Purchases and Sales Made in Q3 2025 in Pentair PLC (PNR)
This table provides information about the institutional ownership of Pentair PLC (PNR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
182+ 6.47% |
$18.3K - $20.5K
|
3K
$320K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
161+ 1463.64% |
$16.2K - $18.1K
|
172
$18.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
150+ 58.82% |
$15.1K - $16.9K
|
405
$43.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
143New |
$14.4K - $16.1K
|
143
$15.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
132+ 4.29% |
$13.3K - $14.9K
|
3.21K
$343K
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
129+ 4.65% |
$13K - $14.5K
|
2.9K
$310K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
110+ 3.99% |
$11.1K - $12.4K
|
2.87K
$307K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
102New |
$10.3K - $11.5K
|
102
$10.9K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
101+ 2.65% |
$10.2K - $11.4K
|
3.91K
$417K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
99+ 660.0% |
$9.96K - $11.1K
|
114
$12.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
98+ 64.9% |
$9.86K - $11K
|
249
$26.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
92New |
$9.26K - $10.4K
|
92
$9.83K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
85+ 4.24% |
$8.55K - $9.57K
|
2.09K
$223K
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
62+ 0.04% |
$6.24K - $6.98K
|
164K
$17.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
62+ 310.0% |
$6.24K - $6.98K
|
82
$8.76K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
59+ 0.82% |
$5.94K - $6.64K
|
7.27K
$777K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
57+ 0.43% |
$5.74K - $6.42K
|
13.2K
$1.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
50New |
$5.03K - $5.63K
|
50
$5.34K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
48New |
$4.83K - $5.4K
|
48
$5.13K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
43+ 1.8% |
$4.33K - $4.84K
|
2.44K
$260K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
42+ 280.0% |
$4.23K - $4.73K
|
57
$6.09K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
22+ 0.42% |
$2.21K - $2.48K
|
5.2K
$556K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
19+ 4.55% |
$1.91K - $2.14K
|
437
$46.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
16+ 0.09% |
$1.61K - $1.8K
|
17.7K
$1.89M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
16New |
$1.61K - $1.8K
|
16
$1.71K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
12New |
$1.21K - $1.35K
|
12
$1.28K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11+ 0.88% |
$1.11K - $1.24K
|
1.26K
$134K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
11+ 0.5% |
$1.11K - $1.24K
|
2.2K
$235K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
11New |
$1.11K - $1.24K
|
11
$1.18K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
11+ 31.43% |
$1.11K - $1.24K
|
46
$4.91K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
11New |
$1.11K - $1.24K
|
11
$1.18K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
10+ 142.86% |
$1.01K - $1.13K
|
17
$1.82K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
9+ 4.5% |
$906 - $1.01K
|
209
$22.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7+ 0.19% |
$704 - $788
|
3.62K
$386K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
5New |
$503 - $563
|
5
$534
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
4New |
$402 - $450
|
4
$427
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3+ 1.06% |
$302 - $338
|
285
$30.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 42.86% |
$302 - $338
|
10
$1.07K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
3+ 0.06% |
$302 - $338
|
5.25K
$561K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
2+ 5.88% |
$201 - $225
|
36
$3.85K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 0.67% |
$201 - $225
|
300
$32.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
2New |
$201 - $225
|
2
$214
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1New |
$101 - $113
|
1
$107
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1+ 14.29% |
$101 - $113
|
8
$855
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 1.64% |
$101 - $113
|
62
$6.62K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.23% |
$101 - $113
|
436
$46.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-3- 3.0% |
$302 - $338
|
97
$10.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-5- 1.79% |
$503 - $563
|
274
$29.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-8- 0.94% |
$805 - $901
|
842
$90K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-14- 0.16% |
$1.41K - $1.58K
|
8.54K
$913K
|