Institutional Ownership Pool Corp (POOL)
This table provides information about the institutional ownership of Pool Corp (POOL). We have compiled data on the 793 institutions that hold shares in the stock, with a total of 38.4 Million shares, which have been reported (via 13F filing form) to have a value of $13.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
41
shares
|
$14,132
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
41
shares
|
$14,132
0.0% of portfolio
|
Q3 2024
Reduced 41.43%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
41
shares
|
$14,132
0.0% of portfolio
|
Q3 2024
Reduced 28.07%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
40
shares
|
$13,788
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
38
shares
|
$13,098
0.0% of portfolio
|
Q4 2023
Reduced 54.76%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
38
shares
|
$13,098
0.0% of portfolio
|
Q2 2023
Reduced 5.0%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
38
shares
|
$13,098
0.01% of portfolio
|
Q2 2024
Reduced 91.04%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
37
shares
|
$12,753
0.01% of portfolio
|
Q3 2024
Added 76.19%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
37
shares
|
$12,753
0.0% of portfolio
|
Q3 2024
Reduced 32.73%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
37
shares
|
$12,753
0.0% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
35
shares
|
$12,064
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
35
shares
|
$12,064
0.0% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
35
shares
|
$12,064
0.0% of portfolio
|
Q2 2024
Added 16.67%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
35
shares
|
$12,064
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
32
shares
|
$11,030
0.0% of portfolio
|
Q2 2024
Reduced 31.91%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
32
shares
|
$11,030
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
31
shares
|
$10,685
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
31
shares
|
$10,685
0.01% of portfolio
|
Q3 2024
Reduced 43.64%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
30
shares
|
$10,341
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
30
shares
|
$10,341
0.01% of portfolio
|
Q2 2023
Added 11.11%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
28
shares
|
$9,651
0.01% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
28
shares
|
$9,651
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
27
shares
|
$9,306
0.0% of portfolio
|
Q3 2022
Reduced 64.0%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
26
shares
|
$8,962
0.01% of portfolio
|
Q3 2022
Reduced 89.43%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
25
shares
|
$8,617
0.0% of portfolio
|
Q3 2024
Reduced 24.24%
|