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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
655New |
$197K - $277K
|
655
$240K
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
651+ 2.14% |
$196K - $275K
|
31.1K
$11.4M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
643New |
$193K - $271K
|
643
$236K
|
|
|
May 03, 2023
Q1 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
641New |
$193K - $271K
|
641
$235K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
631New |
$190K - $266K
|
631
$231K
|
|
|
Apr 14, 2023
Q1 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
625+ 28.74% |
$188K - $264K
|
2.8K
$1.03M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
620+ 2214.29% |
$187K - $262K
|
648
$237K
|
|
|
Apr 19, 2023
Q1 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
617New |
$186K - $260K
|
617
$226K
|
|
|
May 12, 2023
Q1 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
602New |
$181K - $254K
|
602
$221K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
600+ 1.51% |
$180K - $253K
|
40.4K
$14.8M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
599+ 39.67% |
$180K - $253K
|
2.11K
$773K
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
597New |
$180K - $252K
|
597
$219K
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
595+ 9.83% |
$179K - $251K
|
6.65K
$2.44M
|
|
|
May 15, 2023
Q1 2023
|
Prospect Capital Advisors, LLC
Sausalito, CA |
BUY
|
- |
595+ 1.47% |
$179K - $251K
|
41.2K
$15.1M
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
592+ 4.11% |
$178K - $250K
|
15K
$5.49M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
585New |
$176K - $247K
|
585
$214K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
558New |
$168K - $236K
|
558
$205K
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
547+ 2.92% |
$165K - $231K
|
19.3K
$7.06M
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
511+ 16.54% |
$154K - $216K
|
3.6K
$1.32M
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
496New |
$149K - $209K
|
496
$182K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
472+ 3.59% |
$142K - $199K
|
13.6K
$4.99M
|
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
BUY
|
- |
472+ 16.52% |
$142K - $199K
|
3.33K
$1.22M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
427+ 20.07% |
$128K - $180K
|
2.56K
$936K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
401+ 13.57% |
$121K - $169K
|
3.36K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
399+ 2.44% |
$120K - $168K
|
16.8K
$6.14M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
339+ 22.45% |
$102K - $143K
|
1.85K
$678K
|
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
BUY
|
- |
336New |
$101K - $142K
|
336
$123K
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
BUY
|
- |
324+ 44.69% |
$97.5K - $137K
|
1.05K
$384K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
315+ 10.51% |
$94.8K - $133K
|
3.31K
$1.21M
|
|
|
Apr 21, 2023
Q1 2023
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
315+ 0.41% |
$94.8K - $133K
|
77.8K
$28.5M
|
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
308+ 21.58% |
$92.7K - $130K
|
1.74K
$636K
|
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
302+ 19.62% |
$90.9K - $127K
|
1.84K
$675K
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
298+ 10.23% |
$89.6K - $126K
|
3.21K
$1.18M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
298+ 37.72% |
$89.6K - $126K
|
1.09K
$399K
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
287+ 15.82% |
$86.3K - $121K
|
2.1K
$770K
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
285+ 3.64% |
$85.7K - $120K
|
8.11K
$2.97M
|
|
|
May 12, 2023
Q1 2023
|
Marlowe Partners LP
New York, NY |
BUY
|
- |
284+ 1.56% |
$85.4K - $120K
|
18.5K
$6.78M
|
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
BUY
|
- |
282+ 2.69% |
$84.8K - $119K
|
10.8K
$3.95M
|
|
|
May 10, 2023
Q1 2023
|
Tredje Ap Fonden
|
BUY
|
- |
276+ 3.45% |
$83K - $117K
|
8.28K
$3.03M
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
271+ 5.58% |
$81.5K - $114K
|
5.13K
$1.88M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
271+ 0.78% |
$81.5K - $114K
|
35.2K
$12.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
268New |
$80.6K - $113K
|
268
$98.2K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
235+ 2.69% |
$70.7K - $99.2K
|
8.97K
$3.29M
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
230+ 3.57% |
$69.2K - $97.1K
|
6.68K
$2.45M
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
217+ 25.35% |
$65.3K - $91.6K
|
1.07K
$393K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
210New |
$63.2K - $88.7K
|
210
$77K
|
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
203+ 3.39% |
$61.1K - $85.7K
|
6.2K
$2.27M
|
|
|
Apr 26, 2023
Q1 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
200+ 1.02% |
$60.2K - $84.4K
|
19.8K
$7.26M
|
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
BUY
|
- |
197+ 0.73% |
$59.3K - $83.2K
|
27.1K
$9.92M
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
BUY
|
- |
190+ 7.98% |
$57.2K - $80.2K
|
2.57K
$942K
|