Purchases and Sales Made in Q1 2022 in Pacer Fds Tr Trendpilot Us Lar (PTLC)
This table provides information about the institutional ownership of Pacer Fds Tr Trendpilot Us Lar (PTLC) during Q1 2022. The information is specifically focused on institutions that hold shares of PACER FDS TR TRENDPILOT US LAR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
72.5M+ 3805.02% |
$2.67B - $3.03B
|
74.4M
$4.05B
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.05MNew |
$38.7M - $43.9M
|
1.05M
$57.1M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
745K+ 3783.91% |
$27.5M - $31.1M
|
765K
$41.6M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
283KNew |
$10.4M - $11.8M
|
283K
$15.4M
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
131K+ 60.3% |
$4.81M - $5.46M
|
347K
$18.9M
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
106K+ 13263.25% |
$3.91M - $4.43M
|
107K
$5.82M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
99.1K+ 6.6% |
$3.65M - $4.14M
|
1.6M
$87.2M
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
85.7K+ 72.04% |
$3.16M - $3.58M
|
205K
$11.1M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
73.5K+ 13.79% |
$2.71M - $3.07M
|
606K
$33M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
54.5K+ 106.69% |
$2.01M - $2.28M
|
106K
$5.74M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
52.7K+ 155.79% |
$1.94M - $2.2M
|
86.5K
$4.71M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
52.1KNew |
$1.92M - $2.18M
|
52.1K
$2.83M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
49.5K+ 13.44% |
$1.83M - $2.07M
|
418K
$22.7M
|
|
May 02, 2022
Q1 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
43.7K+ 19.59% |
$1.61M - $1.82M
|
267K
$14.5M
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
37.4K+ 3.21% |
$1.38M - $1.56M
|
1.2M
$65.5M
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
33.4K+ 264.05% |
$1.23M - $1.39M
|
46K
$2.5M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.6K+ 147.67% |
$834K - $945K
|
37.9K
$2.06M
|
|
May 02, 2022
Q1 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
18.3K+ 18.84% |
$675K - $765K
|
115K
$6.28M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.2K+ 24.78% |
$597K - $677K
|
81.6K
$4.44M
|
|
May 05, 2022
Q1 2022
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
15.7KNew |
$581K - $658K
|
15.7K
$857K
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.7K+ 124.97% |
$542K - $615K
|
26.5K
$1.44M
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
13.6KNew |
$503K - $570K
|
13.6K
$742K
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
13.2KNew |
$485K - $550K
|
13.2K
$716K
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.3K+ 11.83% |
$418K - $473K
|
107K
$5.83M
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
10KNew |
$369K - $418K
|
10K
$545K
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
9.03K+ 6.86% |
$333K - $377K
|
141K
$7.66M
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
BUY
|
- |
8.38KNew |
$309K - $350K
|
8.38K
$456K
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.06K+ 7.36% |
$297K - $337K
|
118K
$6.4M
|
|
Apr 19, 2022
Q1 2022
|
Burt Wealth Advisors
|
BUY
|
- |
8.04KNew |
$296K - $336K
|
8.04K
$437K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.39K+ 5.35% |
$272K - $309K
|
145K
$7.92M
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
5.02KNew |
$185K - $210K
|
5.02K
$273K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.94K+ 16.42% |
$182K - $206K
|
35K
$1.9M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.4K+ 6.36% |
$162K - $184K
|
73.6K
$4.01M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.19K+ 0.42% |
$154K - $175K
|
1.01M
$55.1M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
4.14K+ 3.71% |
$153K - $173K
|
116K
$6.31M
|
|
May 10, 2022
Q1 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
3.7K+ 9.53% |
$136K - $155K
|
42.5K
$2.31M
|
|
Apr 28, 2022
Q1 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.48K+ 3.1% |
$128K - $145K
|
116K
$6.29M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.76K+ 1.34% |
$102K - $115K
|
209K
$11.4M
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.64K+ 45.7% |
$97.3K - $110K
|
8.41K
$458K
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.43KNew |
$89.6K - $102K
|
2.43K
$132K
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.42K+ 16.35% |
$89.3K - $101K
|
17.2K
$937K
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.65K+ 90.54% |
$60.7K - $68.8K
|
3.47K
$189K
|
|
Apr 22, 2022
Q1 2022
|
Ade, LLC
|
BUY
|
- |
1.38K+ 3.11% |
$50.9K - $57.7K
|
45.8K
$2.49M
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
1.29K+ 0.8% |
$47.7K - $54K
|
163K
$8.85M
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.14KNew |
$42.2K - $47.8K
|
1.14K
$62.3K
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
855+ 264.71% |
$31.5K - $35.7K
|
1.18K
$64.1K
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
819+ 8.94% |
$30.2K - $34.2K
|
9.98K
$543K
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
790+ 15.64% |
$29.1K - $33K
|
5.84K
$318K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
653New |
$24.1K - $27.3K
|
653
$35.5K
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
650+ 10.78% |
$24K - $27.2K
|
6.68K
$364K
|