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 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-75- 22.52% |
$3.77K - $4.19K
|
258
$12.6K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-86- 0.52% |
$4.32K - $4.81K
|
16.5K
$804K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-87- 0.44% |
$4.37K - $4.86K
|
19.6K
$959K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-92- 1.45% |
$4.62K - $5.14K
|
6.26K
$306K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-120- 1.49% |
$6.03K - $6.71K
|
7.94K
$388K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-137- 3.06% |
$6.88K - $7.66K
|
4.35K
$212K
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
SELL
|
- |
-163- 0.54% |
$8.19K - $9.11K
|
30.1K
$1.47M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-173- 1.83% |
$8.69K - $9.67K
|
9.28K
$453K
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-176- 0.27% |
$8.84K - $9.84K
|
66K
$3.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-184- 3.61% |
$9.25K - $10.3K
|
4.91K
$240K
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-222- 0.11% |
$11.2K - $12.4K
|
210K
$10.2M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-225- 0.6% |
$11.3K - $12.6K
|
37.4K
$1.83M
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-255- 1.16% |
$12.8K - $14.3K
|
21.7K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-266- 3.69% |
$13.4K - $14.9K
|
6.94K
$339K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-270- 1.77% |
$13.6K - $15.1K
|
15K
$733K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-318- 2.24% |
$16K - $17.8K
|
13.9K
$679K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-353- 3.6% |
$17.7K - $19.7K
|
9.45K
$461K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-394- 2.67% |
$19.8K - $22K
|
14.4K
$701K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-409- 4.48% |
$20.6K - $22.9K
|
8.73K
$426K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-427- 1.1% |
$21.5K - $23.9K
|
38.5K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-471- 6.94% |
$23.7K - $26.3K
|
6.32K
$308K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-473- 80.17% |
$23.8K - $26.4K
|
117
$5.71K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-553- 9.65% |
$27.8K - $30.9K
|
5.18K
$253K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-590- 20.98% |
$29.6K - $33K
|
2.22K
$108K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-800- 4.18% |
$40.2K - $44.7K
|
18.3K
$895K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-807- 6.75% |
$40.6K - $45.1K
|
11.1K
$544K
|
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-952- 1.23% |
$47.8K - $53.2K
|
76.6K
$3.74M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-1.13K- 6.4% |
$56.6K - $63K
|
16.5K
$804K
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.2K- 9.09% |
$60.3K - $67.1K
|
12K
$586K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.46K- 3.3% |
$73.3K - $81.5K
|
42.7K
$2.08M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.48K- 11.89% |
$74.6K - $83K
|
11K
$537K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.81K- 4.39% |
$90.8K - $101K
|
39.3K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.12K- 9.62% |
$107K - $119K
|
19.9K
$972K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.33K- 1.94% |
$117K - $130K
|
117K
$5.72M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.76K- 30.71% |
$139K - $154K
|
6.23K
$304K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-2.8K- 18.09% |
$141K - $156K
|
12.7K
$619K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.04K- 2.63% |
$203K - $226K
|
149K
$7.28M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.46K- 2.05% |
$224K - $249K
|
213K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.42K- 12.58% |
$272K - $303K
|
37.7K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-5.51K- 18.85% |
$277K - $308K
|
23.7K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.8K- 0.52% |
$291K - $324K
|
1.1M
$53.9M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-6.07K- 4.95% |
$305K - $340K
|
117K
$5.69M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.08K- 50.72% |
$306K - $340K
|
5.91K
$288K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-7.83K- 60.36% |
$394K - $438K
|
5.14K
$251K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-8.02K- 49.99% |
$403K - $448K
|
8.03K
$392K
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-9.48K- 29.04% |
$477K - $530K
|
23.2K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-17.4K- 72.2% |
$874K - $973K
|
6.7K
$327K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-18.2K- 69.62% |
$914K - $1.02M
|
7.93K
$387K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-19.5K- 21.53% |
$978K - $1.09M
|
70.9K
$3.46M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-44.7K- 69.2% |
$2.25M - $2.5M
|
19.9K
$972K
|