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 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2K- 13.47% |
$71.4K - $77.2K
|
12.8K
$699K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.11K- 0.9% |
$75.3K - $81.4K
|
232K
$12.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-2.22K- 52.72% |
$79.4K - $85.9K
|
1.99K
$109K
|
|
|
May 11, 2023
Q1 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-2.25K- 5.14% |
$80.5K - $87K
|
41.5K
$2.26M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.3K- 28.42% |
$82.3K - $89K
|
5.8K
$316K
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.35K- 24.02% |
$83.8K - $90.6K
|
7.42K
$404K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.58K- 22.59% |
$92K - $99.4K
|
8.83K
$480K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.99K- 8.91% |
$107K - $115K
|
30.5K
$1.66M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.7K- 1.16% |
$132K - $143K
|
315K
$17.1M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.95K- 25.2% |
$141K - $153K
|
11.7K
$639K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.54K- 3.96% |
$162K - $175K
|
110K
$5.99M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.56K- 29.68% |
$199K - $215K
|
13.2K
$717K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.6K- 19.16% |
$200K - $216K
|
23.6K
$1.29M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.61K- 11.9% |
$236K - $255K
|
48.9K
$2.66M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.86K- 97.17% |
$245K - $265K
|
200
$10.9K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.74K- 24.53% |
$277K - $299K
|
23.8K
$1.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.01K- 7.18% |
$286K - $309K
|
104K
$5.64M
|
|
|
Apr 18, 2023
Q1 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-8.49K- 7.47% |
$303K - $328K
|
105K
$5.72M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-10.1K- 49.5% |
$360K - $389K
|
10.3K
$559K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-13.7K- 36.28% |
$488K - $527K
|
24K
$1.31M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.3K- 4.53% |
$509K - $551K
|
300K
$16.3M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-15.5K- 22.45% |
$555K - $600K
|
53.6K
$2.92M
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-16.1K- 46.79% |
$575K - $621K
|
18.3K
$996K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.6K- 5.99% |
$806K - $871K
|
354K
$19.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-23.2K- 27.5% |
$828K - $895K
|
61.1K
$3.32M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-24.2K- 0.96% |
$866K - $936K
|
2.5M
$136M
|
|
|
May 02, 2023
Q1 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-25.8K- 8.91% |
$922K - $997K
|
264K
$14.4M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-25.9K- 22.56% |
$924K - $999K
|
88.8K
$4.83M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-41.6K- 97.37% |
$1.49M - $1.61M
|
1.12K
$61.1K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-44.8K- 10.07% |
$1.6M - $1.73M
|
400K
$21.8M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-48.3K- 31.42% |
$1.72M - $1.86M
|
105K
$5.73M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-50.8K- 9.13% |
$1.81M - $1.96M
|
505K
$27.5M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-52.3K- 22.25% |
$1.87M - $2.02M
|
183K
$9.95M
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-62.4K- 21.64% |
$2.23M - $2.41M
|
226K
$12.3M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-72.9K- 58.02% |
$2.6M - $2.81M
|
52.7K
$2.87M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-73.9K- 62.12% |
$2.64M - $2.85M
|
45K
$2.45M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-92K- 30.3% |
$3.29M - $3.55M
|
212K
$11.5M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-92.8K- 90.93% |
$3.32M - $3.58M
|
9.26K
$504K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-126K- 7.44% |
$4.49M - $4.85M
|
1.56M
$85M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-139K- 22.11% |
$4.96M - $5.36M
|
489K
$26.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-152K- 79.24% |
$5.43M - $5.87M
|
39.8K
$2.17M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-153K- 44.38% |
$5.46M - $5.9M
|
192K
$10.4M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-573K- 26.15% |
$20.5M - $22.1M
|
1.62M
$88.1M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-689K- 9.51% |
$24.6M - $26.6M
|
6.56M
$357M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-836K- 18.54% |
$29.9M - $32.3M
|
3.67M
$200M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-965K- 37.61% |
$34.5M - $37.3M
|
1.6M
$87.1M
|