Purchases and Sales Made in Q4 2023 in Pool Corp (POOL)
This table provides information about the institutional ownership of Pool Corp (POOL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
156+ 8.11% |
$48.3K - $63K
|
2.08K
$780K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
152+ 1.84% |
$47K - $61.4K
|
8.4K
$3.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
151+ 2.06% |
$46.7K - $61K
|
7.5K
$2.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
143+ 4.35% |
$44.3K - $57.7K
|
3.43K
$1.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
141+ 0.05% |
$43.6K - $56.9K
|
267K
$100M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
139+ 11.37% |
$43K - $56.1K
|
1.36K
$511K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
135+ 0.54% |
$41.8K - $54.5K
|
25.2K
$9.44M
|
|
|
Jan 05, 2024
Q4 2023
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
135+ 146.74% |
$41.8K - $54.5K
|
227
$85.1K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
131+ 3.96% |
$40.5K - $52.9K
|
3.44K
$1.29M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
130+ 18.81% |
$40.2K - $52.5K
|
821
$308K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
127+ 7.23% |
$39.3K - $51.3K
|
1.88K
$706K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
119+ 20.0% |
$36.8K - $48K
|
714
$268K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
118+ 11800.0% |
$36.5K - $47.6K
|
119
$44.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
117+ 10.15% |
$36.2K - $47.2K
|
1.27K
$476K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
116+ 1.0% |
$35.9K - $46.8K
|
11.8K
$4.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
111+ 5.43% |
$34.4K - $44.8K
|
2.15K
$808K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
108+ 14.25% |
$33.4K - $43.6K
|
866
$325K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
95+ 18.59% |
$29.4K - $38.4K
|
606
$227K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
92+ 28.66% |
$28.5K - $37.1K
|
413
$155K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
90+ 14.35% |
$27.9K - $36.3K
|
717
$269K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
86New |
$26.6K - $34.7K
|
86
$32.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
85+ 1.94% |
$26.3K - $34.3K
|
4.46K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
82+ 12.01% |
$25.4K - $33.1K
|
765
$287K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
81+ 0.76% |
$25.1K - $32.7K
|
10.7K
$4.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
77+ 1.15% |
$23.8K - $31.1K
|
6.78K
$2.54M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
75+ 3.52% |
$23.2K - $30.3K
|
2.21K
$828K
|
|
|
Feb 12, 2024
Q4 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
75+ 1.68% |
$23.2K - $30.3K
|
4.55K
$1.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
70New |
$21.7K - $28.3K
|
70
$26.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
70+ 2.19% |
$21.7K - $28.3K
|
3.27K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
66+ 8.35% |
$20.4K - $26.6K
|
856
$321K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
65New |
$20.1K - $26.2K
|
65
$24.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
62+ 1.62% |
$19.2K - $25K
|
3.88K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
56+ 7.22% |
$17.3K - $22.6K
|
832
$312K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
56+ 4.85% |
$17.3K - $22.6K
|
1.21K
$454K
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
55+ 250.0% |
$17K - $22.2K
|
77
$28.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
54+ 32.14% |
$16.7K - $21.8K
|
222
$83.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
53+ 8.24% |
$16.4K - $21.4K
|
696
$261K
|
|
|
Jan 18, 2024
Q4 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
52+ 5.93% |
$16.1K - $21K
|
929
$348K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
50New |
$15.5K - $20.2K
|
50
$18.8K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
46New |
$14.2K - $18.6K
|
46
$17.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
44+ 5.43% |
$13.6K - $17.8K
|
855
$321K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
44+ 4.47% |
$13.6K - $17.8K
|
1.03K
$386K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
42+ 73.68% |
$13K - $17K
|
99
$37.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
40+ 307.69% |
$12.4K - $16.1K
|
53
$19.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
39+ 4.59% |
$12.1K - $15.7K
|
889
$333K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
38New |
$11.8K - $15.3K
|
38
$14.3K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
36+ 39.56% |
$11.1K - $14.5K
|
127
$47.6K
|
|
|
Feb 14, 2024
Q4 2023
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
35+ 0.07% |
$10.8K - $14.1K
|
51.8K
$19.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
35New |
$10.8K - $14.1K
|
35
$13.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
33+ 11.42% |
$10.2K - $13.3K
|
322
$121K
|