Purchases and Sales Made in Q2 2024 in Pool Corp (POOL)
This table provides information about the institutional ownership of Pool Corp (POOL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
31New |
$9.53K - $12.4K
|
31
$9.56K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
31+ 4.79% |
$9.53K - $12.4K
|
678
$209K
|
|
|
Aug 22, 2024
Q2 2024
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
30+ 0.6% |
$9.22K - $12K
|
5.02K
$1.55M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
30+ 20.27% |
$9.22K - $12K
|
178
$54.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
28+ 2.31% |
$8.61K - $11.2K
|
1.24K
$382K
|
|
|
Jul 29, 2024
Q2 2024
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
28+ 0.8% |
$8.61K - $11.2K
|
3.54K
$1.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
23+ 2.2% |
$7.07K - $9.23K
|
1.07K
$330K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
22+ 66.67% |
$6.76K - $8.83K
|
55
$17K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
18+ 0.69% |
$5.53K - $7.22K
|
2.62K
$807K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
17New |
$5.22K - $6.82K
|
17
$5.24K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
17+ 0.32% |
$5.22K - $6.82K
|
5.36K
$1.65M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16+ 12.12% |
$4.92K - $6.42K
|
148
$45.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
14+ 0.93% |
$4.3K - $5.62K
|
1.52K
$468K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
14New |
$4.3K - $5.62K
|
14
$4.32K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
14+ 0.01% |
$4.3K - $5.62K
|
140K
$43.2M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
14+ 1.51% |
$4.3K - $5.62K
|
940
$290K
|
|
|
Aug 12, 2024
Q2 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
13+ 0.03% |
$4K - $5.22K
|
48.8K
$15.1M
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.71% |
$4K - $5.22K
|
1.84K
$566K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
11+ 3.54% |
$3.38K - $4.41K
|
322
$99.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
11+ 0.18% |
$3.38K - $4.41K
|
6.26K
$1.93M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
10+ 10.53% |
$3.07K - $4.01K
|
105
$32.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 16.67% |
$2.46K - $3.21K
|
56
$17.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
7+ 1.96% |
$2.15K - $2.81K
|
364
$112K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
7+ 0.81% |
$2.15K - $2.81K
|
867
$267K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
6+ 0.58% |
$1.84K - $2.41K
|
1.04K
$320K
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
6+ 0.83% |
$1.84K - $2.41K
|
728
$225K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5+ 0.35% |
$1.54K - $2.01K
|
1.42K
$438K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5+ 0.73% |
$1.54K - $2.01K
|
694
$214K
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
BUY
|
- |
5+ 25.0% |
$1.54K - $2.01K
|
25
$7.71K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 11.36% |
$1.54K - $2.01K
|
49
$15.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
5New |
$1.54K - $2.01K
|
5
$1.54K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 27.78% |
$1.54K - $2.01K
|
23
$7.09K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 16.67% |
$1.54K - $2.01K
|
35
$10.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 5.06% |
$1.23K - $1.61K
|
83
$25.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
4+ 0.54% |
$1.23K - $1.61K
|
740
$228K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4+ 14.29% |
$1.23K - $1.61K
|
32
$9.87K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
4New |
$1.23K - $1.61K
|
4
$1.23K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3+ 0.53% |
$922 - $1.2K
|
573
$177K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3+ 1.72% |
$922 - $1.2K
|
177
$54.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
3New |
$922 - $1.2K
|
3
$925
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$922 - $1.2K
|
3.54K
$1.09M
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.73% |
$922 - $1.2K
|
412
$127K
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2+ 0.18% |
$615 - $803
|
1.09K
$336K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2+ 66.67% |
$615 - $803
|
5
$1.54K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2+ 100.0% |
$615 - $803
|
4
$1.23K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1New |
$307 - $401
|
1
$308
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.57% |
$307 - $401
|
175
$54K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1+ 7.69% |
$307 - $401
|
14
$4.32K
|
|
|
Aug 14, 2024
Q2 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
1+ 11.11% |
$307 - $401
|
10
$3.08K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$307 - $401
|
1
$308
|