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 14, 2023
Q2 2023
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
3+ 0.06% |
$939 - $1.12K
|
4.72K
$1.59M
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
3New |
$939 - $1.12K
|
3
$1.01K
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
3+ 0.08% |
$939 - $1.12K
|
3.55K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
3+ 11.11% |
$939 - $1.12K
|
30
$10.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3+ 0.4% |
$939 - $1.12K
|
744
$251K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3+ 0.4% |
$939 - $1.12K
|
744
$251K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 3.45% |
$939 - $1.12K
|
90
$30.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2+ 40.0% |
$626 - $749
|
7
$2.36K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2+ 0.28% |
$626 - $749
|
720
$243K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 4.08% |
$626 - $749
|
51
$17.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
2+ 0.09% |
$626 - $749
|
2.32K
$781K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
1+ 0.11% |
$313 - $375
|
881
$297K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.45% |
$313 - $375
|
225
$75.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1+ 0.03% |
$313 - $375
|
3.91K
$1.32M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1+ 100.0% |
$313 - $375
|
2
$675
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
1+ 100.0% |
$313 - $375
|
2
$675
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 20.0% |
$313 - $375
|
6
$2.02K
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1- 0.39% |
$313 - $375
|
255
$86K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1- 0.12% |
$313 - $375
|
852
$287K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1- 50.0% |
$313 - $375
|
1
$337
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 1.13% |
$626 - $749
|
175
$59K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 5.0% |
$626 - $749
|
38
$12.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2- 50.0% |
$626 - $749
|
2
$675
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 28.57% |
$626 - $749
|
5
$1.69K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2- 0.34% |
$626 - $749
|
591
$199K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-4- 0.15% |
$1.25K - $1.5K
|
2.68K
$905K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-4- 0.45% |
$1.25K - $1.5K
|
885
$298K
|
|
|
Jul 28, 2023
Q2 2023
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-5- 0.14% |
$1.57K - $1.87K
|
3.48K
$1.17M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-5- 23.81% |
$1.57K - $1.87K
|
16
$5.4K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6- 0.42% |
$1.88K - $2.25K
|
1.43K
$481K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7- 10.14% |
$2.19K - $2.62K
|
62
$20.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-7- 0.63% |
$2.19K - $2.62K
|
1.11K
$373K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-8- 50.0% |
$2.5K - $3K
|
8
$2.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-11- 8.4% |
$3.44K - $4.12K
|
120
$40.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-11- 44.0% |
$3.44K - $4.12K
|
14
$4.72K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-12- 0.32% |
$3.76K - $4.5K
|
3.71K
$1.25M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-13- 0.93% |
$4.07K - $4.87K
|
1.39K
$468K
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-13- 1.5% |
$4.07K - $4.87K
|
856
$289K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-14Closed |
$4.38K - $5.24K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-14- 1.12% |
$4.38K - $5.24K
|
1.24K
$417K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-16- 55.17% |
$5.01K - $5.99K
|
13
$4.38K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-17- 2.25% |
$5.32K - $6.37K
|
739
$249K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-17- 70.83% |
$5.32K - $6.37K
|
7
$2.36K
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-18- 0.51% |
$5.63K - $6.74K
|
3.53K
$1.19M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-19- 18.63% |
$5.95K - $7.12K
|
83
$28K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-19- 54.29% |
$5.95K - $7.12K
|
16
$5.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-20- 12.9% |
$6.26K - $7.49K
|
135
$45.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-20- 0.13% |
$6.26K - $7.49K
|
15.2K
$5.12M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-22- 2.31% |
$6.89K - $8.24K
|
931
$314K
|