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 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
189+ 1111.76% |
$56.9K - $79.8K
|
206
$70.9K
|
|
May 12, 2023
Q1 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
182+ 0.85% |
$54.8K - $76.8K
|
21.7K
$7.47M
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
177+ 10.31% |
$53.2K - $74.7K
|
1.89K
$652K
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
176+ 0.99% |
$52.9K - $74.3K
|
17.9K
$6.17M
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
174+ 5.84% |
$52.3K - $73.5K
|
3.15K
$1.09M
|
|
Apr 19, 2023
Q1 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
166+ 0.73% |
$49.9K - $70.1K
|
22.9K
$7.88M
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
165+ 22.88% |
$49.6K - $69.7K
|
886
$305K
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
147+ 1.31% |
$44.2K - $62.1K
|
11.4K
$3.91M
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
146+ 3.47% |
$43.9K - $61.6K
|
4.36K
$1.5M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
137+ 10.54% |
$41.2K - $57.8K
|
1.44K
$495K
|
|
May 02, 2023
Q1 2023
|
Torray LLC
|
BUY
|
- |
132+ 1.15% |
$39.7K - $55.7K
|
11.6K
$3.99M
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
132New |
$39.7K - $55.7K
|
132
$45.4K
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
126+ 1.43% |
$37.9K - $53.2K
|
8.96K
$3.09M
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
121+ 16.4% |
$36.4K - $51.1K
|
859
$296K
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
120New |
$36.1K - $50.7K
|
120
$41.3K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
118+ 86.13% |
$35.5K - $49.8K
|
255
$87.8K
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
114New |
$34.3K - $48.1K
|
114
$39.2K
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
110+ 0.65% |
$33.1K - $46.4K
|
17.2K
$5.91M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
103New |
$31K - $43.5K
|
103
$35.5K
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
102+ 2.12% |
$30.7K - $43.1K
|
4.92K
$1.69M
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.86% |
$30.1K - $42.2K
|
11.8K
$4.06M
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
99+ 4.02% |
$29.8K - $41.8K
|
2.56K
$881K
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
98+ 53.55% |
$29.5K - $41.4K
|
281
$96.7K
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
94+ 9.3% |
$28.3K - $39.7K
|
1.11K
$380K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
90+ 7.54% |
$27.1K - $38K
|
1.28K
$442K
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
88+ 1.35% |
$26.5K - $37.2K
|
6.6K
$2.27M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
86+ 5.15% |
$25.9K - $36.3K
|
1.76K
$605K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
85+ 4.92% |
$25.6K - $35.9K
|
1.81K
$623K
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
83+ 0.04% |
$25K - $35K
|
204K
$70.3M
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
79+ 6.19% |
$23.8K - $33.4K
|
1.36K
$466K
|
|
May 05, 2023
Q1 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
77+ 3.65% |
$23.2K - $32.5K
|
2.19K
$753K
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
77+ 8.49% |
$23.2K - $32.5K
|
984
$339K
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
75+ 0.38% |
$22.6K - $31.7K
|
19.9K
$6.85M
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
73+ 10.61% |
$22K - $30.8K
|
761
$262K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
72+ 1.59% |
$21.7K - $30.4K
|
4.6K
$1.58M
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
65+ 2.07% |
$19.6K - $27.4K
|
3.21K
$1.11M
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
63+ 6.02% |
$19K - $26.6K
|
1.11K
$382K
|
|
May 11, 2023
Q1 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
62+ 4.18% |
$18.7K - $26.2K
|
1.55K
$532K
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
62+ 8.1% |
$18.7K - $26.2K
|
827
$285K
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
61+ 11.38% |
$18.4K - $25.8K
|
597
$206K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
57+ 126.67% |
$17.1K - $24.1K
|
102
$35.1K
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
54New |
$16.2K - $22.8K
|
54
$18.6K
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
53+ 2.01% |
$15.9K - $22.4K
|
2.69K
$924K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
53+ 14.29% |
$15.9K - $22.4K
|
424
$146K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
52New |
$15.6K - $22K
|
52
$17.9K
|
|
May 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
50+ 11.88% |
$15K - $21.1K
|
471
$162K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
48+ 6.64% |
$14.4K - $20.3K
|
771
$265K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
48+ 3.92% |
$14.4K - $20.3K
|
1.27K
$438K
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
47+ 2.31% |
$14.1K - $19.8K
|
2.08K
$716K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
45New |
$13.5K - $19K
|
45
$15.5K
|