Purchases and Sales Made in Q3 2024 in Pool Corp (POOL)
This table provides information about the institutional ownership of Pool Corp (POOL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
51+ 850.0% |
$15.1K - $19.2K
|
57
$19.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
49New |
$14.5K - $18.5K
|
49
$16.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
46+ 3.04% |
$13.6K - $17.3K
|
1.56K
$536K
|
|
|
Nov 13, 2024
Q3 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
45+ 3.93% |
$13.3K - $17K
|
1.19K
$409K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
44New |
$13K - $16.6K
|
44
$15.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
40New |
$11.8K - $15.1K
|
40
$13.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
39+ 16.81% |
$11.6K - $14.7K
|
271
$93.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
39+ 3.67% |
$11.6K - $14.7K
|
1.1K
$380K
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
39+ 4.79% |
$11.6K - $14.7K
|
853
$294K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
35New |
$10.4K - $13.2K
|
35
$12K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
32New |
$9.48K - $12.1K
|
32
$11K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
28+ 2.24% |
$8.29K - $10.6K
|
1.28K
$440K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
28+ 3.74% |
$8.29K - $10.6K
|
777
$268K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
26+ 0.77% |
$7.7K - $9.8K
|
3.4K
$1.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
22+ 0.35% |
$6.52K - $8.29K
|
6.28K
$2.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
22+ 2.57% |
$6.52K - $8.29K
|
879
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
21+ 4.99% |
$6.22K - $7.91K
|
442
$152K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
18+ 2.43% |
$5.33K - $6.78K
|
758
$261K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
16+ 2.27% |
$4.74K - $6.03K
|
720
$248K
|
|
|
Nov 12, 2024
Q3 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
16+ 0.95% |
$4.74K - $6.03K
|
1.7K
$586K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
16+ 76.19% |
$4.74K - $6.03K
|
37
$12.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
13+ 12.62% |
$3.85K - $4.9K
|
116
$39.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
12+ 14.46% |
$3.55K - $4.52K
|
95
$32.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
12+ 27.91% |
$3.55K - $4.52K
|
55
$18.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
11New |
$3.26K - $4.14K
|
11
$3.79K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
11+ 1.29% |
$3.26K - $4.14K
|
867
$298K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
10New |
$2.96K - $3.77K
|
10
$3.44K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
10+ 0.74% |
$2.96K - $3.77K
|
1.36K
$468K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
10New |
$2.96K - $3.77K
|
10
$3.44K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10+ 1.29% |
$2.96K - $3.77K
|
788
$271K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 5.62% |
$2.96K - $3.77K
|
188
$64.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
9+ 0.89% |
$2.67K - $3.39K
|
1.02K
$350K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8+ 80.0% |
$2.37K - $3.01K
|
18
$6.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
8+ 10.96% |
$2.37K - $3.01K
|
81
$27.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8+ 0.72% |
$2.37K - $3.01K
|
1.12K
$384K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8+ 61.54% |
$2.37K - $3.01K
|
21
$7.23K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7+ 0.83% |
$2.07K - $2.64K
|
847
$292K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
7New |
$2.07K - $2.64K
|
7
$2.41K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
6+ 0.79% |
$1.78K - $2.26K
|
761
$262K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
6New |
$1.78K - $2.26K
|
6
$2.07K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5+ 125.0% |
$1.48K - $1.88K
|
9
$3.1K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5New |
$1.48K - $1.88K
|
5
$1.72K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 14.29% |
$1.48K - $1.88K
|
40
$13.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4+ 100.0% |
$1.18K - $1.51K
|
8
$2.75K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 2.29% |
$1.18K - $1.51K
|
179
$61.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.16% |
$592 - $754
|
1.22K
$420K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
2+ 66.67% |
$592 - $754
|
5
$1.72K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 2.35% |
$592 - $754
|
87
$30K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2+ 0.87% |
$592 - $754
|
231
$79.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2New |
$592 - $754
|
2
$689
|