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 |
---|---|---|---|---|---|---|---|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
2K+ 11.23% |
$79.5K - $85.3K
|
19.8K
$1.08M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.75K+ 13.31% |
$69.6K - $74.6K
|
14.9K
$811K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.59K+ 14.35% |
$63K - $67.6K
|
12.6K
$687K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.5K+ 11.21% |
$59.7K - $63.9K
|
14.9K
$810K
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.5K+ 24.39% |
$59.7K - $63.9K
|
7.65K
$416K
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
851New |
$33.8K - $36.3K
|
851
$46.3K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
811+ 3.52% |
$32.3K - $34.6K
|
23.9K
$1.3M
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
793+ 4.02% |
$31.5K - $33.8K
|
20.5K
$1.12M
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
700+ 0.89% |
$27.8K - $29.8K
|
79.1K
$4.3M
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
692+ 1.02% |
$27.5K - $29.5K
|
68.7K
$3.74M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
425+ 1.51% |
$16.9K - $18.1K
|
28.7K
$1.56M
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
384+ 0.15% |
$15.3K - $16.4K
|
254K
$13.8M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
265+ 1.11% |
$10.5K - $11.3K
|
24.2K
$1.31M
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
250New |
$9.94K - $10.7K
|
250
$13.6K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
229New |
$9.11K - $9.76K
|
229
$12.5K
|
|
Nov 14, 2023
Q3 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
220+ 3.08% |
$8.75K - $9.38K
|
7.37K
$401K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
200New |
$7.95K - $8.53K
|
200
$10.9K
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
195+ 0.09% |
$7.76K - $8.31K
|
223K
$12.2M
|
|
Nov 03, 2023
Q3 2023
|
Ade, LLC
|
BUY
|
- |
164+ 0.48% |
$6.52K - $6.99K
|
34K
$1.85M
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
154New |
$6.12K - $6.57K
|
154
$8.38K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
125+ 2.19% |
$4.97K - $5.33K
|
5.82K
$317K
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
103+ 0.53% |
$4.1K - $4.39K
|
19.5K
$1.06M
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
100New |
$3.98K - $4.26K
|
100
$5.44K
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
71+ 0.23% |
$2.82K - $3.03K
|
31.5K
$1.71M
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
68New |
$2.7K - $2.9K
|
68
$3.7K
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5+ 0.06% |
$199 - $213
|
8.29K
$451K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1- 0.02% |
$39.8 - $42.6
|
6.27K
$341K
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-23- 0.24% |
$915 - $980
|
9.69K
$527K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-25- 6.78% |
$994 - $1.07K
|
344
$18.7K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-48- 0.16% |
$1.91K - $2.05K
|
29.6K
$1.61M
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-56- 0.31% |
$2.23K - $2.39K
|
17.9K
$975K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-84- 78.5% |
$3.34K - $3.58K
|
23
$1.25K
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-88- 0.9% |
$3.5K - $3.75K
|
9.71K
$528K
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-90- 0.04% |
$3.58K - $3.84K
|
206K
$11.2M
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-96- 5.41% |
$3.82K - $4.09K
|
1.68K
$91.3K
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-100- 1.13% |
$3.98K - $4.26K
|
8.79K
$478K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-156- 28.57% |
$6.2K - $6.65K
|
390
$21.2K
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-248- 15.87% |
$9.86K - $10.6K
|
1.32K
$71.6K
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-335- 1.42% |
$13.3K - $14.3K
|
23.3K
$1.27M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-503- 1.35% |
$20K - $21.4K
|
36.8K
$2M
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-503- 4.27% |
$20K - $21.4K
|
11.3K
$613K
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-537- 7.55% |
$21.4K - $22.9K
|
6.57K
$358K
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-570- 5.47% |
$22.7K - $24.3K
|
9.84K
$536K
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-756- 4.76% |
$30.1K - $32.2K
|
15.1K
$824K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-862- 3.68% |
$34.3K - $36.7K
|
22.6K
$1.23M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-940- 29.78% |
$37.4K - $40.1K
|
2.22K
$121K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-945- 0.93% |
$37.6K - $40.3K
|
100K
$5.45M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-1.29K- 45.73% |
$51.1K - $54.8K
|
1.53K
$83K
|