Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.87M+ 36.31% |
$69.4M - $73.5M
|
7.02M
$380M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
675K+ 42.15% |
$25M - $26.5M
|
2.28M
$123M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
350K+ 208.93% |
$13M - $13.8M
|
518K
$28M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
285K+ 1069.25% |
$10.6M - $11.2M
|
312K
$16.9M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
255K+ 6.65% |
$9.45M - $10M
|
4.09M
$221M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
255K+ 6.65% |
$9.45M - $10M
|
4.09M
$221M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
132K+ 6.15% |
$4.91M - $5.2M
|
2.28M
$124M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
93K+ 5.12% |
$3.45M - $3.66M
|
1.91M
$103M
|
|
|
Aug 15, 2022
Q2 2022
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
67.3KNew |
$2.5M - $2.65M
|
67.3K
$3.64M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
62.2K+ 6.14% |
$2.31M - $2.45M
|
1.08M
$58.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
62.1K+ 92.68% |
$2.3M - $2.44M
|
129K
$6.98M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
37K+ 127.97% |
$1.37M - $1.46M
|
66K
$3.57M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
32.9K+ 40.4% |
$1.22M - $1.29M
|
115K
$6.19M
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
29.3KNew |
$1.09M - $1.15M
|
29.3K
$1.58M
|
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
28.6K+ 10.71% |
$1.06M - $1.12M
|
295K
$16M
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
24.9K+ 7.17% |
$922K - $978K
|
372K
$20.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23.8K+ 19.01% |
$881K - $934K
|
149K
$8.05M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22.9K+ 15.75% |
$850K - $901K
|
168K
$9.11M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18KNew |
$668K - $708K
|
18K
$975K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.7K+ 8.49% |
$657K - $696K
|
226K
$12.2M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
15.8K+ 56.88% |
$587K - $622K
|
43.6K
$2.36M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
15.6KNew |
$580K - $614K
|
15.6K
$846K
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.5KNew |
$425K - $450K
|
11.5K
$620K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.2K+ 5.43% |
$414K - $439K
|
217K
$11.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
BUY
|
- |
11.1K+ 132.0% |
$410K - $435K
|
19.4K
$1.05M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.5KNew |
$391K - $414K
|
10.5K
$570K
|
|
|
Jul 25, 2022
Q2 2022
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
9.65K+ 61.26% |
$358K - $379K
|
25.4K
$1.37M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.29K+ 2.65% |
$344K - $365K
|
359K
$19.4M
|
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
7.95KNew |
$295K - $312K
|
7.95K
$430K
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7.79K+ 320.79% |
$289K - $306K
|
10.2K
$553K
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
7.39K+ 5.25% |
$274K - $290K
|
148K
$8.01M
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.66KNew |
$210K - $222K
|
5.66K
$306K
|
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.96K+ 4.29% |
$184K - $195K
|
121K
$6.52M
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.07K+ 60.98% |
$151K - $160K
|
10.8K
$582K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
3.9K+ 3.95% |
$145K - $153K
|
103K
$5.55M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.89K+ 11.1% |
$144K - $153K
|
38.9K
$2.1M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.86KNew |
$143K - $152K
|
3.86K
$209K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.36K+ 2.86% |
$125K - $132K
|
121K
$6.54M
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.32K+ 11.78% |
$86K - $91.2K
|
22K
$1.19M
|
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.3K+ 13.34% |
$85.2K - $90.3K
|
19.5K
$1.06M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.5K+ 56.56% |
$55.6K - $58.9K
|
4.15K
$225K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1.45K+ 4.48% |
$53.6K - $56.8K
|
33.7K
$1.82M
|
|
|
Jul 13, 2022
Q2 2022
|
Ade, LLC
|
BUY
|
- |
1.33K+ 2.91% |
$49.4K - $52.3K
|
47.1K
$2.55M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.29K+ 9.44% |
$47.7K - $50.6K
|
14.9K
$807K
|
|
|
Jul 22, 2022
Q2 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
1.2K+ 1.04% |
$44.3K - $47K
|
116K
$6.29M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.2K+ 10.26% |
$44.3K - $47K
|
12.8K
$695K
|
|
|
Aug 15, 2022
Q2 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.09K+ 2.56% |
$40.3K - $42.8K
|
43.6K
$2.36M
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
926New |
$34.3K - $36.4K
|
926
$50.1K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
716New |
$26.5K - $28.1K
|
716
$38.7K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
495+ 3.14% |
$18.4K - $19.5K
|
16.3K
$880K
|