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 |
|---|---|---|---|---|---|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
25
shares
|
$8,617
0.0% of portfolio
|
Q2 2024
Added 25.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
23
shares
|
$7,928
0.0% of portfolio
|
Q2 2024
Added 27.78%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
22
shares
|
$7,583
0.0% of portfolio
|
Q2 2024
Reduced 37.14%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
21
shares
|
$7,238
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
20
shares
|
$6,894
0.0% of portfolio
|
Q2 2023
Reduced 53.49%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
18
shares
|
$6,204
0.0% of portfolio
|
Q1 2021
Reduced 69.49%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
18
shares
|
$6,204
0.0% of portfolio
|
Q3 2024
Added 80.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
18
shares
|
$6,204
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
18
shares
|
$6,204
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
17
shares
|
$5,859
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
17
shares
|
$5,859
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
16
shares
|
$5,515
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
14
shares
|
$4,825
0.0% of portfolio
|
Q2 2023
Reduced 44.0%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
13
shares
|
$4,481
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Altshuler Shaham LTD
|
Nov 14, 2024 Q3 2024 |
11
shares
|
$3,791
0.0% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
11
shares
|
$3,791
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
11
shares
|
$3,791
0.0% of portfolio
|
Q4 2024
Added 450.0%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
10
shares
|
$3,447
0.0% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
10
shares
|
$3,447
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
10
shares
|
$3,447
0.0% of portfolio
|
Q4 2024
Reduced 52.38%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
10
shares
|
$3,447
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
10
shares
|
$3,447
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
9
shares
|
$3,102
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
9
shares
|
$3,102
0.0% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
8
shares
|
$2,757
0.0% of portfolio
|
Q3 2021
New holding
|