Purchases and Sales Made in Q4 2023 in Pool Corp (POOL)
This table provides information about the institutional ownership of Pool Corp (POOL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
812+ 6.87% |
$251K - $328K
|
12.6K
$4.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
791+ 28.76% |
$245K - $319K
|
3.54K
$1.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
788+ 26.88% |
$244K - $318K
|
3.72K
$1.41M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
768+ 2.36% |
$238K - $310K
|
33.3K
$12.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
767+ 6.51% |
$237K - $310K
|
12.5K
$4.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
752+ 6.38% |
$233K - $304K
|
12.5K
$4.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
742+ 13.36% |
$230K - $300K
|
6.3K
$2.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
BUY
|
- |
726+ 197.28% |
$225K - $293K
|
1.09K
$414K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
714New |
$221K - $288K
|
714
$270K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
714+ 1.88% |
$221K - $288K
|
38.7K
$14.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
712New |
$220K - $287K
|
712
$270K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
709+ 4.14% |
$219K - $286K
|
17.8K
$6.75M
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
707+ 1.17% |
$219K - $285K
|
61.3K
$23.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
700+ 7.79% |
$217K - $283K
|
9.69K
$3.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
694New |
$215K - $280K
|
694
$263K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
684New |
$212K - $276K
|
684
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
681New |
$211K - $275K
|
681
$258K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
658+ 65.8% |
$204K - $266K
|
1.66K
$628K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
651+ 4.08% |
$201K - $263K
|
16.6K
$6.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
621+ 2.56% |
$192K - $251K
|
24.9K
$9.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
618+ 7.87% |
$191K - $250K
|
8.47K
$3.21M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
603+ 25.25% |
$187K - $243K
|
2.99K
$1.13M
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
603New |
$187K - $243K
|
603
$228K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
574New |
$178K - $232K
|
574
$217K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
560New |
$173K - $226K
|
560
$212K
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
554New |
$171K - $224K
|
554
$210K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
553New |
$171K - $223K
|
553
$209K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
550New |
$170K - $222K
|
550
$208K
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
546New |
$169K - $220K
|
546
$207K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
545New |
$169K - $220K
|
545
$206K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
545New |
$169K - $220K
|
545
$206K
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
543New |
$168K - $219K
|
543
$206K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
543New |
$168K - $219K
|
543
$206K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
528New |
$163K - $213K
|
528
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
517New |
$160K - $209K
|
517
$196K
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
509New |
$158K - $206K
|
509
$193K
|
|
|
Feb 13, 2024
Q4 2023
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
507New |
$157K - $205K
|
507
$192K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
505New |
$156K - $204K
|
505
$191K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
505New |
$156K - $204K
|
505
$191K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
482+ 56.84% |
$149K - $195K
|
1.33K
$503K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
469New |
$145K - $189K
|
469
$178K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
465+ 3.96% |
$144K - $188K
|
12.2K
$4.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
452New |
$140K - $182K
|
452
$171K
|
|
|
Feb 13, 2024
Q4 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
432+ 1.98% |
$134K - $174K
|
22.2K
$8.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
BUY
|
- |
430+ 75.84% |
$133K - $174K
|
997
$377K
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
412+ 5.99% |
$128K - $166K
|
7.29K
$2.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
401+ 1.51% |
$124K - $162K
|
27K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
397+ 330.83% |
$123K - $160K
|
517
$196K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
395+ 5.1% |
$122K - $159K
|
8.13K
$3.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
386+ 10.89% |
$119K - $156K
|
3.93K
$1.49M
|