Purchases and Sales Made in Q1 2023 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 2023. 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 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
165K+ 31.32% |
$5.89M - $6.37M
|
691K
$37.6M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
158K+ 20.68% |
$5.66M - $6.12M
|
925K
$50.3M
|
|
May 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
121K+ 133.43% |
$4.33M - $4.68M
|
212K
$11.5M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
84.2K+ 659.96% |
$3.01M - $3.25M
|
97K
$5.28M
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
54.5K+ 41.85% |
$1.95M - $2.1M
|
185K
$10M
|
|
Apr 18, 2023
Q1 2023
|
J2 Capital Management Inc
|
BUY
|
- |
52.4K+ 106.81% |
$1.87M - $2.02M
|
102K
$5.52M
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
42.7K+ 534312.5% |
$1.53M - $1.65M
|
42.8K
$2.33M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
37.4K+ 5.42% |
$1.33M - $1.44M
|
727K
$39.6M
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
32.6KNew |
$1.16M - $1.26M
|
32.6K
$1.77M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30.5K+ 176.53% |
$1.09M - $1.18M
|
47.7K
$2.6M
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
30.1K+ 15.47% |
$1.08M - $1.16M
|
225K
$12.2M
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
BUY
|
- |
22.9KNew |
$819K - $885K
|
22.9K
$1.25M
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
19.2KNew |
$685K - $740K
|
19.2K
$1.04M
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
18.8KNew |
$671K - $725K
|
18.8K
$1.02M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
18.2K+ 16.79% |
$649K - $701K
|
126K
$6.87M
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
18K+ 3.19% |
$642K - $694K
|
581K
$31.6M
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
17.8KNew |
$637K - $688K
|
17.8K
$970K
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
17.6K+ 4.26% |
$630K - $681K
|
432K
$23.5M
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
17.2KNew |
$616K - $666K
|
17.2K
$938K
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
16.3KNew |
$582K - $629K
|
16.3K
$886K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.3K+ 4.75% |
$509K - $551K
|
315K
$17.1M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13KNew |
$463K - $501K
|
13K
$706K
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.5KNew |
$447K - $483K
|
12.5K
$681K
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
10.2K+ 25.63% |
$364K - $394K
|
50K
$2.72M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9.98KNew |
$357K - $386K
|
9.98K
$543K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.64KNew |
$309K - $334K
|
8.64K
$470K
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
8.4K+ 124.75% |
$300K - $324K
|
15.1K
$824K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.39K+ 0.35% |
$300K - $324K
|
2.4M
$131M
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.36KNew |
$299K - $323K
|
8.36K
$455K
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.17KNew |
$292K - $315K
|
8.17K
$444K
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.04KNew |
$251K - $272K
|
7.04K
$383K
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
6.9K+ 0.37% |
$246K - $266K
|
1.88M
$102M
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.89K+ 14.25% |
$246K - $266K
|
55.2K
$3M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.7K+ 4.9% |
$239K - $259K
|
143K
$7.8M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
6.21K+ 76.45% |
$222K - $240K
|
14.3K
$780K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.4K+ 2.38% |
$193K - $209K
|
232K
$12.6M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.29K+ 21.91% |
$189K - $204K
|
29.4K
$1.6M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.3K+ 48.84% |
$154K - $166K
|
13.1K
$714K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
3.21K+ 16.24% |
$115K - $124K
|
23K
$1.25M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.5K+ 0.79% |
$89.3K - $96.5K
|
318K
$17.3M
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.18K+ 6.97% |
$77.7K - $84K
|
33.4K
$1.82M
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
2.13K+ 2.2% |
$76.2K - $82.3K
|
98.9K
$5.38M
|
|
Apr 14, 2023
Q1 2023
|
Ade, LLC
|
BUY
|
- |
1.8K+ 5.42% |
$64.2K - $69.4K
|
35K
$1.9M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.65K+ 3.1% |
$58.9K - $63.7K
|
54.9K
$2.99M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.56K+ 113.66% |
$55.9K - $60.4K
|
2.94K
$160K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
1.4K+ 8.45% |
$50K - $54.1K
|
18K
$977K
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.11K+ 138.38% |
$39.5K - $42.8K
|
1.91K
$104K
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.01K+ 1.52% |
$36K - $39K
|
67.2K
$3.66M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
957New |
$34.2K - $37K
|
957
$52.1K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
925New |
$33K - $35.7K
|
925
$50.3K
|