Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
599KNew |
$27.1M - $29.9M
|
599K
$32.6M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
207K+ 4.83% |
$9.35M - $10.3M
|
4.49M
$244M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
207K+ 4.83% |
$9.35M - $10.3M
|
4.49M
$244M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
198K+ 3.38% |
$8.94M - $9.89M
|
6.06M
$330M
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
127KNew |
$5.75M - $6.36M
|
127K
$6.92M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
123K+ 5.32% |
$5.57M - $6.17M
|
2.44M
$133M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
92K+ 9.38% |
$4.16M - $4.6M
|
1.07M
$58.4M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
53.1K+ 7.46% |
$2.4M - $2.65M
|
765K
$41.6M
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
43K+ 2.26% |
$1.94M - $2.15M
|
1.94M
$106M
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
42.2K+ 28.55% |
$1.91M - $2.11M
|
190K
$10.3M
|
|
Jul 16, 2024
Q2 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
41.8KNew |
$1.89M - $2.09M
|
41.8K
$2.28M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
34.6K+ 7.8% |
$1.56M - $1.73M
|
478K
$26M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.4K+ 1.11% |
$1.51M - $1.67M
|
3.03M
$165M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
28.5K+ 6.76% |
$1.29M - $1.43M
|
451K
$24.5M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26K+ 4.33% |
$1.18M - $1.3M
|
628K
$34.2M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
24.9K+ 9.13% |
$1.12M - $1.24M
|
298K
$16.2M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.7K+ 15.3% |
$936K - $1.04M
|
156K
$8.49M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.1K+ 11.22% |
$909K - $1.01M
|
199K
$10.8M
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
18.5K+ 66.55% |
$834K - $922K
|
46.2K
$2.51M
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
17.8K+ 8.99% |
$804K - $889K
|
216K
$11.7M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.9K+ 6.76% |
$764K - $845K
|
267K
$14.5M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.9K+ 65.19% |
$720K - $797K
|
40.4K
$2.2M
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15.9K+ 24.27% |
$718K - $794K
|
81.4K
$4.43M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.3K+ 0.87% |
$600K - $664K
|
1.53M
$83.5M
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.5KNew |
$563K - $623K
|
12.5K
$678K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.9K+ 1.8% |
$536K - $593K
|
670K
$36.5M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.4K+ 1.58% |
$517K - $572K
|
735K
$40M
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
10.6K+ 26.07% |
$481K - $532K
|
51.4K
$2.8M
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10.3K+ 7.33% |
$467K - $517K
|
151K
$8.24M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.3K+ 8.2% |
$466K - $516K
|
136K
$7.41M
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.54K+ 3.97% |
$431K - $477K
|
250K
$13.6M
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
9.13K+ 9.69% |
$412K - $456K
|
103K
$5.62M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.55K+ 88.94% |
$386K - $427K
|
18.2K
$988K
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7.47K+ 86.96% |
$338K - $374K
|
16.1K
$874K
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
6.93K+ 22.17% |
$313K - $346K
|
38.2K
$2.08M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.74K+ 2.02% |
$305K - $337K
|
341K
$18.6M
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.65K+ 65.42% |
$301K - $332K
|
16.8K
$915K
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.59K+ 21.72% |
$298K - $329K
|
36.9K
$2.01M
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
6.53K+ 2.47% |
$295K - $327K
|
271K
$14.7M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.28K+ 12.74% |
$284K - $314K
|
55.6K
$3.03M
|
|
Jul 12, 2024
Q2 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
6.03K+ 10.35% |
$272K - $301K
|
64.3K
$3.5M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.79K+ 65.74% |
$262K - $290K
|
14.6K
$795K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.57KNew |
$252K - $279K
|
5.57K
$303K
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.24KNew |
$237K - $262K
|
5.24K
$285K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.87K+ 42.84% |
$220K - $244K
|
16.2K
$884K
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
4.83KNew |
$218K - $242K
|
4.83K
$263K
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.81K+ 77.73% |
$218K - $241K
|
11K
$599K
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.8KNew |
$217K - $240K
|
4.8K
$261K
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.78KNew |
$216K - $239K
|
4.78K
$260K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
4.5K+ 92.55% |
$203K - $225K
|
9.36K
$509K
|