Purchases and Sales Made in Q4 2023 in Pentair PLC (PNR)
This table provides information about the institutional ownership of Pentair PLC (PNR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
70+ 0.08% |
$4.02K - $5.11K
|
91.1K
$8.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
67New |
$3.84K - $4.89K
|
67
$6.31K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
64New |
$3.67K - $4.67K
|
64
$6.03K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
64New |
$3.67K - $4.67K
|
64
$6.03K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
62+ 2.64% |
$3.56K - $4.53K
|
2.41K
$227K
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
58+ 0.03% |
$3.33K - $4.23K
|
176K
$16.6M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
57+ 17.22% |
$3.27K - $4.16K
|
388
$36.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
53+ 1.66% |
$3.04K - $3.87K
|
3.25K
$306K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
52New |
$2.98K - $3.8K
|
52
$4.9K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
51+ 98.08% |
$2.93K - $3.72K
|
103
$9.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
47+ 1.16% |
$2.7K - $3.43K
|
4.09K
$386K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
40+ 1.27% |
$2.3K - $2.92K
|
3.18K
$299K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
39+ 1.13% |
$2.24K - $2.85K
|
3.48K
$328K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
39+ 1.15% |
$2.24K - $2.85K
|
3.44K
$324K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
36New |
$2.07K - $2.63K
|
36
$3.39K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
36New |
$2.07K - $2.63K
|
36
$3.39K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
31+ 40.79% |
$1.78K - $2.26K
|
107
$10.1K
|
|
|
Feb 20, 2024
Q4 2023
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
31+ 0.17% |
$1.78K - $2.26K
|
18.5K
$1.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
30+ 50.0% |
$1.72K - $2.19K
|
90
$8.48K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
27New |
$1.55K - $1.97K
|
27
$2.54K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
26+ 0.3% |
$1.49K - $1.9K
|
8.84K
$833K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
22+ 2.06% |
$1.26K - $1.61K
|
1.09K
$103K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
22New |
$1.26K - $1.61K
|
22
$2.07K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
19New |
$1.09K - $1.39K
|
19
$1.79K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
18New |
$1.03K - $1.31K
|
18
$1.7K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
18New |
$1.03K - $1.31K
|
18
$1.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
17New |
$975 - $1.24K
|
17
$1.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
16New |
$918 - $1.17K
|
16
$1.51K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
15+ 0.25% |
$861 - $1.1K
|
6.13K
$578K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
15New |
$861 - $1.1K
|
15
$1.41K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13+ 9.03% |
$746 - $949
|
157
$14.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
13+ 0.04% |
$746 - $949
|
34.1K
$3.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12+ 5.66% |
$689 - $876
|
224
$21.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
10New |
$574 - $730
|
10
$942
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
9+ 12.16% |
$516 - $657
|
83
$7.82K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
9+ 12.86% |
$516 - $657
|
79
$7.44K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
9+ 100.0% |
$516 - $657
|
18
$1.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
8New |
$459 - $584
|
8
$754
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
7+ 0.13% |
$402 - $511
|
5.36K
$505K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
7+ 0.01% |
$402 - $511
|
60K
$5.66M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6New |
$344 - $438
|
6
$565
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5+ 5.43% |
$287 - $365
|
97
$9.14K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5New |
$287 - $365
|
5
$471
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5+ 1.78% |
$287 - $365
|
286
$26.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 20.83% |
$287 - $365
|
29
$2.73K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5+ 38.46% |
$287 - $365
|
18
$1.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5+ 0.03% |
$287 - $365
|
14.4K
$1.35M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
3+ 27.27% |
$172 - $219
|
14
$1.32K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3+ 0.09% |
$172 - $219
|
3.35K
$316K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2New |
$115 - $146
|
2
$188
|