Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
715KNew |
$27.4M - $31.4M
|
715K
$39M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
628K+ 26.02% |
$24.1M - $27.5M
|
3.04M
$166M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
545K+ 14.28% |
$20.9M - $23.9M
|
4.36M
$238M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
440KNew |
$16.9M - $19.3M
|
440K
$24M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
234KNew |
$8.98M - $10.3M
|
234K
$12.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
151K+ 6.29% |
$5.77M - $6.6M
|
2.54M
$139M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
142K+ 149.88% |
$5.46M - $6.24M
|
237K
$12.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
123K+ 283.02% |
$4.72M - $5.39M
|
166K
$9.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
123K+ 23.21% |
$4.71M - $5.38M
|
651K
$35.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
114K+ 24.45% |
$4.36M - $4.98M
|
578K
$31.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
61.6K+ 31.08% |
$2.36M - $2.7M
|
260K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
42.8KNew |
$1.64M - $1.88M
|
42.8K
$2.33M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39.8K+ 52.18% |
$1.52M - $1.74M
|
116K
$6.32M
|
|
|
Feb 01, 2024
Q4 2023
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
38.8KNew |
$1.49M - $1.7M
|
38.8K
$2.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
38.8K+ 16.6% |
$1.49M - $1.7M
|
272K
$14.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
38.7K+ 3.35% |
$1.48M - $1.7M
|
1.19M
$65.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
38.6K+ 12.77% |
$1.48M - $1.69M
|
341K
$18.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
36.4K+ 16.62% |
$1.39M - $1.59M
|
255K
$13.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
32.3K+ 17.78% |
$1.24M - $1.42M
|
214K
$11.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
31.2K+ 13.46% |
$1.2M - $1.37M
|
263K
$14.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
30.3K+ 7.94% |
$1.16M - $1.33M
|
411K
$22.4M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
29.4KNew |
$1.13M - $1.29M
|
29.4K
$1.61M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
28.6K+ 78.07% |
$1.1M - $1.26M
|
65.3K
$3.56M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
28.6K+ 1.86% |
$1.1M - $1.25M
|
1.56M
$85.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
BUY
|
- |
28K+ 118.68% |
$1.07M - $1.23M
|
51.6K
$2.81M
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
26.8KNew |
$1.03M - $1.17M
|
26.8K
$1.46M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
25K+ 253.53% |
$957K - $1.09M
|
34.8K
$1.9M
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
20.8KNew |
$798K - $912K
|
20.8K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.9K+ 101.92% |
$726K - $830K
|
37.5K
$2.05M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.9K+ 5.61% |
$724K - $828K
|
355K
$19.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.1K+ 2.56% |
$694K - $793K
|
725K
$39.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.6K+ 6.47% |
$675K - $772K
|
289K
$15.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14.4KNew |
$553K - $632K
|
14.4K
$786K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
14.2K+ 20.58% |
$546K - $624K
|
83.4K
$4.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
14.2K+ 0.75% |
$544K - $622K
|
1.9M
$103M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.6K+ 9.82% |
$483K - $552K
|
141K
$7.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.9K+ 203.57% |
$455K - $520K
|
17.7K
$964K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
10.2K+ 69.55% |
$390K - $445K
|
24.8K
$1.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
9.96K+ 14.49% |
$382K - $437K
|
78.7K
$4.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.74KNew |
$374K - $427K
|
9.74K
$531K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
9.16KNew |
$351K - $401K
|
9.16K
$499K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8.88K+ 6.9% |
$341K - $390K
|
138K
$7.51M
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
8.7K+ 3.89% |
$334K - $382K
|
232K
$12.7M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8.42K+ 6.54% |
$323K - $369K
|
137K
$7.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.45KNew |
$286K - $327K
|
7.45K
$406K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7K+ 30443.48% |
$269K - $307K
|
7.03K
$383K
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
6.48KNew |
$248K - $284K
|
6.48K
$353K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
6.27K+ 18.47% |
$241K - $275K
|
40.2K
$2.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.11K+ 2.75% |
$235K - $268K
|
229K
$12.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.47KNew |
$210K - $240K
|
5.47K
$298K
|