Purchases and Sales Made in Q1 2023 in Pool Corp (POOL)
This table provides information about the institutional ownership of Pool Corp (POOL) during Q1 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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
1.12K+ 14.96% |
$338K - $475K
|
8.64K
$3.17M
|
|
May 15, 2023
Q1 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
1.1KNew |
$331K - $464K
|
1.1K
$403K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.1K+ 14.54% |
$330K - $463K
|
8.63K
$3.16M
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.09KNew |
$329K - $461K
|
1.09K
$401K
|
|
Apr 21, 2023
Q1 2023
|
Congress Asset Management CO
|
BUY
|
- |
1.05K+ 0.29% |
$316K - $443K
|
357K
$131M
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.05K+ 37.62% |
$314K - $441K
|
3.82K
$1.4M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
990+ 9.24% |
$298K - $418K
|
11.7K
$4.29M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
961+ 4.84% |
$289K - $406K
|
20.8K
$7.63M
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
960+ 0.57% |
$289K - $405K
|
169K
$61.9M
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
943+ 1.79% |
$284K - $398K
|
53.6K
$19.7M
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
942New |
$283K - $398K
|
942
$345K
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
933New |
$281K - $394K
|
933
$342K
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
915+ 33.31% |
$275K - $386K
|
3.66K
$1.34M
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
913New |
$275K - $385K
|
913
$335K
|
|
May 05, 2023
Q1 2023
|
Mqs Management LLC
|
BUY
|
- |
910New |
$274K - $384K
|
910
$334K
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
894+ 2.52% |
$269K - $377K
|
36.4K
$13.3M
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
886+ 4.12% |
$267K - $374K
|
22.4K
$8.2M
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
886New |
$267K - $374K
|
886
$325K
|
|
Apr 27, 2023
Q1 2023
|
Moody Aldrich Partners LLC
|
BUY
|
- |
877New |
$264K - $370K
|
877
$321K
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
870+ 94.16% |
$262K - $367K
|
1.79K
$657K
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
863+ 10.92% |
$260K - $364K
|
8.76K
$3.21M
|
|
May 12, 2023
Q1 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
804New |
$242K - $339K
|
804
$295K
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
803New |
$242K - $339K
|
803
$294K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
803+ 3.46% |
$242K - $339K
|
24K
$8.8M
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
792+ 8.65% |
$238K - $334K
|
9.95K
$3.65M
|
|
May 11, 2023
Q1 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
789New |
$237K - $333K
|
789
$289K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
762+ 83.46% |
$229K - $322K
|
1.68K
$614K
|
|
May 12, 2023
Q1 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
760New |
$229K - $321K
|
760
$279K
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
747New |
$225K - $315K
|
747
$274K
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
745+ 7.72% |
$224K - $315K
|
10.4K
$3.81M
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
742+ 55.66% |
$223K - $313K
|
2.08K
$760K
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
741New |
$223K - $313K
|
741
$272K
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
737New |
$222K - $311K
|
737
$270K
|
|
May 04, 2023
Q1 2023
|
Kbc Group Nv
|
BUY
|
- |
733+ 4.86% |
$221K - $309K
|
15.8K
$5.8M
|
|
May 03, 2023
Q1 2023
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
720+ 41.47% |
$217K - $304K
|
2.46K
$900K
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
711New |
$214K - $300K
|
711
$261K
|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
710New |
$214K - $300K
|
710
$260K
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
706+ 8.63% |
$212K - $298K
|
8.89K
$3.26M
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
695+ 76.04% |
$209K - $293K
|
1.61K
$590K
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
693New |
$208K - $293K
|
693
$254K
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
688New |
$207K - $290K
|
688
$252K
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
BUY
|
- |
686New |
$206K - $290K
|
686
$251K
|
|
Jun 14, 2024
Q1 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
685+ 21.51% |
$206K - $289K
|
3.87K
$1.42M
|
|
May 15, 2023
Q1 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
678New |
$204K - $286K
|
678
$248K
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
672New |
$202K - $284K
|
672
$246K
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
672New |
$202K - $284K
|
672
$246K
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
BUY
|
- |
667New |
$201K - $282K
|
667
$244K
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
664New |
$200K - $280K
|
664
$243K
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
663New |
$199K - $280K
|
663
$243K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
657+ 10.1% |
$198K - $277K
|
7.16K
$2.63M
|