Purchases and Sales Made in Q2 2025 in Pentair PLC (PNR)
This table provides information about the institutional ownership of Pentair PLC (PNR) during Q2 2025. 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 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
183+ 12.42% |
$13.9K - $19K
|
1.66K
$177K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
177+ 105.36% |
$13.5K - $18.3K
|
345
$36.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
171+ 6.51% |
$13K - $17.7K
|
2.8K
$299K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
150New |
$11.4K - $15.5K
|
150
$16K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
142+ 4.75% |
$10.8K - $14.7K
|
3.13K
$335K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
128+ 11.46% |
$9.75K - $13.3K
|
1.25K
$133K
|
|
|
Aug 13, 2025
Q2 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
117+ 2.7% |
$8.91K - $12.1K
|
4.45K
$475K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
113+ 2.98% |
$8.61K - $11.7K
|
3.91K
$418K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
113+ 109.71% |
$8.61K - $11.7K
|
216
$23.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
112+ 3.61% |
$8.53K - $11.6K
|
3.21K
$343K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
112+ 2.82% |
$8.53K - $11.6K
|
4.09K
$437K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
111+ 4.06% |
$8.45K - $11.5K
|
2.85K
$304K
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
111New |
$8.45K - $11.5K
|
111
$11.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
108+ 0.54% |
$8.23K - $11.2K
|
20K
$2.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
107+ 486.36% |
$8.15K - $11.1K
|
129
$13.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
107+ 0.28% |
$8.15K - $11.1K
|
38.1K
$4.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
106+ 4.58% |
$8.07K - $11K
|
2.42K
$258K
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
102+ 1.43% |
$7.77K - $10.6K
|
7.22K
$772K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
102+ 2.88% |
$7.77K - $10.6K
|
3.64K
$389K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
101New |
$7.69K - $10.5K
|
101
$10.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
91+ 62.76% |
$6.93K - $9.43K
|
236
$25.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
86+ 43.22% |
$6.55K - $8.91K
|
285
$30.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
85+ 12.92% |
$6.47K - $8.8K
|
743
$79.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
84+ 10.97% |
$6.4K - $8.7K
|
850
$90.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
67+ 1.62% |
$5.1K - $6.94K
|
4.21K
$450K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
65+ 7.67% |
$4.95K - $6.73K
|
912
$97.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
63+ 31.82% |
$4.8K - $6.53K
|
261
$27.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
60+ 1.56% |
$4.57K - $6.21K
|
3.9K
$417K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
59+ 2.52% |
$4.49K - $6.11K
|
2.4K
$256K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
54+ 0.41% |
$4.11K - $5.59K
|
13.2K
$1.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
53+ 14.52% |
$4.04K - $5.49K
|
418
$44.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
49+ 67.12% |
$3.73K - $5.08K
|
122
$13K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
48+ 126.32% |
$3.66K - $4.97K
|
86
$9.19K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
47New |
$3.58K - $4.87K
|
47
$5.02K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
46+ 1.22% |
$3.5K - $4.76K
|
3.81K
$407K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
46New |
$3.5K - $4.76K
|
46
$4.91K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
38+ 0.45% |
$2.89K - $3.94K
|
8.56K
$914K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
38New |
$2.89K - $3.94K
|
38
$4.06K
|
|
|
Aug 13, 2025
Q2 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
36+ 1.65% |
$2.74K - $3.73K
|
2.22K
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
35New |
$2.67K - $3.63K
|
35
$3.74K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
33New |
$2.51K - $3.42K
|
33
$3.53K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
33+ 0.37% |
$2.51K - $3.42K
|
8.9K
$951K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
28+ 0.78% |
$2.13K - $2.9K
|
3.61K
$386K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
26New |
$1.98K - $2.69K
|
26
$2.78K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
26New |
$1.98K - $2.69K
|
26
$2.78K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
25New |
$1.9K - $2.59K
|
25
$2.67K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
24+ 23.08% |
$1.83K - $2.49K
|
128
$13.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
23+ 18.85% |
$1.75K - $2.38K
|
145
$15.5K
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
22+ 0.39% |
$1.68K - $2.28K
|
5.66K
$605K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
21New |
$1.6K - $2.18K
|
21
$2.24K
|