Institutional Ownership Pacer Fds Tr Trendpilot U S Bo (PTBD)
This table provides information about the institutional ownership of Pacer Fds Tr Trendpilot U S Bo (PTBD). We have compiled data on the 66 institutions that hold shares in the stock, with a total of 5.37 Million shares, which have been reported (via 13F filing form) to have a value of $109 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
8,225
shares
|
$167,132
0.01% of portfolio
|
Q3 2024
Reduced 21.09%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
6,264
shares
|
$127,284
0.0% of portfolio
|
Q1 2024
Added 67.94%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,151
shares
|
$84,348
0.0% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
3,123
shares
|
$63,459
0.0% of portfolio
|
Q3 2024
Reduced 36.69%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
2,491
shares
|
$50,617
0.02% of portfolio
|
Q3 2024
Reduced 21.47%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,243
shares
|
$25,257
0.0% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,243
shares
|
$25,257
0.0% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,037
shares
|
$21,071
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
969
shares
|
$19,690
0.0% of portfolio
|
Q2 2024
Reduced 76.67%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
746
shares
|
$15,158
0.0% of portfolio
|
Q3 2024
Reduced 69.41%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
275
shares
|
$5,588
0.0% of portfolio
|
Q3 2024
Reduced 59.26%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
191
shares
|
$3,881
0.0% of portfolio
|
Q3 2024
Reduced 51.4%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
110
shares
|
$2,235
0.0% of portfolio
|
Q2 2024
Added 92.98%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|