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 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 1.19% |
$366 - $452
|
597
$63.2K
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
6+ 0.01% |
$314 - $388
|
44.7K
$4.73M
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
6+ 100.0% |
$314 - $388
|
12
$1.27K
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6+ 14.29% |
$314 - $388
|
48
$5.08K
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3New |
$157 - $194
|
3
$318
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 2.94% |
$52.3 - $64.6
|
35
$3.71K
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 2.7% |
$52.3 - $64.6
|
38
$4.02K
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
1New |
$52.3 - $64.6
|
1
$106
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-3- 21.43% |
$157 - $194
|
11
$1.17K
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-4- 23.53% |
$209 - $258
|
13
$1.38K
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-5- 0.81% |
$262 - $323
|
613
$64.9K
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-9- 0.06% |
$471 - $581
|
14.7K
$1.55M
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-9- 0.49% |
$471 - $581
|
1.82K
$192K
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-9- 10.84% |
$471 - $581
|
74
$7.84K
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-10- 0.62% |
$523 - $646
|
1.59K
$169K
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-22- 10.43% |
$1.15K - $1.42K
|
189
$20K
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-22- 10.43% |
$1.15K - $1.42K
|
189
$20K
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-26- 0.71% |
$1.36K - $1.68K
|
3.61K
$383K
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-27- 0.3% |
$1.41K - $1.74K
|
9.1K
$963K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-28- 11.81% |
$1.46K - $1.81K
|
209
$22.1K
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-29- 0.02% |
$1.52K - $1.87K
|
122K
$12.9M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-31- 0.51% |
$1.62K - $2K
|
6.03K
$639K
|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-36- 0.9% |
$1.88K - $2.33K
|
3.97K
$420K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-36- 28.35% |
$1.88K - $2.33K
|
91
$9.64K
|
|
Jul 31, 2023
Q2 2023
|
Strs Ohio
|
SELL
|
- |
-37- 0.11% |
$1.94K - $2.39K
|
33K
$3.49M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-40- 1.68% |
$2.09K - $2.58K
|
2.34K
$248K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-48- 0.22% |
$2.51K - $3.1K
|
21.7K
$2.3M
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-50- 23.04% |
$2.62K - $3.23K
|
167
$17.7K
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-50- 1.37% |
$2.62K - $3.23K
|
3.6K
$381K
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-62- 0.7% |
$3.24K - $4.01K
|
8.74K
$926K
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-62- 1.11% |
$3.24K - $4.01K
|
5.54K
$586K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-65- 0.71% |
$3.4K - $4.2K
|
9.07K
$960K
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-68- 15.38% |
$3.56K - $4.39K
|
374
$39.6K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-69- 1.4% |
$3.61K - $4.46K
|
4.87K
$515K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-79- 1.28% |
$4.13K - $5.1K
|
6.1K
$646K
|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-86- 1.53% |
$4.5K - $5.56K
|
5.54K
$586K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-92- 74.19% |
$4.81K - $5.94K
|
32
$3.39K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-96- 0.27% |
$5.02K - $6.2K
|
36K
$3.81M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-102- 1.83% |
$5.34K - $6.59K
|
5.48K
$580K
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-105- 0.57% |
$5.49K - $6.78K
|
18.3K
$1.94M
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-108- 33.44% |
$5.65K - $6.98K
|
215
$22.8K
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-119- 0.53% |
$6.23K - $7.69K
|
22.2K
$2.35M
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-132- 0.73% |
$6.91K - $8.53K
|
17.8K
$1.89M
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-135- 9.69% |
$7.06K - $8.72K
|
1.26K
$133K
|
|
Aug 11, 2023
Q2 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-135- 5.81% |
$7.06K - $8.72K
|
2.19K
$232K
|
|
Aug 09, 2023
Q2 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-150- 0.21% |
$7.85K - $9.69K
|
70.7K
$7.49M
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-156- 3.63% |
$8.16K - $10.1K
|
4.15K
$439K
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-159- 0.26% |
$8.32K - $10.3K
|
61.8K
$6.54M
|
|
Jul 07, 2023
Q2 2023
|
Somerset Trust CO
|
SELL
|
- |
-159- 1.9% |
$8.32K - $10.3K
|
8.21K
$870K
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-170- 4.34% |
$8.89K - $11K
|
3.75K
$397K
|