Purchases and Sales Made in Q3 2023 in Pool Corp (POOL)
This table provides information about the institutional ownership of Pool Corp (POOL) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
1623 Capital LLC
Alexandria, VA |
BUY
|
- |
300+ 1.89% |
$101K - $117K
|
16.2K
$6.12M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
294+ 16.81% |
$99.5K - $114K
|
2.04K
$773K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
290+ 8.03% |
$98.1K - $113K
|
3.9K
$1.48M
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
276+ 25.25% |
$93.4K - $107K
|
1.37K
$518K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
269New |
$91K - $104K
|
269
$102K
|
|
|
Oct 27, 2023
Q3 2023
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
263+ 0.34% |
$89K - $102K
|
77.7K
$29.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
246+ 6.17% |
$83.2K - $95.5K
|
4.23K
$1.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
241+ 10.85% |
$81.5K - $93.6K
|
2.46K
$932K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
237+ 50.21% |
$80.2K - $92K
|
709
$268K
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
231+ 0.52% |
$78.1K - $89.7K
|
44.6K
$16.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
229+ 0.31% |
$77.5K - $88.9K
|
75.2K
$28.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
226New |
$76.5K - $87.8K
|
226
$85.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
222+ 23.85% |
$75.1K - $86.2K
|
1.15K
$436K
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
214+ 0.73% |
$72.4K - $83.1K
|
29.7K
$11.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
210+ 7.86% |
$71K - $81.6K
|
2.88K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
208New |
$70.4K - $80.8K
|
208
$78.7K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
202+ 17.7% |
$68.3K - $78.5K
|
1.34K
$508K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
202+ 14.91% |
$68.3K - $78.5K
|
1.56K
$589K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
200+ 2.49% |
$67.7K - $77.7K
|
8.25K
$3.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
200+ 64.31% |
$67.7K - $77.7K
|
511
$193K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
199+ 9.67% |
$67.3K - $77.3K
|
2.26K
$854K
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
187+ 1.26% |
$63.3K - $72.6K
|
15K
$5.69M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
186+ 18.92% |
$62.9K - $72.2K
|
1.17K
$443K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
182+ 2.0% |
$61.6K - $70.7K
|
9.27K
$3.51M
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
176+ 5.35% |
$59.5K - $68.4K
|
3.47K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
170+ 0.99% |
$57.5K - $66K
|
17.4K
$6.58M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
165+ 2.3% |
$55.8K - $64.1K
|
7.33K
$2.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
162+ 120.0% |
$54.8K - $62.9K
|
297
$112K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
142+ 14.7% |
$48K - $55.1K
|
1.11K
$419K
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
140+ 0.78% |
$47.4K - $54.4K
|
18K
$6.83M
|
|
|
Oct 26, 2023
Q3 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
133+ 1.69% |
$45K - $51.7K
|
8.01K
$3.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
BUY
|
- |
133+ 17.95% |
$45K - $51.7K
|
874
$331K
|
|
|
Jun 14, 2024
Q3 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
128+ 3.37% |
$43.3K - $49.7K
|
3.92K
$1.48M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
128+ 18.93% |
$43.3K - $49.7K
|
804
$304K
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
122+ 1.69% |
$41.3K - $47.4K
|
7.34K
$2.78M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
120New |
$40.6K - $46.6K
|
120
$45.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
117+ 1.71% |
$39.6K - $45.4K
|
6.95K
$2.63M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
111+ 9.98% |
$37.5K - $43.1K
|
1.22K
$463K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
110New |
$37.2K - $42.7K
|
110
$41.6K
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
109+ 2.94% |
$36.9K - $42.3K
|
3.82K
$1.45M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
106+ 1.19% |
$35.9K - $41.2K
|
8.99K
$3.4M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
103+ 9.8% |
$34.8K - $40K
|
1.15K
$437K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
103+ 13.24% |
$34.8K - $40K
|
881
$333K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
101+ 18.57% |
$34.2K - $39.2K
|
645
$244K
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
100+ 5.26% |
$33.8K - $38.8K
|
2K
$757K
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
98+ 4.45% |
$33.2K - $38.1K
|
2.3K
$870K
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
97+ 1.96% |
$32.8K - $37.7K
|
5.05K
$1.91M
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
94+ 4.61% |
$31.8K - $36.5K
|
2.13K
$807K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
93+ 2.01% |
$31.5K - $36.1K
|
4.73K
$1.79M
|
|
|
Oct 12, 2023
Q3 2023
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
92New |
$31.1K - $35.7K
|
92
$34.8K
|