Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 09, 2024
Q3 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
599K+ 105.3% |
$28.3M - $31.5M
|
1.17M
$63.5M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
307K+ 48.91% |
$14.5M - $16.1M
|
934K
$50.9M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
205K+ 6.76% |
$9.69M - $10.8M
|
3.24M
$176M
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
148KNew |
$6.99M - $7.77M
|
148K
$8.05M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
113K+ 10.5% |
$5.33M - $5.92M
|
1.19M
$64.5M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
95.9K+ 21.29% |
$4.54M - $5.04M
|
547K
$29.7M
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
83.9KNew |
$3.97M - $4.41M
|
83.9K
$4.57M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
74.9K+ 10.2% |
$3.54M - $3.94M
|
809K
$44.1M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
70.3K+ 28.17% |
$3.33M - $3.7M
|
320K
$17.4M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
69.7K+ 9.11% |
$3.29M - $3.66M
|
835K
$45.4M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
54.1K+ 15.86% |
$2.56M - $2.84M
|
395K
$21.5M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
47.8KNew |
$2.26M - $2.51M
|
47.8K
$2.6M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
47.4K+ 3.93% |
$2.24M - $2.49M
|
1.25M
$68.2M
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
44KNew |
$2.08M - $2.31M
|
44K
$2.39M
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
43.3KNew |
$2.05M - $2.28M
|
43.3K
$2.36M
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
39.1K+ 11.08% |
$1.85M - $2.06M
|
392K
$21.3M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31.3KNew |
$1.48M - $1.65M
|
31.3K
$1.71M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
30.5K+ 10.34% |
$1.44M - $1.6M
|
326K
$17.7M
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
27.5KNew |
$1.3M - $1.44M
|
27.5K
$1.49M
|
|
Nov 14, 2024
Q3 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
26.3K+ 83.42% |
$1.24M - $1.38M
|
57.8K
$3.15M
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
26.2K+ 12.13% |
$1.24M - $1.38M
|
242K
$13.2M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
24.5K+ 9.19% |
$1.16M - $1.29M
|
292K
$15.9M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22K+ 3.29% |
$1.04M - $1.16M
|
692K
$37.7M
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
20.7K+ 127.53% |
$980K - $1.09M
|
37K
$2.01M
|
|
Oct 18, 2024
Q3 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
19.2K+ 45.82% |
$907K - $1.01M
|
61K
$3.32M
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
17.7KNew |
$835K - $928K
|
17.7K
$961K
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
17.3KNew |
$816K - $907K
|
17.3K
$939K
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
16.9K+ 11.17% |
$799K - $888K
|
168K
$9.15M
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16.7K+ 92.1% |
$789K - $877K
|
34.8K
$1.89M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.1K+ 1.29% |
$759K - $844K
|
1.26M
$68.7M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.2K+ 9.76% |
$721K - $801K
|
171K
$9.32M
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
13.8K+ 0.71% |
$654K - $727K
|
1.96M
$106M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
11.5K+ 3.86% |
$544K - $604K
|
309K
$16.8M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.4K+ 8.1% |
$540K - $600K
|
152K
$8.3M
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11.1K+ 29.33% |
$526K - $584K
|
49K
$2.67M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
11.1K+ 5.84% |
$525K - $584K
|
201K
$11M
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
11K+ 227.5% |
$520K - $578K
|
15.8K
$861K
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.84KNew |
$466K - $517K
|
9.84K
$536K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.73K+ 7.15% |
$460K - $511K
|
146K
$7.94M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.92K+ 54.9% |
$422K - $468K
|
25.2K
$1.37M
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.81K+ 23.85% |
$417K - $463K
|
45.7K
$2.49M
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
8.52KNew |
$403K - $448K
|
8.52K
$464K
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
8.15K+ 7.89% |
$386K - $428K
|
111K
$6.07M
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.51KNew |
$355K - $394K
|
7.51K
$409K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.48K+ 205.1% |
$354K - $393K
|
11.1K
$605K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
6.91K+ 170.58% |
$327K - $363K
|
11K
$596K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.75K+ 34.26% |
$272K - $302K
|
22.6K
$1.23M
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.44K+ 98.2% |
$257K - $286K
|
11K
$598K
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
5.21K+ 8.11% |
$247K - $274K
|
69.5K
$3.78M
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4.79K+ 2.24% |
$227K - $252K
|
219K
$11.9M
|