Purchases and Sales Made in Q3 2023 in Pool Corp (POOL)
This table provides information about the institutional ownership of Pool Corp (POOL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
92New |
$31.1K - $35.7K
|
92
$34K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
88+ 1.96% |
$29.8K - $34.2K
|
4.58K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
85+ 11.71% |
$28.8K - $33K
|
811
$300K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
83+ 3.24% |
$28.1K - $32.2K
|
2.65K
$979K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
77+ 13.44% |
$26K - $29.9K
|
650
$240K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
76+ 4.11% |
$25.7K - $29.5K
|
1.92K
$711K
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
76+ 2.55% |
$25.7K - $29.5K
|
3.05K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
74+ 9.95% |
$25K - $28.7K
|
818
$302K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
74+ 9.95% |
$25K - $28.7K
|
818
$302K
|
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
70+ 1.23% |
$23.7K - $27.2K
|
5.77K
$2.13M
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
BUY
|
- |
70New |
$23.7K - $27.2K
|
70
$25.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
70+ 2.37% |
$23.7K - $27.2K
|
3.02K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
67+ 12.5% |
$22.7K - $26K
|
603
$223K
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
65+ 7.56% |
$22K - $25.2K
|
925
$342K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
65+ 1.99% |
$22K - $25.2K
|
3.33K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
65+ 8.46% |
$22K - $25.2K
|
833
$308K
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
61+ 2.63% |
$20.6K - $23.7K
|
2.38K
$878K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
61+ 21.94% |
$20.6K - $23.7K
|
339
$125K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
60+ 8.6% |
$20.3K - $23.3K
|
758
$280K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
59+ 0.47% |
$20K - $22.9K
|
12.6K
$4.67M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
58+ 96.67% |
$19.6K - $22.5K
|
118
$43.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
53+ 1.53% |
$17.9K - $20.6K
|
3.53K
$1.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
53+ 9.14% |
$17.9K - $20.6K
|
633
$234K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
51+ 1.89% |
$17.3K - $19.8K
|
2.75K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
48+ 4.18% |
$16.2K - $18.6K
|
1.2K
$442K
|
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
BUY
|
- |
46+ 1.72% |
$15.6K - $17.9K
|
2.72K
$1M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
43New |
$14.5K - $16.7K
|
43
$15.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
41+ 34.17% |
$13.9K - $15.9K
|
161
$59.5K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
40+ 48.19% |
$13.5K - $15.5K
|
123
$45.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
38+ 4.5% |
$12.9K - $14.8K
|
882
$326K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
36New |
$12.2K - $14K
|
36
$13.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
35+ 12.24% |
$11.8K - $13.6K
|
321
$119K
|
|
|
Nov 14, 2023
Q3 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
35+ 4.06% |
$11.8K - $13.6K
|
898
$332K
|
|
|
Oct 23, 2023
Q3 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
34+ 0.03% |
$11.5K - $13.2K
|
106K
$39.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
34+ 68.0% |
$11.5K - $13.2K
|
84
$31K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
33New |
$11.2K - $12.8K
|
33
$12.2K
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
33+ 2.24% |
$11.2K - $12.8K
|
1.51K
$556K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
32New |
$10.8K - $12.4K
|
32
$11.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
31+ 163.16% |
$10.5K - $12K
|
50
$18.5K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
30+ 0.53% |
$10.1K - $11.7K
|
5.69K
$2.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
28+ 4.9% |
$9.47K - $10.9K
|
600
$222K
|
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
26+ 1.3% |
$8.8K - $10.1K
|
2.03K
$751K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
25+ 0.94% |
$8.46K - $9.71K
|
2.68K
$989K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
25+ 2.58% |
$8.46K - $9.71K
|
995
$368K
|
|
|
Nov 14, 2023
Q3 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
24New |
$8.12K - $9.32K
|
24
$8.87K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22+ 0.48% |
$7.44K - $8.54K
|
4.62K
$1.71M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
21New |
$7.1K - $8.16K
|
21
$7.76K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
21New |
$7.1K - $8.16K
|
21
$7.76K
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
21+ 3.7% |
$7.1K - $8.16K
|
588
$217K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
21+ 3.73% |
$7.1K - $8.16K
|
584
$216K
|