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 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-9- 1.02% |
$2.79K - $3.63K
|
877
$329K
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-9- 1.1% |
$2.79K - $3.63K
|
809
$303K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-9- 1.1% |
$2.79K - $3.63K
|
809
$303K
|
|
Feb 14, 2024
Q4 2023
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-10- 1.2% |
$3.1K - $4.04K
|
820
$308K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-11- 12.36% |
$3.4K - $4.44K
|
78
$29.3K
|
|
Jan 17, 2024
Q4 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-11- 0.71% |
$3.4K - $4.44K
|
1.53K
$575K
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-11- 4.6% |
$3.4K - $4.44K
|
228
$85.5K
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-12- 1.46% |
$3.71K - $4.84K
|
811
$304K
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-13Closed |
$4.02K - $5.25K
|
0
$0
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-13- 81.25% |
$4.02K - $5.25K
|
3
$1.13K
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-15- 83.33% |
$4.64K - $6.06K
|
3
$1.13K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-17- 13.71% |
$5.26K - $6.86K
|
107
$40.1K
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-17- 0.34% |
$5.26K - $6.86K
|
5.03K
$1.89M
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-17- 1.22% |
$5.26K - $6.86K
|
1.38K
$517K
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-17Closed |
$5.26K - $6.86K
|
0
$0
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-17- 0.37% |
$5.26K - $6.86K
|
4.59K
$1.72M
|
|
Jan 16, 2024
Q4 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-20- 1.66% |
$6.19K - $8.07K
|
1.19K
$444K
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-21- 9.63% |
$6.5K - $8.48K
|
197
$73.9K
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-21- 0.33% |
$6.5K - $8.48K
|
6.34K
$2.38M
|
|
Jan 24, 2024
Q4 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-24- 0.49% |
$7.43K - $9.69K
|
4.88K
$1.83M
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-24- 2.42% |
$7.43K - $9.69K
|
968
$363K
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-25- 2.84% |
$7.74K - $10.1K
|
854
$320K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-26- 4.03% |
$8.05K - $10.5K
|
619
$232K
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-27- 2.23% |
$8.36K - $10.9K
|
1.18K
$444K
|
|
Feb 14, 2024
Q4 2023
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-28- 3.12% |
$8.67K - $11.3K
|
870
$326K
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
SELL
|
- |
-29- 0.31% |
$8.98K - $11.7K
|
9.35K
$3.51M
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-29- 0.93% |
$8.98K - $11.7K
|
3.1K
$1.16M
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-29- 1.36% |
$8.98K - $11.7K
|
2.11K
$790K
|
|
Jan 29, 2024
Q4 2023
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-31- 0.88% |
$9.59K - $12.5K
|
3.5K
$1.31M
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-32- 96.97% |
$9.9K - $12.9K
|
1
$375
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-32- 0.68% |
$9.9K - $12.9K
|
4.65K
$1.75M
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33- 0.7% |
$10.2K - $13.3K
|
4.69K
$1.76M
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-33- 18.75% |
$10.2K - $13.3K
|
143
$53.6K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-33- 91.67% |
$10.2K - $13.3K
|
3
$1.13K
|
|
Feb 05, 2024
Q4 2023
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-34- 5.64% |
$10.5K - $13.7K
|
569
$213K
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-35- 2.08% |
$10.8K - $14.1K
|
1.65K
$618K
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-37- 1.9% |
$11.5K - $14.9K
|
1.91K
$717K
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-37- 6.07% |
$11.5K - $14.9K
|
573
$215K
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-38- 1.6% |
$11.8K - $15.3K
|
2.34K
$879K
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-40- 4.7% |
$12.4K - $16.1K
|
811
$304K
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-41- 2.54% |
$12.7K - $16.6K
|
1.58K
$591K
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-42- 1.62% |
$13K - $17K
|
2.54K
$954K
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
SELL
|
- |
-43- 2.45% |
$13.3K - $17.4K
|
1.71K
$641K
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-45- 5.2% |
$13.9K - $18.2K
|
821
$308K
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-45- 4.12% |
$13.9K - $18.2K
|
1.05K
$392K
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-46- 54.76% |
$14.2K - $18.6K
|
38
$14.3K
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-47- 1.76% |
$14.5K - $19K
|
2.63K
$987K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-48- 23.65% |
$14.9K - $19.4K
|
155
$58.1K
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-50- 0.73% |
$15.5K - $20.2K
|
6.78K
$2.54M
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-50- 10.62% |
$15.5K - $20.2K
|
421
$158K
|