Purchases and Sales Made in Q2 2024 in Pentair PLC (PNR)
This table provides information about the institutional ownership of Pentair PLC (PNR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1New |
$74.3 - $85.1
|
1
$94.2
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 0.5% |
$74.3 - $85.1
|
202
$19K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.0% |
$74.3 - $85.1
|
59.4K
$5.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 6.25% |
$74.3 - $85.1
|
17
$1.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1- 0.6% |
$74.3 - $85.1
|
165
$15.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 1.3% |
$149 - $170
|
152
$14.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-2- 18.18% |
$149 - $170
|
9
$848
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3Closed |
$223 - $255
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-3- 37.5% |
$223 - $255
|
5
$471
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4- 44.44% |
$297 - $340
|
5
$471
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-5- 0.1% |
$372 - $425
|
4.89K
$461K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-6- 7.59% |
$446 - $510
|
73
$6.88K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-9- 19.15% |
$669 - $766
|
38
$3.58K
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-9- 0.26% |
$669 - $766
|
3.43K
$323K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-9- 23.08% |
$669 - $766
|
30
$2.83K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-10- 2.32% |
$743 - $851
|
421
$39.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-11- 42.31% |
$817 - $936
|
15
$1.41K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-15- 0.36% |
$1.11K - $1.28K
|
4.13K
$389K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-15- 88.24% |
$1.11K - $1.28K
|
2
$188
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-22- 12.09% |
$1.63K - $1.87K
|
160
$15.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-22- 12.09% |
$1.63K - $1.87K
|
160
$15.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-22- 0.15% |
$1.63K - $1.87K
|
14.5K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-23- 7.01% |
$1.71K - $1.96K
|
305
$28.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
SELL
|
- |
-25- 0.76% |
$1.86K - $2.13K
|
3.25K
$306K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-25- 6.22% |
$1.86K - $2.13K
|
377
$35.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-25- 71.43% |
$1.86K - $2.13K
|
10
$942
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-28- 1.02% |
$2.08K - $2.38K
|
2.72K
$256K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-30- 1.26% |
$2.23K - $2.55K
|
2.36K
$222K
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-31- 4.9% |
$2.3K - $2.64K
|
602
$56.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-32- 1.08% |
$2.38K - $2.72K
|
2.94K
$277K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-32- 0.41% |
$2.38K - $2.72K
|
7.72K
$727K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
SELL
|
- |
-36- 0.32% |
$2.68K - $3.06K
|
11.1K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-40- 0.03% |
$2.97K - $3.4K
|
125K
$11.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-42- 0.33% |
$3.12K - $3.57K
|
12.5K
$1.18M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-47- 1.74% |
$3.49K - $4K
|
2.65K
$250K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
SELL
|
- |
-48- 0.11% |
$3.57K - $4.08K
|
45.4K
$4.28M
|
|
|
Jul 23, 2024
Q2 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-49- 0.44% |
$3.64K - $4.17K
|
11K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-51- 40.48% |
$3.79K - $4.34K
|
75
$7.07K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-52- 1.17% |
$3.86K - $4.42K
|
4.4K
$414K
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-63- 47.73% |
$4.68K - $5.36K
|
69
$6.5K
|
|
|
Jul 09, 2024
Q2 2024
|
Somerset Trust CO
|
SELL
|
- |
-74- 0.98% |
$5.5K - $6.3K
|
7.49K
$706K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-78- 0.13% |
$5.8K - $6.64K
|
58.5K
$5.51M
|
|
|
Jul 17, 2024
Q2 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-90- 0.26% |
$6.69K - $7.66K
|
34.5K
$3.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-100- 1.83% |
$7.43K - $8.51K
|
5.36K
$504K
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
SELL
|
- |
-109- 0.5% |
$8.1K - $9.27K
|
21.9K
$2.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
SELL
|
- |
-110- 13.1% |
$8.17K - $9.36K
|
730
$68.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-117- 3.43% |
$8.69K - $9.95K
|
3.29K
$310K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-118- 13.01% |
$8.77K - $10K
|
789
$74.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-118- 28.57% |
$8.77K - $10K
|
295
$27.8K
|