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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.63K+ 2.64% |
$154K - $173K
|
141K
$7.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.58K+ 13.37% |
$152K - $171K
|
30.3K
$1.68M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.05K+ 29.95% |
$130K - $145K
|
13.2K
$731K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
3.01K+ 5.5% |
$128K - $144K
|
57.8K
$3.2M
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.56K+ 2.89% |
$109K - $122K
|
91K
$5.03M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.38KNew |
$101K - $113K
|
2.38K
$131K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.34KNew |
$99.6K - $112K
|
2.34K
$129K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.32K+ 25.69% |
$98.9K - $111K
|
11.4K
$628K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.14K+ 10.38% |
$91.1K - $102K
|
22.8K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.14K+ 1.96% |
$91.1K - $102K
|
112K
$6.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.07K+ 1.67% |
$88.1K - $98.8K
|
126K
$6.95M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.63K+ 10.22% |
$69.2K - $77.5K
|
17.5K
$969K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.42K+ 1.39% |
$60.4K - $67.7K
|
104K
$5.73M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.38K+ 8.21% |
$58.5K - $65.6K
|
18.1K
$1M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.35KNew |
$57.6K - $64.6K
|
1.35K
$74.8K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.31K+ 4.8% |
$55.7K - $62.5K
|
28.6K
$1.58M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.31K+ 3.2% |
$55.5K - $62.3K
|
42.1K
$2.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1K+ 4.69% |
$42.7K - $47.9K
|
22.4K
$1.24M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
875+ 0.33% |
$37.2K - $41.8K
|
264K
$14.6M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
800New |
$34K - $38.2K
|
800
$44.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
BUY
|
- |
789+ 2.31% |
$33.6K - $37.7K
|
35K
$1.93M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
666+ 8.03% |
$28.3K - $31.8K
|
8.96K
$495K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
517+ 1.5% |
$22K - $24.7K
|
35K
$1.93M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
500+ 0.24% |
$21.3K - $23.9K
|
206K
$11.4M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
466+ 2.01% |
$19.8K - $22.2K
|
23.7K
$1.31M
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
453+ 0.62% |
$19.3K - $21.6K
|
73.5K
$4.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
448+ 6.14% |
$19.1K - $21.4K
|
7.75K
$428K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
446+ 1.86% |
$19K - $21.3K
|
24.5K
$1.35M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
440+ 3.29% |
$18.7K - $21K
|
13.8K
$763K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
437+ 4.62% |
$18.6K - $20.9K
|
9.89K
$547K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
392New |
$16.7K - $18.7K
|
392
$21.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
BUY
|
- |
374+ 0.72% |
$15.9K - $17.8K
|
52K
$2.87M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
345New |
$14.7K - $16.5K
|
345
$19.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
313+ 3.18% |
$13.3K - $14.9K
|
10.2K
$562K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
313New |
$13.3K - $14.9K
|
313
$17.3K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
288New |
$12.3K - $13.7K
|
288
$15.9K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
247New |
$10.5K - $11.8K
|
247
$13.7K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
247+ 1.63% |
$10.5K - $11.8K
|
15.4K
$852K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
238+ 1.24% |
$10.1K - $11.4K
|
19.5K
$1.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
214+ 0.08% |
$9.11K - $10.2K
|
260K
$14.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
196+ 3.27% |
$8.34K - $9.35K
|
6.19K
$342K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
190+ 0.55% |
$8.09K - $9.07K
|
34.8K
$1.92M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
163New |
$6.94K - $7.78K
|
163
$9.01K
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
158+ 0.11% |
$6.72K - $7.54K
|
141K
$7.79M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
155+ 2.45% |
$6.6K - $7.4K
|
6.49K
$359K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
115+ 0.39% |
$4.89K - $5.49K
|
30K
$1.66M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
89+ 1.31% |
$3.79K - $4.25K
|
6.89K
$381K
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
BUY
|
- |
58+ 1.17% |
$2.47K - $2.77K
|
5.02K
$278K
|
|
|
May 13, 2024
Q1 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
41+ 5.32% |
$1.74K - $1.96K
|
812
$44.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
30+ 1.03% |
$1.28K - $1.43K
|
2.95K
$163K
|