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
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 1.61% |
$338 - $388
|
63
$23.3K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
1+ 0.08% |
$338 - $388
|
1.23K
$456K
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.44% |
$338 - $388
|
226
$83.5K
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 06, 2023
Q3 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1- 0.06% |
$338 - $388
|
1.54K
$571K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.57% |
$338 - $388
|
174
$64.3K
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1- 2.27% |
$338 - $388
|
43
$15.9K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1- 4.17% |
$338 - $388
|
23
$8.5K
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2- 28.57% |
$677 - $777
|
5
$1.85K
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2- 0.23% |
$677 - $777
|
883
$326K
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2- 0.01% |
$677 - $777
|
26.1K
$9.63M
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2- 4.65% |
$677 - $777
|
41
$15.2K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3- 1.75% |
$1.01K - $1.17K
|
168
$62.1K
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-3- 3.49% |
$1.01K - $1.17K
|
83
$30.7K
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-4- 0.39% |
$1.35K - $1.55K
|
1.03K
$379K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4- 0.47% |
$1.35K - $1.55K
|
848
$313K
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-5- 1.64% |
$1.69K - $1.94K
|
299
$110K
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
SELL
|
- |
-6- 0.34% |
$2.03K - $2.33K
|
1.75K
$647K
|
|
Nov 13, 2023
Q3 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-6- 0.04% |
$2.03K - $2.33K
|
15.2K
$5.62M
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-6- 0.43% |
$2.03K - $2.33K
|
1.4K
$516K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-8- 5.63% |
$2.71K - $3.11K
|
134
$49.5K
|
|
Oct 23, 2023
Q3 2023
|
Suncoast Equity Management
|
SELL
|
- |
-10- 0.81% |
$3.38K - $3.88K
|
1.23K
$453K
|
|
Oct 20, 2023
Q3 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-10- 0.17% |
$3.38K - $3.88K
|
5.88K
$2.17M
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-11- 5.0% |
$3.72K - $4.27K
|
209
$77.2K
|
|
Nov 09, 2023
Q3 2023
|
R.P. Boggs & Co.
|
SELL
|
- |
-11- 0.08% |
$3.72K - $4.27K
|
14.4K
$5.33M
|
|
Nov 14, 2023
Q3 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-11- 6.21% |
$3.72K - $4.27K
|
166
$61.3K
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-12- 0.11% |
$4.06K - $4.66K
|
10.7K
$3.94M
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13- 1.32% |
$4.4K - $5.05K
|
975
$360K
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-13- 0.86% |
$4.4K - $5.05K
|
1.51K
$557K
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-13- 2.14% |
$4.4K - $5.05K
|
595
$220K
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-14- 4.43% |
$4.74K - $5.44K
|
302
$112K
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-14- 1.56% |
$4.74K - $5.44K
|
886
$327K
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-15- 0.48% |
$5.07K - $5.83K
|
3.12K
$1.15M
|
|
Nov 09, 2023
Q3 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-16- 2.61% |
$5.41K - $6.21K
|
598
$221K
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-17- 2.11% |
$5.75K - $6.6K
|
787
$291K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-18- 0.25% |
$6.09K - $6.99K
|
7.07K
$2.61M
|
|
Nov 22, 2023
Q3 2023
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-19- 0.4% |
$6.43K - $7.38K
|
4.7K
$1.74M
|
|
Oct 19, 2023
Q3 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-21- 0.54% |
$7.1K - $8.16K
|
3.89K
$1.44M
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-21- 2.37% |
$7.1K - $8.16K
|
866
$320K
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
SELL
|
- |
-22- 2.1% |
$7.44K - $8.54K
|
1.03K
$380K
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-22- 1.13% |
$7.44K - $8.54K
|
1.93K
$712K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-22- 41.51% |
$7.44K - $8.54K
|
31
$11.5K
|
|
Nov 07, 2023
Q3 2023
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-25- 2.33% |
$8.46K - $9.71K
|
1.05K
$387K
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-26- 2.1% |
$8.8K - $10.1K
|
1.21K
$447K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-27- 21.09% |
$9.13K - $10.5K
|
101
$37.3K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-28- 6.35% |
$9.47K - $10.9K
|
413
$153K
|
|
Nov 14, 2023
Q3 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-29- 2.29% |
$9.81K - $11.3K
|
1.24K
$458K
|
|
Nov 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-31- 0.45% |
$10.5K - $12K
|
6.84K
$2.53M
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-32- 0.86% |
$10.8K - $12.4K
|
3.69K
$1.36M
|