Purchases and Sales Made in Q3 2022 in Pool Corp (POOL)
This table provides information about the institutional ownership of Pool Corp (POOL) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.9% |
$312 - $397
|
112
$42K
|
|
|
Nov 07, 2022
Q3 2022
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
1+ 0.0% |
$312 - $397
|
21.3K
$8.01M
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1- 0.28% |
$312 - $397
|
354
$133K
|
|
|
Oct 18, 2022
Q3 2022
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-1- 0.08% |
$312 - $397
|
1.32K
$493K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2- 0.26% |
$624 - $794
|
767
$288K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 5.0% |
$624 - $794
|
38
$14.3K
|
|
|
Oct 05, 2022
Q3 2022
|
Canandaigua National Corp
|
SELL
|
- |
-3- 0.35% |
$936 - $1.19K
|
844
$317K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-3- 0.09% |
$936 - $1.19K
|
3.28K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-3- 0.13% |
$936 - $1.19K
|
2.27K
$850K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-3- 60.0% |
$936 - $1.19K
|
2
$750
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4- 7.69% |
$1.25K - $1.59K
|
48
$18K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4- 57.14% |
$1.25K - $1.59K
|
3
$1.13K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4- 0.23% |
$1.25K - $1.59K
|
1.76K
$661K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5- 22.73% |
$1.56K - $1.98K
|
17
$6.38K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
SELL
|
- |
-5- 33.33% |
$1.56K - $1.98K
|
10
$3.75K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 11.11% |
$1.56K - $1.98K
|
40
$15K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-6- 20.69% |
$1.87K - $2.38K
|
23
$8.63K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-7- 3.0% |
$2.18K - $2.78K
|
226
$84.8K
|
|
|
Oct 14, 2022
Q3 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-9- 1.14% |
$2.81K - $3.57K
|
783
$294K
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-10- 1.0% |
$3.12K - $3.97K
|
990
$371K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-10- 12.82% |
$3.12K - $3.97K
|
68
$25.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-10- 0.96% |
$3.12K - $3.97K
|
1.03K
$386K
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-13- 1.51% |
$4.06K - $5.16K
|
850
$319K
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-14- 31.82% |
$4.37K - $5.55K
|
30
$11.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-15- 57.69% |
$4.68K - $5.95K
|
11
$4.13K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15- 0.54% |
$4.68K - $5.95K
|
2.78K
$1.04M
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-16- 0.13% |
$4.99K - $6.35K
|
12.7K
$4.76M
|
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-16- 0.11% |
$4.99K - $6.35K
|
14.6K
$5.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-16- 1.81% |
$4.99K - $6.35K
|
868
$326K
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-17- 1.45% |
$5.3K - $6.74K
|
1.16K
$434K
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-17- 0.58% |
$5.3K - $6.74K
|
2.9K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-17- 0.92% |
$5.3K - $6.74K
|
1.83K
$686K
|
|
|
Oct 11, 2022
Q3 2022
|
Tributary Capital Management, LLC
|
SELL
|
- |
-20- 2.17% |
$6.24K - $7.94K
|
900
$338K
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-22- 2.86% |
$6.86K - $8.73K
|
746
$280K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-23Closed |
$7.17K - $9.13K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-23- 0.4% |
$7.17K - $9.13K
|
5.69K
$2.14M
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-24- 13.79% |
$7.49K - $9.52K
|
150
$56.3K
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-25- 0.38% |
$7.8K - $9.92K
|
6.56K
$2.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-25- 3.55% |
$7.8K - $9.92K
|
680
$255K
|
|
|
Nov 04, 2022
Q3 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-26- 0.11% |
$8.11K - $10.3K
|
24.4K
$9.16M
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-27- 1.95% |
$8.42K - $10.7K
|
1.36K
$509K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-30- 58.82% |
$9.36K - $11.9K
|
21
$7.88K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-32- 91.43% |
$9.98K - $12.7K
|
3
$1.13K
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
SELL
|
- |
-34- 8.1% |
$10.6K - $13.5K
|
386
$145K
|
|
|
Nov 14, 2022
Q3 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-36- 4.9% |
$11.2K - $14.3K
|
699
$262K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-37- 3.21% |
$11.5K - $14.7K
|
1.12K
$419K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-37- 16.02% |
$11.5K - $14.7K
|
194
$72.8K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-39- 54.17% |
$12.2K - $15.5K
|
33
$12.4K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-40- 24.1% |
$12.5K - $15.9K
|
126
$47.3K
|