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 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
18+ 6.82% |
$1.37K - $1.86K
|
282
$30.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
16+ 160.0% |
$1.22K - $1.66K
|
26
$2.78K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
16+ 27.12% |
$1.22K - $1.66K
|
75
$8.01K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
13+ 4.56% |
$990 - $1.35K
|
298
$31.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
13New |
$990 - $1.35K
|
13
$1.39K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
12New |
$914 - $1.24K
|
12
$1.28K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12New |
$914 - $1.24K
|
12
$1.28K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
12+ 2.99% |
$914 - $1.24K
|
414
$44.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
11New |
$838 - $1.14K
|
11
$1.18K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
11+ 47.83% |
$838 - $1.14K
|
34
$3.63K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
11+ 0.1% |
$838 - $1.14K
|
10.9K
$1.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
10+ 0.84% |
$762 - $1.04K
|
1.2K
$128K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
10+ 43.48% |
$762 - $1.04K
|
33
$3.53K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
9+ 9.38% |
$686 - $932
|
105
$11.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8+ 114.29% |
$609 - $829
|
15
$1.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
8+ 53.33% |
$609 - $829
|
23
$2.46K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
7+ 22.58% |
$533 - $725
|
38
$4.06K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
7New |
$533 - $725
|
7
$748
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
7+ 175.0% |
$533 - $725
|
11
$1.18K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
7+ 0.24% |
$533 - $725
|
2.95K
$315K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
7New |
$533 - $725
|
7
$748
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
6+ 2.2% |
$457 - $621
|
279
$29.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
5New |
$381 - $518
|
5
$534
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5New |
$381 - $518
|
5
$534
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5New |
$381 - $518
|
5
$534
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4+ 0.1% |
$305 - $414
|
3.97K
$424K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 75.0% |
$229 - $311
|
7
$748
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
3+ 0.32% |
$229 - $311
|
944
$101K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3+ 50.0% |
$229 - $311
|
9
$962
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
3+ 100.0% |
$229 - $311
|
6
$641
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
3+ 0.06% |
$229 - $311
|
5.1K
$545K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
3+ 15.0% |
$229 - $311
|
23
$2.46K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3New |
$229 - $311
|
3
$321
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
2+ 0.04% |
$152 - $207
|
5.25K
$560K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2New |
$152 - $207
|
2
$214
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2New |
$152 - $207
|
2
$214
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 2.5% |
$76.2 - $104
|
41
$4.38K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1+ 0.42% |
$76.2 - $104
|
240
$25.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
1+ 7.69% |
$76.2 - $104
|
14
$1.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 100.0% |
$76.2 - $104
|
2
$214
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.0% |
$76.2 - $104
|
58.3K
$6.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1+ 0.67% |
$76.2 - $104
|
151
$16.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.04% |
$76.2 - $104
|
2.37K
$253K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1- 7.14% |
$76.2 - $104
|
13
$1.39K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.67% |
$76.2 - $104
|
148
$15.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-1- 2.5% |
$76.2 - $104
|
39
$4.17K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-3- 10.34% |
$229 - $311
|
26
$2.78K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-3- 23.08% |
$229 - $311
|
10
$1.07K
|