Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
482K+ 177.0% |
$17.6M - $19.1M
|
754K
$36.4M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
266K+ 246.56% |
$9.72M - $10.5M
|
373K
$18M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
109K+ 34.35% |
$4.01M - $4.34M
|
428K
$20.7M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
107K+ 342.32% |
$3.91M - $4.24M
|
138K
$6.66M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.8K+ 15.72% |
$542K - $587K
|
109K
$5.26M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12K+ 29.95% |
$439K - $476K
|
52K
$2.51M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.9K+ 7.79% |
$437K - $474K
|
165K
$7.98M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.2KNew |
$374K - $405K
|
10.2K
$493K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10KNew |
$368K - $398K
|
10K
$484K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.47K+ 10.59% |
$273K - $296K
|
78K
$3.76M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.46KNew |
$200K - $216K
|
5.46K
$263K
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.8K+ 18.26% |
$103K - $111K
|
18.1K
$875K
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.34K+ 21.53% |
$49.1K - $53.1K
|
7.56K
$365K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
1.18K+ 158.33% |
$43.1K - $46.7K
|
1.92K
$92.8K
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
481+ 5.68% |
$17.6K - $19.1K
|
8.95K
$432K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
471+ 1.67% |
$17.2K - $18.7K
|
28.8K
$1.39M
|
|
Nov 13, 2023
Q3 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
284+ 3.25% |
$10.4K - $11.3K
|
9.02K
$435K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
263+ 263.0% |
$9.63K - $10.4K
|
363
$17.5K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
110New |
$4.03K - $4.36K
|
110
$5.31K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
90+ 0.4% |
$3.3K - $3.57K
|
22.8K
$1.1M
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
62New |
$2.27K - $2.46K
|
62
$2.99K
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$36.6 - $39.7
|
9.04K
$436K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-50- 12.56% |
$1.83K - $1.98K
|
348
$16.8K
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-75- 22.8% |
$2.75K - $2.97K
|
254
$12.3K
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-78- 0.88% |
$2.86K - $3.09K
|
8.79K
$424K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-197- 0.87% |
$7.21K - $7.81K
|
22.4K
$1.08M
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-283- 1.32% |
$10.4K - $11.2K
|
21.1K
$1.02M
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-394- 0.67% |
$14.4K - $15.6K
|
58.6K
$2.83M
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.58K- 0.68% |
$58K - $62.8K
|
231K
$11.1M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.61K- 5.31% |
$58.8K - $63.7K
|
28.7K
$1.38M
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.77K- 68.16% |
$64.7K - $70K
|
825
$39.8K
|
|
Oct 30, 2023
Q3 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-2.47K- 1.11% |
$90.3K - $97.8K
|
219K
$10.6M
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-5.19K- 22.68% |
$190K - $206K
|
17.7K
$855K
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-5.54K- 6.54% |
$203K - $220K
|
79.1K
$3.82M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.19K- 37.81% |
$227K - $245K
|
10.2K
$491K
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-6.31K- 2.52% |
$231K - $250K
|
244K
$11.8M
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-7.69K- 5.55% |
$282K - $305K
|
131K
$6.33M
|
|
Oct 16, 2023
Q3 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-9.89K- 3.27% |
$362K - $392K
|
292K
$14.1M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.3K- 58.4% |
$449K - $487K
|
8.74K
$422K
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-20.6K- 41.21% |
$755K - $818K
|
29.4K
$1.42M
|
|
Oct 16, 2023
Q3 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-20.8K- 10.6% |
$761K - $824K
|
175K
$8.47M
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-30.1K- 69.77% |
$1.1M - $1.19M
|
13K
$630K
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-77.5K- 43.61% |
$2.84M - $3.07M
|
100K
$4.84M
|