Purchases and Sales Made in Q4 2022 in Pool Corp (POOL)
This table provides information about the institutional ownership of Pool Corp (POOL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
98+ 1.79% |
$27.8K - $34.4K
|
5.59K
$1.88M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
96+ 8.59% |
$27.3K - $33.7K
|
1.21K
$409K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
93+ 5.77% |
$26.4K - $32.7K
|
1.71K
$575K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
90+ 191.49% |
$25.6K - $31.6K
|
137
$46.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
90+ 0.6% |
$25.6K - $31.6K
|
15.1K
$5.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
87New |
$24.7K - $30.6K
|
87
$29.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
84+ 4.98% |
$23.8K - $29.5K
|
1.77K
$597K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
80New |
$22.7K - $28.1K
|
80
$27K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
78+ 0.9% |
$22.1K - $27.4K
|
8.75K
$2.95M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
78+ 3.08% |
$22.1K - $27.4K
|
2.61K
$881K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
76+ 0.58% |
$21.6K - $26.7K
|
13.1K
$4.43M
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
69+ 2.55% |
$19.6K - $24.2K
|
2.78K
$937K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
68+ 4.4% |
$19.3K - $23.9K
|
1.61K
$544K
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
67+ 9.6% |
$19K - $23.5K
|
765
$258K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
63New |
$17.9K - $22.1K
|
63
$21.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
62+ 1.28% |
$17.6K - $21.8K
|
4.89K
$1.65M
|
|
|
Jan 20, 2023
Q4 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
61+ 0.95% |
$17.3K - $21.4K
|
6.51K
$2.2M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
59+ 491.67% |
$16.8K - $20.7K
|
71
$23.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
57+ 6.31% |
$16.2K - $20K
|
960
$324K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
57+ 28.64% |
$16.2K - $20K
|
256
$86.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
56+ 6.53% |
$15.9K - $19.7K
|
914
$308K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
52New |
$14.8K - $18.3K
|
52
$17.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Tredje Ap Fonden
|
BUY
|
- |
50+ 0.63% |
$14.2K - $17.6K
|
8K
$2.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
50New |
$14.2K - $17.6K
|
50
$16.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
45New |
$12.8K - $15.8K
|
45
$15.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
44New |
$12.5K - $15.5K
|
44
$14.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
44+ 400.0% |
$12.5K - $15.5K
|
55
$18.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
38+ 9.84% |
$10.8K - $13.4K
|
424
$143K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
38+ 2.8% |
$10.8K - $13.4K
|
1.4K
$470K
|
|
|
Apr 01, 2024
Q4 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
37+ 0.9% |
$10.5K - $13K
|
4.14K
$1.4M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
37New |
$10.5K - $13K
|
37
$12.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
37+ 4.58% |
$10.5K - $13K
|
845
$285K
|
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
36New |
$10.2K - $12.6K
|
36
$12.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
34+ 1.7% |
$9.65K - $11.9K
|
2.03K
$685K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
33New |
$9.37K - $11.6K
|
33
$11.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
32New |
$9.09K - $11.2K
|
32
$10.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
32+ 246.15% |
$9.09K - $11.2K
|
45
$15.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
30+ 3.99% |
$8.52K - $10.5K
|
782
$264K
|
|
|
Feb 10, 2023
Q4 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
29New |
$8.23K - $10.2K
|
29
$9.78K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
28New |
$7.95K - $9.84K
|
28
$9.44K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
26+ 3.21% |
$7.38K - $9.14K
|
835
$282K
|
|
|
Feb 03, 2023
Q4 2022
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
24+ 0.69% |
$6.81K - $8.43K
|
3.49K
$1.18M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
24+ 114.29% |
$6.81K - $8.43K
|
45
$15.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
23+ 2.47% |
$6.53K - $8.08K
|
956
$322K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
22+ 2.22% |
$6.25K - $7.73K
|
1.01K
$341K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
21New |
$5.96K - $7.38K
|
21
$7.08K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
19+ 2.63% |
$5.39K - $6.68K
|
741
$250K
|
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
19+ 0.23% |
$5.39K - $6.68K
|
8.18K
$2.76M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
18New |
$5.11K - $6.32K
|
18
$6.07K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
18+ 9.42% |
$5.11K - $6.32K
|
209
$70.5K
|