Purchases and Sales Made in Q2 2023 in Pentair PLC (PNR)
This table provides information about the institutional ownership of Pentair PLC (PNR) during Q2 2023. The information is specifically focused on institutions that hold shares of PENTAIR plc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
341+ 10.59% |
$17.8K - $22K
|
3.56K
$318K
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
326+ 7.55% |
$17.1K - $21.1K
|
4.64K
$415K
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
295+ 0.86% |
$15.4K - $19.1K
|
34.5K
$3.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
256+ 1.97% |
$13.4K - $16.5K
|
13.3K
$1.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
246+ 6.53% |
$12.9K - $15.9K
|
4.01K
$358K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
236+ 5.97% |
$12.3K - $15.2K
|
4.19K
$374K
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
216+ 3.8% |
$11.3K - $14K
|
5.89K
$526K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
215+ 4.37% |
$11.2K - $13.9K
|
5.14K
$459K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
208+ 5.21% |
$10.9K - $13.4K
|
4.2K
$375K
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
205+ 4.86% |
$10.7K - $13.2K
|
4.42K
$395K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
203+ 6.74% |
$10.6K - $13.1K
|
3.22K
$287K
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
177+ 0.75% |
$9.26K - $11.4K
|
23.9K
$2.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
170+ 2.72% |
$8.89K - $11K
|
6.43K
$574K
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
162+ 0.84% |
$8.48K - $10.5K
|
19.5K
$1.74M
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
150+ 1.1% |
$7.85K - $9.69K
|
13.8K
$1.23M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
137+ 46.44% |
$7.17K - $8.85K
|
432
$38.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
133+ 11.2% |
$6.96K - $8.59K
|
1.32K
$118K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
133+ 11.2% |
$6.96K - $8.59K
|
1.32K
$118K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
100New |
$5.23K - $6.46K
|
100
$8.93K
|
|
|
Jul 24, 2023
Q2 2023
|
Outfitter Financial LLC
|
BUY
|
- |
95+ 0.41% |
$4.97K - $6.14K
|
23.4K
$2.09M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
85+ 9.25% |
$4.45K - $5.49K
|
1K
$89.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
74+ 30.71% |
$3.87K - $4.78K
|
315
$28.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
70+ 0.53% |
$3.66K - $4.52K
|
13.3K
$1.19M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
68+ 1.16% |
$3.56K - $4.39K
|
5.92K
$529K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
52New |
$2.72K - $3.36K
|
52
$4.64K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
50New |
$2.62K - $3.23K
|
50
$4.47K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
50+ 0.47% |
$2.62K - $3.23K
|
10.7K
$959K
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
49New |
$2.56K - $3.17K
|
49
$4.38K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
45+ 0.52% |
$2.35K - $2.91K
|
8.74K
$780K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
41+ 0.15% |
$2.15K - $2.65K
|
27.3K
$2.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
40New |
$2.09K - $2.58K
|
40
$3.57K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
37+ 8.58% |
$1.94K - $2.39K
|
468
$41.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
33+ 106.45% |
$1.73K - $2.13K
|
64
$5.72K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
26+ 0.89% |
$1.36K - $1.68K
|
2.94K
$263K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
26+ 17.22% |
$1.36K - $1.68K
|
177
$15.8K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
26+ 17.22% |
$1.36K - $1.68K
|
177
$15.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
25New |
$1.31K - $1.61K
|
25
$2.23K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
25+ 30.49% |
$1.31K - $1.61K
|
107
$9.56K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
23+ 8.01% |
$1.2K - $1.49K
|
310
$27.7K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
23New |
$1.2K - $1.49K
|
23
$2.05K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
20New |
$1.05K - $1.29K
|
20
$1.79K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
19+ 10.11% |
$994 - $1.23K
|
207
$18.5K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
16New |
$837 - $1.03K
|
16
$1.43K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15+ 0.17% |
$785 - $969
|
8.96K
$800K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
15+ 40.54% |
$785 - $969
|
52
$4.64K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
15+ 750.0% |
$785 - $969
|
17
$1.52K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11+ 0.12% |
$576 - $711
|
9.26K
$827K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10New |
$523 - $646
|
10
$893
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
10+ 9.01% |
$523 - $646
|
121
$10.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 1.19% |
$366 - $452
|
597
$53.3K
|