Purchases and Sales Made in Q2 2024 in Pentair PLC (PNR)
This table provides information about the institutional ownership of Pentair PLC (PNR) during Q2 2024. 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 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
122+ 4.26% |
$9.07K - $10.4K
|
2.99K
$298K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
121+ 1.54% |
$8.99K - $10.3K
|
7.96K
$793K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
100New |
$7.43K - $8.51K
|
100
$9.96K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
100+ 22.22% |
$7.43K - $8.51K
|
550
$54.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
93+ 1.9% |
$6.91K - $7.91K
|
4.99K
$497K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
88New |
$6.54K - $7.49K
|
88
$8.77K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
85New |
$6.32K - $7.23K
|
85
$8.47K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
79New |
$5.87K - $6.72K
|
79
$7.87K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
76+ 33.93% |
$5.65K - $6.47K
|
300
$29.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
72+ 514.29% |
$5.35K - $6.13K
|
86
$8.57K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
72New |
$5.35K - $6.13K
|
72
$7.17K
|
|
|
Aug 13, 2024
Q2 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
66New |
$4.9K - $5.62K
|
66
$6.58K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
63New |
$4.68K - $5.36K
|
63
$6.28K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
56+ 1.6% |
$4.16K - $4.76K
|
3.56K
$354K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
53+ 1.86% |
$3.94K - $4.51K
|
2.9K
$288K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
53New |
$3.94K - $4.51K
|
53
$5.28K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
50+ 21.28% |
$3.72K - $4.25K
|
285
$28.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
49+ 0.05% |
$3.64K - $4.17K
|
98.8K
$9.84M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
46+ 46.0% |
$3.42K - $3.91K
|
146
$14.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
43+ 12.68% |
$3.2K - $3.66K
|
382
$38.1K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
41+ 10.2% |
$3.05K - $3.49K
|
443
$44.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
40+ 13.16% |
$2.97K - $3.4K
|
344
$34.3K
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
39+ 1.29% |
$2.9K - $3.32K
|
3.07K
$306K
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
35+ 0.7% |
$2.6K - $2.98K
|
5.04K
$502K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
34+ 0.11% |
$2.53K - $2.89K
|
30K
$2.99M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
34+ 0.57% |
$2.53K - $2.89K
|
5.95K
$593K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
33+ 18.33% |
$2.45K - $2.81K
|
213
$21.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
27+ 31.4% |
$2.01K - $2.3K
|
113
$11.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
26New |
$1.93K - $2.21K
|
26
$2.59K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
23+ 0.79% |
$1.71K - $1.96K
|
2.95K
$294K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
21New |
$1.56K - $1.79K
|
21
$2.09K
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
16+ 0.36% |
$1.19K - $1.36K
|
4.5K
$448K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
14New |
$1.04K - $1.19K
|
14
$1.39K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
13+ 3.8% |
$966 - $1.11K
|
355
$35.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
12+ 1.25% |
$892 - $1.02K
|
972
$96.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
11+ 0.21% |
$817 - $936
|
5.15K
$513K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
10+ 0.43% |
$743 - $851
|
2.33K
$232K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9+ 0.29% |
$669 - $766
|
3.07K
$306K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
8+ 61.54% |
$594 - $681
|
21
$2.09K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.37% |
$446 - $510
|
1.62K
$161K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6New |
$446 - $510
|
6
$598
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 2.78% |
$446 - $510
|
222
$22.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
5New |
$372 - $425
|
5
$498
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4+ 0.14% |
$297 - $340
|
2.84K
$283K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4+ 33.33% |
$297 - $340
|
16
$1.59K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 0.4% |
$223 - $255
|
748
$74.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3+ 9.68% |
$223 - $255
|
34
$3.39K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 27.27% |
$223 - $255
|
14
$1.39K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2+ 2.2% |
$149 - $170
|
93
$9.27K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2+ 0.02% |
$149 - $170
|
10.7K
$1.07M
|