Purchases and Sales Made in Q4 2022 in Pentair PLC (PNR)
This table provides information about the institutional ownership of Pentair PLC (PNR) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.95% |
$3.9K - $4.67K
|
10.6K
$1.12M
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
100New |
$3.9K - $4.67K
|
100
$10.6K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
98+ 163.33% |
$3.82K - $4.58K
|
158
$16.7K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
93+ 300.0% |
$3.63K - $4.34K
|
124
$13.1K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
80+ 0.44% |
$3.12K - $3.74K
|
18.3K
$1.94M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
57New |
$2.22K - $2.66K
|
57
$6.04K
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
56New |
$2.18K - $2.62K
|
56
$5.93K
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
56+ 0.43% |
$2.18K - $2.62K
|
12.9K
$1.37M
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
54+ 0.43% |
$2.11K - $2.52K
|
12.6K
$1.33M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
53+ 100.0% |
$2.07K - $2.48K
|
106
$11.2K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
53New |
$2.07K - $2.48K
|
53
$5.61K
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
50New |
$1.95K - $2.34K
|
50
$5.3K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
48New |
$1.87K - $2.24K
|
48
$5.08K
|
|
Jan 27, 2023
Q4 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
48+ 0.03% |
$1.87K - $2.24K
|
153K
$16.2M
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
45New |
$1.76K - $2.1K
|
45
$4.77K
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
41+ 107.89% |
$1.6K - $1.92K
|
79
$8.37K
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
39New |
$1.52K - $1.82K
|
39
$4.13K
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
38+ 2.72% |
$1.48K - $1.77K
|
1.44K
$152K
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
35New |
$1.37K - $1.63K
|
35
$3.71K
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
27New |
$1.05K - $1.26K
|
27
$2.86K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
24+ 10.67% |
$936 - $1.12K
|
249
$26.4K
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
23New |
$897 - $1.07K
|
23
$2.44K
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
21+ 50.0% |
$819 - $981
|
63
$6.67K
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
19+ 0.34% |
$741 - $887
|
5.68K
$601K
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
18+ 112.5% |
$702 - $841
|
34
$3.6K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18+ 19.35% |
$702 - $841
|
111
$11.8K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
16New |
$624 - $747
|
16
$1.69K
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
16New |
$624 - $747
|
16
$1.69K
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
14+ 29.17% |
$546 - $654
|
62
$6.57K
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
12New |
$468 - $561
|
12
$1.27K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12+ 0.04% |
$468 - $561
|
32.4K
$3.44M
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12+ 11.32% |
$468 - $561
|
118
$12.5K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11New |
$429 - $514
|
11
$1.17K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
11New |
$429 - $514
|
11
$1.17K
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
10New |
$390 - $467
|
10
$1.06K
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8+ 1.21% |
$312 - $374
|
671
$71.1K
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
8+ 0.06% |
$312 - $374
|
13.5K
$1.43M
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7New |
$273 - $327
|
7
$741
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
7+ 140.0% |
$273 - $327
|
12
$1.27K
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
6+ 100.0% |
$234 - $280
|
12
$1.27K
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6New |
$234 - $280
|
6
$636
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
5New |
$195 - $234
|
5
$530
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 14.29% |
$156 - $187
|
32
$3.39K
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 0.05% |
$156 - $187
|
8.61K
$912K
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
2New |
$78 - $93.4
|
2
$212
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
2New |
$78 - $93.4
|
2
$212
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2New |
$78 - $93.4
|
2
$212
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
1New |
$39 - $46.7
|
1
$106
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 3.45% |
$39 - $46.7
|
30
$3.18K
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-7- 0.01% |
$273 - $327
|
101K
$10.7M
|