Purchases and Sales Made in Q1 2025 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 2025. 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 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.33M+ 38.21% |
$66.9M - $74.5M
|
4.82M
$235M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.08M+ 654.17% |
$54.4M - $60.6M
|
1.25M
$61M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
426K+ 17.47% |
$21.4M - $23.8M
|
2.86M
$140M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
185K+ 43.65% |
$9.28M - $10.3M
|
608K
$29.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
155K+ 16.89% |
$7.77M - $8.65M
|
1.07M
$52.2M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
137K+ 1552.89% |
$6.91M - $7.68M
|
146K
$7.14M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
135K+ 19.34% |
$6.76M - $7.52M
|
831K
$40.5M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
117KNew |
$5.9M - $6.56M
|
117K
$5.73M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
111K+ 8.24% |
$5.58M - $6.2M
|
1.46M
$71.1M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
103K+ 4.14% |
$5.15M - $5.73M
|
2.58M
$126M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
81.3K+ 1.74% |
$4.09M - $4.55M
|
4.75M
$232M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
75.6K+ 853.88% |
$3.8M - $4.23M
|
84.4K
$4.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
68.8K+ 111.95% |
$3.46M - $3.85M
|
130K
$6.36M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
66K+ 61.21% |
$3.32M - $3.69M
|
174K
$8.49M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
63.1K+ 1.04% |
$3.17M - $3.53M
|
6.15M
$300M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
58.1KNew |
$2.92M - $3.25M
|
58.1K
$2.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
52K+ 24.11% |
$2.61M - $2.91M
|
268K
$13.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
51KNew |
$2.56M - $2.85M
|
51K
$2.49M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
49.5KNew |
$2.49M - $2.77M
|
49.5K
$2.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
47.6K+ 3.61% |
$2.39M - $2.66M
|
1.37M
$66.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
44.3KNew |
$2.23M - $2.48M
|
44.3K
$2.16M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38.1K+ 3.08% |
$1.91M - $2.13M
|
1.27M
$62.2M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
36.8K+ 70.13% |
$1.85M - $2.05M
|
89.2K
$4.35M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
33.9K+ 28.7% |
$1.7M - $1.89M
|
152K
$7.41M
|
|
|
May 06, 2025
Q1 2025
|
My Wealth Management Inc.
|
BUY
|
- |
33.6K+ 23.77% |
$1.69M - $1.88M
|
175K
$8.54M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
33.3K+ 10.32% |
$1.67M - $1.86M
|
356K
$17.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
29.2KNew |
$1.47M - $1.63M
|
29.2K
$1.43M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
28.2K+ 76.0% |
$1.42M - $1.58M
|
65.3K
$3.19M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
26.2K+ 97.27% |
$1.32M - $1.46M
|
53.1K
$2.59M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
22.6K+ 42.55% |
$1.14M - $1.26M
|
75.7K
$3.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
22.1K+ 7.13% |
$1.11M - $1.23M
|
331K
$16.2M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
20.9K+ 13.36% |
$1.05M - $1.17M
|
178K
$8.68M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20.7K+ 3.51% |
$1.04M - $1.16M
|
610K
$29.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.3K+ 2.24% |
$1.02M - $1.13M
|
927K
$45.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
19.8K+ 41.15% |
$995K - $1.11M
|
67.9K
$3.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
19.7K+ 13.76% |
$988K - $1.1M
|
163K
$7.93M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
19.2K+ 68.66% |
$963K - $1.07M
|
47.1K
$2.3M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18K+ 5.12% |
$905K - $1.01M
|
370K
$18M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
17.8K+ 29.14% |
$893K - $994K
|
78.8K
$3.84M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
17.7K+ 8.53% |
$888K - $988K
|
225K
$11M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
16.4KNew |
$826K - $919K
|
16.4K
$803K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
15.2K+ 54.7% |
$766K - $852K
|
43.1K
$2.1M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.5K+ 4.39% |
$729K - $811K
|
345K
$16.8M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
13.9K+ 1.14% |
$698K - $776K
|
1.23M
$60.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
13.2K+ 12.99% |
$662K - $736K
|
115K
$5.59M
|
|
|
May 15, 2025
Q1 2025
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
12.8K+ 19.09% |
$644K - $716K
|
79.9K
$3.9M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
11.7KNew |
$589K - $655K
|
11.7K
$572K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
11.6K+ 41.01% |
$584K - $650K
|
40K
$1.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
9.86K+ 14.08% |
$496K - $551K
|
79.9K
$3.9M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
9.81K+ 0.49% |
$493K - $548K
|
1.99M
$97.3M
|