Purchases and Sales Made in Q1 2023 in Pentair PLC (PNR)
This table provides information about the institutional ownership of Pentair PLC (PNR) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
19+ 31.15% |
$859 - $1.14K
|
80
$8.29K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
18+ 0.17% |
$814 - $1.08K
|
10.8K
$1.12M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
18+ 29.03% |
$814 - $1.08K
|
80
$8.29K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
18New |
$814 - $1.08K
|
18
$1.87K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
16+ 2.28% |
$723 - $963
|
717
$74.3K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
13New |
$588 - $783
|
13
$1.35K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12New |
$542 - $723
|
12
$1.24K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 7.63% |
$407 - $542
|
127
$13.2K
|
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
8New |
$362 - $482
|
8
$829
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
6New |
$271 - $361
|
6
$622
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 45.45% |
$226 - $301
|
16
$1.66K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
4+ 30.77% |
$181 - $241
|
17
$1.76K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 8.82% |
$136 - $181
|
37
$3.84K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 6.25% |
$90.4 - $120
|
34
$3.53K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 9.09% |
$90.4 - $120
|
24
$2.49K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2New |
$90.4 - $120
|
2
$207
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$90.4 - $120
|
2
$207
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1+ 100.0% |
$45.2 - $60.2
|
2
$207
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.01% |
$45.2 - $60.2
|
10.1K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.6% |
$45.2 - $60.2
|
167
$17.3K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1- 0.23% |
$45.2 - $60.2
|
442
$45.8K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-2- 1.77% |
$90.4 - $120
|
111
$11.5K
|
|
|
May 01, 2023
Q1 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-5- 0.05% |
$226 - $301
|
10.8K
$1.12M
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-7- 9.09% |
$316 - $421
|
70
$7.26K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-8- 2.4% |
$362 - $482
|
326
$33.8K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-9Closed |
$407 - $542
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-15- 0.17% |
$678 - $903
|
8.6K
$891K
|
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-15- 0.33% |
$678 - $903
|
4.5K
$467K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-15- 0.01% |
$678 - $903
|
101K
$10.4M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-17- 4.08% |
$768 - $1.02K
|
400
$41.5K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-17- 0.19% |
$768 - $1.02K
|
8.78K
$910K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-18- 2.68% |
$814 - $1.08K
|
653
$67.7K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-21- 33.33% |
$949 - $1.26K
|
42
$4.35K
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-29- 0.2% |
$1.31K - $1.75K
|
14.6K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-34- 29.31% |
$1.54K - $2.05K
|
82
$8.5K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-35- 2.54% |
$1.58K - $2.11K
|
1.35K
$139K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-41- 0.7% |
$1.85K - $2.47K
|
5.85K
$607K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-55- 96.49% |
$2.49K - $3.31K
|
2
$207
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-57- 0.7% |
$2.58K - $3.43K
|
8.05K
$835K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-58- 0.92% |
$2.62K - $3.49K
|
6.26K
$649K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-59- 28.1% |
$2.67K - $3.55K
|
151
$15.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
SELL
|
- |
-66- 0.28% |
$2.98K - $3.97K
|
23.2K
$2.4M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-73- 32.59% |
$3.3K - $4.4K
|
151
$15.7K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-79- 1.6% |
$3.57K - $4.76K
|
4.87K
$505K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-83- 85.57% |
$3.75K - $5K
|
14
$1.45K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-100- 1.62% |
$4.52K - $6.02K
|
6.06K
$629K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-102- 1.1% |
$4.61K - $6.14K
|
9.13K
$947K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-121- 1.37% |
$5.47K - $7.29K
|
8.69K
$901K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-126- 2.78% |
$5.7K - $7.59K
|
4.41K
$457K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-143- 2.82% |
$6.46K - $8.61K
|
4.92K
$510K
|