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 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4K- 27.75% |
$147K - $167K
|
10.4K
$568K
|
|
May 06, 2022
Q1 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-5.48KClosed |
$202K - $229K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.84KClosed |
$215K - $244K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-5.94K- 6.57% |
$219K - $248K
|
84.5K
$4.61M
|
|
May 18, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-6.04K- 22.9% |
$223K - $253K
|
20.3K
$1.11M
|
|
May 02, 2022
Q1 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-6.06K- 5.0% |
$224K - $253K
|
115K
$6.28M
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.19KClosed |
$228K - $258K
|
0
$0
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-6.87K- 91.38% |
$253K - $287K
|
648
$35.3K
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-8.11KClosed |
$299K - $339K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-8.19KClosed |
$302K - $342K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.43K- 13.45% |
$348K - $394K
|
60.7K
$3.31M
|
|
Apr 05, 2022
Q1 2022
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-12.4K- 3.47% |
$457K - $518K
|
345K
$18.8M
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12.6K- 9.18% |
$466K - $528K
|
125K
$6.82M
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-18.3KClosed |
$675K - $765K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-18.5K- 36.02% |
$683K - $774K
|
32.9K
$1.79M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19.2K- 1.0% |
$707K - $801K
|
1.9M
$104M
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-22K- 73.08% |
$811K - $920K
|
8.11K
$442K
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-22K- 49.82% |
$813K - $921K
|
22.2K
$1.21M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-24.2K- 27.69% |
$891K - $1.01M
|
63.1K
$3.44M
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-38.6K- 57.14% |
$1.42M - $1.61M
|
28.9K
$1.58M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-38.9KClosed |
$1.43M - $1.62M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-47.2K- 15.18% |
$1.74M - $1.97M
|
263K
$14.4M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-62.3K- 2.81% |
$2.3M - $2.6M
|
2.15M
$117M
|
|
May 12, 2022
Q1 2022
|
Financial Services Advisory Inc
|
SELL
|
- |
-80.8K- 54.67% |
$2.98M - $3.38M
|
67K
$3.65M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-108K- 34.36% |
$3.97M - $4.51M
|
206K
$11.2M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-118K- 6.12% |
$4.37M - $4.95M
|
1.82M
$99M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-167K- 19.67% |
$6.16M - $6.99M
|
683K
$37.2M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-207K- 5.13% |
$7.63M - $8.65M
|
3.83M
$209M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-224K- 4.17% |
$8.27M - $9.37M
|
5.15M
$281M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-255K- 6.23% |
$9.39M - $10.6M
|
3.83M
$209M
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-745K- 97.43% |
$27.5M - $31.1M
|
19.7K
$1.07M
|