Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.31MNew |
$161M - $171M
|
4.31M
$235M
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.16MNew |
$80.5M - $85.8M
|
2.16M
$117M
|
|
Oct 15, 2021
Q3 2021
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
323KNew |
$12.1M - $12.8M
|
323K
$17.6M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
73.7K+ 10.91% |
$2.75M - $2.93M
|
750K
$40.8M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
67.4K+ 64.33% |
$2.52M - $2.68M
|
172K
$9.37M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
63.6K+ 22.94% |
$2.37M - $2.53M
|
341K
$18.6M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
42.7KNew |
$1.59M - $1.7M
|
42.7K
$2.32M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
42.6K+ 13.22% |
$1.59M - $1.69M
|
365K
$19.9M
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
40.7KNew |
$1.52M - $1.62M
|
40.7K
$2.21M
|
|
Oct 14, 2021
Q3 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
32.4K+ 37.23% |
$1.21M - $1.29M
|
119K
$6.49M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
30K+ 1.38% |
$1.12M - $1.19M
|
2.2M
$120M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23.8KNew |
$890K - $947K
|
23.8K
$1.3M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.6K+ 12.98% |
$656K - $699K
|
153K
$8.32M
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
16.2K+ 220.97% |
$604K - $644K
|
23.5K
$1.28M
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14.9K+ 20.21% |
$557K - $594K
|
88.9K
$4.84M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.5K+ 0.72% |
$504K - $537K
|
1.9M
$103M
|
|
Nov 09, 2021
Q3 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
12.3K+ 19.39% |
$457K - $487K
|
75.4K
$4.11M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
10.4KNew |
$389K - $414K
|
10.4K
$567K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.8K+ 3.75% |
$366K - $390K
|
271K
$14.8M
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
9.16K+ 106.39% |
$342K - $364K
|
17.8K
$967K
|
|
Oct 25, 2021
Q3 2021
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
8.69K+ 4.06% |
$324K - $345K
|
223K
$12.1M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.16K+ 0.46% |
$304K - $324K
|
1.79M
$97.4M
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
6.73KNew |
$251K - $268K
|
6.73K
$366K
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
6.32KNew |
$236K - $251K
|
6.32K
$344K
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.85K+ 10.13% |
$218K - $232K
|
63.6K
$3.46M
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
5.69K+ 21.61% |
$212K - $226K
|
32K
$1.74M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
5.04K+ 4.92% |
$188K - $200K
|
107K
$5.85M
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.99K+ 16.22% |
$186K - $198K
|
35.8K
$1.95M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.17K+ 8.91% |
$155K - $166K
|
50.9K
$2.77M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.93KNew |
$146K - $156K
|
3.93K
$214K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.54K+ 15.37% |
$132K - $141K
|
26.6K
$1.45M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.4K+ 4.04% |
$127K - $135K
|
87.6K
$4.77M
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
2.98K+ 20.28% |
$111K - $118K
|
17.7K
$962K
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
2.94K+ 2.39% |
$110K - $117K
|
126K
$6.85M
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
2.91K+ 2.98% |
$108K - $115K
|
100K
$5.45M
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
2.66KNew |
$99.2K - $106K
|
2.66K
$145K
|
|
Oct 22, 2021
Q3 2021
|
Ade, LLC
|
BUY
|
- |
2.48K+ 5.94% |
$92.4K - $98.4K
|
44.1K
$2.4M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.42K+ 31.43% |
$90.3K - $96.2K
|
10.1K
$551K
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.4KNew |
$89.5K - $95.4K
|
2.4K
$131K
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.81KNew |
$67.3K - $71.7K
|
1.81K
$98.2K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.23K+ 7.83% |
$46K - $49K
|
17K
$925K
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
1.12K+ 11.84% |
$41.7K - $44.4K
|
10.5K
$574K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
824+ 1.22% |
$30.7K - $32.7K
|
68.3K
$3.72M
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
779+ 8.96% |
$29.1K - $31K
|
9.47K
$515K
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
414+ 5.92% |
$15.4K - $16.5K
|
7.4K
$403K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
405+ 0.1% |
$15.1K - $16.1K
|
406K
$22.1M
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
348New |
$13K - $13.8K
|
348
$18.9K
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
342+ 1.29% |
$12.8K - $13.6K
|
26.8K
$1.46M
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
326+ 1.06% |
$12.2K - $13K
|
31.2K
$1.7M
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
160+ 0.64% |
$5.97K - $6.36K
|
25.2K
$1.37M
|