Purchases and Sales Made in Q1 2024 in Pool Corp (POOL)
This table provides information about the institutional ownership of Pool Corp (POOL) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2- 6.25% |
$733 - $838
|
30
$9.25K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-3- 33.33% |
$1.1K - $1.26K
|
6
$1.85K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-3- 0.41% |
$1.1K - $1.26K
|
736
$227K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-3- 5.66% |
$1.1K - $1.26K
|
50
$15.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3- 0.21% |
$1.1K - $1.26K
|
1.43K
$441K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4- 0.37% |
$1.47K - $1.68K
|
1.07K
$329K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-4- 1.95% |
$1.47K - $1.68K
|
201
$62K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-5- 55.56% |
$1.83K - $2.09K
|
4
$1.23K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-5- 0.99% |
$1.83K - $2.09K
|
500
$154K
|
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-5- 0.48% |
$1.83K - $2.09K
|
1.04K
$321K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-6- 3.61% |
$2.2K - $2.51K
|
160
$49.4K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6- 0.28% |
$2.2K - $2.51K
|
2.15K
$663K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-7- 0.46% |
$2.57K - $2.93K
|
1.5K
$463K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7- 4.52% |
$2.57K - $2.93K
|
148
$45.7K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-8- 0.78% |
$2.93K - $3.35K
|
1.02K
$315K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-8- 2.08% |
$2.93K - $3.35K
|
377
$116K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-8- 0.86% |
$2.93K - $3.35K
|
926
$286K
|
|
|
May 08, 2024
Q1 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-8- 1.03% |
$2.93K - $3.35K
|
766
$236K
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-8- 0.37% |
$2.93K - $3.35K
|
2.15K
$663K
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
SELL
|
- |
-9- 1.65% |
$3.3K - $3.77K
|
537
$166K
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-9- 0.35% |
$3.3K - $3.77K
|
2.53K
$782K
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-10- 4.35% |
$3.67K - $4.19K
|
220
$67.9K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-10- 0.22% |
$3.67K - $4.19K
|
4.53K
$1.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-11- 1.11% |
$4.03K - $4.61K
|
984
$304K
|
|
|
May 13, 2024
Q1 2024
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-11- 0.06% |
$4.03K - $4.61K
|
17K
$5.24M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-11- 0.05% |
$4.03K - $4.61K
|
22.5K
$6.95M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-12- 27.91% |
$4.4K - $5.03K
|
31
$9.56K
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-13- 5.91% |
$4.77K - $5.45K
|
207
$63.9K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-13- 2.23% |
$4.77K - $5.45K
|
570
$176K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-13- 1.48% |
$4.77K - $5.45K
|
864
$267K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-13- 1.13% |
$4.77K - $5.45K
|
1.13K
$349K
|
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
SELL
|
- |
-13- 0.47% |
$4.77K - $5.45K
|
2.77K
$856K
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-14- 0.44% |
$5.13K - $5.87K
|
3.14K
$969K
|
|
|
Apr 24, 2024
Q1 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-14- 0.91% |
$5.13K - $5.87K
|
1.52K
$469K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-15- 0.95% |
$5.5K - $6.28K
|
1.56K
$481K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-15- 39.47% |
$5.5K - $6.28K
|
23
$7.09K
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-15- 1.85% |
$5.5K - $6.28K
|
795
$245K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-16- 3.09% |
$5.87K - $6.7K
|
501
$155K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-17- 1.94% |
$6.23K - $7.12K
|
860
$265K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-19- 28.36% |
$6.97K - $7.96K
|
48
$14.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-20- 4.49% |
$7.33K - $8.38K
|
425
$131K
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-20- 1.69% |
$7.33K - $8.38K
|
1.17K
$359K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-20- 1.95% |
$7.33K - $8.38K
|
1.01K
$310K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-21- 77.78% |
$7.7K - $8.8K
|
6
$1.85K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-25- 2.07% |
$9.17K - $10.5K
|
1.19K
$366K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-25- 3.5% |
$9.17K - $10.5K
|
689
$213K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-25- 2.52% |
$9.17K - $10.5K
|
967
$298K
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-25- 1.83% |
$9.17K - $10.5K
|
1.34K
$413K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-25- 0.64% |
$9.17K - $10.5K
|
3.86K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-27- 1.03% |
$9.9K - $11.3K
|
2.6K
$803K
|