Purchases and Sales Made in Q4 2024 in Pool Corp (POOL)
This table provides information about the institutional ownership of Pool Corp (POOL) during Q4 2024. 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, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
8+ 0.75% |
$2.71K - $3.12K
|
1.08K
$326K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
8+ 9.88% |
$2.71K - $3.12K
|
89
$26.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
8New |
$2.71K - $3.12K
|
8
$2.42K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
7+ 1.08% |
$2.38K - $2.73K
|
654
$198K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
BUY
|
- |
7+ 0.75% |
$2.38K - $2.73K
|
941
$285K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
7+ 700.0% |
$2.38K - $2.73K
|
8
$2.42K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7+ 6.8% |
$2.38K - $2.73K
|
110
$33.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7+ 700.0% |
$2.38K - $2.73K
|
8
$2.42K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
6New |
$2.04K - $2.34K
|
6
$1.82K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6New |
$2.04K - $2.34K
|
6
$1.82K
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
6+ 0.5% |
$2.04K - $2.34K
|
1.22K
$368K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
5New |
$1.7K - $1.95K
|
5
$1.51K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
5+ 0.64% |
$1.7K - $1.95K
|
784
$237K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5+ 0.72% |
$1.7K - $1.95K
|
704
$213K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
5New |
$1.7K - $1.95K
|
5
$1.51K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
5New |
$1.7K - $1.95K
|
5
$1.51K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 17.39% |
$1.36K - $1.56K
|
27
$8.17K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4+ 0.75% |
$1.36K - $1.56K
|
538
$163K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4New |
$1.36K - $1.56K
|
4
$1.21K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4+ 0.35% |
$1.36K - $1.56K
|
1.15K
$347K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
4+ 9.09% |
$1.36K - $1.56K
|
48
$14.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
4New |
$1.36K - $1.56K
|
4
$1.21K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
3+ 0.43% |
$1.02K - $1.17K
|
705
$213K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3+ 0.58% |
$1.02K - $1.17K
|
522
$158K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
3New |
$1.02K - $1.17K
|
3
$908
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3+ 9.38% |
$1.02K - $1.17K
|
35
$10.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2+ 0.3% |
$679 - $780
|
679
$205K
|
|
|
Feb 11, 2025
Q4 2024
|
Emerald Advisers, LLC
|
BUY
|
- |
2+ 0.34% |
$679 - $780
|
589
$178K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2New |
$679 - $780
|
2
$605
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 5.71% |
$679 - $780
|
37
$11.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2New |
$679 - $780
|
2
$605
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 25.0% |
$679 - $780
|
10
$3.03K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
2New |
$679 - $780
|
2
$605
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2New |
$679 - $780
|
2
$605
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2New |
$679 - $780
|
2
$605
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
2+ 0.17% |
$679 - $780
|
1.16K
$352K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 3.51% |
$679 - $780
|
59
$17.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
1New |
$339 - $390
|
1
$303
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1New |
$339 - $390
|
1
$303
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.56% |
$339 - $390
|
180
$54.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 2.86% |
$339 - $390
|
36
$10.9K
|
|
|
Aug 21, 2025
Q4 2024
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
1New |
$339 - $390
|
1
$303
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1+ 0.06% |
$339 - $390
|
1.58K
$477K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 11.11% |
$339 - $390
|
10
$3.03K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$339 - $390
|
1
$303
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.44% |
$339 - $390
|
230
$69.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1New |
$339 - $390
|
1
$303
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.98% |
$339 - $390
|
103
$31.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1+ 0.04% |
$339 - $390
|
2.48K
$749K
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|