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
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1+ 0.44% |
$307 - $401
|
229
$74.6K
|
|
|
Mar 04, 2025
Q2 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
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 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-1- 0.1% |
$307 - $401
|
1.01K
$328K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1- 0.13% |
$307 - $401
|
741
$242K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1- 0.06% |
$307 - $401
|
1.65K
$538K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1- 50.0% |
$307 - $401
|
1
$326
|
|
|
Jul 23, 2024
Q2 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-1- 0.1% |
$307 - $401
|
1.04K
$339K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1- 33.33% |
$307 - $401
|
2
$652
|
|
|
Jul 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-1- 0.01% |
$307 - $401
|
13.1K
$4.28M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2- 0.23% |
$615 - $803
|
856
$279K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-2- 1.0% |
$615 - $803
|
199
$64.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2- 8.7% |
$615 - $803
|
21
$6.84K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-3- 50.0% |
$922 - $1.2K
|
3
$978
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-3- 3.49% |
$922 - $1.2K
|
83
$27.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3- 18.75% |
$922 - $1.2K
|
13
$4.24K
|
|
|
Jul 18, 2024
Q2 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-4- 0.08% |
$1.23K - $1.61K
|
4.94K
$1.61M
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-4- 0.5% |
$1.23K - $1.61K
|
791
$258K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5- 33.33% |
$1.54K - $2.01K
|
10
$3.26K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-5- 0.12% |
$1.54K - $2.01K
|
4.28K
$1.39M
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-7- 0.56% |
$2.15K - $2.81K
|
1.23K
$402K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-7- 29.17% |
$2.15K - $2.81K
|
17
$5.54K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-7- 11.48% |
$2.15K - $2.81K
|
54
$17.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-8- 0.02% |
$2.46K - $3.21K
|
52.6K
$17.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-8- 0.65% |
$2.46K - $3.21K
|
1.22K
$397K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-9- 0.03% |
$2.77K - $3.61K
|
26.1K
$8.49M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-9- 10.98% |
$2.77K - $3.61K
|
73
$23.8K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-10- 15.38% |
$3.07K - $4.01K
|
55
$17.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-10- 1.28% |
$3.07K - $4.01K
|
771
$251K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-10- 0.33% |
$3.07K - $4.01K
|
3K
$978K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-10- 2.65% |
$3.07K - $4.01K
|
367
$120K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-11- 19.3% |
$3.38K - $4.41K
|
46
$15K
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-11- 0.76% |
$3.38K - $4.41K
|
1.44K
$469K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.82% |
$3.69K - $4.82K
|
1.45K
$471K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-13- 26.0% |
$4K - $5.22K
|
37
$12.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-13- 37.14% |
$4K - $5.22K
|
22
$7.17K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-13- 1.27% |
$4K - $5.22K
|
1.01K
$329K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14- 5.67% |
$4.3K - $5.62K
|
233
$75.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-15- 31.91% |
$4.61K - $6.02K
|
32
$10.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-15- 0.74% |
$4.61K - $6.02K
|
2.03K
$660K
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-16- 0.3% |
$4.92K - $6.42K
|
5.38K
$1.75M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-16- 2.29% |
$4.92K - $6.42K
|
684
$223K
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-19- 0.57% |
$5.84K - $7.62K
|
3.31K
$1.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-19- 0.75% |
$5.84K - $7.62K
|
2.52K
$820K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-19- 82.61% |
$5.84K - $7.62K
|
4
$1.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-19- 18.63% |
$5.84K - $7.62K
|
83
$27.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-19- 13.48% |
$5.84K - $7.62K
|
122
$39.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-19- 0.05% |
$5.84K - $7.62K
|
35.6K
$11.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-22- 1.95% |
$6.76K - $8.83K
|
1.11K
$361K
|