24K
|
316
$107K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
12+ 7.55% |
$3.76K - $4.5K
|
171
$57.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
12+ 1.99% |
$3.76K - $4.5K
|
614
$207K
|
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
12+ 27.27% |
$3.76K - $4.5K
|
56
$18.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
11+ 1.84% |
$3.44K - $4.12K
|
608
$205K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
11+ 0.73% |
$3.44K - $4.12K
|
1.52K
$513K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
11+ 0.79% |
$3.44K - $4.12K
|
1.4K
$473K
|
|
|
Aug 07, 2023
Q2 2023
|
Suncoast Equity Management
|
BUY
|
- |
10+ 0.82% |
$3.13K - $3.75K
|
1.24K
$417K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
10+ 71.43% |
$3.13K - $3.75K
|
24
$8.09K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
9+ 20.0% |
$2.82K - $3.37K
|
54
$18.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
8+ 16.67% |
$2.5K - $3K
|
56
$18.9K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
8+ 16.67% |
$2.5K - $3K
|
56
$18.9K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
8New |
$2.5K - $3K
|
8
$2.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
8+ 1.25% |
$2.5K - $3K
|
649
$219K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 46.15% |
$1.88K - $2.25K
|
19
$6.41K
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
6+ 0.1% |
$1.88K - $2.25K
|
6.27K
$2.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
5+ 0.55% |
$1.57K - $1.87K
|
914
$308K
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
5New |
$1.57K - $1.87K
|
5
$1.69K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
5+ 0.41% |
$1.57K - $1.87K
|
1.23K
$416K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
4New |
$1.25K - $1.5K
|
4
$1.35K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 4.71% |
$1.25K - $1.5K
|
89
$30K
|