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 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
23+ 2.2% |
$7.07K - $9.23K
|
1.07K
$405K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
22+ 66.67% |
$6.76K - $8.83K
|
55
$20.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
18+ 0.69% |
$5.53K - $7.22K
|
2.62K
$991K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
17New |
$5.22K - $6.82K
|
17
$6.44K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
17+ 0.32% |
$5.22K - $6.82K
|
5.36K
$2.03M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16+ 12.12% |
$4.92K - $6.42K
|
148
$56K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
14New |
$4.3K - $5.62K
|
14
$5.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
14+ 0.93% |
$4.3K - $5.62K
|
1.52K
$574K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
14+ 1.51% |
$4.3K - $5.62K
|
940
$356K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
14+ 0.01% |
$4.3K - $5.62K
|
140K
$53M
|
|
|
Aug 12, 2024
Q2 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
13+ 0.03% |
$4K - $5.22K
|
48.8K
$18.5M
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.71% |
$4K - $5.22K
|
1.84K
$695K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
11+ 3.54% |
$3.38K - $4.41K
|
322
$122K
|
|
|
Jul 31, 2024
Q2 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
11+ 0.18% |
$3.38K - $4.41K
|
6.26K
$2.37M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
10+ 10.53% |
$3.07K - $4.01K
|
105
$39.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 16.67% |
$2.46K - $3.21K
|
56
$21.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
7+ 0.81% |
$2.15K - $2.81K
|
867
$328K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
7+ 1.96% |
$2.15K - $2.81K
|
364
$138K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
6+ 0.58% |
$1.84K - $2.41K
|
1.04K
$392K
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
6+ 0.83% |
$1.84K - $2.41K
|
728
$276K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 16.67% |
$1.54K - $2.01K
|
35
$13.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
BUY
|
- |
5+ 25.0% |
$1.54K - $2.01K
|
25
$9.46K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 11.36% |
$1.54K - $2.01K
|
49
$18.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5+ 0.35% |
$1.54K - $2.01K
|
1.42K
$537K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 27.78% |
$1.54K - $2.01K
|
23
$8.71K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
5New |
$1.54K - $2.01K
|
5
$1.89K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5+ 0.73% |
$1.54K - $2.01K
|
694
$263K
|
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
4+ 0.54% |
$1.23K - $1.61K
|
740
$280K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
4New |
$1.23K - $1.61K
|
4
$1.51K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4+ 14.29% |
$1.23K - $1.61K
|
32
$12.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 5.06% |
$1.23K - $1.61K
|
83
$31.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
3New |
$922 - $1.2K
|
3
$1.14K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3+ 1.72% |
$922 - $1.2K
|
177
$67K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3+ 0.53% |
$922 - $1.2K
|
573
$217K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.73% |
$922 - $1.2K
|
412
$156K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$922 - $1.2K
|
3.54K
$1.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2+ 66.67% |
$615 - $803
|
5
$1.89K
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2+ 0.18% |
$615 - $803
|
1.09K
$412K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2+ 100.0% |
$615 - $803
|
4
$1.51K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.57% |
$307 - $401
|
175
$66.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 16.67% |
$307 - $401
|
7
$2.65K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1+ 0.02% |
$307 - $401
|
5.96K
$2.25M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$307 - $401
|
1
$379
|
|
|
Aug 14, 2024
Q2 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
1+ 11.11% |
$307 - $401
|
10
$3.79K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1+ 0.44% |
$307 - $401
|
229
$86.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1New |
$307 - $401
|
1
$379
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
1New |
$307 - $401
|
1
$379
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 33.33% |
$307 - $401
|
4
$1.51K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1+ 7.69% |
$307 - $401
|
14
$5.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|