Purchases and Sales Made in Q4 2024 in Pool Corp (POOL)
This table provides information about the institutional ownership of Pool Corp (POOL) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
753+ 14.38% |
$256K - $294K
|
5.99K
$2M
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
735New |
$249K - $287K
|
735
$246K
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
723New |
$245K - $282K
|
723
$242K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
661+ 22.65% |
$224K - $258K
|
3.58K
$1.2M
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
635New |
$215K - $248K
|
635
$212K
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
625New |
$212K - $244K
|
625
$209K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
561+ 298.4% |
$190K - $219K
|
749
$250K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
516New |
$175K - $201K
|
516
$173K
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
504+ 1.56% |
$171K - $197K
|
32.8K
$11M
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
495+ 15.27% |
$168K - $193K
|
3.74K
$1.25M
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
459+ 5.89% |
$156K - $179K
|
8.25K
$2.76M
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
428New |
$145K - $167K
|
428
$143K
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
424+ 6.97% |
$144K - $165K
|
6.51K
$2.18M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
424+ 7.59% |
$144K - $165K
|
6.01K
$2.01M
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
390+ 52.92% |
$132K - $152K
|
1.13K
$377K
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
390+ 17.5% |
$132K - $152K
|
2.62K
$875K
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
384New |
$130K - $150K
|
384
$128K
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
379+ 8.16% |
$129K - $148K
|
5.02K
$1.68M
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
370+ 92.04% |
$126K - $144K
|
772
$258K
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
345+ 9.67% |
$117K - $135K
|
3.91K
$1.31M
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
295+ 13.95% |
$100K - $115K
|
2.41K
$805K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
255+ 3.7% |
$86.5K - $99.5K
|
7.15K
$2.39M
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
225New |
$76.3K - $87.8K
|
225
$75.2K
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
217+ 3.87% |
$73.6K - $84.6K
|
5.82K
$1.95M
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
186+ 19.7% |
$63.1K - $72.5K
|
1.13K
$378K
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
184+ 22.6% |
$62.4K - $71.8K
|
998
$334K
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
180+ 4.38% |
$61.1K - $70.2K
|
4.29K
$1.43M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
180+ 22.73% |
$61.1K - $70.2K
|
972
$325K
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
180+ 6.48% |
$61.1K - $70.2K
|
2.96K
$989K
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
180New |
$61.1K - $70.2K
|
180
$60.2K
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
179+ 16.42% |
$60.7K - $69.8K
|
1.27K
$424K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
167+ 9.01% |
$56.7K - $65.1K
|
2.02K
$675K
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
152+ 3.12% |
$51.6K - $59.3K
|
5.03K
$1.68M
|
|
Feb 06, 2025
Q4 2024
|
Torray LLC
|
BUY
|
- |
148+ 1.03% |
$50.2K - $57.7K
|
14.6K
$4.87M
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
144+ 22.54% |
$48.9K - $56.2K
|
783
$262K
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
132New |
$44.8K - $51.5K
|
132
$44.1K
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
131+ 5.73% |
$44.5K - $51.1K
|
2.42K
$808K
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
119+ 1.08% |
$40.4K - $46.4K
|
11.1K
$3.71M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
106+ 7.4% |
$36K - $41.3K
|
1.54K
$515K
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
102+ 8.26% |
$34.6K - $39.8K
|
1.34K
$447K
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
102+ 4.74% |
$34.6K - $39.8K
|
2.26K
$754K
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
96+ 1.37% |
$32.6K - $37.4K
|
7.12K
$2.38M
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
92+ 79.31% |
$31.2K - $35.9K
|
208
$69.5K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
90+ 5.76% |
$30.5K - $35.1K
|
1.65K
$553K
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
88New |
$29.9K - $34.3K
|
88
$29.4K
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
86New |
$29.2K - $33.5K
|
86
$28.8K
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
82+ 3.73% |
$27.8K - $32K
|
2.28K
$762K
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
73+ 0.54% |
$24.8K - $28.5K
|
13.6K
$4.55M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
72+ 9.27% |
$24.4K - $28.1K
|
849
$284K
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
69+ 2300.0% |
$23.4K - $26.9K
|
72
$24.1K
|