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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
32+ 213.33% |
$9.9K - $12.9K
|
47
$17.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
31+ 1.15% |
$9.59K - $12.5K
|
2.72K
$1.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
28+ 0.16% |
$8.67K - $11.3K
|
17.9K
$6.79M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
26+ 152.94% |
$8.05K - $10.5K
|
43
$16.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
25New |
$7.74K - $10.1K
|
25
$9.46K
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
24+ 2.19% |
$7.43K - $9.69K
|
1.12K
$424K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
22New |
$6.81K - $8.88K
|
22
$8.33K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
20+ 5.9% |
$6.19K - $8.07K
|
359
$136K
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
20+ 2.01% |
$6.19K - $8.07K
|
1.02K
$385K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
20New |
$6.19K - $8.07K
|
20
$7.57K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
19+ 0.77% |
$5.88K - $7.67K
|
2.48K
$939K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
19+ 2.56% |
$5.88K - $7.67K
|
760
$288K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
18New |
$5.57K - $7.27K
|
18
$6.81K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
18+ 54.55% |
$5.57K - $7.27K
|
51
$19.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
18+ 2.06% |
$5.57K - $7.27K
|
892
$338K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17+ 34.0% |
$5.26K - $6.86K
|
67
$25.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
16New |
$4.95K - $6.46K
|
16
$6.06K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
15+ 0.35% |
$4.64K - $6.06K
|
4.33K
$1.64M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
13+ 0.97% |
$4.02K - $5.25K
|
1.36K
$513K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
13+ 14.77% |
$4.02K - $5.25K
|
101
$38.2K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
13+ 1.41% |
$4.02K - $5.25K
|
934
$354K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
13+ 61.9% |
$4.02K - $5.25K
|
34
$12.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
12+ 2.1% |
$3.71K - $4.84K
|
583
$221K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
12New |
$3.71K - $4.84K
|
12
$4.54K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
12+ 2.1% |
$3.71K - $4.84K
|
584
$221K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
12+ 0.12% |
$3.71K - $4.84K
|
10.4K
$3.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
11New |
$3.4K - $4.44K
|
11
$4.16K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
11+ 1.4% |
$3.4K - $4.44K
|
798
$302K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10+ 37.04% |
$3.1K - $4.04K
|
37
$14K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 17.54% |
$3.1K - $4.04K
|
67
$25.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
10+ 1.3% |
$3.1K - $4.04K
|
781
$296K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
10New |
$3.1K - $4.04K
|
10
$3.79K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
9New |
$2.79K - $3.63K
|
9
$3.41K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
8New |
$2.48K - $3.23K
|
8
$3.03K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
8+ 1.33% |
$2.48K - $3.23K
|
608
$230K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8+ 0.21% |
$2.48K - $3.23K
|
3.91K
$1.48M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7+ 0.33% |
$2.17K - $2.83K
|
2.12K
$803K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
7+ 3.54% |
$2.17K - $2.83K
|
205
$77.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
7New |
$2.17K - $2.83K
|
7
$2.65K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.49% |
$2.17K - $2.83K
|
1.43K
$542K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.02% |
$2.17K - $2.83K
|
33.2K
$12.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6New |
$1.86K - $2.42K
|
6
$2.27K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6New |
$1.86K - $2.42K
|
6
$2.27K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5+ 0.36% |
$1.55K - $2.02K
|
1.41K
$534K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5New |
$1.55K - $2.02K
|
5
$1.89K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
5New |
$1.55K - $2.02K
|
5
$1.89K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5New |
$1.55K - $2.02K
|
5
$1.89K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5+ 3.11% |
$1.55K - $2.02K
|
166
$62.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5+ 0.11% |
$1.55K - $2.02K
|
4.54K
$1.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
4+ 17.39% |
$1.24K - $1.61K
|
27
$10.2K
|