Purchases and Sales Made in Q1 2023 in 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) during Q1 2023. The information is specifically focused on institutions that hold shares of PACER FDS TR LUNT LARGE CAP MU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
BUY
|
- |
197K+ 405.63% |
$6.34M - $7.09M
|
246K
$12.9M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
88.6K+ 27.27% |
$2.85M - $3.18M
|
414K
$21.7M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
88.1K+ 47.33% |
$2.83M - $3.16M
|
274K
$14.4M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
83.6KNew |
$2.69M - $3M
|
83.6K
$4.4M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
39.3KNew |
$1.26M - $1.41M
|
39.3K
$2.07M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
28.8KNew |
$926K - $1.04M
|
28.8K
$1.52M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
26.5K+ 238.63% |
$850K - $951K
|
37.6K
$1.97M
|
|
|
May 02, 2023
Q1 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
26.3K+ 15.58% |
$845K - $945K
|
195K
$10.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
24.8K+ 51.87% |
$798K - $892K
|
72.7K
$3.82M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
19KNew |
$612K - $684K
|
19K
$1M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14K+ 8.23% |
$451K - $504K
|
185K
$9.7M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.8K+ 157.65% |
$381K - $425K
|
19.4K
$1.02M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
10.1K+ 8.4% |
$326K - $364K
|
131K
$6.88M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.68K+ 9.78% |
$311K - $348K
|
109K
$5.71M
|
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
9.59KNew |
$308K - $344K
|
9.59K
$504K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.57K+ 4.12% |
$82.5K - $92.2K
|
64.9K
$3.41M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.92KNew |
$61.7K - $69K
|
1.92K
$101K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.7K+ 7.96% |
$54.6K - $61K
|
23K
$1.21M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.47K+ 9.34% |
$47.4K - $52.9K
|
17.3K
$908K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.38K+ 19.06% |
$44.4K - $49.6K
|
8.63K
$454K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
398New |
$12.8K - $14.3K
|
398
$20.9K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
329New |
$10.6K - $11.8K
|
329
$17.3K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
141New |
$4.53K - $5.06K
|
141
$7.41K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
100New |
$3.21K - $3.59K
|
100
$5.26K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
10New |
$321 - $359
|
10
$526
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-90- 0.12% |
$2.89K - $3.23K
|
73.5K
$3.87M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-389- 4.33% |
$12.5K - $14K
|
8.59K
$452K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-578- 2.48% |
$18.6K - $20.8K
|
22.7K
$1.19M
|
|
|
May 12, 2023
Q1 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-1.29K- 15.15% |
$41.5K - $46.4K
|
7.24K
$381K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.62K- 32.01% |
$52.1K - $58.3K
|
3.45K
$181K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.83K- 24.59% |
$58.8K - $65.8K
|
5.62K
$295K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.01K- 17.01% |
$64.4K - $72K
|
9.78K
$514K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.4K- 7.41% |
$77.2K - $86.4K
|
30K
$1.58M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.59K- 1.52% |
$83.1K - $92.9K
|
167K
$8.79M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.65K- 28.59% |
$85.2K - $95.3K
|
6.63K
$348K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.16K- 34.85% |
$134K - $149K
|
7.77K
$408K
|
|
|
May 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-5.83K- 10.55% |
$187K - $209K
|
49.4K
$2.6M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.82K- 7.41% |
$251K - $281K
|
97.7K
$5.14M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-10.7K- 23.97% |
$345K - $385K
|
34K
$1.79M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-12.9K- 96.27% |
$415K - $464K
|
500
$26.3K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-14.4K- 31.01% |
$463K - $518K
|
32.1K
$1.69M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-16.3K- 68.18% |
$523K - $584K
|
7.59K
$399K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-18.8K- 63.53% |
$605K - $676K
|
10.8K
$568K
|
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-26.6K- 12.51% |
$854K - $955K
|
186K
$9.78M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-34.3K- 70.74% |
$1.1M - $1.23M
|
14.2K
$747K
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-37.4K- 28.56% |
$1.2M - $1.34M
|
93.6K
$4.92M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-65.7K- 16.31% |
$2.11M - $2.36M
|
337K
$17.7M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-93K- 97.62% |
$2.99M - $3.34M
|
2.26K
$119K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-140K- 78.66% |
$4.49M - $5.02M
|
37.9K
$1.99M
|