Institutional Ownership Pentair PLC (PNR)
This table provides information about the institutional ownership of Pentair PLC (PNR). We have compiled data on the 725 institutions that hold shares in the stock, with a total of 147 Million shares, which have been reported (via 13F filing form) to have a value of $16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
9
shares
|
$980
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
7
shares
|
$762
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
7
shares
|
$762
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
6
shares
|
$653
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
6
shares
|
$653
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
5
shares
|
$544
0.0% of portfolio
|
Q1 2024
Reduced 72.22%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
5
shares
|
$544
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
5
shares
|
$544
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5
shares
|
$544
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
5
shares
|
$544
0.0% of portfolio
|
Q2 2024
Reduced 44.44%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
5
shares
|
$544
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
5
shares
|
$544
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
5
shares
|
$544
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
4
shares
|
$435
0.0% of portfolio
|
Q4 2023
Reduced 97.33%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
3
shares
|
$326
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
2
shares
|
$217
0.0% of portfolio
|
Q3 2024
Reduced 85.71%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
2
shares
|
$217
0.0% of portfolio
|
Q4 2022
Reduced 95.24%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
2
shares
|
$217
0.0% of portfolio
|
Q2 2024
Reduced 88.24%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
2
shares
|
$217
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|