Purchases and Sales Made in Q3 2024 in Pentair PLC (PNR)
This table provides information about the institutional ownership of Pentair PLC (PNR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
462+ 5.06% |
$34.4K - $45.2K
|
9.58K
$987K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
457+ 14.6% |
$34K - $44.7K
|
3.59K
$370K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
433+ 13.45% |
$32.2K - $42.3K
|
3.65K
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
421+ 13.21% |
$31.3K - $41.2K
|
3.61K
$372K
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
420+ 7.5% |
$31.2K - $41.1K
|
6.02K
$620K
|
|
|
Nov 14, 2024
Q3 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
392+ 10.84% |
$29.2K - $38.3K
|
4.01K
$413K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
373+ 12.11% |
$27.7K - $36.5K
|
3.45K
$356K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
364+ 10.24% |
$27.1K - $35.6K
|
3.92K
$404K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
332+ 3.76% |
$24.7K - $32.5K
|
9.16K
$944K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
327+ 165.15% |
$24.3K - $32K
|
525
$54.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
326+ 1.65% |
$24.3K - $31.9K
|
20.1K
$2.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
312+ 11.65% |
$23.2K - $30.5K
|
2.99K
$308K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
303+ 4.88% |
$22.5K - $29.6K
|
6.51K
$671K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
297+ 7.05% |
$22.1K - $29K
|
4.51K
$465K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
294+ 22.01% |
$21.9K - $28.8K
|
1.63K
$168K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
292+ 2.76% |
$21.7K - $28.6K
|
10.9K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
288+ 9.95% |
$21.4K - $28.2K
|
3.18K
$328K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
283+ 4.08% |
$21.1K - $27.7K
|
7.22K
$744K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
280+ 8.03% |
$20.8K - $27.4K
|
3.77K
$388K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
279New |
$20.8K - $27.3K
|
279
$28.7K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
262+ 59.14% |
$19.5K - $25.6K
|
705
$72.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
228+ 5.42% |
$17K - $22.3K
|
4.43K
$456K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
224+ 1.17% |
$16.7K - $21.9K
|
19.4K
$2M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
213+ 3.01% |
$15.8K - $20.8K
|
7.28K
$750K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
207New |
$15.4K - $20.2K
|
207
$21.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
205+ 4.97% |
$15.2K - $20K
|
4.33K
$446K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
190+ 2.08% |
$14.1K - $18.6K
|
9.32K
$960K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
187+ 1.94% |
$13.9K - $18.3K
|
9.81K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
187+ 3.6% |
$13.9K - $18.3K
|
5.38K
$554K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
180New |
$13.4K - $17.6K
|
180
$18.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
178+ 51.74% |
$13.2K - $17.4K
|
522
$53.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
170+ 2.31% |
$12.6K - $16.6K
|
7.53K
$775K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
167+ 14.27% |
$12.4K - $16.3K
|
1.34K
$138K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
161+ 5.45% |
$12K - $15.7K
|
3.12K
$321K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
158+ 5.71% |
$11.8K - $15.5K
|
2.92K
$301K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
135New |
$10K - $13.2K
|
135
$13.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
134+ 105.51% |
$9.97K - $13.1K
|
261
$26.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
130+ 1.63% |
$9.67K - $12.7K
|
8.12K
$837K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
112New |
$8.33K - $11K
|
112
$11.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Hood River Capital Management LLC
Palm Beach Gardens, FL |
BUY
|
- |
110+ 8.65% |
$8.18K - $10.8K
|
1.38K
$142K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
109+ 1.22% |
$8.11K - $10.7K
|
9.06K
$933K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
102+ 2.35% |
$7.59K - $9.97K
|
4.43K
$457K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
101+ 10.13% |
$7.51K - $9.88K
|
1.1K
$113K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
88+ 733.33% |
$6.55K - $8.61K
|
100
$10.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
86+ 0.99% |
$6.4K - $8.41K
|
8.76K
$902K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
84New |
$6.25K - $8.21K
|
84
$8.65K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
82+ 1.59% |
$6.1K - $8.02K
|
5.23K
$539K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
81+ 92.05% |
$6.03K - $7.92K
|
169
$17.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
78+ 0.13% |
$5.8K - $7.63K
|
58.6K
$6.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
66+ 2.03% |
$4.91K - $6.45K
|
3.32K
$342K
|