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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.57% |
$307 - $401
|
175
$60.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-1- 0.01% |
$307 - $401
|
13.1K
$4.52M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1- 0.06% |
$307 - $401
|
1.65K
$568K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1- 50.0% |
$307 - $401
|
1
$344
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1- 0.13% |
$307 - $401
|
741
$255K
|
|
|
Jul 23, 2024
Q2 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-1- 0.1% |
$307 - $401
|
1.04K
$358K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1- 33.33% |
$307 - $401
|
2
$689
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-1- 0.1% |
$307 - $401
|
1.01K
$346K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2- 0.23% |
$615 - $803
|
856
$295K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2- 8.7% |
$615 - $803
|
21
$7.23K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-2- 1.0% |
$615 - $803
|
199
$68.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-3- 50.0% |
$922 - $1.2K
|
3
$1.03K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3- 18.75% |
$922 - $1.2K
|
13
$4.48K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-3- 3.49% |
$922 - $1.2K
|
83
$28.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-4- 0.08% |
$1.23K - $1.61K
|
4.94K
$1.7M
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-4- 0.5% |
$1.23K - $1.61K
|
791
$272K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5- 33.33% |
$1.54K - $2.01K
|
10
$3.44K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-5- 0.12% |
$1.54K - $2.01K
|
4.28K
$1.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-7- 11.48% |
$2.15K - $2.81K
|
54
$18.6K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-7- 29.17% |
$2.15K - $2.81K
|
17
$5.85K
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-7- 0.56% |
$2.15K - $2.81K
|
1.23K
$424K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-8- 0.65% |
$2.46K - $3.21K
|
1.22K
$420K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-8- 0.02% |
$2.46K - $3.21K
|
52.6K
$18.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-9- 0.03% |
$2.77K - $3.61K
|
26.1K
$8.97M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-9- 10.98% |
$2.77K - $3.61K
|
73
$25.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-10- 0.33% |
$3.07K - $4.01K
|
3K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-10- 1.28% |
$3.07K - $4.01K
|
771
$265K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-10- 2.65% |
$3.07K - $4.01K
|
367
$126K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-10- 15.38% |
$3.07K - $4.01K
|
55
$18.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-11- 0.76% |
$3.38K - $4.41K
|
1.44K
$496K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-11- 19.3% |
$3.38K - $4.41K
|
46
$15.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.82% |
$3.69K - $4.82K
|
1.45K
$498K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-13- 37.14% |
$4K - $5.22K
|
22
$7.57K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-13- 26.0% |
$4K - $5.22K
|
37
$12.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-13- 1.27% |
$4K - $5.22K
|
1.01K
$347K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14- 5.67% |
$4.3K - $5.62K
|
233
$80.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-15- 31.91% |
$4.61K - $6.02K
|
32
$11K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-15- 0.74% |
$4.61K - $6.02K
|
2.03K
$697K
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-16- 0.3% |
$4.92K - $6.42K
|
5.38K
$1.85M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-16- 2.29% |
$4.92K - $6.42K
|
684
$235K
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-19- 0.57% |
$5.84K - $7.62K
|
3.31K
$1.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-19- 0.75% |
$5.84K - $7.62K
|
2.52K
$866K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-19- 18.63% |
$5.84K - $7.62K
|
83
$28.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-19- 13.48% |
$5.84K - $7.62K
|
122
$42K
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-19- 0.05% |
$5.84K - $7.62K
|
35.6K
$12.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-19- 82.61% |
$5.84K - $7.62K
|
4
$1.38K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-22- 1.95% |
$6.76K - $8.83K
|
1.11K
$381K
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-23- 1.25% |
$7.07K - $9.23K
|
1.81K
$623K
|