Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.01M+ 66.48% |
$40.3M - $43.2M
|
2.54M
$138M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
264K+ 7.43% |
$10.5M - $11.2M
|
3.82M
$208M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
198KNew |
$7.88M - $8.45M
|
198K
$10.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
165K+ 241.04% |
$6.56M - $7.04M
|
233K
$12.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
148KNew |
$5.88M - $6.3M
|
148K
$8.04M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
143KNew |
$5.68M - $6.09M
|
143K
$7.78M
|
|
|
Nov 15, 2023
Q3 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
135KNew |
$5.36M - $5.74M
|
135K
$7.33M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
126K+ 12.23% |
$5M - $5.36M
|
1.15M
$62.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
107KNew |
$4.27M - $4.57M
|
107K
$5.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
74.5K+ 3.21% |
$2.96M - $3.17M
|
2.39M
$130M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
61.5K+ 91.31% |
$2.44M - $2.62M
|
129K
$7.01M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
61.5K+ 91.31% |
$2.44M - $2.62M
|
129K
$7.01M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
55.5K+ 13.56% |
$2.21M - $2.37M
|
465K
$25.3M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
52.9K+ 227.02% |
$2.1M - $2.25M
|
76.2K
$4.15M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
35.2KNew |
$1.4M - $1.5M
|
35.2K
$1.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
31.5KNew |
$1.25M - $1.34M
|
31.5K
$1.71M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
30.4K+ 47.16% |
$1.21M - $1.3M
|
94.9K
$5.16M
|
|
|
Nov 07, 2023
Q3 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
23.8K+ 5.45% |
$945K - $1.01M
|
460K
$25M
|
|
|
Oct 16, 2023
Q3 2023
|
Clarus Group, Inc.
|
BUY
|
- |
23.6KNew |
$939K - $1.01M
|
23.6K
$1.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23.6K+ 6.59% |
$938K - $1.01M
|
381K
$20.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
23.3K+ 115.96% |
$928K - $994K
|
43.4K
$2.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.6K+ 0.95% |
$899K - $964K
|
2.41M
$131M
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
22.5K+ 342.77% |
$894K - $958K
|
29K
$1.58M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21.8K+ 147.16% |
$869K - $931K
|
36.7K
$2M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
21.2KNew |
$843K - $904K
|
21.2K
$1.15M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
20.2K+ 17.13% |
$804K - $862K
|
138K
$7.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.3K+ 3.01% |
$768K - $823K
|
660K
$35.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.1K+ 5.7% |
$722K - $773K
|
337K
$18.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
17.1K+ 225.41% |
$681K - $730K
|
24.7K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.6K+ 3.05% |
$622K - $666K
|
529K
$28.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.7K+ 4.48% |
$464K - $497K
|
272K
$14.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.2K+ 3.84% |
$445K - $477K
|
302K
$16.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.93KNew |
$395K - $423K
|
9.93K
$540K
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
9.41K+ 15.75% |
$374K - $401K
|
69.2K
$3.77M
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
8.13KNew |
$323K - $347K
|
8.13K
$442K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.85KNew |
$272K - $292K
|
6.85K
$373K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.02K+ 4.98% |
$239K - $257K
|
127K
$6.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6KNew |
$238K - $256K
|
6K
$326K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.42KNew |
$215K - $231K
|
5.42K
$295K
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
5.15K+ 15.47% |
$205K - $219K
|
38.4K
$2.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
4.79K+ 0.81% |
$190K - $204K
|
593K
$32.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
4.09K+ 11.85% |
$163K - $174K
|
38.6K
$2.1M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.48K+ 6.24% |
$138K - $148K
|
59.3K
$3.23M
|
|
|
Nov 03, 2023
Q3 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3.27K+ 3.91% |
$130K - $139K
|
86.8K
$4.73M
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
3.24K+ 1.42% |
$129K - $138K
|
232K
$12.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.91K+ 18.58% |
$116K - $124K
|
18.6K
$1.01M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.68K+ 23.56% |
$106K - $114K
|
14K
$764K
|
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
2.13K+ 8.39% |
$84.7K - $90.8K
|
27.5K
$1.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
BUY
|
- |
2.03K+ 6.34% |
$80.5K - $86.3K
|
33.9K
$1.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.02K+ 13.98% |
$80.3K - $86.1K
|
16.5K
$897K
|