Latest Institutional Transactions on Pentair PLC (PNR)
This table provides information on the latest institutional transactions involving Pentair PLC (PNR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-173Closed |
$10.5K - $12.2K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1Closed |
$60.8 - $70.7
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-3.65KClosed |
$222K - $258K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Heartland Bank & Trust CO
|
SELL
|
- |
-4.15KClosed |
$252K - $293K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-23Closed |
$1.4K - $1.63K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-59Closed |
$3.59K - $4.17K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-69Closed |
$4.2K - $4.88K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-2Closed |
$122 - $141
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-11Closed |
$669 - $777
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
City Holding CO
|
SELL
|
- |
-5Closed |
$304 - $353
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-292Closed |
$17.8K - $20.6K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Sep 11, 2023
Q1 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
364New |
$18.8K - $22.7K
|
364
$31.3K
|
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-402Closed |
$20.7K - $25.1K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-14.8KClosed |
$764K - $924K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Defined Wealth Management, LLC
|
SELL
|
- |
-383Closed |
$19.7K - $23.9K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-29.3KClosed |
$1.51M - $1.83M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.41KNew |
$72.6K - $87.8K
|
1.41K
$121K
|
|
|
May 14, 2021
Q1 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-8.76KClosed |
$451K - $546K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-13.3KClosed |
$686K - $830K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-22.9KClosed |
$1.18M - $1.43M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
15New |
$773 - $935
|
15
$1.29K
|
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-18Closed |
$928 - $1.12K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.57KClosed |
$80.7K - $97.7K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Wbi Investments, Inc.
|
SELL
|
- |
-14.6KClosed |
$751K - $909K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-231Closed |
$11.9K - $14.4K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-39Closed |
$2.01K - $2.43K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
245New |
$12.6K - $15.3K
|
245
$21.1K
|
|
|
May 11, 2021
Q1 2021
|
Jennison Associates LLC
|
SELL
|
- |
-402KClosed |
$20.7M - $25.1M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-252KClosed |
$13M - $15.7M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Dean Capital Management
Overland Park, KS |
SELL
|
- |
-16.1KClosed |
$827K - $1M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-67.3KClosed |
$3.47M - $4.19M
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-93Closed |
$4.79K - $5.8K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-50Closed |
$2.58K - $3.12K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-89Closed |
$4.59K - $5.55K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Seelaus Asset Management LLC
|
SELL
|
- |
-6.75KClosed |
$348K - $421K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
CALL |
1New |
$51.5 - $62.3
|
1
$86.1
|
|
|
Apr 19, 2021
Q1 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-19KClosed |
$977K - $1.18M
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 08, 2021
Q1 2021
|
Btr Capital Management Inc
|
SELL
|
- |
-83.4KClosed |
$4.3M - $5.2M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 28, 2023
Q4 2020
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
4KNew |
$182K - $217K
|
4K
$344K
|
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-5Closed |
$227 - $271
|
0
$0
|
|
|
Mar 02, 2021
Q4 2020
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
6KNew |
$272K - $325K
|
6K
$516K
|
|
|
Feb 19, 2021
Q4 2020
|
Albion Financial Group
|
BUY
|
- |
15New |
$681 - $812
|
15
$1.29K
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-34Closed |
$1.54K - $1.84K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Penn Capital Management Company, LLC
Philadelphia, PA |
SELL
|
- |
-71.8KClosed |
$3.26M - $3.89M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-7.45KClosed |
$338K - $403K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Harvey Partners, LLC
Tarrytown, NY |
SELL
|
- |
-33.3KClosed |
$1.51M - $1.8M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
196New |
$8.9K - $10.6K
|
196
$16.9K
|
|
|
Feb 16, 2021
Q4 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-59Closed |
$2.68K - $3.19K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-22.3KClosed |
$1.01M - $1.21M
|
0
$0
|
|