Purchases and Sales Made in Q3 2023 in Pentair PLC (PNR)
This table provides information about the institutional ownership of Pentair PLC (PNR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
202+ 97.58% |
$12.6K - $14.5K
|
409
$42.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
192+ 0.1% |
$12K - $13.8K
|
188K
$19.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
152New |
$9.51K - $10.9K
|
152
$15.7K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
150+ 1.33% |
$9.38K - $10.8K
|
11.4K
$1.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
149+ 163.74% |
$9.32K - $10.7K
|
240
$24.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
139New |
$8.7K - $9.97K
|
139
$14.3K
|
|
|
Oct 25, 2023
Q3 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
138+ 0.09% |
$8.63K - $9.9K
|
151K
$15.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
127+ 3.03% |
$7.95K - $9.11K
|
4.32K
$445K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
125+ 0.9% |
$7.82K - $8.97K
|
14K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
123+ 1.51% |
$7.69K - $8.82K
|
8.28K
$852K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
107+ 10.66% |
$6.69K - $7.67K
|
1.11K
$114K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
106+ 0.77% |
$6.63K - $7.6K
|
13.9K
$1.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
105+ 3.4% |
$6.57K - $7.53K
|
3.2K
$329K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
100+ 0.93% |
$6.26K - $7.17K
|
10.8K
$1.12M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100+ 192.31% |
$6.26K - $7.17K
|
152
$15.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
96New |
$6.01K - $6.89K
|
96
$9.89K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
89+ 0.73% |
$5.57K - $6.38K
|
12.3K
$1.27M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
85New |
$5.32K - $6.1K
|
85
$8.76K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
84+ 2.33% |
$5.26K - $6.02K
|
3.68K
$379K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
78+ 2.43% |
$4.88K - $5.59K
|
3.29K
$339K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
77+ 36.84% |
$4.82K - $5.52K
|
286
$29.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
76+ 1.25% |
$4.75K - $5.45K
|
6.18K
$636K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
73+ 18.25% |
$4.57K - $5.24K
|
473
$48.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
70+ 14.96% |
$4.38K - $5.02K
|
538
$55.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
66+ 1.85% |
$4.13K - $4.73K
|
3.63K
$374K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
66+ 2.41% |
$4.13K - $4.73K
|
2.8K
$288K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
62+ 0.29% |
$3.88K - $4.45K
|
21.8K
$2.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
60New |
$3.75K - $4.3K
|
60
$6.18K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
56+ 1.65% |
$3.5K - $4.02K
|
3.44K
$355K
|
|
|
Nov 14, 2023
Q3 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
50+ 0.41% |
$3.13K - $3.59K
|
12.2K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
48+ 3.02% |
$3K - $3.44K
|
1.64K
$169K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
48+ 1.45% |
$3K - $3.44K
|
3.35K
$345K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
46+ 0.05% |
$2.88K - $3.3K
|
98.4K
$10.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
45+ 140.63% |
$2.82K - $3.23K
|
77
$7.93K
|
|
|
Nov 14, 2023
Q3 2023
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
43+ 0.01% |
$2.69K - $3.08K
|
330K
$34M
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
40New |
$2.5K - $2.87K
|
40
$4.12K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
40New |
$2.5K - $2.87K
|
40
$4.12K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
39+ 3900.0% |
$2.44K - $2.8K
|
40
$4.12K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
39+ 0.44% |
$2.44K - $2.8K
|
8.81K
$908K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
35+ 19.77% |
$2.19K - $2.51K
|
212
$21.8K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
35New |
$2.19K - $2.51K
|
35
$3.61K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
29+ 18.35% |
$1.81K - $2.08K
|
187
$19.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
28+ 100.0% |
$1.75K - $2.01K
|
56
$5.77K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
27+ 8.71% |
$1.69K - $1.94K
|
337
$34.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
25New |
$1.56K - $1.79K
|
25
$2.58K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
23+ 0.37% |
$1.44K - $1.65K
|
6.25K
$643K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
22+ 13.92% |
$1.38K - $1.58K
|
180
$18.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
19+ 0.2% |
$1.19K - $1.36K
|
9.62K
$991K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
17+ 566.67% |
$1.06K - $1.22K
|
20
$2.06K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16+ 5.08% |
$1K - $1.15K
|
331
$34.1K
|