Latest Institutional Transactions on Pentair PLC (PNR)
This table provides information on the latest institutional transactions involving Pentair PLC (PNR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
139New |
$8.7K - $9.97K
|
139
$14.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
46+ 0.05% |
$2.88K - $3.3K
|
98.4K
$10M
|
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
9.81K+ 123.37% |
$614K - $704K
|
17.8K
$1.81M
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 2.63% |
$62.6 - $71.7
|
39
$3.98K
|
|
|
Oct 16, 2023
Q3 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
300New |
$18.8K - $21.5K
|
300
$30.6K
|
|
|
Oct 16, 2023
Q3 2023
|
Everence Capital Management Inc
|
BUY
|
- |
5.21K+ 42.99% |
$326K - $374K
|
17.3K
$1.77M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1KNew |
$62.6K - $71.7K
|
1K
$102K
|
|
| Q2 2023 | |||||||
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-115K- 45.14% |
$6.04M - $7.46M
|
140K
$14.3M
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
49New |
$2.56K - $3.17K
|
49
$5K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
23New |
$1.2K - $1.49K
|
23
$2.34K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
16New |
$837 - $1.03K
|
16
$1.63K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
6+ 100.0% |
$314 - $388
|
12
$1.22K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
52New |
$2.72K - $3.36K
|
52
$5.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
25.8KNew |
$1.35M - $1.67M
|
25.8K
$2.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10New |
$523 - $646
|
10
$1.02K
|
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
6.93KNew |
$363K - $448K
|
6.93K
$707K
|
|
|
Aug 14, 2023
Q2 2023
|
Core Commodity Management, LLC
Stamford, CT |
SELL
|
- |
-19.7K- 96.86% |
$1.03M - $1.27M
|
638
$65K
|
|
|
Aug 14, 2023
Q2 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-530- 14.6% |
$27.7K - $34.2K
|
3.1K
$316K
|
|
|
Aug 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
37KNew |
$1.94M - $2.39M
|
37K
$3.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
300KNew |
$15.7M - $19.4M
|
300K
$30.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.2KNew |
$62.8K - $77.5K
|
1.2K
$122K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-69- 1.4% |
$3.61K - $4.46K
|
4.87K
$496K
|
|
|
Aug 14, 2023
Q2 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
299KNew |
$15.6M - $19.3M
|
299K
$30.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-956- 12.04% |
$50K - $61.8K
|
6.99K
$712K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-463K- 82.21% |
$24.2M - $29.9M
|
100K
$10.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-530- 14.6% |
$27.7K - $34.2K
|
3.1K
$316K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-107K- 2.81% |
$5.61M - $6.93M
|
3.7M
$378M
|
|
|
Aug 10, 2023
Q2 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
40New |
$2.09K - $2.58K
|
40
$4.08K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
600New |
$31.4K - $38.8K
|
600
$61.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-135- 9.69% |
$7.06K - $8.72K
|
1.26K
$128K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-644- 15.22% |
$33.7K - $41.6K
|
3.59K
$366K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.11KNew |
$163K - $201K
|
3.11K
$317K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
25New |
$1.31K - $1.61K
|
25
$2.55K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.48K+ 7.89% |
$77.6K - $95.8K
|
20.3K
$2.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
6.54KNew |
$342K - $423K
|
6.54K
$667K
|
|
|
Aug 04, 2023
Q2 2023
|
Armstrong Shaw Associates Inc
|
SELL
|
- |
-2.02K- 29.82% |
$106K - $130K
|
4.75K
$484K
|
|
|
Aug 01, 2023
Q2 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-1.22K- 23.99% |
$63.9K - $78.9K
|
3.87K
$394K
|
|
|
Jul 31, 2023
Q2 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
3.16KNew |
$165K - $204K
|
3.16K
$322K
|
|
|
Jul 28, 2023
Q2 2023
|
Q3 Asset Management
|
SELL
|
- |
-9.57K- 53.08% |
$501K - $618K
|
8.46K
$862K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 2.94% |
$52.3 - $64.6
|
35
$3.57K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
20New |
$1.05K - $1.29K
|
20
$2.04K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
19+ 31.15% |
$859 - $1.14K
|
80
$8.16K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.34K+ 248.52% |
$60.7K - $80.8K
|
1.88K
$192K
|
|
|
May 15, 2023
Q1 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
9KNew |
$407K - $542K
|
9K
$918K
|
|
|
May 15, 2023
Q1 2023
|
Soviero Asset Management, LP
New York, NY |
BUY
|
- |
45KNew |
$2.03M - $2.71M
|
45K
$4.59M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
349KNew |
$15.8M - $21M
|
349K
$35.6M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
14.6KNew |
$659K - $878K
|
14.6K
$1.49M
|
|
|
May 12, 2023
Q1 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
3.99KNew |
$181K - $240K
|
3.99K
$407K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
38.8KNew |
$1.76M - $2.34M
|
38.8K
$3.96M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
42New |
$1.9K - $2.53K
|
42
$4.28K
|
|