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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
21+ 3.7% |
$7.1K - $8.16K
|
588
$178K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
21New |
$7.1K - $8.16K
|
21
$6.36K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
21New |
$7.1K - $8.16K
|
21
$6.36K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
20+ 10.93% |
$6.77K - $7.77K
|
203
$61.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
19New |
$6.43K - $7.38K
|
19
$5.75K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
19New |
$6.43K - $7.38K
|
19
$5.75K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18+ 1.3% |
$6.09K - $6.99K
|
1.41K
$426K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
17+ 21.52% |
$5.75K - $6.6K
|
96
$29.1K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
17New |
$5.75K - $6.6K
|
17
$5.14K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
16+ 5.86% |
$5.41K - $6.21K
|
289
$87.5K
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
15+ 2.05% |
$5.07K - $5.83K
|
745
$225K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
15New |
$5.07K - $5.83K
|
15
$4.54K
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
14+ 1.62% |
$4.74K - $5.44K
|
877
$265K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
13New |
$4.4K - $5.05K
|
13
$3.93K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
12New |
$4.06K - $4.66K
|
12
$3.63K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
12+ 5.29% |
$4.06K - $4.66K
|
239
$72.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
10+ 0.37% |
$3.38K - $3.88K
|
2.69K
$815K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10+ 12.35% |
$3.38K - $3.88K
|
91
$27.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
10New |
$3.38K - $3.88K
|
10
$3.03K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10+ 0.71% |
$3.38K - $3.88K
|
1.42K
$430K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
9New |
$3.04K - $3.5K
|
9
$2.72K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9New |
$3.04K - $3.5K
|
9
$2.72K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 42.11% |
$2.71K - $3.11K
|
27
$8.17K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
8+ 1.04% |
$2.71K - $3.11K
|
776
$235K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
7+ 1.24% |
$2.37K - $2.72K
|
571
$173K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.47% |
$2.37K - $2.72K
|
1.49K
$451K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
7+ 116.67% |
$2.37K - $2.72K
|
13
$3.93K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
6+ 11.76% |
$2.03K - $2.33K
|
57
$17.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6New |
$2.03K - $2.33K
|
6
$1.82K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6+ 11.11% |
$2.03K - $2.33K
|
60
$18.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
6New |
$2.03K - $2.33K
|
6
$1.82K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5+ 0.55% |
$1.69K - $1.94K
|
921
$279K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4New |
$1.35K - $1.55K
|
4
$1.21K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4+ 30.77% |
$1.35K - $1.55K
|
17
$5.14K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 3.33% |
$1.01K - $1.17K
|
93
$28.1K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
3New |
$1.01K - $1.17K
|
3
$908
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
3New |
$1.01K - $1.17K
|
3
$908
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
3+ 33.33% |
$1.01K - $1.17K
|
12
$3.63K
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3+ 0.41% |
$1.01K - $1.17K
|
741
$224K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3New |
$1.01K - $1.17K
|
3
$908
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
3+ 37.5% |
$1.01K - $1.17K
|
11
$3.33K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
3New |
$1.01K - $1.17K
|
3
$908
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
2New |
$677 - $777
|
2
$605
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2+ 12.5% |
$677 - $777
|
18
$5.45K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2New |
$677 - $777
|
2
$605
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2+ 2.33% |
$677 - $777
|
88
$26.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1+ 0.13% |
$338 - $388
|
793
$240K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.44% |
$338 - $388
|
226
$68.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 1.79% |
$338 - $388
|
57
$17.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
1+ 0.08% |
$338 - $388
|
1.23K
$373K
|