Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
766K+ 42.58% |
$28.7M - $29.1M
|
2.57M
$140M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
310K+ 14.85% |
$11.6M - $11.7M
|
2.39M
$130M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
271K+ 12.02% |
$10.1M - $10.3M
|
2.52M
$137M
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
183K+ 1519.33% |
$6.84M - $6.93M
|
195K
$10.6M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
171K+ 37.35% |
$6.4M - $6.48M
|
628K
$34.2M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
158K+ 202.85% |
$5.9M - $5.98M
|
235K
$12.8M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
155K+ 2.18% |
$5.8M - $5.87M
|
7.24M
$394M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
148K+ 333.73% |
$5.53M - $5.6M
|
192K
$10.4M
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
144K+ 89.57% |
$5.38M - $5.45M
|
304K
$16.5M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
141K+ 9.15% |
$5.3M - $5.37M
|
1.69M
$91.9M
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
113K+ 1461.35% |
$4.22M - $4.27M
|
120K
$6.54M
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
102KNew |
$3.8M - $3.85M
|
102K
$5.53M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
100K+ 74.92% |
$3.75M - $3.8M
|
234K
$12.7M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
84.5K+ 205.83% |
$3.17M - $3.21M
|
126K
$6.83M
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
79KNew |
$2.96M - $3M
|
79K
$4.3M
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
76.4K+ 35.44% |
$2.86M - $2.9M
|
292K
$15.9M
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
71.1KNew |
$2.66M - $2.7M
|
71.1K
$3.87M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
55.4K+ 87.17% |
$2.07M - $2.1M
|
119K
$6.47M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
54.1K+ 20.71% |
$2.03M - $2.05M
|
315K
$17.2M
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
31.8K+ 38.34% |
$1.19M - $1.21M
|
115K
$6.24M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
24.3K+ 8.79% |
$909K - $921K
|
300K
$16.3M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.8K+ 0.51% |
$855K - $866K
|
4.51M
$245M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.5K+ 5.33% |
$844K - $855K
|
445K
$24.2M
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
20.7K+ 5.27% |
$776K - $786K
|
414K
$22.5M
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.3KNew |
$646K - $655K
|
17.3K
$939K
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
15.6KNew |
$583K - $590K
|
15.6K
$847K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.5K+ 3.99% |
$542K - $549K
|
377K
$20.5M
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
14.3KNew |
$535K - $542K
|
14.3K
$777K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.5KNew |
$506K - $513K
|
13.5K
$735K
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
13.3K+ 2.42% |
$498K - $505K
|
563K
$30.6M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.3K+ 10.76% |
$497K - $504K
|
137K
$7.43M
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.6K+ 7235.63% |
$472K - $478K
|
12.8K
$695K
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
11.2K+ 148.52% |
$419K - $425K
|
18.7K
$1.02M
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
10.1KNew |
$377K - $382K
|
10.1K
$547K
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.71K+ 9.25% |
$364K - $368K
|
115K
$6.24M
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
BUY
|
- |
9.68K+ 32.18% |
$363K - $367K
|
39.8K
$2.16M
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
8.58KNew |
$321K - $326K
|
8.58K
$467K
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
8.2K+ 123.45% |
$307K - $311K
|
14.8K
$808K
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
7.65KNew |
$287K - $290K
|
7.65K
$416K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.99K+ 2.07% |
$262K - $265K
|
344K
$18.7M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.98K+ 2.71% |
$224K - $227K
|
227K
$12.3M
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.87KNew |
$220K - $223K
|
5.87K
$319K
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
5.75K+ 2.04% |
$216K - $218K
|
288K
$15.7M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.35K+ 65.2% |
$201K - $203K
|
13.6K
$738K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.16K+ 10.25% |
$193K - $196K
|
55.5K
$3.02M
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.37K+ 7.49% |
$126K - $128K
|
48.3K
$2.63M
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
3.15K+ 3.36% |
$118K - $119K
|
96.8K
$5.27M
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.84K+ 22.14% |
$107K - $108K
|
15.7K
$854K
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.63K+ 34.28% |
$98.4K - $99.7K
|
10.3K
$560K
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
2.41K+ 1.59% |
$90.2K - $91.3K
|
154K
$8.36M
|