Institutional Ownership Pacer Fds Tr Lunt Large Cap Mu (PALC)
This table provides information about the institutional ownership of Pacer Fds Tr Lunt Large Cap Mu (PALC). We have compiled data on the 71 institutions that hold shares in the stock, with a total of 7.31 Million shares, which have been reported (via 13F filing form) to have a value of $385 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
2,435,543
shares
|
$129 Million
1.2% of portfolio
|
Q2 2023
Added 2501.58%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
720,496
shares
|
$38.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
333,357
shares
|
$17.6 Million
0.01% of portfolio
|
Q3 2024
Added 75.02%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
249,313
shares
|
$13.2 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Enzi Wealth
Austin, TX |
Oct 15, 2024 Q3 2024 |
245,231
shares
|
$13 Million
5.01% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
239,518
shares
|
$12.7 Million
5.55% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
226,855
shares
|
$12 Million
0.04% of portfolio
|
Q3 2024
Added 548.44%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
213,042
shares
|
$11.3 Million
0.29% of portfolio
|
Q3 2021
Reduced 98.01%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 23, 2024 Q3 2024 |
210,131
shares
|
$11.1 Million
5.16% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
201,504
shares
|
$10.6 Million
0.0% of portfolio
|
Q3 2024
Added 34.83%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
185,366
shares
|
$9.8 Million
2.4% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
154,333
shares
|
$8.16 Million
0.08% of portfolio
|
Q3 2024
Added 6.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
146,293
shares
|
$7.73 Million
0.02% of portfolio
|
Q3 2024
Reduced 24.42%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
135,532
shares
|
$7.16 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
132,094
shares
|
$6.98 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
126,602
shares
|
$6.69 Million
1.34% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Financial Designs Corp
Claremont, CA |
Oct 18, 2024 Q3 2024 |
94,106
shares
|
$4.97 Million
3.01% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
88,735
shares
|
$4.69 Million
0.01% of portfolio
|
Q3 2024
Added 54.98%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
87,488
shares
|
$4.62 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
85,947
shares
|
$4.54 Million
0.64% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
85,947
shares
|
$4.54 Million
0.64% of portfolio
|
Q4 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
80,338
shares
|
$4.25 Million
0.13% of portfolio
|
Q3 2024
Added 2974.55%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
71,141
shares
|
$3.76 Million
0.07% of portfolio
|
Q2 2024
Added 6.92%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
60,963
shares
|
$3.22 Million
0.1% of portfolio
|
Q3 2024
Added 14.71%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 25, 2024 Q3 2024 |
49,018
shares
|
$2.59 Million
2.15% of portfolio
|
Q3 2024
Added 104.95%
|