Purchases and Sales Made in Q2 2023 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 2023. 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 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
658K+ 3689.64% |
$24.7M - $27.2M
|
676K
$36.5M
|
|
|
Aug 14, 2023
Q2 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
436KNew |
$16.4M - $18M
|
436K
$23.6M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
106KNew |
$3.97M - $4.36M
|
106K
$5.71M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
104K+ 11.24% |
$3.91M - $4.29M
|
1.03M
$55.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
77.6K+ 1294.92% |
$2.92M - $3.2M
|
83.6K
$4.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
59.5K+ 25.69% |
$2.24M - $2.46M
|
291K
$15.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
36.8KNew |
$1.38M - $1.52M
|
36.8K
$1.99M
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
33.3KNew |
$1.25M - $1.37M
|
33.3K
$1.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
29.8K+ 14.04% |
$1.12M - $1.23M
|
242K
$13.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
28.1K+ 12.09% |
$1.05M - $1.16M
|
260K
$14.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
25.4KNew |
$955K - $1.05M
|
25.4K
$1.37M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
24K+ 4.9% |
$901K - $990K
|
513K
$27.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
23K+ 51.07% |
$865K - $950K
|
68.1K
$3.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22.1K+ 6.97% |
$832K - $914K
|
340K
$18.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
19.7K+ 9.31% |
$741K - $814K
|
231K
$12.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
19.1K+ 19.35% |
$719K - $790K
|
118K
$6.38M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18K+ 5.98% |
$675K - $742K
|
318K
$17.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.7K+ 29.87% |
$592K - $650K
|
68.5K
$3.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.3KNew |
$575K - $631K
|
15.3K
$827K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.5KNew |
$543K - $597K
|
14.5K
$782K
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
12.5K+ 68.44% |
$471K - $517K
|
30.8K
$1.67M
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
9.81K+ 19.64% |
$369K - $405K
|
59.8K
$3.23M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.05K+ 2.26% |
$340K - $374K
|
409K
$22.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
7.96K+ 1.37% |
$299K - $329K
|
589K
$31.8M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
7.45KNew |
$280K - $308K
|
7.45K
$403K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
7.12K+ 0.38% |
$268K - $294K
|
1.88M
$102M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
7.11KNew |
$267K - $294K
|
7.11K
$385K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
6.67KNew |
$251K - $275K
|
6.67K
$361K
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
6.56KNew |
$246K - $271K
|
6.56K
$355K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.3K+ 42.72% |
$199K - $219K
|
17.7K
$958K
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5KNew |
$188K - $207K
|
5K
$270K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5KNew |
$188K - $207K
|
5K
$270K
|
|
|
Aug 17, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
4.96KNew |
$187K - $205K
|
4.96K
$268K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.95K+ 7.36% |
$148K - $163K
|
57.6K
$3.11M
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
BUY
|
- |
3.74K+ 13.28% |
$141K - $155K
|
31.9K
$1.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.42K+ 0.97% |
$129K - $141K
|
358K
$19.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.87K+ 16.64% |
$108K - $119K
|
20.1K
$1.09M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.86K+ 1.26% |
$107K - $118K
|
229K
$12.4M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.45KNew |
$92K - $101K
|
2.45K
$132K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.17K+ 19.38% |
$81.6K - $89.7K
|
13.4K
$724K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.56KNew |
$58.6K - $64.4K
|
1.56K
$84.4K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.55KNew |
$58.3K - $64.1K
|
1.55K
$83.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
1.5K+ 2.27% |
$56.4K - $61.9K
|
67.7K
$3.66M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.44KNew |
$54.1K - $59.5K
|
1.44K
$77.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.42K+ 12.07% |
$53.2K - $58.5K
|
13.2K
$711K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.07K+ 3.21% |
$40.3K - $44.2K
|
34.5K
$1.87M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1K+ 215.98% |
$37.6K - $41.3K
|
1.46K
$79.1K
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
952+ 5.07% |
$35.8K - $39.3K
|
19.7K
$1.07M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
950+ 8.78% |
$35.7K - $39.2K
|
11.8K
$637K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
841+ 8.24% |
$31.6K - $34.7K
|
11K
$598K
|