Purchases and Sales Made in Q4 2024 in Pentair PLC (PNR)
This table provides information about the institutional ownership of Pentair PLC (PNR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
258+ 6.9% |
$24.5K - $28.2K
|
4K
$415K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
249+ 6.94% |
$23.7K - $27.2K
|
3.84K
$398K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
244+ 6.84% |
$23.2K - $26.6K
|
3.81K
$395K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
213New |
$20.2K - $23.3K
|
213
$22.1K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
210New |
$20K - $22.9K
|
210
$21.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
199+ 3.95% |
$18.9K - $21.7K
|
5.23K
$543K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
168+ 0.2% |
$16K - $18.3K
|
85.4K
$8.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
167+ 0.6% |
$15.9K - $18.2K
|
27.9K
$2.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
161+ 1.35% |
$15.3K - $17.6K
|
12.1K
$1.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
155New |
$14.7K - $16.9K
|
155
$16.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
151+ 2.89% |
$14.3K - $16.5K
|
5.37K
$557K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
149+ 204.11% |
$14.2K - $16.3K
|
222
$23K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
127+ 16.1% |
$12.1K - $13.9K
|
916
$95K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
96+ 2.78% |
$9.12K - $10.5K
|
3.55K
$368K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
73New |
$6.94K - $7.97K
|
73
$7.57K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
66+ 0.88% |
$6.27K - $7.21K
|
7.58K
$786K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
61New |
$5.8K - $6.66K
|
61
$6.32K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
58+ 1.94% |
$5.51K - $6.33K
|
3.05K
$317K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
57+ 1.51% |
$5.42K - $6.22K
|
3.82K
$396K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
55+ 2.07% |
$5.23K - $6.01K
|
2.71K
$281K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
51+ 0.32% |
$4.85K - $5.57K
|
16.1K
$1.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
50New |
$4.75K - $5.46K
|
50
$5.18K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
49+ 17.56% |
$4.66K - $5.35K
|
328
$34K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
47+ 0.72% |
$4.47K - $5.13K
|
6.58K
$682K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
45+ 0.85% |
$4.28K - $4.91K
|
5.36K
$556K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
41+ 6.22% |
$3.9K - $4.48K
|
700
$72.6K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
40+ 1.54% |
$3.8K - $4.37K
|
2.63K
$273K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
40+ 1.38% |
$3.8K - $4.37K
|
2.94K
$305K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
35+ 0.19% |
$3.33K - $3.82K
|
18K
$1.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
34+ 8.99% |
$3.23K - $3.71K
|
412
$42.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
15New |
$1.43K - $1.64K
|
15
$1.56K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
13+ 1.79% |
$1.24K - $1.42K
|
738
$76.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
11+ 1.56% |
$1.05K - $1.2K
|
716
$74.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9+ 5.0% |
$855 - $983
|
189
$19.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.23% |
$665 - $764
|
3.06K
$317K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
7New |
$665 - $764
|
7
$726
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
6+ 37.5% |
$570 - $655
|
22
$2.28K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4+ 0.19% |
$380 - $437
|
2.16K
$224K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
3+ 0.12% |
$285 - $328
|
2.44K
$253K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
2New |
$190 - $218
|
2
$207
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2+ 10.0% |
$190 - $218
|
22
$2.28K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2+ 0.03% |
$190 - $218
|
6.22K
$645K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2+ 1.33% |
$190 - $218
|
152
$15.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 2.94% |
$95 - $109
|
35
$3.63K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$95 - $109
|
1
$104
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
SELL
|
- |
-6- 0.08% |
$570 - $655
|
7.47K
$775K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8- 5.13% |
$760 - $874
|
148
$15.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-9- 0.1% |
$855 - $983
|
8.75K
$907K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-10- 0.01% |
$950 - $1.09K
|
122K
$12.6M
|