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 |
---|---|---|---|---|---|---|---|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
2+ 0.02% |
$115 - $146
|
12.3K
$1.16M
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.05% |
$57.4 - $73
|
1.9K
$179K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.06% |
$57.4 - $73
|
1.64K
$155K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.14% |
$57.4 - $73
|
723
$68.1K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.34% |
$57.4 - $73
|
294
$27.7K
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$57.4 - $73
|
1
$94.2
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$57.4 - $73
|
1
$94.2
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2Closed |
$115 - $146
|
0
$0
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-3- 6.38% |
$172 - $219
|
44
$4.14K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-5- 1.07% |
$287 - $365
|
464
$43.7K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-9- 2.67% |
$516 - $657
|
328
$30.9K
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-11- 1.68% |
$631 - $803
|
642
$60.5K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-11- 20.75% |
$631 - $803
|
42
$3.96K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-12- 1.96% |
$689 - $876
|
599
$56.4K
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-14- 6.22% |
$803 - $1.02K
|
211
$19.9K
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-14- 6.22% |
$803 - $1.02K
|
211
$19.9K
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-15- 18.99% |
$861 - $1.1K
|
64
$6.03K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-17- 5.94% |
$975 - $1.24K
|
269
$25.3K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-28- 58.33% |
$1.61K - $2.04K
|
20
$1.88K
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-34- 40.0% |
$1.95K - $2.48K
|
51
$4.8K
|
|
Jan 17, 2024
Q4 2023
|
Jacobs & CO
|
SELL
|
- |
-35- 0.3% |
$2.01K - $2.56K
|
11.5K
$1.09M
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-36- 0.41% |
$2.07K - $2.63K
|
8.71K
$820K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-38- 49.35% |
$2.18K - $2.77K
|
39
$3.67K
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-47- 12.7% |
$2.7K - $3.43K
|
323
$30.4K
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-62- 1.56% |
$3.56K - $4.53K
|
3.91K
$368K
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
SELL
|
- |
-65- 6.16% |
$3.73K - $4.75K
|
990
$93.3K
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-73- 1.24% |
$4.19K - $5.33K
|
5.82K
$548K
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-75- 0.57% |
$4.3K - $5.48K
|
13.1K
$1.23M
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-90- 53.89% |
$5.16K - $6.57K
|
77
$7.25K
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-90- 2.64% |
$5.16K - $6.57K
|
3.32K
$313K
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-92- 9.68% |
$5.28K - $6.72K
|
858
$80.8K
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-96- 2.7% |
$5.51K - $7.01K
|
3.47K
$326K
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-100- 0.57% |
$5.74K - $7.3K
|
17.6K
$1.66M
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-104- 1.52% |
$5.97K - $7.59K
|
6.73K
$634K
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-104- 0.96% |
$5.97K - $7.59K
|
10.7K
$1.01M
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-105- 86.78% |
$6.02K - $7.67K
|
16
$1.51K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-117- 4.53% |
$6.71K - $8.54K
|
2.47K
$232K
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-119- 0.1% |
$6.83K - $8.69K
|
122K
$11.5M
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-124- 51.67% |
$7.12K - $9.05K
|
116
$10.9K
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
SELL
|
- |
-140- 1.78% |
$8.03K - $10.2K
|
7.71K
$726K
|
|
Feb 14, 2024
Q4 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-145- 0.46% |
$8.32K - $10.6K
|
31.6K
$2.98M
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-146- 97.33% |
$8.38K - $10.7K
|
4
$377
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-150- 4.07% |
$8.61K - $11K
|
3.53K
$333K
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-150- 4.56% |
$8.61K - $11K
|
3.14K
$296K
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-152- 4.43% |
$8.72K - $11.1K
|
3.28K
$309K
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-160- 17.52% |
$9.18K - $11.7K
|
753
$70.9K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-187- 16.83% |
$10.7K - $13.7K
|
924
$87K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-192- 4.43% |
$11K - $14K
|
4.15K
$390K
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 1.96% |
$11.5K - $14.6K
|
10K
$942K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-203- 5.83% |
$11.6K - $14.8K
|
3.28K
$309K
|