Latest Institutional Purchases of Pentair PLC (PNR)
This list provides information on the latest institutional transactions involving Pentair PLC (PNR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
11+ 2.43% |
$759 - $873
|
463
$48.5K
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
3New |
$207 - $238
|
3
$314
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
3New |
$207 - $238
|
3
$314
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
24.9KNew |
$1.68M - $2M
|
24.9K
$2.61M
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
681New |
$45.9K - $54.7K
|
681
$71.3K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
86New |
$5.8K - $6.91K
|
86
$9K
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
5New |
$337 - $402
|
5
$523
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3New |
$202 - $241
|
3
$314
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 9.09% |
$67.5 - $80.3
|
12
$1.26K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
8.41KNew |
$511K - $594K
|
8.41K
$880K
|
|
Aug 13, 2021
Q2 2021
|
Boit C F David
Boston, MA |
BUY
|
- |
94New |
$5.72K - $6.64K
|
94
$9.84K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
3New |
$182 - $212
|
3
$314
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.41KNew |
$72.6K - $87.8K
|
1.41K
$148K
|
|
Sep 11, 2023
Q1 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
364New |
$18.8K - $22.7K
|
364
$38.1K
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
245New |
$12.6K - $15.3K
|
245
$25.6K
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
15New |
$773 - $935
|
15
$1.57K
|
|
Apr 19, 2021
Q1 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
CALL |
1New |
$51.5 - $62.3
|
1
$105
|
|
Q4 2020 | |||||||
Mar 02, 2021
Q4 2020
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
6KNew |
$272K - $325K
|
6K
$628K
|
|
Feb 28, 2023
Q4 2020
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
4KNew |
$182K - $217K
|
4K
$419K
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
1.6KNew |
$72.7K - $86.6K
|
1.6K
$168K
|
|
Feb 16, 2021
Q4 2020
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
196New |
$8.9K - $10.6K
|
196
$20.5K
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
123New |
$5.59K - $6.66K
|
123
$12.9K
|
|
Feb 19, 2021
Q4 2020
|
Albion Financial Group
|
BUY
|
- |
15New |
$681 - $812
|
15
$1.57K
|
|
Jan 28, 2021
Q4 2020
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
5New |
$227 - $271
|
5
$523
|
|
Q3 2020 | |||||||
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
6.84KNew |
$249K - $318K
|
6.84K
$716K
|
|
Nov 12, 2020
Q3 2020
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
4.5KNew |
$164K - $209K
|
4.5K
$471K
|
|
Q4 2019 | |||||||
Feb 10, 2020
Q4 2019
|
West Bancorporation Inc
|
BUY
|
- |
24New |
$844 - $1.1K
|
24
$2.51K
|
|
Jan 29, 2020
Q4 2019
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1New |
$35.2 - $46
|
1
$105
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
71K+ 41.87% |
$2.6M - $3.16M
|
241K
$25.2M
|
|
Q4 2018 | |||||||
Feb 08, 2019
Q4 2018
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
19New |
$680 - $830
|
19
$1.99K
|
|
Feb 21, 2019
Q4 2018
|
Lake Point Wealth Management
|
BUY
|
- |
6New |
$215 - $262
|
6
$628
|
|
Feb 01, 2019
Q4 2018
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
6New |
$215 - $262
|
6
$628
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
36.1KNew |
$1.51M - $1.64M
|
36.1K
$3.78M
|
|
Q2 2018 | |||||||
Jul 25, 2018
Q2 2018
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
2.91KNew |
$121K - $140K
|
2.91K
$304K
|
|
Mar 24, 2023
Q2 2018
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
100+ 40.0% |
$4.17K - $4.83K
|
350
$36.6K
|
|
Aug 14, 2018
Q2 2018
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
56New |
$2.34K - $2.7K
|
56
$5.86K
|
|
Q1 2018 | |||||||
May 11, 2018
Q1 2018
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
17.6KNew |
$788K - $876K
|
17.6K
$1.84M
|
|
Oct 04, 2024
Q1 2018
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.95K+ 17.27% |
$87.4K - $97.2K
|
13.3K
$1.39M
|
|
Q4 2017 | |||||||
Feb 14, 2018
Q4 2017
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
CALL |
33.6KNew |
$1.52M - $1.61M
|
33.6K
$3.52M
|
|
Feb 12, 2018
Q4 2017
|
Red Cedar Capital, LLC
|
BUY
|
- |
527New |
$23.9K - $25.2K
|
527
$55.2K
|
|
Feb 14, 2018
Q4 2017
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
77New |
$3.49K - $3.68K
|
77
$8.06K
|
|
Q3 2017 | |||||||
Oct 26, 2017
Q3 2017
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
154New |
$6.28K - $7.03K
|
154
$16.1K
|
|
Oct 24, 2017
Q3 2017
|
Saratoga Research & Investment Management
|
BUY
|
- |
9New |
$367 - $411
|
9
$942
|
|
Q2 2017 | |||||||
Aug 08, 2017
Q2 2017
|
Hudock, Inc.
|
BUY
|
- |
8New |
N/A
|
8
$838
|