Purchases and Sales Made in Q4 2022 in Pool Corp (POOL)
This table provides information about the institutional ownership of Pool Corp (POOL) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
18+ 3.47% |
$5.11K - $6.32K
|
536
$203K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
18New |
$5.11K - $6.32K
|
18
$6.81K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
16+ 1.75% |
$4.54K - $5.62K
|
932
$353K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
15+ 0.4% |
$4.26K - $5.27K
|
3.78K
$1.43M
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
15+ 1.42% |
$4.26K - $5.27K
|
1.07K
$407K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
14New |
$3.97K - $4.92K
|
14
$5.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
14+ 0.45% |
$3.97K - $4.92K
|
3.11K
$1.18M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
13New |
$3.69K - $4.57K
|
13
$4.92K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12+ 6.49% |
$3.41K - $4.22K
|
197
$74.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
12+ 0.16% |
$3.41K - $4.22K
|
7.35K
$2.78M
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
11New |
$3.12K - $3.86K
|
11
$4.16K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10+ 333.33% |
$2.84K - $3.51K
|
13
$4.92K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
10+ 5.24% |
$2.84K - $3.51K
|
201
$76.1K
|
|
|
Feb 14, 2023
Q4 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
10+ 0.02% |
$2.84K - $3.51K
|
65.4K
$24.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9New |
$2.56K - $3.16K
|
9
$3.41K
|
|
|
Feb 10, 2023
Q4 2022
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
8+ 0.92% |
$2.27K - $2.81K
|
880
$333K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
8+ 1.14% |
$2.27K - $2.81K
|
708
$268K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
8+ 5.97% |
$2.27K - $2.81K
|
142
$53.8K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
8New |
$2.27K - $2.81K
|
8
$3.03K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 15.79% |
$1.7K - $2.11K
|
44
$16.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
6+ 2.65% |
$1.7K - $2.11K
|
232
$87.8K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5+ 0.57% |
$1.42K - $1.76K
|
881
$333K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 12.5% |
$1.42K - $1.76K
|
45
$17K
|
|
|
Feb 14, 2023
Q4 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
5+ 35.71% |
$1.42K - $1.76K
|
19
$7.19K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
4New |
$1.14K - $1.41K
|
4
$1.51K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
4+ 133.33% |
$1.14K - $1.41K
|
7
$2.65K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
4+ 40.0% |
$1.14K - $1.41K
|
14
$5.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
4+ 0.1% |
$1.14K - $1.41K
|
3.91K
$1.48M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4+ 2.14% |
$1.14K - $1.41K
|
191
$72.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3New |
$852 - $1.05K
|
3
$1.14K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
3New |
$852 - $1.05K
|
3
$1.14K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
2+ 0.24% |
$568 - $703
|
846
$320K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2New |
$568 - $703
|
2
$757
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
2New |
$568 - $703
|
2
$757
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 50.0% |
$568 - $703
|
6
$2.27K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2+ 8.0% |
$568 - $703
|
27
$10.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.45% |
$284 - $351
|
224
$84.8K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$284 - $351
|
1
$379
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1- 50.0% |
$284 - $351
|
1
$379
|
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1- 0.02% |
$284 - $351
|
6.26K
$2.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 1.15% |
$568 - $703
|
172
$65.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3- 42.86% |
$852 - $1.05K
|
4
$1.51K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-3- 0.05% |
$852 - $1.05K
|
5.74K
$2.17M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3- 0.75% |
$852 - $1.05K
|
396
$150K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-6- 13.33% |
$1.7K - $2.11K
|
39
$14.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-7- 41.18% |
$1.99K - $2.46K
|
10
$3.79K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8- 4.82% |
$2.27K - $2.81K
|
158
$59.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9- 0.1% |
$2.56K - $3.16K
|
8.73K
$3.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-10- 1.05% |
$2.84K - $3.51K
|
939
$355K
|