Purchases and Sales Made in Q4 2023 in Pentair PLC (PNR)
This table provides information about the institutional ownership of Pentair PLC (PNR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
639+ 20.57% |
$36.7K - $46.6K
|
3.75K
$386K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
620+ 26.39% |
$35.6K - $45.3K
|
2.97K
$306K
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
611+ 4.43% |
$35.1K - $44.6K
|
14.4K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
581+ 11.35% |
$33.3K - $42.4K
|
5.7K
$587K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
541+ 17.41% |
$31K - $39.5K
|
3.65K
$376K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
484+ 8.98% |
$27.8K - $35.3K
|
5.87K
$605K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
478+ 9.44% |
$27.4K - $34.9K
|
5.54K
$571K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
477+ 88.66% |
$27.4K - $34.8K
|
1.02K
$105K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
458+ 4.85% |
$26.3K - $33.4K
|
9.9K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
455+ 11.45% |
$26.1K - $33.2K
|
4.43K
$456K
|
|
|
Feb 07, 2024
Q4 2023
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
438+ 0.91% |
$25.1K - $32K
|
48.6K
$5M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
426+ 0.73% |
$24.4K - $31.1K
|
59K
$6.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
421+ 2.76% |
$24.2K - $30.7K
|
15.7K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
421+ 7.25% |
$24.2K - $30.7K
|
6.23K
$642K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
393+ 0.29% |
$22.6K - $28.7K
|
136K
$14M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
379+ 0.84% |
$21.7K - $27.7K
|
45.4K
$4.67M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
351+ 1.86% |
$20.1K - $25.6K
|
19.2K
$1.98M
|
|
|
Jan 19, 2024
Q4 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
351+ 3.84% |
$20.1K - $25.6K
|
9.5K
$978K
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
311+ 8.22% |
$17.8K - $22.7K
|
4.1K
$422K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
277New |
$15.9K - $20.2K
|
277
$28.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
264New |
$15.1K - $19.3K
|
264
$27.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
234+ 2.69% |
$13.4K - $17.1K
|
8.93K
$920K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
213+ 112.7% |
$12.2K - $15.5K
|
402
$41.4K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
213+ 112.7% |
$12.2K - $15.5K
|
402
$41.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
209+ 4.96% |
$12K - $15.3K
|
4.43K
$456K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
201+ 5.68% |
$11.5K - $14.7K
|
3.74K
$385K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.71% |
$11.5K - $14.6K
|
28.4K
$2.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
200New |
$11.5K - $14.6K
|
200
$20.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
182New |
$10.4K - $13.3K
|
182
$18.7K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
178+ 166.36% |
$10.2K - $13K
|
285
$29.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
175+ 0.14% |
$10K - $12.8K
|
125K
$12.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
173+ 24.61% |
$9.93K - $12.6K
|
876
$90.2K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
172+ 0.53% |
$9.87K - $12.6K
|
32.6K
$3.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
172+ 3.51% |
$9.87K - $12.6K
|
5.07K
$523K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
154+ 82.35% |
$8.84K - $11.2K
|
341
$35.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
145+ 3.83% |
$8.32K - $10.6K
|
3.93K
$405K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
141+ 2.34% |
$8.09K - $10.3K
|
6.16K
$635K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
133New |
$7.63K - $9.71K
|
133
$13.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
125New |
$7.17K - $9.13K
|
125
$12.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
112+ 0.8% |
$6.43K - $8.18K
|
14.1K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
106+ 0.22% |
$6.08K - $7.74K
|
49K
$5.04M
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.22% |
$5.74K - $7.3K
|
45.3K
$4.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
98+ 2.95% |
$5.62K - $7.15K
|
3.42K
$352K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
93+ 0.32% |
$5.34K - $6.79K
|
29K
$2.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
91+ 2.32% |
$5.22K - $6.64K
|
4.02K
$414K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
88+ 2.65% |
$5.05K - $6.42K
|
3.41K
$352K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
86New |
$4.93K - $6.28K
|
86
$8.86K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
80New |
$4.59K - $5.84K
|
80
$8.24K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
73New |
$4.19K - $5.33K
|
73
$7.52K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
70+ 0.08% |
$4.02K - $5.11K
|
91.1K
$9.38M
|