Purchases and Sales Made in Q1 2024 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 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
870K+ 779.04% |
$37M - $41.5M
|
981K
$54.2M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
158K+ 763.09% |
$6.74M - $7.56M
|
179K
$9.91M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
150K+ 55.02% |
$6.38M - $7.15M
|
422K
$23.3M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
133K+ 32.04% |
$5.65M - $6.33M
|
547K
$30.2M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
111K+ 259.44% |
$4.72M - $5.3M
|
154K
$8.5M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
64.8K+ 5.43% |
$2.76M - $3.09M
|
1.26M
$69.6M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
60.5K+ 9.29% |
$2.58M - $2.89M
|
712K
$39.4M
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
48.8KNew |
$2.08M - $2.33M
|
48.8K
$2.7M
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
37.7KNew |
$1.61M - $1.8M
|
37.7K
$2.09M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35KNew |
$1.49M - $1.67M
|
35K
$1.93M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
33.5K+ 9.43% |
$1.43M - $1.6M
|
389K
$21.5M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
33.3K+ 51.0% |
$1.42M - $1.59M
|
98.6K
$5.45M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32.3K+ 7.86% |
$1.38M - $1.54M
|
444K
$24.5M
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
31.6K+ 18.97% |
$1.34M - $1.51M
|
198K
$10.9M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
26.2K+ 12.25% |
$1.12M - $1.25M
|
240K
$13.3M
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
24.6K+ 109.77% |
$1.05M - $1.17M
|
47K
$2.6M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.1K+ 3.99% |
$982K - $1.1M
|
601K
$33.3M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19.4K+ 16.77% |
$828K - $928K
|
135K
$7.48M
|
|
May 01, 2024
Q1 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
19.4K+ 50.12% |
$827K - $928K
|
58.2K
$3.22M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
17.5K+ 6.87% |
$746K - $837K
|
273K
$15.1M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.5K+ 46.63% |
$745K - $835K
|
55K
$3.04M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
16.9K+ 50.91% |
$721K - $809K
|
50.2K
$2.78M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.5K+ 5.39% |
$704K - $789K
|
323K
$17.9M
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
14.5KNew |
$617K - $691K
|
14.5K
$801K
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
13.1K+ 3.76% |
$558K - $625K
|
362K
$20M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13K+ 5.46% |
$551K - $618K
|
250K
$13.8M
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
10.8K+ 12.89% |
$458K - $513K
|
94.2K
$5.21M
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
10.1K+ 132.42% |
$428K - $480K
|
17.6K
$976K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.52K+ 48.19% |
$363K - $407K
|
26.2K
$1.45M
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
8.2KNew |
$349K - $391K
|
8.2K
$453K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.61K+ 2.63% |
$324K - $363K
|
297K
$16.4M
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.45KNew |
$317K - $356K
|
7.45K
$412K
|
|
May 07, 2024
Q1 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
7.35K+ 1.59% |
$313K - $351K
|
469K
$25.9M
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
7.04K+ 29.47% |
$299K - $336K
|
30.9K
$1.71M
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
6.12K+ 4.31% |
$260K - $292K
|
148K
$8.18M
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
6.01K+ 17.28% |
$256K - $287K
|
40.8K
$2.26M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.97K+ 0.92% |
$254K - $285K
|
658K
$36.4M
|
|
May 15, 2024
Q1 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
5.76KNew |
$245K - $275K
|
5.76K
$318K
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
5.11KNew |
$217K - $244K
|
5.11K
$282K
|
|
May 15, 2024
Q1 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
5.09K+ 21.65% |
$217K - $243K
|
28.6K
$1.58M
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.98K+ 35.78% |
$212K - $238K
|
18.9K
$1.04M
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.88K+ 40.39% |
$208K - $233K
|
17K
$938K
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.75KNew |
$202K - $227K
|
4.75K
$262K
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.64KNew |
$198K - $221K
|
4.64K
$257K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.6KNew |
$196K - $220K
|
4.6K
$254K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.54KNew |
$193K - $217K
|
4.54K
$251K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.51K+ 7.39% |
$192K - $215K
|
65.5K
$3.62M
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.43K+ 0.23% |
$189K - $211K
|
1.9M
$105M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.25K+ 9.42% |
$181K - $203K
|
49.3K
$2.73M
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
3.94K+ 425.62% |
$168K - $188K
|
4.86K
$269K
|