Purchases and Sales Made in Q2 2025 in Pool Corp (POOL)
This table provides information about the institutional ownership of Pool Corp (POOL) during Q2 2025. 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 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
12+ 1.45% |
$3.42K - $3.91K
|
840
$254K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
11+ 220.0% |
$3.14K - $3.58K
|
16
$4.84K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
11+ 0.94% |
$3.14K - $3.58K
|
1.18K
$357K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11+ 26.83% |
$3.14K - $3.58K
|
52
$15.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
10+ 10.2% |
$2.85K - $3.26K
|
108
$32.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
10New |
$2.85K - $3.26K
|
10
$3.03K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
10New |
$2.85K - $3.26K
|
10
$3.03K
|
|
|
Aug 13, 2025
Q2 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
9+ 0.93% |
$2.57K - $2.93K
|
977
$296K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
9+ 450.0% |
$2.57K - $2.93K
|
11
$3.33K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
8+ 15.09% |
$2.28K - $2.61K
|
61
$18.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
8New |
$2.28K - $2.61K
|
8
$2.42K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
7+ 0.65% |
$2K - $2.28K
|
1.09K
$330K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
7+ 3.72% |
$2K - $2.28K
|
195
$59K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
6New |
$1.71K - $1.95K
|
6
$1.82K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6+ 300.0% |
$1.71K - $1.95K
|
8
$2.42K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 166.67% |
$1.43K - $1.63K
|
8
$2.42K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
5+ 125.0% |
$1.43K - $1.63K
|
9
$2.72K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
5New |
$1.43K - $1.63K
|
5
$1.51K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 8.93% |
$1.43K - $1.63K
|
61
$18.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5+ 3.57% |
$1.43K - $1.63K
|
145
$43.9K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4+ 66.67% |
$1.14K - $1.3K
|
10
$3.03K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 30.0% |
$855 - $977
|
13
$3.93K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
3+ 300.0% |
$855 - $977
|
4
$1.21K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 13.64% |
$855 - $977
|
25
$7.57K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
3New |
$855 - $977
|
3
$908
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
2New |
$570 - $651
|
2
$605
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
2+ 1.52% |
$570 - $651
|
134
$40.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
2New |
$570 - $651
|
2
$605
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2+ 200.0% |
$570 - $651
|
3
$908
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 200.0% |
$570 - $651
|
3
$908
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2New |
$570 - $651
|
2
$605
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
2New |
$570 - $651
|
2
$605
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2New |
$570 - $651
|
2
$605
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1New |
$285 - $326
|
1
$303
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1+ 0.14% |
$285 - $326
|
725
$219K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 1.18% |
$285 - $326
|
86
$26K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1New |
$285 - $326
|
1
$303
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1- 6.25% |
$285 - $326
|
15
$4.54K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1- 0.12% |
$285 - $326
|
815
$247K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 14.29% |
$285 - $326
|
6
$1.82K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-1Closed |
$285 - $326
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-1- 33.33% |
$285 - $326
|
2
$605
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2- 0.84% |
$570 - $651
|
237
$71.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-2- 33.33% |
$570 - $651
|
4
$1.21K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2- 10.0% |
$570 - $651
|
18
$5.45K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-3- 16.67% |
$855 - $977
|
15
$4.54K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-4- 1.12% |
$1.14K - $1.3K
|
353
$107K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-4- 0.43% |
$1.14K - $1.3K
|
919
$278K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4- 0.3% |
$1.14K - $1.3K
|
1.33K
$402K
|