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 |
|---|---|---|---|---|---|---|---|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
603+ 3.82% |
$22.2K - $25.2K
|
16.4K
$885K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
572+ 9.21% |
$21.1K - $23.9K
|
6.78K
$367K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
535New |
$19.7K - $22.4K
|
535
$28.9K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
459+ 4.12% |
$16.9K - $19.2K
|
11.6K
$627K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
387+ 1.41% |
$14.3K - $16.2K
|
27.8K
$1.5M
|
|
|
Jun 02, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
216+ 3.26% |
$7.96K - $9.03K
|
6.84K
$370K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
100+ 0.58% |
$3.69K - $4.18K
|
17.3K
$938K
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
100+ 0.34% |
$3.69K - $4.18K
|
29.3K
$1.58M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
47+ 0.15% |
$1.73K - $1.96K
|
31.1K
$1.68M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
44+ 1.15% |
$1.62K - $1.84K
|
3.86K
$209K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-58- 0.19% |
$2.14K - $2.42K
|
29.9K
$1.62M
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-142- 5.5% |
$5.24K - $5.93K
|
2.44K
$132K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-156- 2.14% |
$5.75K - $6.52K
|
7.15K
$386K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-164- 0.69% |
$6.05K - $6.85K
|
23.6K
$1.28M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-197- 17.54% |
$7.26K - $8.23K
|
926
$50.1K
|
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-215- 0.43% |
$7.93K - $8.98K
|
49.3K
$2.67M
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-243Closed |
$8.96K - $10.2K
|
0
$0
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-266Closed |
$9.81K - $11.1K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-275Closed |
$10.1K - $11.5K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-285- 1.4% |
$10.5K - $11.9K
|
20.1K
$1.09M
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-295- 4.67% |
$10.9K - $12.3K
|
6.02K
$326K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-300- 0.88% |
$11.1K - $12.5K
|
33.8K
$1.83M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-350Closed |
$12.9K - $14.6K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-518- 4.0% |
$19.1K - $21.6K
|
12.4K
$672K
|
|
|
Jul 10, 2024
Q1 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-566- 2.26% |
$20.9K - $23.7K
|
24.5K
$1.32M
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-584- 1.78% |
$21.5K - $24.4K
|
32.3K
$1.75M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-600Closed |
$22.1K - $25.1K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-600Closed |
$22.1K - $25.1K
|
0
$0
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-630- 6.05% |
$23.2K - $26.3K
|
9.79K
$529K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-695- 0.2% |
$25.6K - $29K
|
350K
$18.9M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-725- 3.01% |
$26.7K - $30.3K
|
23.4K
$1.27M
|
|
|
May 06, 2022
Q1 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-813- 4.95% |
$30K - $34K
|
15.6K
$844K
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-847- 3.74% |
$31.2K - $35.4K
|
21.8K
$1.18M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-950- 18.34% |
$35K - $39.7K
|
4.23K
$229K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.46K- 0.86% |
$53.8K - $61K
|
168K
$9.07M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.56K- 0.21% |
$57.4K - $65.1K
|
752K
$40.7M
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.61K- 4.99% |
$59.5K - $67.4K
|
30.7K
$1.66M
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.86K- 0.9% |
$68.6K - $77.8K
|
206K
$11.1M
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2KClosed |
$73.7K - $83.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.32K- 28.43% |
$85.5K - $96.9K
|
5.84K
$316K
|
|
|
May 12, 2022
Q1 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-2.52K- 19.65% |
$92.9K - $105K
|
10.3K
$558K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.77K- 11.48% |
$102K - $116K
|
21.3K
$1.15M
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-2.98K- 2.84% |
$110K - $124K
|
102K
$5.52M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.1K- 0.84% |
$114K - $130K
|
368K
$19.9M
|
|
|
May 16, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.18K- 10.75% |
$117K - $133K
|
26.4K
$1.43M
|
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-3.2K- 3.14% |
$118K - $134K
|
98.6K
$5.33M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.39K- 11.27% |
$125K - $142K
|
26.7K
$1.44M
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.43K- 18.78% |
$126K - $143K
|
14.8K
$802K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.75KClosed |
$138K - $157K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-3.95K- 11.58% |
$146K - $165K
|
30.2K
$1.63M
|